WWIN Morning Roundtable Featuring David Wallace
July 5 @ 8:30 am - 10:00 amInvestors Only
WWIN Morning Roundtable
A monthly event for the investor community in Wanaka and the Wakatipu to connect, learn, and access deal flow.
Friday, 5 July from 8:30 to 10 a.m. at Urban Grind, in downtown Wanaka in the upper room. An RSVP is required.
8:30 a.m. Doors open. Morning tea is served.
8:50 a.m. Attendee introductions
9:00 a.m. David Wallace will take the floor and over the course of the next 30 minutes will cover:
- Background on investor journey
- My first investment was... Lessons learned and key takeaways
- The one that got away... Hindsight of the missed investment opportunity.
- 3 lessons learned from my investment journey that everyone can benefit from
Immediately following David's war stories, we will host a Q&A.
9:40 a.m. Closing remarks followed by networking and tea until 10 a.m.
We are pleased to hear some investment war stories from David Wallace, Joint Managing director of Armillary Private Capital.
David is founding director of Armillary Private Capital, and active across the Investment Banking, Funds Management and Advisory areas of the firm.
He has a background in asset management, investment banking, equities research, and corporate treasury, with 30 years of experience working in the capital markets in New Zealand.
He has had corporate treasury roles for Winstone Limited, NZ Steel, and Clear Communications and worked for JP Morgan (formerly Ord Minnett).
Throughout his career, David has overseen a broad range of transactions including IPO’s, debt raisings, MBO’s, mergers, acquisitions and divestments and has been a rated equities analyst for the telco and IT sectors.
He holds a Bachelor of Commerce degree from Canterbury University and a Post Graduate Diploma in Business Finance from the Auckland University Graduate School of Business.
David is chairman of Eurotech Design and is on the advisory boards of Pinnacle Rigging and AE Tilley. He is chair of Snow Sports New Zealand and Startup Queenstown Lakes Charitable Trust.