Investment & Portfolio Management for the Voluntary & Community Sector

Thursday, 27 August, 2020
11:45am - 1:30pm with lunch


The Plymouth International, 220 Courtney Street, New Plymouth
Marcia Millard
027 7894351
Free - TSB CT Subsidy Applied
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Planning Zoom 2

An Introduction to Investment & Portfolio Management 

Presented by Lyndsay Mussen of Forsyth Barr here in Taranaki

2020 has provided us all with interesting challenges and the financial sector is no exception.

If you would like to understand more about investing your organisations funds to help you achieve the best outcomes then this lunch time session is for you.

Lyndsay will give you an overview of:

  • Reasons for investing
  • Setting your investment objectives
  • Different types of investments
  • Assessing your organisations attitude to risk
  • Asset allocation and investment selection
  • Methods of investing

Lyndsay, an Investment Adviser, and his family haven’t looked back since making the move from Auckland to Taranaki.  He is an Authorised Financial Advisor (2016) and is accredited as an NZX Advisor also having a background in financial planning and private banking.

This session is ideally suited to Board/Trust Members, Treasurers, Managers and Staff who are linked to a Charity, Trust, Club, Society or Community Organisation. 

Course Agenda

The session will commence at 12 noon and will end no later than 1:30pm.  This will include a 30 minutes Q&A session.

A light lunch will be available from 11:45

There is ample free parking on site. 

Course Venues