TRUSTEE TRAINING & ECONOMIC UPDATE
22 JUNE | 09:30
22 JUNE | 09:30 | Bowood Hotel
What every charity trustee needs to know about their investment responsibilities in layman’s terms: arming yourself with questions to tackle your advisers.
This training is based on the Foundation Course that we run on behalf of Charity Finance Group (CFG). In recent years we have trained over 5,000 trustees and finance directors. We will use the Sarasin & Partners Compendium of Investment as the ‘text book’ for our training.
If you wish to attend, please email [email protected]
This conference is free of charge and equates to 3 hours of CPD.
09:30 - 10:00: Registration & coffee
10:00 - 10:05: Welcome and introduction, John Handford
10:05 - 13:00: Understanding your investments (more about the session below)
13:00 - 14:15: Buffet lunch - with global economic update
UNDERSTANDING YOUR INVESTMENTS
Even though the day-to-day management of a charity’s investments is usually delegated, trustees retain the ultimate responsibility and liability. When matching an investment objective and benchmark to a charity’s wider goals, an understanding of the investment landscape is important.
Richard Maitland and Alexander True will cover the following topics:
- A review of the characteristics and returns of the different asset classes in which charities invest
- A history of endowment returns and sustainable spending levels
- Future returns: realistic assumptions
- What to consider when creating a strategic investment policy
- Implementing your investment policy: appointing (and managing!) a manager
This is designed as an interactive session: questions are welcome as we work through the subject matter. There will be a 10-minute leg stretch at an appropriate moment.
VENUE DETAILS HOW TO GET THERE
The training will take place at Bowood Hotel.
The Kerry Suite
Bowood Hotel Spa and Golf
The Hotel and Kerry Suite are signposted from the car park, with the Kerry Suite at the golf end of the resort.
DISCOVER OUR CHARITY EVENTS
We host a wide variety of training and events for charity trustees, both in-person and online.
From our flagship Spring Seminars to our foundation and advanced-level trustee training, we host a number of opportunities for us to get to know our network and share the expertise of our investment experts.
Get in touch if you would like to know more.Find out more about our events for charities