Training & workshops

20SEP 2017
9:00 am

31 Gresham Street, LondonEC2V 7QA

Charity Investment Trustee Training: Advanced

This event has ended

You can download the presentation slides or watch the presentation recording below


The two-part London course covers Charity Law, the role of a trustee and provides an introduction to all available asset classes and manager selection. Introductory is open to those with limited investment knowledge while Advanced is for trustees who have previously attended an introductory 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 advanced session is designed for trustees who have either attended our Introductory session, or have investment experience and are looking to further their knowledge. The format is relaxed, the content suited to the audience with plenty of opportunity for questions.


09.00 Registration

09.30 Session commences

  • Alternative Investments: Absolute Return, Infrastructure, Commodities and Private Equity - what are they and what role might they play in your portfolio?
  • Economic and Market update
  • Building and managing your charity investment portfolio; including asset allocation, how to select your investments and how to link your investments with your charity's aims through responsible investment

12.30 Lunch and networking

Date and Venue

20SEP 2017


31 Gresham Street, London , EC2V 7QA


Contact Cazenove Charities

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

James Brennan

James Brennan

Portfolio Director