| Investment Level 2 |
This one-day workshop has been designed for us by our key supporters AMP Capital for board members and trustees with some experience in managing investments and provider relationships. It will be facilitated by AMP Capital's Head of Distribution Rebekah Swan and Relationship Manager Greg McMaster.
Investment Level 2 will run from 9:30 - 5:30 on Wednesday 12 October and can be taken as a stand-alone module or as a two-day workshop in conjunction with either of the following modules:
Investment Level 2 will run from 9:30 - 5:30 on Wednesday 12 October and can be taken as a stand-alone module or as a two-day workshop in conjunction with either of the following modules:
- Governance for Chairs (Tuesday 11 October)
- Investment Level 1 (Thursday 13 October)
- Hiring and firing fund managers
- Making your consultant relationship work for you
- Use and abuse in investment surveys
The cost to attend Investment Level 2 as a one-day workshop is $450 (Philanthropy New Zealand members) and $650 (non-members).
If
you choose to add a second module (either Governance for Chairs, Governance Level 2 or Investment Level 1), the cost is $675 (members) and $965 (non-members). Costs quoted are exclusive of
GST.
An optional dinner for all attendees will take place at Logan Brown after this workshop. Please let us know when you register if you would like to also attend the dinner. The cost of dinner is $55 including GST for a set 3-course menu.
We are grateful for the support of AMP Capital in developing this workshop and for their longer-term commitment of support for Philanthropy New Zealand.Recommended module combinations:
- Governance for Chairs PLUS Investment Level 2 (board chairs)
- Governance Level 1 PLUS Governance Level 2 (all new trustees)
- Governance Level 2 PLUS Investment Level 2 (trustees with some experience)
- Governance Level 1 PLUS investment Level 1 (all new trustees)
- Investment Level 1 PLUS Investment Level 2 (new trustees with an interest in investment)
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