A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to sn...
Join Misti Landtroop, NZ Managing Director of Palo Alto Networks, on the front lines of cybersecurity. With a $129B market cap, Palo Alto is a leader in threat intelligence and dark web monitoring. Hear about their role in the alerting system of the Five Eyes alliance, and the need to collaborate with industry rivals to meet the most serious threats. Learn how both threat levels and security standards are rising in NZ, and the imperative to "fight AI with AI", deploying AI-powered defenses against increasingly sophisticated automated attacks. And the real-life spy story of Palo Alto threat intelligence team, Unit 42, their dark web connections, and the psychology of dealing with hackers. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
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35:32
Quick bite: Global tensions & local pressure–Fonterra's 2025 challenges
In this quick bite, Fonterra CEO Miles Heller shares his insights on the company's outlook for 2025 and beyond. What are the key challenges facing this dairy giant? How is Fonterra positioning itself to handle global uncertainties, from geopolitical tensions to market volatility? Plus, get his perspective on shareholder value and the company's financial transformation since 2019. This quick bite is from our previous episode 'Beyond milk: Fonterra's next frontier' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode 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 only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with 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. See omnystudio.com/listener for privacy information.
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4:16
Beyond milk: Fonterra's next frontier
It’s not just about milk anymore. Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting consumer demands, and the push for sustainability. After a rocky ride in the late 2010s, Fonterra has refined what it’s selling and who it's selling to. With an aging global population and a wellness boom, Fonterra is ramping up investment in R&D to pursue products for health and medical nutrition. Miles describes the opportunities presented by Southeast Asia's growing middle class, even amidst Trump's looming tariffs and a shakier Chinese market. Plus, hear about Fonterra’s complex journey towards sustainability—trialling electric tankers, getting rid of coal, and the race to reduce methane emissions. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
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33:49
Quick bite: What do industrial property trends reveal about New Zealand’s recovery?
In this quick bite: Garth Bray chats with Simon Woodhams, CEO of PFI, about the current state of the industrial property market, using it as bellwether for the broader economy. What is Simon seeing, given their PFI's vantage point, on the challenges and opportunities shaping New Zealand’s economic landscape? Plus, a quick look at the rise of e-commerce on industrial property demand, the future of work-from-home trends and what's driving one of New Zealand’s top-performing asset classes. For more episodes or to watch on YouTube, check out http://linktr.ee/sharedlunchSee omnystudio.com/listener for privacy information.
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3:57
How to run a $2 billion dollar industrial property porfolio
We're heading inside Property for Industry (PFI)’s two billion dollar portfolio, which includes some of NZ's biggest companies, private enterprises, and branches of government—with an average asset value of around $20M. PFI CEO Simon Woodhams tells Garth Bray why industrial property has been a top performing asset class, the benefits of owning warehouses in an e-commerce boom, and how they’re evolving to meet sustainability standards. Plus, what Simon’s big-picture view of PFI’s 120+ tenants (including giants like Fisher and Paykel) might reveal about NZ’s economy. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in. Brought to you by Sharesies
Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.