Learn. Enjoy. Invest!
Enhancing the financial literacy of students from all academic backgrounds at the University of Otago
Proudly affiliated with Forsyth Barr
Forsyth Barr is today one of the largest investment management firms in New Zealand with a reputation founded on integrity, high standards of service, and outstanding investment advice. The firm is 100% staff and New Zealand owned, and has over 500 employees including 170 Investment Advisers located throughout the country, across 24 offices nationwide.
We are a leading participant in the NZX equity and debt markets, providing advice and direct access for trading and investing in a range of instruments, including New Zealand, Australian, and international equities, listed property securities, and Australasian debt securities.
Club Objectives
Invite industry professionals to speak on a range of financial and economic topics
Obtain the sponsorship of a major New Zealand investment/wealth management firm
Host stock pitch competitions and invite industry professionals to teach students how to pitch stocks
Invite academic and industry professionals to teach students how to perform practitioner-level investment due diligence and analysis
Establish an online newsletter/magazine, writing on a range of financial and economic topics
Educate students not only about equities, but about various asset classes