Charity Trustee Investment Training - Part Two

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.

This second half day session is designed for those trustees who have some previous knowledge or have attended the introductory session. The format is relaxed, the content suited to the audience with plenty of opportunity for questions. The day will start at 10am and finish at 1pm. Please find the agenda below.

Agenda

10.00am: Intro & Welcome: Intro & Welcome - Tom Montagu-Pollock

10.05am: Policy to Portfolio - Tom Holbrook and Amelia Thornton

10.35am: Sustainability & Impact Reporting - Emilie Shaw

11.10am: Break

11.30am: Private Assets - Luca Serino and Jonty Stephenson

12.05pm: Embracing AI - Mercedes Bahlsen-Bannister

12.25pm: Economic and Market Outlook - Hugo Ure

1.00pm: Finish