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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

Shared Lunch: Supermarkets 101

Dan Brunskill (markets reporter at BusinessDesk) talks to Will Curtayne, portfolio manager at Milford Asset Management about the supermarket sector. Will breaks down how the supermarkets work, the recent Commerce Commission report and the Government's proposed regulatory shakeup. He also explains why butter is $10 plus on the shelves! Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund manage...

Jun 09, 202245 min

Channel Infrastructure CEO Naomi James on Marsden Point's transition from oil refining to oil importing

Frances Cook (Investments Editor at BusinessDesk) sits down with Channel Infrastructure CEO Naomi James to chat about shutting down the Marsden Oil Point refinery, the effects of that decision on their workforce and the move to a renewable future. Brought to you by Sharesies, with BusinessDesk . Register for upcoming episodes and submit your questions over on Crowdcast . If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sha...

Jun 02, 202241 min

Shared Lunch: State of the Economy

Dan Brunskill (markets reporter at BusinessDesk) sits down with senior economist Miles Workman from ANZ to take a good hard look at the economy. We cover the recent OCR hike by the New Zealand reserve bank, the volatility that inflation is causing and what it means for the investor. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shar...

May 26, 202245 min

Port of Tauranga CEO Leonard Sampson on being a port in the storm of Covid.

Frances Cook (Investments Editor at BusinessDesk) sits down with Port of Tauranga CEO Leonard Sampson to chat about the port's last two years as well as current projects around automation and berth extension. They also discuss the port's strategy and the highlights and challenges for the next 12 months. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’...

May 19, 202244 min

Renewable Energy 101

This week, Dr Mark Diesendorf from UNSW Sydney is our guest. Mark will discuss the ins and outs of the sector with special focus on Australia and NZ and our growing renewable energy industry. Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill. Brought to you by Sharesies, with BusinessDesk Appearance on Shar...

May 12, 202244 min

Auckland International Airport CEO Carrie Hurihanganui on flight in the time of covid

Frances Cook (Investments Editor at BusinessDesk) sits down with [Auckland International Airport CEO Carrie Hurihanganui to chat about the airports plans to rise from the pandemic . Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Mone...

May 05, 202242 min

Artificial Intelligence 101

This week, Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Dr Mahsa Mohaghegh from the Auckland University of Technology. Prepare for a deep dive into the A.I. sector, including the different types of A.I. , what fuels the industry, who the big players are and what challenges the sector is facing. Dr Mohaghegh will also discuss impacts of the technology: ethical considerations and gender diversity in the field. Brought to you by Sharesies, with BusinessDesk . Register for upcomin...

Apr 28, 202239 min

Radius Care CEO Andrew Peskett on the aged care sector and how Radius is planning for the future

This week, Frances Cook (Investments Editor at BusinessDesk) sits down with Radius Care CEO Andrew Peskett to chat about everything to do with the rest home and aged care health provider. They talk about Radius' business model, the ins and outs of the aged care sector and what's next for the company. Brought to you by Sharesies, with BusinessDesk . Register for upcoming episodes and submit your questions over on Crowdcast . If there are any companies, fund managers, or other special guests you’d...

Apr 21, 202244 min

Rights offers explained with Philip Ascroft, senior associate Chapman Tripp

Frances Cook (Investments Editor at BusinessDesk) sits down with Philip Ascroft from Chapman Tripp to cover your burning questions about rights offers and capital raises. Philip has worked on just about every major ECM (Equity Capital Markets) offer in NZ over the past few years and he's well placed to give a plain-English explainer on rights issues. Why do companies do rights offers? What does 'renounceable' mean? What's a TERP when it's at home? Philip will answer all this and more. Brought to...

Apr 14, 202242 min

Special Interview: Air New Zealand CEO Greg Foran on the capital raise

Join us for an interview with Air New Zealand CEO Greg Foran where he takes us through why the company is undertaking this $2.2 billion capital raise and its plans for the future. We also put to Greg some of the most common questions that Sharesies investors are asking. Air New Zealand rights offer: a rundown Investing involves risk, you aren’t guaranteed to make money and you might lose the money you started with. Any information we provide is general only and current at the time. If you're loo...

