Shared Lunch - podcast cover

Shared Lunch

Sharesieswww.sharesies.nz

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.

Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

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Episodes

Ross Taylor, CEO of Fletcher Building on riding the supply shortage and carbon neutral building.

This week on Lunch Money, Leighton Roberts (Sharesies' co-CEO) and Alice Rountree (Sharesies' financial analyst) host Ross Taylor, the CEO of Fletcher Building Limited. Ross will be discussing what's been a rollercoaster of a year for the company and what Fletcher's future plans are. If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events...

Sep 02, 202145 min

Lunch Money with Leighton, Brooke and Sonya

This week on Lunch Money, Leighton Roberts, Sonya Williams, and Brooke Roberts (Sharesies founders and co-CEOs) jump on the mics to have a chat. In this session they talk about Sharesies and where it's going, general investment strategies, address feature requests and answer questions from Sharesies investors. If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, ...

Aug 26, 202143 min

The OCR: what is its impact on investing? Zoe Wallis, Chief Economist for Deloitte NZ

This week on Lunch Money, Leighton Roberts (Sharesies' co-CEO) and Alice Rountree (Sharesies' financial analyst) hosts a discussion about the recent OCR (Offical Cash Rate) announcement by the Reserve Bank. They're joined by the Chief Economist for Deloitte New Zealand, Zoe Wallis. In the ensuing chat they talk about what the OCR is, how it's used by the Reserve Bank to control the economy, what the decision to hold the OCR at 0.25 percent means for investors and if the OCR is even still fit for...

Aug 19, 202144 min

Lunch Money Special: Money Week 2021 - Covid, Kiwisaver and Investing

This week on Lunch Money, Erin Moriarty (Sharesies' Head Finance) hosts a Money Week Special with no less than three special guests. Joining Erin is Tom Hartmann the managing editor at sorted.org.nz, Sam Stubbs, the co-founder and managing director of Simplicity, a non profit fund manager and Kiwisaver provider and last but not least Sonya Williams, a Sharesies co-founder and CEO. In the discussion they talk about the impact of Covid-19 on how Kiwis view money and investing, financial wellbeing ...

Aug 12, 202145 min

The trials of starting an ethical fund based on Māori values - Temuera Hall, director of TAHITO Ltd.

This week on Lunch Money, Alice Rountree (Sharesies' Financial Analyst) and Shak Lala (Investments & International) have a really interesting discussion with Temuera Hall from TAHITO funds, an ethical fund manager that uses Māori values, principles and behaviours as its foundation. If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at even...

Aug 05, 202147 min

Laybuy co-founder Gary Rohloff on the Buy Now Pay Later (BNPL) sector

This week on Lunch Money, Sonya Williams (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) have a good old yarn with Gary Rohloff the co-founder and managing director of Laybuy, one of the big players in the local BNPL sector. They discuss the origins of the company, its business model and issues around sector regulation; as well as where the company is focussing on next. If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, ...

Jul 29, 202139 min

Debbie Birch, chairperson of IWIinvestor on Māori investment

This week on Lunch Money, Brooke Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) host a chat with Debbie Birch. Debbie is the chairperson of IWIinvestor a New Zealand Māori-owned investment and financial advisory service. We'll be talking to her about Māori based investment and her career advising and helping various iwi and businesses achieve their goals, financial or otherwise. If you have any questions, email us at any time at help@sharesies.co.nz. If there a...

Jul 22, 202143 min

All about ETFs and active vs passive investing - Ilan Israelstam, co-founder of Betashares

This week on Lunch Money, Leighton Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) get an info dump from Ilan Israelstam, the co-founder of Betashares. Betashares is a fund manager providing ETFs and other Funds traded on the Australian Securities Exchange (ASX). We'll be talking to him about Betashares, ETFs and the Australian market. If you have any questions, email us at any time at help@sharesies.co.nz . If there are any companies, fund managers, or other sp...

Jul 15, 202145 min

The amazing story behind Pacific Edge's life saving cancer tests - CEO David Darling

This week on Lunch Money, Leighton Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) catch up with David Darling, the CEO of Pacific Edge. Pacific Edge is a Dunedin-based company that’s listed on the NZX, and specialises in developing cancer diagnostic tests. David talks us through the fascinating history of this life saving company, an overview of products and the markets they operate in and what is the future for David now he's stepping away from the company aft...

Jul 08, 202138 min

AI and humans working together to translate the world - Straker Translations CEO Grant Straker

This week on Lunch Money, Brooke Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) have chat with catch up with Grant Straker, the co-founder and CEO of NZ based (but ASX listed) Straker Translation. Grant talks through how he and his team run a company with global clients from NZ, how they use AI translation and why he decided to list on the Australian market rather than NZ. If you have any questions, email us at any time at help@sharesies.co.nz . If there are an...

