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POSTPONED – August meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand
August 24, 2021 @ 8:30 am - 11:00 am NZST
August meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand
THIS EVENT IS POSTPONED UNTIL FURTHER NOTICE
This investment presentation will be focusing on NZ Equities vs. Australian Equities and the opportunities, risks and considerations in each region for client portfolios going forward.
Thank you to Milford Asset Management and Quay Street Asset Management for sponsoring this event.
Doors open at 8:30am, event to begin at 9am
Guest Speakers:
William Curtayne
Portfolio Manager – Milford Asset Management
William joined Milford in 2010 and is primarily based in Auckland after working in Milford’s Sydney office from its establishment in 2014 before returning to Auckland in 2021.
William focuses mainly on Australian equities as the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund. William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.
William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.
Xavier Waterstone
Portfolio Manager & Senior Investment Analyst – Quay Street Asset Management
Xavier joined QuayStreet in September 2018, shortly after migrating from Australia. Previously, Xavier was a Senior Analyst at Diogenes Research, a sell-side boutique specialising in earnings quality analysis of ASX200 companies for institutional clients. Xavier commenced his career in 2007 at JCP Investment Partners, a Melbourne-based wholesale fund manager which managed over $9b on behalf of institutional and sovereign clients.
Xavier’s current responsibilities include:
– Primary portfolio manager responsibilities for the QuayStreet Australian Equity Fund
– Back-up portfolio manager responsibilities for the QuayStreet New Zealand equity Fund
– Research and analysis of Australasian equities, with sector responsibilities for Healthcare/Consumer Staples/Industrials/Materials/Energy/Financials/Information Technology
Xavier holds a BCom (Finance & Accounting) and MBA (Hons, Oxon)
Q & A session
Event to close at 11am
Cost: $10 per person for the venue hire, morning tea provided.
No cash will be accepted at the event.
2 CPD points
All attendees must register online.
If you have any questions please direct to the meeting host – patrick@fortitudefinancial.co.nz
Registration closes Friday 20th August 2021