Apr 08, 202227 min

Rakon Limited CEO Sinan Altug on Rakon's "who's who" of tech clients

Frances Cook (Investments Editor at BusinessDesk) sits down with Rakon Limited's new CEO Sinan Altug. They'll chat about the tech company and the products it makes that can be found in everything from satellites to autonomous vehicles. Sinan will discuss Rakon's business model and their growth strategy. He'll also chat about his recent appointment to the CEO role and where he wants to take the company. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your...

Apr 07, 202243 min

Assigning value in an intangible world | a metaverse deep dive

Dan Brunskill (Markets reporter at BusinessDesk) sits down with Greg Cross from Soul Machines to peer deep into the metaverse. Since Mark Zuckerberg pivoted his company and brought the concept into the mainstream, everyone's wanted to know more. What even is it? What infrastructure will it need? Who's building it? Is it a pipe dream? Dan and Greg will discuss all this and more. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdc...

Apr 01, 202247 min

Winton Land Limited CEO Chris Meehan on why a property developer would list on the share market, the 15 minute lifestyle and the ups and downs of the RMA.

Frances Cook (Investments Editor at BusinessDesk) sits down with Winton Land Limited CEO Chris Meehan to chat about their reasons for listing on the NZX and ASX. They also talk about how Winton's navigated industry disruption, where the property market is going and why everyone should live 15 minutes from everything they need. Brought to you by Sharesies, with BusinessDesk . Register for upcoming episodes and submit your questions over on Crowdcast . If there are any companies, fund managers, or...

Mar 24, 202241 min

Everything you wanted to know about the New Zealand Stock Exchange | NZX deep dive

This week, Dan Brunskill (Markets Reporter at BusinessDesk) sits down with NZX Limited 's CEO Mark Peterson to chat about everything you need to know about the New Zealand stock exchange: how does it work? what do investors need to know? And why is it a private company rather than a government run entity? All that and more is answered. Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes ...

Mar 17, 202241 min

Contact Energy CEO Mike Fuge on Tiwai Point, energy prices, and sustainability

Frances Cook (Investments Editor at BusinessDesk) sits down with Contact Energy CEO Mike Fuge to chat about Contact's long-term strategy and the future of sustainable energy options. Brought to you by Sharesies, with BusinessDesk . Register for upcoming episodes and submit your questions over on Crowdcast . If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch M...

Mar 10, 202244 min

Share market dip: what you need to know

Since the start of 2022, global markets have been experiencing a downward trend. This has got everyone talking about market volatility and “correction territory”. But what does this all mean? Why are markets reacting this way? And what does it mean for investors? Join Sharesies' co-CEO Sonya Williams, business journalist Rod Oram and Devon Funds Management Head of Retail Greg Smith as they break down and explain the factors leading to the current dip and discuss ways investors can react. Subscri...

Jan 27, 202244 min

Bonus Episode - 2022: Setting the Scene

We’re kicking off the year with a panel discussion about the major themes and events that might affect share markets in 2022, including COVID, inflation and interest rates, and market volatility. Sharesies financial analyst Alice Rountree hosts a conversation with: Sharesies co-CEO Leighton Roberts; Victoria Harris, Portfolio Manager at Devon Funds and Founder of The Curve, and John Berry, co-founder and CEO of Pathfinder Asset Management. Subscribe to the Lunch Money email newsletter for bite-s...

Jan 20, 202247 min

Air New Zealand CEO Greg Foran on COVID-19, sustainability and 2022.

This week, Alice (Sharesies' financial analyst) and Gus (Sharesies Head of Investments) host Greg Foran, the Air New Zealand CEO. Greg discusses the effects the pandemic has had on the national carrier, plans for sustainability and electric air planes and what 2022 looks like. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fun...

Dec 02, 202144 min

The Economy in 2021 (with Mary Jo Vergara, Kiwibank economist)

This week, Alice and Shak host Mary Jo Vergara, an economist from Kiwibank. In the second to last episode of Lunch Money for 2021 Alice, Shak and Mary Jo talk about how the economy fared in a very challenging year. They discuss Covid-19, the property market, inflation, the recent OCR decision and take a peek at what's waiting around the corner in 2022. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Cr...

Nov 25, 202139 min

Dairy Industry 101 (with Julia Jones, Head of Insight, NZX)

This week, Sonya and José host Julia Jones, Head of Insight at the NZX. Julia has a deep background in the dairy industry and walks us through the ins and outs of the industry. This includes the big players in the sector, how the industry is organised, key markets, challenges and opportunities (including key ethical and environmental issues). Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast ( ...

