Our investment seminars are designed to provide knowledge and insight into some of the most important issues facing the sector. Ultimately, their goal is to help you make the most effective use of your organisation’s investments, equipping you with the tools and confidence needed to navigate what can be a complex and changing environment.
The seminars offer networking opportunities with fellow trustees, chief executives, finance directors, councillors and officers, and our investment directors will be on hand to answer any questions.
Who is this event suitable for?
Ideal for finance directors, CEOs, trustees and other staff involved in the finances of a charity. The seminars are free and curated in a manner that is both practical and accessible. They are relevant both to those new to investments and those with more experience.
Programme
9.30 am Registration and refreshments
10.00 am Welcome and introductions to the day
10.10 am Economic backdrop – what’s been driving investment markets?
10.40 am Leading for tomorrow – how trustees build financially sustainable charities
11.10 am Refreshment break
11.30 am Asset class focus – property
12.00 pm Asset class focus – cash
12.30 pm Stewardship update – acting for change
1.00 pm Lunch
Capacity is limited and places will be allocated on a first come, first served basis.
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