Charity Trustee Investment Training
Part one: 20 June 2023About
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 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.
The format is relaxed, the content suited to the audience with plenty of opportunity for questions.
Agenda
From 9:30am – Registration (in person)
10:00am – Introduction & welcome
10:10am – Equities: an introduction
10:35am – Bonds: an introduction
11:00am – Alternative asset classes: an introduction
11:30am – Coffee
11:50am – The role of a Charity Trustee
12:20pm – Investment policy & current talking points
1:00pm – Lunch
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.