Training & workshops

Training & workshops

08JUN 2017
9:00 am

Charity Investment Trustee Training: Introductory

The two-part London course covers Charity Law, the role of a trustee and provides an introduction to all available asset classes and manager selection. 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.

This introductory session is designed for those trustees who either have no investment experience or would like to refresh their knowledge. The format is relaxed, the content suited to the audience with plenty of opportunity for questions.

Agenda

09.00 Registration

09.30 Session commences

12.30 Lunch and networking

Event information

Training & workshops

20SEP 2017
9:00 am

Contact Cazenove Capital

Achieving your charity's investment objectives takes time and thought. 

To find out how we can help you please contact:

 

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager
Telephone:
john.clifton@cazenovecapital.com