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Roger Dickie

Fund Manager based in Waverley

Fund ManagerFSP: FSP51224654 Years Track Record
NZD $1600.0M
Assets Under Management
1971
Year Established
1
Open Opportunities

About Roger Dickie

NZ's leading forestry investment specialist managing $1.6B across 62,000 hectares. Founded 1971, pioneered 90 forestry and agriculture syndicates. Over 4,000 investors, harvesting 1.2M tonnes annually.

Location

Waverley

FSP Registration

FSP512246

Established

1971

54 years track record

Key People (6)

RD

Roger Dickie

Founder, Managing Director

Leadership

Pioneered 90 forestry and agriculture investment syndicates since 1971. Bachelor of Agriculture and Science. Executive Director and spokesman for Kyoto Forestry Association

53 years of experience

WD

William Dickie

Director, Head of Investment Management

Investment

Joined 2009. Transitioned company to licensed MIS provider. B.Com from Canterbury University

15 years of experience

JD

Jefcoate Dickie

Director, Head of Institutional Sales

Sales

Joined 2019, Director 2021. Previously 11 years at ANZ Bank global markets. Bachelor of Forestry Science and Commerce

5 years of experience

DM

Duncan Macleod

Senior Portfolio Manager

Investment

10 years at Stafford Capital Partners managing global timberland funds. Master of Applied Finance from Macquarie University

10 years of experience

MH

Mat Harvie

General Manager - Investor Relationships

Sales

Sales and business professional. Bachelor of Commerce from Otago University

SG

Sophie Gardiner

Head of Investment Administration

Operations

Joined 2020. Bachelor of Science and Commerce from University of Otago

4 years of experience

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Quick Info

Provider TypeFund Manager
Open Offers1
Funds1

Frequently Asked Questions

How do I verify a provider is legitimate and trustworthy?

Conduct thorough due diligence before investing with any provider: (1) Check FMA Register - Verify the provider is licensed or registered with the Financial Markets Authority (www.fma.govt.nz/compliance/entities), (2) Review track record - Research past fund performance, years in operation, total funds under management, (3) Check key personnel - Research investment team backgrounds, LinkedIn profiles, previous roles and experience, (4) Request references - Ask to speak with existing investors or portfolio companies, (5) Review documentation - Read Information Memoranda, trust deeds, audited financial statements thoroughly, (6) Understand fee structures - Ensure fees are clear, reasonable, and aligned with industry norms, (7) Check for red flags - Promises of guaranteed returns, pressure to invest quickly, unlicensed operators, lack of transparency. All providers on Wholesale Investor NZ are pre-screened for legitimacy, but always conduct your own due diligence.

What questions should I ask a fund manager before investing?

Ask fund managers these critical questions: Investment Strategy - What is your investment thesis? How do you source deals? What's your competitive advantage? Track Record - What returns have you achieved historically (gross and net)? What percentage of investments succeeded vs failed? Can I speak with investors in prior funds? Team - Who makes investment decisions? What's their background? Have there been recent departures? How is the team compensated? Risk Management - What was your worst investment and what did you learn? How do you handle conflicts of interest? What's your downside protection? Fees - Explain management fees, performance fees, and all other costs? What's the hurdle rate? Process - What's the investment committee process? How often do you report? What voting rights do I have? Exit - What's the expected timeline to liquidity? Have you returned capital to investors before? Get answers in writing and verify claims independently.

What is the difference between a fund manager and a platform?

Fund Managers directly manage pooled investment capital, making investment decisions, conducting due diligence, managing portfolio companies/assets, charging management and performance fees, and carrying fiduciary duty to investors. Examples include private equity firms, credit fund managers, property developers. Platforms provide infrastructure for accessing multiple investment opportunities, do not make direct investment decisions (investors choose from offerings), may conduct initial due diligence on providers, charge platform fees or take commissions from providers, and offer comparison and research tools. Examples include investment platforms, crowdfunding sites, syndication platforms. Some hybrid models exist - platforms with house funds. When investing via platforms, you still need to evaluate the underlying fund manager's capabilities, track record, and terms as if investing directly.