Canterbury/Nelson Regional Meeting

To be held on Tuesday 15th February 8:30am 
at the Russley Golf Club

This event is going ahead as planned. Our presenters have confirmed they still intend to come, so register now to secure your space. Should things change, we will let you know as soon as possible and registrant accounts will be credited (if paid). Please note the requirement of a vaccine pass for entry.

We will take a look back at recent trends in the economy and property market (both national and local) and provide some thoughts about the future in terms of mortgage rates, regulation and sales and price trends.

The 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

Kelvin Davidson
Chief Property Economist
CoreLogic

Kelvin joined CoreLogic in March 2018 as Senior Research Analyst, before moving into his current role of Chief Economist. He brings with him a wealth of experience, having spent 15 years working largely in private sector economic consultancies in both New Zealand and the UK. Because of this Kelvin is well practised in applying macroeconomic trends and data to the property market, both residential and commercial.

In his role with CoreLogic Kelvin’s focus is on keeping up to date with what’s going on in the property market and continually finding different ways for viewing and interpreting it. Kelvin’s economics background means that he knows his way around a spreadsheet, but more importantly he always puts more emphasis on providing the key insights and telling a story, whether his audience be clients or the media.

Kelvin holds a Bachelor of Commerce with Honours majoring in Economics from University of Canterbury.

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 close TBC

Cost:  $10 per person for the venue hire, morning tea provided. No cash will be accepted at the event.

Venue COVID-19 policies must be followed by all attendees and a vaccine pass will be required for entry.

All attendees must register online.

Register now

If you have any questions, please direct to the meeting host – patrick@fortitudefinancial.co.nz

COVID-19 Announcement from Russley

Under the COVID-19 Protection Framework, Russley Golf Club requires anyone aged 12 and over to have a valid “My Vaccine Pass” to access its facilities, which includes the course, driving range, practice areas, Golf Shop, Clubhouse and Function Centre. Please have your pass with you so it can be sighted and verified when you arrive.