Training & workshops

19SEP 2018
9:00 am

Schroders
1 London Wall Place, LondonEC2Y 5AU

Charity Investment Trustee Training: Part Two

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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 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.

Date and Venue

19SEP 2018

Schroders

1 London Wall Place, London , EC2Y 5AU


Speakers

Kate Rogers

Kate Rogers

Cazenove Charities
Head of Policy

Kate is Head of Policy at Cazenove Charities. She started working in the industry in 2000, specialising in charity investment, having joined Schroders Charities in 2005 after four years with the charity team at Kleinwort Benson Private Bank.

Kate is Chair of the Charity Investors’ Group (CIG), recently working with HM Treasury, the Charity Commission for England & Wales and the Financial Conduct Authority on establishing the Charity Authorised Investment Fund structure first announced in the 2015 Budget. Kate regularly writes on charity investment in the sector press. With CIG and Charity Finance Group she produced a guide to written investment policies. In 2015 she co-authored with Richard Jenkins Intentional Investing, published by ACF, and in 2013 For Good and Not For Keeps, also with Richard Jenkins and published by ACF.

Kate is a CFA Charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham. She sits on a number of charity boards, is a Governor of the Cripplegate Foundation, Chair of her local community charity, and a Governor of her local primary school.

Cléo Fitzsimons

Cazenove Capital
Responsible Investments Manager

Cléo Fitzsimons joined  Cazenove in 2012 and  leads the firm’s Responsible Investment offering.  Cléo has experience managing and integrating Responsible Investment strategies in both Private Client and Charity portfolios. Cléo holds two business-related Masters degrees from the London School of Economics and ESADE University in Barcelona and is a  Fellow of the Chartered Institute of Securities and Investment. Being a native Canadian, Cléo is also fluent in French. 

Tom Montagu-Pollock

Portfolio Director and Charity Multi-Asset Fund Manager

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

Caspar Rock

Cazenove Capital
Chief Investment Officer

Caspar Rock joined Cazenove Capital in September 2016 and is Chief Investment Officer. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group’s private banks. He previously headed up the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 29 years’ investment experience. 

 

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