Nov 18, 202144 min

Sharesies End of Year Catch Up with Brooke, Gus and Erin.

This week Brooke Roberts (Sharesies co-founder and co-CEO), Gus Watson (Head of Investments) and Erin Moriarty (Head of Finance) discuss some of the highlights of the year for Sharesies including the recently completed capital raise; look ahead to 2022 and, of course, take your questions in an extended Q&A session. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast ( https://www.crowdcast.io...

Nov 11, 202136 min

Greenwashing: how to know it when you see it (with John Berry, co-founder Pathfinder Asset Management)

This week, Leighton and Alice host John Berry from Pathfinder Asset management. John discusses greenwashing and how to work out if companies really mean it when they talk about sustainability. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast ( https://www.crowdcast.io/sharesies ). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an e...

Nov 05, 202145 min

TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie

This week, Lauren and José host Andrew Balgarnie, COO of TradeWindow. TradeWindow is an Auckland based tech startup that's looking to digitise the process of managing exports. Andrew discusses the ins and outs of the company, unpack its recent capital raise and its forthcoming listing on the NZX. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast ( https://www.crowdcast.io/sharesies ). If there ...

Oct 28, 202144 min

Genesis Energy CEO Marc England on sustainability and a zero carbon future

This week, Alice and Chris host Marc England, CEO of Genesis Energy. Marc provides an overview of Genesis and their financial performance, their work on sustainability and what the future holds for the company. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Mone...

Oct 21, 202142 min

Electric Car Industry 101 (with Mevo CEO Erik Zydervelt)

This week, Leighton and José host Erik Zydervelt from Mevo. Electric transportation seems to be everywhere at the moment with Elon Musk making the news daily and the large traditional car companies moving into the EV space in a big way. If you've ever wanted to know more about how the industry operates, who the players are and what the immediate and long term challenges are for the sector, this is your chance. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register...

Oct 14, 202143 min

World Investor Week 2021: Due Diligence Deep Dive

This week, Erin (Sharesies' Head of Finance) hosts a special World Investor Week panel discussion. Erin and the panel discuss due diligence; what it is, how you do it and where to get information so you can make an informed choice about where to place your investments. On the panel is Gillian Boyes the Investor Capability Manager for the Financial Markets Authority; Victoria Harris, founder of The Curve and Portfolio Manger at Devon Funds Management and Sharesies co-CEO Leighton Roberts. Lunch M...

Oct 07, 202145 min

Z Energy CEO Michael Bennetts on the company's zero carbon future

This week, Leighton and Sonya host Michael Bennetts, the CEO of Z Energy. Michael discusses the company's outlook in a predominately electric future and the reasons behind changes at Marsden Point and what it means for NZ's fuel security. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast ( https://www.crowdcast.io/sharesies ). If there are any companies, fund managers, or other special guests y...

Sep 30, 202138 min

Rocket Lab CEO Peter Beck on getting to the Nasdaq and future missions.

This week, Leighton and Brooke host Peter Beck the CEO of Rocket Lab. Peter breaks down the different components that make up Rocket Lab, how they execute space launches and looks to future missions. Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us...

Sep 23, 202143 min

Mary Holm on strategies to create a personal investment portfolio

This week we host author and finance commentator Mary Holm. Mary discusses ways to create an investment portfolio and answers a lot of viewer questions in an extended Q&A session. Be in the draw to win a $50 top-up to your Sharesies Wallet! Share your thoughts on Lunch Money and go in the draw to win. There are five $50 prizes to be won and you’ll be helping us make Lunch Money better. https://jess1087.typeform.com/to/KadTFWwl One entry per person. Entries are only valid on completion of the...

Sep 16, 202140 min

How Tourism Holdings Limited is navigating the pandemic (with CEO Grant Webster)

This week, Brooke Roberts (Sharesies co-CEO) and Alice Rountree (Sharesies' financial analyst) host Grant Webster, CEO of Tourism Holdings Limited . Grant discusses the challenging year for THL, opportunities for the future and learnings from the Ihumātao protest. Lunch Money is made for you, by Shareises. Episodes are recorded weekly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or oth...

Sep 14, 202141 min
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