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. 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 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.

Agenda

09.00 Registration

09.30 Session commences

• Legal duties of trustees: Farrer & Co
• Introduction to equities, bonds and property
• Designing the right investment policy for your charity; key trustee decisions

12.30 Lunch and networking