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 practice 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. For those joining in person, we will welcome you to our offices from 9.30am for some refreshments. The day will start at 10am and lunch will be served and 1pm.

Agenda:

10.00am: Intro & welcome

10.05am: Policy to portfolio

10.35am: Sustainability & impact reporting

11.10am: Coffee

11.30am: Private assets

12.05pm: Embracing AI

12.25pm: Trump, tariffs and turmoil (economic and market outlook)

1.05pm: Lunch