Training & workshops
17JUN 2020
9:30 am
Cazenove Capital
The Auditorium, 1 London Wall Place, London, EC2Y 5AU
Charity Trustee Investment Training - Part One
About
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, whilst Part Two is for trustees who have attended the previous session or have past investment experience.
Sessions are open to all trustees. Importantly, they 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. The day will start at 10am, and lunch will be served at 1pm.
Agenda
|
09.30 |
Registration |
|
10.00 |
Legal background - investing your charitable assets |
|
13.00 |
Lunch and networking |
There is no charge for attending.
Date and Venue
17JUN 2020
Cazenove CapitalThe Auditorium, 1 London Wall Place, London , EC2Y 5AU
