Sharesies
Shared Lunch
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 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 b...
Where to listen?
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Episodes
Dairy Industry 101 (with Julia Jones, Head of Insight, NZX) 18.11.2021 43:40
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....
Sharesies End of Year Catch Up with Brooke, Gus and Erin. 11.11.2021 35:57
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. R...
Greenwashing: how to know it when you see it (with John Berry, co-founder Pathfinder Asset Management) 05.11.2021 45:03
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 a...
TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie 28.10.2021 43:31
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 ep...
Genesis Energy CEO Marc England on sustainability and a zero carbon future 21.10.2021 42:12
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.i...
Electric Car Industry 101 (with Mevo CEO Erik Zydervelt) 14.10.2021 43:07
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...
World Investor Week 2021: Due Diligence Deep Dive 07.10.2021 45:01
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,...
Z Energy CEO Michael Bennetts on the company's zero carbon future 30.09.2021 37:30
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:...
Rocket Lab CEO Peter Beck on getting to the Nasdaq and future missions. 23.09.2021 42:46
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/sharesie...
Mary Holm on strategies to create a personal investment portfolio 16.09.2021 40:14
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:/...
How Tourism Holdings Limited is navigating the pandemic (with CEO Grant Webster) 14.09.2021 41:24
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 s...
Ross Taylor, CEO of Fletcher Building on riding the supply shortage and carbon neutral building. 02.09.2021 44:52
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 ma...
Lunch Money with Leighton, Brooke and Sonya 26.08.2021 43:12
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@sharesi...
The OCR: what is its impact on investing? Zoe Wallis, Chief Economist for Deloitte NZ 19.08.2021 43:35
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 t...
Lunch Money Special: Money Week 2021 - Covid, Kiwisaver and Investing 12.08.2021 45:05
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 t...
The trials of starting an ethical fund based on Māori values - Temuera Hall, director of TAHITO Ltd. 05.08.2021 46:34
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 an...
Laybuy co-founder Gary Rohloff on the Buy Now Pay Later (BNPL) sector 29.07.2021 39:08
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. &...
Debbie Birch, chairperson of IWIinvestor on Māori investment 22.07.2021 42:59
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, financi...
All about ETFs and active vs passive investing - Ilan Israelstam, co-founder of Betashares 15.07.2021 44:39
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...
The amazing story behind Pacific Edge's life saving cancer tests - CEO David Darling 08.07.2021 37:42
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 an...
AI and humans working together to translate the world - Straker Translations CEO Grant Straker 01.07.2021 46:50
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...
Can you grow your wealth, but also invest ethically? - Barry Coates of Mindful Money explains how 24.06.2021 42:02
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 sl...
Australian journalist Jessica Sier on the ASX and creating good investing habits. 17.06.2021 37:10
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...
Infratil's CFO Phillippa Harford on what's next for the infrastructure fund. 10.06.2021 39:02
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 i...
Journalist Jenée Tibshraeny on how Budget 2021 and the OCR announcements impact investors 03.06.2021 43:00
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...
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