

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

Sep 16, 2021 • 40min
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 survey. Entries close at 9 AM, 1 October 2021. 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 14, 2021 • 41min
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 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 2, 2021 • 45min
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@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Aug 26, 2021 • 43min
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, flick us an email at events@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Aug 19, 2021 • 44min
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 purpose. 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@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Aug 12, 2021 • 45min
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 and they demystify key money topics. 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@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Aug 5, 2021 • 47min
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 events@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Jul 29, 2021 • 39min
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, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Jul 22, 2021 • 43min
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 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@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.

Jul 15, 2021 • 45min
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 special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-moneySee omnystudio.com/listener for privacy information.


