Training & workshops

05MAY 2016
1:00 pm

The Roxburghe, Edinburgh
38 Charlotte Square, Edinburgh EH2 4HQ

Trustee training - Edinburgh

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

About

This afternoon course is designed to provide investment education for trustees completely new to the subject or those who have previous knowledge of investing.

Subjects covered include the role of a trustee, introductions to investment asset classes, asset allocation and investment selection and market and economic outlook.

Presenters include Gavin McEwan, partner with Turcan Connell who will share updates on charity law specifically for Scottish trustees, and Kate Rogers, Portfolio Director and author of several sector reports including For Good and Not For Keeps and Intentional Investing, both published by the Association of Charitable Foundations will present on how to prepare an investment policy. Giles Neville, Head of Charities will give a broader overview of the economic landscape and outlook for markets.

 

Lunch and refreshments will be served prior to the introductory session, commencing promptly at 13:45.

Date and Venue

05MAY 2016

The Roxburghe, Edinburgh

38 Charlotte Square, Edinburgh , EH2 4HQ


Speakers

Giles Neville

Cazenove Charities
Head of Charities

Giles joined Schroders in 1987 as a research analyst, initially in the UK and subsequently in Australia. From 1992 Giles managed a number of global emerging market funds, subsequently becoming the Product Manager for this area in 1999. In 2005 he was appointed as Head of Investment Product Development and is currently the Head of Charities at Schroders. He has a Degree in Economics from the University of Cambridge.

Kate Rogers

Kate Rogers

Cazenove Charities
Co-head of Charities

Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove.  She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation.  She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.

She has researched and co-authored a series of publications on Charity investment best practise including 'For Good and Not For Keeps', which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity.  Kate was chair of the Charity Investors' Group for 12 years, standing down in 2019.  In this role she collaborated with CFG and authored a guide to written investment policies.  Kate also regularly writes on charity investment in the charity sector press.

Gavin McEwan

Turcan Connell
Partner

Gavin is a Partner working principally in the fields of charity law, succession, trusts, tax and asset protection. He is the Deputy Head of Turcan Connell's Charities Legal Team, a member of the firm's Charity Unit and is accredited by the Law Society of Scotland as a specialist in charity law. He is a member of the Charity Law Reform Committee of the Law Society of Scotland.

Gavin's work in the area of charity law includes the establishment and reorganisation of charities, from Royal Charter bodies and major public trusts to smaller active and grant-making charities. He also advises a number of national institutions, arts bodies and historic houses.

Gavin is a graduate of the University of Strathclyde and trained at W & J Burness WS and Turcan Connell. He qualified as a solicitor in 1998 and became a Partner at Turcan Connell in April 2010. He has a broad interest in opera and the arts. Gavin is an elder of St. Giles' Cathedral, the High Kirk of Edinburgh, and is involved in the management of the Cathedral's activities as well as its broader charitable works. He is a member of the editorial board of the Scottish Private Client Law Review and co-author of the Scottish chapter of Tolley's Charities Manual. He is also Scottish legal adviser to the Which? publications What to do When Someone Dies and The Which? Guide to Wills and Probate. Gavin is a trustee of a number of charities, including Live Music Now Scotland, of which he is the chairman, and the Edinburgh International Festival Society, where he is chair of the audit committee.

 

 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director james.brennan@cazenovecapital.com