Investing Master Class #2: Building and managing a portfolio

We’re excited to announce the second session of the series.

Investing Master Class #2: Building & managing a portfolio

Lance Wiggs from Punakaiki Fund will cover the following ground in the second Investing Master Class:

  • Investment objectives
  • Portfolio theory
  • How to build and manage a portfolio

The session is designed as a workshop which is part presentation and part group tasks. The expected length is 60 minutes.

You will get most value out of this session if you already have a portfolio of $100,000 or more invested across a range of assets (or have that much to invest).

A bit about Lance Wiggs

Lance has co-founded or personally invested in over 15 companies, and brings experience from McKinsey, Trade Me and many early-stage companies. He has long been involved in high-growth sectors of the economy, and Punakaiki Fund, which he manages, recently raised $2 million through Snowball Effect to continue investing in early stage Kiwi companies.

To RSVP, please click below - and remember, the first session filled up within 15 minutes so get in quick!

RSVP now