Charity Trustee Investment Training – Part One (Hybrid)

Thursday 20 June, 10.00AM - 1.00PM (Virtual) 9.30AM - 3.00PM (In-person)


Our annual charity investment trustee training programme gives 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 was 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.


10.00am: Introduction & Welcome

10.05am: The role of a Charity Trustee

10.30am: Equities – An introduction

10.55am: Bonds – An introduction

11.20: Coffee

11.40am: Alternatives – An introduction

12.05pm: Investment policy & current talking points

12.35: Cyber Security & Fraud Prevention

12.50pm: Lunch

Event Speakers

Slide 1 of 7

Tom Montagu-Pollock

Co-Head of Charities and Fund Manager

Roger Waite

Senior associate, Withers LLP

Daisy Francklin

Portfolio Manager

Ben Minter

Portfolio Director

Gemma Jones

Head of UK Compliance

1 London Wall Place, London, EC2Y 5AU

Contact Cazenove Charities

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