Find your path to James
152 people in our graph share verified history with James — schools, employers, funds. One of them is your warm intro.
Rachel HindunlockedJames: together at Victoria University of Wellington (1994–1997)
×11James: together at Victoria University of Wellington
About
A 25-year veteran of New Zealand financial markets, including 14 years in senior roles at Craigs Investment Partners, with expertise in investment analysis, capital markets advisory and funds management. He serves on the Investment Committee and is a director of several Oriens portfolio companies.
Contact· self-published, not guessed
Experience
- Oriens Capital LimitedPartnercurrent2016 — presentTauranga
- Rockit™ AppleDirector, Rockit Global Limitedcurrent2017 — present
- Lifetime Retirement IncomeDirector, Lifetime Incomecurrent2018 — presentWellington & Wairarapa, New Zealand
- IVS Group LimitedDirectorcurrent2022 — presentHamilton, Waikato, New Zealand
- PMG FundsDirectorcurrent2022 — presentTauranga, Bay of Plenty, New Zealand
- CloudlandDirectorcurrent2024 — presentHamilton, Waikato, New Zealand
- The Bay Oval TrustTrusteecurrent2022 — presentBay of Plenty, New Zealand
- New Zealand CricketInvestment Committee Member2018 — 2024Auckland, New Zealand
- Acorn Foundation NZInvestment Advisory Committee Chair2015 — 2023Tauranga, New Zealand
- Enterprise AngelsChairman2013 — 2020Tauranga, New Zealand
- Beale Capital Consultants LimitedFounder and Director2015 — 2016Tauranga
- Craigs Investment PartnersHead of Investment Management2011 — 2015Tauranga
- Craigs Investment PartnersHead of Private Wealth2008 — 2013Tauranga, New Zealand
- Craigs Investment PartnersDirector, Investment Banking2001 — 2008
Skills & more
Investment Banking8Fixed Income3Equities6Investment Advisory3Investments7Valuation1Wealth2Corporate Finance2Investment Management5Equity Capital Markets1Capital Markets2Portfolio Management
+2 more
Asset ManagementBusiness PlanningFrom James's professional profile.
Colleagues at Oriens Capital
Bob Major
Non-executive Investment Committee Member at Oriens Capital
Carolyn Steele
Non-executive Investment Committee Member at Oriens Capital
Daniel Field
Investment Manager at Oriens Capital
David Bell
Partner & CFO at Oriens Capital
Lucy Inder
Senior Analyst & Responsible Investment Lead at Oriens Capital
Neil Craig
Non-executive Investment Committee Member at Oriens Capital
Peter Tinholt
Partner at Oriens Capital
Richard Hughes
Non-executive Investment Committee Member at Oriens Capital
Frequently asked questions
- Who is James Beale?
- A 25-year veteran of New Zealand financial markets, including 14 years in senior roles at Craigs Investment Partners, with expertise in investment analysis, capital markets advisory and funds management. He serves on the Investment Committee and is a director of several Oriens portfolio companies.
- Where does James Beale work?
- James Beale is Partner at Oriens Capital.
- Where did James Beale go to school?
- James Beale studied at Victoria University of Wellington (Bachelor of Commerce and Administration, Finance and Economics).
Same school
Also attended Victoria University of Wellington116
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+ 110 more