Jul 01, 202147 min

Can you grow your wealth, but also invest ethically? - Barry Coates of Mindful Money explains how

Sharesies' Lauren Croft and Alice Rountree are joined on Lunch Money this week by Barry Coates. Barry is the founder and CEO of Mindful Money , an organisation that seeks to promote ethical investment in both Kiwisaver and investment funds. Barry offers up a basic 101 on how to make sure you're putting your money where it can do the most good. Lunch Money is produced by Sharesies Barry's slides can be viewed below Cartoon Investment impact See omnystudio.com/listener for privacy information....

Jun 24, 202142 min

Australian journalist Jessica Sier on the ASX and creating good investing habits.

This week on Lunch Money, Brooke Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) catch up with Australian-based financial journalist Jessica Sier to chat about all things Australian Securities Exchange (ASX). Jessica has spent time covering carmakers in Europe for Dow Jones Newswires and capital markets and technology for The Australian Financial Review. She tells us a little about the Australian commodity sector and provides some handy tips around building valu...

Jun 17, 202137 min

Infratil's CFO Phillippa Harford on what's next for the infrastructure fund.

This week, we have a returnee to Lunch Money! Brooke Roberts (Sharesies' co-founder) and Alice Rountree (Sharesies' Financial Analyst) talk to Phillippa Harford, Chief Financial Officer (CFO) of NZX-listed company Infratil (IFT).Phillippa touches on Infratil's latest financial results and what we can expect Infratil to focus on in the future. Acquisitions and climate change also make appearances in the chat—listen in to hear how these topics fit in with Infratil's business. If you'd like to chec...

Jun 10, 202139 min

Journalist Jenée Tibshraeny on how Budget 2021 and the OCR announcements impact investors

On this special 2021 Government Budget edition of Lunch Money, Sharesies' co-founders Leighton Roberts and Sonya Williams chat to journalist Jenée Tibshraeny from interest.co.nz . The crew dive into the recent Government Budget and Reserve Bank's latest announcement on the Official Cash Rate (OCR), and covers what this might mean for you as an investor. Jenée also gives us insight into one of the lingering curiosities you may have, by telling us what exactly happens on Budget Day as a journalist...

Jun 03, 202143 min

Kirsty Godfrey-Billy from Xero

Sharesies' Leighton Roberts and Erin Moriarty are joined on Lunch Money this week by Kirsty Godfrey-Billy, Chief Financial Officer (CFO) at ASX-listed company Xero. Kirsty gives us insight into Xero's latest financial results—chatting growth, share price movements, Xero's strategy and more. See omnystudio.com/listener for privacy information.

May 27, 202138 min

Victoria Harris from The Curve

This week on Lunch Money, Alice Rountree (Sharesies' Financial Analyst) and Lauren Croft (Sharesies' Product Owner) catch up with Victoria Harris from The Curve , an education platform providing investing and finance content to women globally. Victoria has over 10 years of experience in the investments industry, and is currently a Portfolio Manager at Devon Funds Management. She gives us an idea of what her day-to-day role looks like, provides some top tips and tricks for choosing what to invest...

May 20, 202144 min

Brian Ward from Aroa Biosurgery

This week on Lunch Money, Brooke Roberts (Sharesies' co-founder) and Alice Rountree (Sharesies' Financial Analyst) chat to Brian Ward, CEO of ASX-listed company Aroa Biosurgery—a soft-tissue regeneration company that develops, manufactures and distributes medical and surgical products. Brian takes us through Aroa's business model, and reflects on Aroa's journey to becoming an ASX-listed company. See omnystudio.com/listener for privacy information....

May 13, 202137 minSeason 1Ep. 45

Ralph Highnam Volpara Health Technologies

This week on Lunch Money, Brooke Roberts (Sharesies' co-founder) and Alice Rountree (Sharesies' Financial Analyst) are joined by Ralph Highnam, CEO of ASX-listed company Volpara Health Technologies (VHT). Volpara Health is an NZ-based medical research, development and manufacturing company. Ralph tells us who Volpara are and what they're all about, and gives us further insight into his role within the company. See omnystudio.com/listener for privacy information....

May 06, 202140 minSeason 1Ep. 44

Scott Phillips from The Motley Fool Australia

This week, Sonya Williams (Sharesies' co-founder) and Angus Watson (Sharesies' Head of Investments) chat to Scott Phillips, Chief Investment Officer at The Motley Fool Australia . Scott fills us in about what’s happening in the Australian share market and economy, key things to keep an eye on in the Australian economy as an investor, and how the Australian share market has performed over time. See omnystudio.com/listener for privacy information....

