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Events

Training & workshops

04JUN 2019
2:00 pm

Trustee Training - Oxford

Cazenove Charities has partnered with Critchleys chartered accountants and Blake Morgan charity lawyers to provide training for trustees in and around Oxfordshire. This session will provide an informative update on the legal requirements and challenges of being a trustee today, as well as a whistle-stop summary of everything you need to know about charity investment.

Timings

14.00  Arrival and introduction
14.20  “Trustee duties: lessons learned from charity scandals” - Ben Brice, Blake Morgan
15.00  "Charity Investment – an overview, with a discussion on investing responsibly" - Nathalie Krekis and Emilie Shaw, Cazenove Charities
15.40  Refreshment break
16.00 “Managing risk within finance and considering the governance of financial risk” - Georgina Smallman, Critchleys
16.40  Q&A - Followed by refreshments and networking
17.30  Close

There is no charge for attending.

Attend

Training & workshops

17JUN 2019
10:00 am

Charity Trustee Investment Training - Part One

Attend

Training & workshops

21JUN 2019
11:00 am

Trustee Training - Shropshire

Attend

Training & workshops

23SEP 2019
10:00 am

Charity Trustee Investment Training - Part Two

Attend

Charity Authorised Investment Fund events

07NOV 2019
12:00 pm

Charity Multi-Asset Fund Lunch

Attend

Contact Cazenove Charities

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

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com
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Eligible charities
"Eligible charities" for these purposes are existing Cazenove Charities clients or charitable organisations who are registered with the Charities Commission, or exempt charities, or other persons eligible to participate in collective investment schemes constituted under the Church Funds Investment Measure 1958 or section 24 of the Charities Act 1993, or equivalent organisations in Scotland or Northern Ireland. Certain investments or services to which this material relates may only be available to such persons. This material must not be relied upon or acted upon by any other persons in the United Kingdom.

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