Training & workshops

Training & workshops

23SEP 2019
10:00 am

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 lunch will be served and 1pm. 

Agenda

09.30

Registration

10.00

From Policy to Portfolio
Kate Rogers, Co-head of Charities, Cazenove Charities

10.40

Responsible Investment: Connecting mission and aims to investments
Emilie Shaw, Responsible Investment, Cazenove Capital

11:20

Coffee break

11.40

Alternative Investments
Tom Montagu-Pollock, Portfolio Director, Cazenove Charities

12.20

Market and Economic Outlook
Ahmet Feridun, Investment team, Cazenove Capital

13.00

Lunch and networking

There is no charge for attending.

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Contact Cazenove Charities

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

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com