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Training & workshops

06JUN 2018
9:00 am

Schroders
31 Gresham Street, London, EC2V 7QA

Charity Investment Trustee Training: Part One

This event has ended

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

About

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. Part One is open to those with limited investment knowledge while Part Two is for trustees who have previously 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 introductory session is designed for those trustees who either have no investment experience or would like to refresh their knowledge. The format is relaxed, the content suited to the audience with plenty of opportunity for questions.

Timetable

09.00 Registration
09.30 Session commences
12.30 Lunch and networking

Date and Venue

06JUN 2018

Schroders

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:

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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