Charity Trustee Investment Training - Part One

Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives.

The two-part course is designed to provide an overview of best practise in charity investment; covering charity law, investment policy and introducing available investment asset classes. Part One is open to those with limited investment knowledge while Part Two is for trustees who have attended the previous 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.

The format is relaxed, the content suited to the audience with plenty of opportunity for questions. The session will start at 10am and finish at 1pm. Please find the agenda below.

Agenda

10.00am: Intro & Welcome - Tom Montagu-Pollock

10.05am: Role of a Charity Trustee - TBC

10.30pm: Why invest? - Maisie Hobbs

10.55am: Equities - Alina Gregory

11.20am: Break

11.40am: Bonds - Andrew Pottie

12.05pm: Alternatives - Daisy Francklin

12.35pm: Cyber Security & Fraud Prevention - Gemma Jones

12.50pm: Finish