In-person event
Join us for this CPD accredited, free-for-members event as we discuss options to enable Trustees and Charity Executives to plan and implement their investment policies alongside their investment managers.
Why should I attend?
This session is aimed to help you understand the key characteristics of fixed income, equities, and other asset classes. We will look at how to plan and implement your investment policy, as well as consider what the key risks are, and how these might be mitigated. We will also assess whether your investments are performing as they should.
This session will focus on an interactive discussion to showcase investment options that could work for your organisation, and will also feature a networking lunch.
This event will be hosted by CFG partners, Sarasin & Partners.
Who should attend?
This event would be valuable for trustees, chairs, CEOs, Finance Directors and Executives
When and Where?
- Friday 21 June
- 10.30am – 3pm
- The Balmoral Hotel, 1 Princes Street, Edinburgh, EH2 2EQ
How do I book?
Book below. This conference will be delivered in-person in Edinburgh. You will receive instructions and further details around a week before the conference. If you have any issues, contact events@cfg.org.uk.
About CFG events and membership
Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.
CFG events, training and members' meetings can count towards your continuous professional development (CPD). For more details contact your association or email events@cfg.org.uk.