Apr 29, 202145 minSeason 1Ep. 43

Victoria Devine from She's on the Money

This week on Lunch Money, we've got a special episode to celebrate the launch of Australian shares on Sharesies! Our hosts and Sharesies' co-founders Leighton and Brooke are joined by Australia-based Victoria Devine; multi-award-winning financial adviser, and founder and host of podcast and Facebook group She's on the Money . We chat all things Australian share market and economy—including why people invest in Aussie companies and funds, things to look out for, and how to choose what to invest i...

Apr 22, 202142 minSeason 1Ep. 42

Scott Scoullar from Summerset

This week on Lunch Money Lauren (Sharesies' Product Owner) & Leighton (3EO) are joined by Scott Scoullar, CEO of dual-listed Summerset Group Holdings (SUM). Scott chats about his journey to his role at Summerset, highlights what make Summerset different from other market players and touches on future strategy. See omnystudio.com/listener for privacy information.

Apr 15, 202142 minSeason 1Ep. 41

Todd Hunter from Turners Automotive Group

This week on Lunch Money, Sonya & Leighton are joined by Todd Hunter, CEO of Turners Automotive Group (TRA). Turners provides financial services, as well as vehicle auctions and insurance. Todd gives us some background info about Turners, and chats about the impact of COVID-19 on the business. See omnystudio.com/listener for privacy information.

Apr 08, 202130 minSeason 1Ep. 40

Brad Olsen from Infometrics

This week on Lunch Money, Sonya Williams (Sharesies co-founder and co-CEO) and Gus Watson (Sharesies Head of Investments) are joined by Brad Olsen, Senior Economist and Director at Infometrics. Brad is a leading economic commentator across New Zealand who focuses on getting useful information to businesses, decision-makers, and the public. See omnystudio.com/listener for privacy information.

Apr 01, 202140 minSeason 1Ep. 39

Darrin Grafton from Serko

We're joined by Darrin Grafton, CEO of Serko (SKO), an NZ and AU listed company. Started in 2007, Serko builds innovative, integrated travel and expense solutions. Darrin chats to us about his role in the company, his vision for Serko, and how business travel is adjusting to the 'new normal'. See omnystudio.com/listener for privacy information.

Mar 25, 202141 minSeason 1Ep. 38

Sophie Moloney from Sky TV

Sharesies' co-founders and Lunch Money hosts Sonya and Leighton are joined by Sophie Moloney, CEO of Sky Network TV. Sophie chats about her role, strategy and what the future holds for Sky TV. See omnystudio.com/listener for privacy information.

Mar 18, 202136 minSeason 1Ep. 37

Lunch Money: International Women's Day (with Frances Cook & Kendall Flutey!)

For this special episode of Lunch Money to celebrate International Women's Day (8 March 2021), Sonya and Brooke were joined by journalist Frances Cook (Cooking the Books, New Zealand Herald), and Kendall Flutey from Banqer to chat all things women and investing. See omnystudio.com/listener for privacy information.

Mar 08, 202148 min

Volatile investments: GameStop, AMC Entertainment, and more

Join us for a special episode of Lunch Money, where our co-founders Brooke Roberts, Sonya Williams, and Leighton Roberts, dove into what's been happening in the US share markets this past week, specifically with volatile investments like GameStop (GME) and AMC Entertainment (AMC). See omnystudio.com/listener for privacy information.

Feb 03, 202140 minSeason 1Ep. 35

Mandy Simpson from Z Energy

Sonya and Leighton chat to Mandy Simpson, Chief Digital Officer at Z Energy. Mandy fills us in on her role at Z Energy, chats about the challenges faced by the company, and what the future might look like for them going forward. See omnystudio.com/listener for privacy information.

Nov 26, 202035 minSeason 1Ep. 34

Oliver Mander from the NZ Shareholders’ Association (NZSA)

Sonya and Leighton chat to Oliver Mander, the new Chief Executive of the New Zealand Shareholders’ Association (NZSA). Oliver gives us some insight into the NZ Shareholders Association, such as the history of the organisation and how the NZSA promotes and protects the interests of investors. See omnystudio.com/listener for privacy information.

Nov 19, 202036 minSeason 1Ep. 33

Craig Herbison from Plexure

Ruby and Sonya are joined by Craig Herbison, CEO of mobile engagement company Plexure. This company's platform is used globally for analysing purchases and contextual data, and tailoring messaging to individual customers. Craig gives some insight into his role at Plexure, and talks about how McDonalds (yes, that Maccas!) fits into Plexure's business strategy. See omnystudio.com/listener for privacy information.

Nov 12, 202041 minSeason 1Ep. 32
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