Our

EVENTS

 

Meet the Managers Roadshow :
September 2024

 

 

 

REGISTRATIONS OPEN SOON  

 Originating in 2011, this bi-annual roadshow has been designed by Heathcote Investment Partners to bring investment professionals together.

 

Dates  …

17 September Wellington,

18 September Christchurch

19 September Auckland

20 September Hamilton

 

 

We have a fantastic selection of NZ & overseas fund managers lined up to present.

 

Post conference the Fund Managers presentations will be available here:

 

 

 

 

 

 

 

 

 

 

THEME :

Resilient Portfolio Construction

 In the face of unprecedented challenges, Resilient Portfolio Construction emerges as a cornerstone strategy for navigating uncertain times. As markets grapple with volatility, geopolitical tensions, and economic uncertainty, investors are reassessing their approach to portfolio management. Diversification across asset classes, sectors, and geographies becomes paramount, offering a buffer against market shocks and downturns. Moreover, a focus on quality companies with strong balance sheets and sustainable business models provides stability amidst turbulence. By incorporating defensive assets such as alternatives and bonds alongside growth opportunities, investors can strike a balance between risk mitigation and capital appreciation. Stay vigilant in crafting resilient portfolios that withstand the trials of today while positioning for the opportunities of tomorrow. There is nowhere else where you will get the opportunity to hear from and discuss investment markets with such a diverse line up of Presenters.

With so much content, we look forward to seeing you at one of the venues in February 2024

 

STRUCTURED CREDITS

Full attendance at the conference constitutes varying hours of learning. If it is a learning aim within your 2024 Professional Development Plan, you may decide that this learning constitutes 5.0 hours of learning.

 

This invitation is open to professional financial intermediaries only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5c of the Act)

 

We strongly encourage all investment professionals to attend these presentations to hear first-hand the outlook and views from some of the industry’s leading investment management entities.

 

 

 

Best of Breed Australian Research Tour  :

2023 dates tbc

 

 

In 2022 we did Sydney in the past we have included Melbourne as well. Who knows what 2023 will look like – we will keep you updated in the Weekly Connect Newsletter

 

 

 

 

 

 

 

Following the success of previous Best of Breed Research Tours, we are doing it again – with this year’s event including complimentary registration to Morningstar’s annual conference. Due to logistical restrictions, this tour can accommodate a maximum of 8 delegates.  See the invitation for more information, cost and inclusions

 

STRUCTURED CREDITS

Full attendance at the conference constitutes a minimum of 11 hours of structured learning hours for attending the Morningstar Conference. If it is a learning aim within your 2022 Professional Development Plan, you may decide that this learning constitutes Code Structured Hours.

 

This invitation is open to professional financial intermediaries only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5c of the Act)

 

 

 

Let’s chat

Talk to us today about how Heathcote Investment can help keep you up to date with the latest product information and invitations to a variety of proprietary events every year.