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WWIN Morning Roundtable Featuring David Wallace

July 5 @ 8:30 am - 10:00 am

Investors Only

WWIN Morning Roundtable

A monthly event for the investor community in Wanaka and the Wakatipu to connect, learn, and access deal flow. 


Learn more about WWIN | Investors, please RSVP for this event below


urbangrind

Friday, 5 July from 8:30 to 10 a.m. at Urban Grind, in downtown Wanaka in the upper room. An RSVP is required.


Agenda

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:

  1. Background on investor journey
  2. My first investment was... Lessons learned and key takeaways
  3. The one that got away... Hindsight of the missed investment opportunity.
  4. 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.

Featuring

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.

 


WWIN (Wanaka & Wakatipu Investor Network) is a community for investors interested in seed, angel, and venture capital investment in high-growth startup, innovation, and technology companies.
 
Participation in this event is strictly limited to investors and investment/financial advisors.

Request A Seat For This Event

Details

Date:
July 5
Time:
8:30 am - 10:00 am
Cost:
Investors Only
Event Category:

Organizers

WWIN Investor Community
Startup Queenstown Lakes

Venue

Urban Grind
72 Ardmore St
Wanaka, 9350 New Zealand
+ Google Map
Website:
http://www.urbangrind.co.nz/Urban_Grind/home.html