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Institutional Equities

Our Institutional Equities team is focused on building long-term sustainable relationships with our business clients, establishing a thorough understanding of their business objectives and challenges and then providing solutions throughout their business life-cycle.

Sales

Geoff Zame

Director
Head of Institutional Equities
+64 9 358 7803 geoff.zame@craigsip.com Moreless

M: +64 27 235 8585

Geoff joined Craigs Investment Partners following his career with ABN AMRO in Equities Research as an Analyst since July 2007. He was appointed Head of Equities Research for Craigs Investment Partners in April 2009 and Head of Institutional Equities in December 2010. Geoff's current focus at Craigs Investment Partners is on the telecommunications, transport and media sectors. Geoff was awarded “Analyst of the Year” at the National Business Review 2011 INFINZ Industry Awards.

Prior to joining Craigs Investment Partners, Geoff spent the previous six years with Telecom Corporation NZ, the majority of this time as Investor Relations Manager and latterly as Finance Manager for Telecom's Business Retail division. Geoff's previous work experience included five years based in London as Finance Manager for Cater Allen (a wholesale money broker, subsidiary of Abbey National), and prior to that with Deloitte & Touche in Wellington, qualifying as a chartered accountant in 1997.

Geoff holds a Bachelor of Commerce (majoring in accounting and economics) from the University of Otago and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

Craig Lindberg

Director
Head of Institutional Sales
+64 9 358 7509 craig.lindberg@craigsip.com Moreless

Craig joined Craigs Investment Partners in March 2009, following 21 years with ABN AMRO since the inception of BZW in 1988.

He is an Institutional Equities Dealer with over 21 years of experience in equity sales and operating, and offshore client servicing in the New Zealand and Australian sharebroking industries.

View selected transactions in which Craig has been involved.

Robbie joined Craigs Investment Partners in July 2016. Prior to joining Craigs he spent 3 years in Auckland with Goldman Sachs equity research covering NZ tech, media and aged care stocks. Before this he spent 4 years in London where he also held roles in research in for Goldman Sachs and Royal Bank of Scotland. He holds a Bachelor of Commerce and Bachelor of Laws from Otago University, and is a CFA charterholder.

Blair joined Craig’s Investment Partners in May 2015. Prior to joining Craigs he spent 8 years in Sydney with Goldman Sachs where he sales traded Australian equities to domestic and international institutions. Before his move to Sydney he spent 6 years in Auckland where he also held roles in sales trading and facilitation in Auckland for JBWere and Goldman Sachs JBWere. He holds a Bachelor of Commerce from Canterbury University, Series 7 & 63 Registration with FINRA in the US and an NZX Diploma.

William joined Craigs Investment Partners in May 2012. Prior to this he was a sales trader with ABN AMRO and RBS, dealing in Australian and Asian equities, holding positions in Melbourne, London and Sydney. He joined ABN AMRO in Auckland in 2004 after working at Forsyth Barr for 2 years after completing a Bachelor of Commerce at Canterbury University in 2001.

Stephen Carroll

Operator / Sales Trading +64 9 358 7692 stephen.carroll@craigsip.com Moreless

Stephen re-joined Craigs Investment Partners as an Institutional Equities Sales Trader in May 2014 after two years in the UK. While in the UK, Stephen held roles with State Street Global Advisors and Lloyds Banking Group. He originally joined Craigs in 2009 after working at Citigroup for three years and completing a Bachelor of Commerce degree at the University of Auckland in 2005.

Research

Grant Swanepoel

Director
Head of Research
+64 9 926 2243 grant.swanepoel@craigsip.com Moreless

M: +64 21 909 959

Grant has been an investment broking analyst for the past 17 years. Prior to joining Craigs Investment Partners in September 2009, he was based in Cape Town with Barnard Jacobs Mellet, a listed broking house, and Citi Group before that. He was the top-rated analyst in Beverages, Luxury Goods and Tobacco sectors. Grant is currently Head of Research at Craigs Investment Partners and covers the Energy and Utility sectors.

Adrian Allbon

Research Analyst + 64 9 969 1070 adrian.allbon@craigsip.com Moreless

Adrian joined Craigs Investment Partners in October 2014. Prior to joining Craigs, he worked as an Executive Director in the Global Investment Research team at Goldman Sachs New Zealand for eight years. Previously, he has held roles in the Business Risk Services and Mergers and Acquisitions teams at Ernst & Young.

He received a number of IFINZ Sector Industry Awards during his time at Goldman Sachs including: 1st - Industrial/Manufacturing, 2nd - Financials/Investment, 3rd - Telecommunications and 3rd - Agriculture & Food in 2014.

Adrian holds a B.E. and B.Com from the University of Auckland and is a Chartered Financial Analyst.

M: +64 21 935 942

Stephen Ridgewell joined Craigs Investment Partners in November 2012 as an Equity Research Analyst. Prior to joining Craigs, he worked as an Equities Research Analyst at Macquarie Securities for five years.

Joshua Dale

Research Analyst +64 9 926 2245 joshua.dale@craigsip.com Moreless

M: +64 21 129 7997

Joshua joined Craigs Investment Partners in June 2014. He has a Bachelor of Science (First class honours) in statistics and a Bachelor of Commerce in finance from the University of Auckland, and has also passed all three levels of the CFA program.

Joshua has previously worked for Goldman Sachs as an intern in the Investment Banking Division.

Luke Mills

Research Associate +64 9 924 0508 luke.mills@craigsip.com Moreless

Luke joined the Institutional Research team in September 2016. Prior to joining Craigs Investment Partners, Luke worked for a number of years as an analyst at Fonterra Co-operative Group across its ingredients, foodservice and consumer goods business units. Luke is a graduate of the University of Otago, with a Master of Business in Finance (Distinction) and Bachelor of Commerce in Finance and Economics. He has also passed level two of the CFA programme.

James joined Craigs Investment Partners in August 2017. He is a graduate of the University of Auckland with a Bachelor of Commerce (Honours) degree majoring in Finance and Accounting and a Bachelor of Property, and has also passed level one of the CFA programme. He was also an intern at Stride Property Group in the Investment Management Division during summer 2016/17.