Altered Capital Investor Evening

Altered Capital Investor Evening

With keynote from Mike Taylor (Pie Funds)

Wednesday 19 August 2026

5:30pm onwards

54 Mackelvie Street, Ponsonby

Register now

We are pleased to invite our investors, founders, and friends of Altered Capital to our 2026 Investor Evening.

We're delighted to welcome Pie Funds founder and CIO Mike Taylor, who will share the story behind building one of New Zealand's leading investment firms before turning to one of the defining investment questions of our time: Is AI in a bubble?

As artificial intelligence reshapes industries, attracts unprecedented capital, and drives some of the world's largest companies to record valuations, separating genuine long-term opportunity from speculative excess has never been more important. Mike will explore where we are in the AI investment cycle, what history can teach us from previous technology booms, and how investors should think about risk, valuation, and opportunity in this rapidly evolving landscape.

Throughout the evening, there will be ample opportunity to connect with fellow investors, founders, and the Altered Capital team over drinks and canapés.

Speakers

Mike Taylor

Founder, CEO & CIO · Pie Funds

Mike founded Pie Funds in 2007 on the thesis that most active managers were chronic underperformers. He launched into the GFC, posted over 100% returns in 2009, and has since built Pie to more than $2 billion under management across Auckland, Sydney, and London. Pie was early to AI, taking a position in Nvidia in late 2022 and backing the infrastructure layer before the hype.

Mike founded Pie Funds in 2007 on the thesis that most active managers were chronic underperformers. He launched into the GFC, posted over 100% returns in 2009, and has since built Pie to more than $2 billion under management across Auckland, Sydney, and London. Pie was early to AI, taking a position in Nvidia in late 2022 and backing the infrastructure layer before the hype.

McGregor Fea

Managing Partner · Altered Capital

Agenda

5:30pm

Drinks & canapes

6:00pm

Welcome and partnership introduction — McGregor Fea

6:20pm

Keynote: "Is AI in a bubble?" — Mike Taylor

6:40pm

Q&A

7:00pm

Drinks, canapés & networking continues

Altered Capital

54 Mackelvie Street, Ponsonby, Auckland 1011

Register here