Training & workshops
21MAY 2015
16SEP 2015
Trustee Training
This event has ended
About
We aim to support trustees in their professional development, feeling that we have a responsibility to ensure they have a working knowledge of investment issues. We are therefore pleased to offer a calendar of training events supporting trustees, whatever their current level of understanding.
21st May 2015 - Introductory - 9am - 2pm
16th September 2015 - Advanced - 9am - 2pm
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.
Date and Venue
08JUN 2016
Agenda
- 09.00 Registration
- 09.25 Introduction
- 09.30 The role of a Charity Trustee
- 10.00 Bonds: an introduction
- 10.35 Equities: an introduction
- 11.10 Coffee break
- 11.30 Property: an introduction
- 12.00 Principles of asset allocation
- 12.45 Lunch
Map
15SEP 2016
Agenda
- 09.00 Registration
- 09.25 Introduction
- 09.30 Charity Investment Policy
- 10:10 Alternative Investments - Panel session
- 11.10 Coffee break
- 09.50 Manager Selection
- 12.00 Market and Economic Outook
- 12.45 Lunch
