MEMBER PROFILE

Laura O’Reilly, CFA 
Investment Adviser, Craigs Investment Partners

Craigs Investment Partners Limited is a NZX Participant Firm. Laura O’Reilly is an Investment Adviser at Craigs Investment Partners. Adviser Disclosure Statements are available on request and free of charge. Please visit craigsip.com.

What are some of your career highlights so far?
In my mid-twenties I travelled to Toronto, Canada and had the opportunity to work as a temp in an independent institutional investment bank.  A few years later I was hiring and training a small team and registered in both the US and Canada as a supervisory analyst for equity research.  Those years where I was getting to know the capital markets, doing my licensing courses and working six day weeks were very challenging but looking back I’m proud of how much I achieved in a short period of time and it certainly set the foundation for my career today.

Moving into my current role at Craigs Investment Partners and developing my career here has been another huge highlight and is the culmination of my long-standing desire to find a role which combines relationships with portfolio management.

What do you like most about your job/industry?
My work as an investment adviser combines the best of my passion for investing and the markets with the human element I need to bring meaning to my career. I feel extremely privileged to be invited into my client’s lives and to be entrusted with the responsibility of helping them to achieve their financial goals. At the same time, the dynamic nature of the markets means there is always something new to learn and that fuels my intellectual curiosity.

What are your interests outside work?
I’m a big music buff and grew up singing, playing multiple musical instruments and generally joining in on every nerdy cultural extracurricular I could find. Nowadays I enjoy the thrill of finding new artists and genres to enjoy. Like many in this industry I’m a reader and I’m also a bit of a foodie. Fitness is an important part of my life and you’ll find me in the gym most days – it brings out the competitor in me!

Make a prediction for 2024
By 2024 driverless cars may be heading into the mainstream and that is likely to open up all manner of interesting implications for investors when it comes to selecting the individual assets in their portfolios. However, the basic principles of asset allocation and diversification will remain as important as ever.

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