

Shared Lunch
Sharesies
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.
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.
Episodes
Mentioned books

Nov 25, 2021 • 39min
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 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 email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Nov 18, 2021 • 44min
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 (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 email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Nov 11, 2021 • 36min
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/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Nov 5, 2021 • 45min
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 email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Oct 28, 2021 • 44min
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 are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time. eg: This week, Leighton (Sharesies' co-CEO) and Alice (Sharesies' financial analyst) host Ross Taylor, the CEO of Fletcher Building Limited. Ross discusses why this year has been a rollercoaster of a year for the company and what Fletcher's future plans are. 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 email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Oct 21, 2021 • 42min
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 Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Oct 14, 2021 • 43min
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 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 email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Oct 7, 2021 • 45min
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 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 email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Sep 30, 2021 • 38min
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 you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.

Sep 23, 2021 • 43min
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 an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.See omnystudio.com/listener for privacy information.


