Training & workshops

17JUN 2019
10:00 am

Cazenove Capital
The Auditorium, 1 London Wall Place, LondonEC2Y 5AU

Charity Trustee Investment Training - Part One

This event has ended

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


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 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. The day will start at 10am and lunch will be served and 1pm. 


10.00  Start
Legal background - investing your charitable assets
Introduction to equities, bonds and property
Setting your Investment Policy
13.00  Networking lunch

There is no charge for attending.

Date and Venue

17JUN 2019

Cazenove Capital

The Auditorium, 1 London Wall Place, London , EC2Y 5AU


Kate Rogers

Kate Rogers

Cazenove Charities
Head of Sustainability | 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.

Matt Hudson

Head of Business Cycle - UK and European Equities

Alex Smitten

Cazenove Capital
Head of Fixed Income

Alex Smitten joined in 2000 where he managed the Income Trust for Charities and the UK Corporate Bond Fund. Alex is now Head of Fixed Income and is a member of the Investment Policy Committee. Prior to joining Cazenove Capital, he was at Intercapital, where he set up the agency bond broking desk. Alex spent nine years at TSB/Hill Samuel where he was responsible for proprietary bond activity on behalf of the Group. Alex graduated from City University with a degree in Banking and International Finance. He has 29 years of investment experience.

Jeremy Marsh

Research Analyst, Real Estate

James Maloney

Farrer & Co
Partner, Charity and Community Team

Emily Petersen

Cazenove Charities
Portfolio Director

Emily joined Cazenove Capital after graduating from Trinity College Dublin with a degree in Economics and Philosophy. Emily has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director, responsible for managing charity investment portfolios. She is a member of two asset class investment committees and sits on the direct equity risk committee at Cazenove. Emily supports several charities and volunteers at two community organisations in East London.


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