Active Portfolio Management - Generating Returns


This workshop will provide you with vital information about the importance of active portfolio management to improve the odds of returns from your angel investments. The day will start by focusing on exit strategies and how to prepare for the sale of an angel-backed venture. We will draw on insights from experts in investment banking and M&A transactions. In the afternoon we draw on NZ Venture Investment Fund data to examine where the returns come from in a portfolio and the importance of liberating time and capital from non-performing ventures and how to do this. We understand you may not need to attend the whole day, so are now offering this workshop in two parts (see Programme below).

If you only want to attend a half day, when registering please type 'AM Only' or PM Only' in the promotional code field. 


$300 for the day or $150 for either of morning or afternoon if people can’t spare the whole day. Pricing include GST.


AM Session

9.30am - 12.00pm Preparing for trade sale/capital strategy

12.00pm - 12.30pm LUNCH

PM Session

12.30pm - 3.00pm How to divest your portfolio of non-performers

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