Training & workshops

21MAY 2015

16SEP 2015

Trustee Training

This event has ended

About

We aim to support trustees in their professional development, feeling that we have a responsibility to ensure they have a working knowledge of investment issues. We are therefore pleased to offer a calendar of training events supporting trustees, whatever their current level of understanding.

21st May 2015 - Introductory - 9am - 2pm

16th September 2015 - Advanced - 9am - 2pm

Introductory is open to those with limited investment knowledge while Advanced is for trustees who have previously attended an introductory session or have past investment experience.

Sessions are open to all trustees and importantly, provide an opportunity to quiz presenters, cross-examine investment specialists and raise any concerns that they may have as a trustee in a supportive environment, while meeting with other trustees who may have similar investment experience.

Date and Venue

08JUN 2016

Introductory
Schroders 31 Gresham Street, London, , EC2V 7QA
Agenda
  • 09.00 Registration
  • 09.25 Introduction
  • 09.30 The role of a Charity Trustee
  • 10.00 Bonds: an introduction
  • 10.35 Equities: an introduction
  • 11.10 Coffee break
  • 11.30 Property: an introduction
  • 12.00 Principles of asset allocation
  • 12.45 Lunch
Map

15SEP 2016

Advanced
Schroders 31 Gresham Street, London, EC2V 7QA
Agenda
  • 09.00 Registration
  • 09.25 Introduction
  • 09.30 Charity Investment Policy
  • 10:10 Alternative Investments - Panel session
  • 11.10 Coffee break
  • 09.50 Manager Selection
  • 12.00 Market and Economic Outook
  • 12.45 Lunch
Map

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com