London Members' Meeting

Investment

Thursday 4 April 2019

Charity Financials
5th Floor
The White Chapel Building
10 Whitechapel High Street
London E1 8QS

Join this members meeting to learn more about Investment. 

Kate Rogers from Cazenove Charities will introduce investing for charities, using examples to illustrate current practise and talking points. 

James Brooke Turner will set out what to look for when picking an investment manager, while Nandu Patel and Andrew Blairfrom Rothschild & co. will give us an overview of Investing in 2019 for charities. 

This event is free for CFG members. 

 
Speakers

James Brooke Turner, Investment Director, Nuffield Foundation

Nandu Patel, Managing Director, Rothschild & Co

Andrew Blair, Director, Rothschild & Co.

Kate Rogers, CFA, Head of Policy, Cazenove Charities

Programme
15.00 - 15.30

Registration and refreshments

15.30 - 15.35

Chair's welcome

15.35 - 15.40

Welcome from host

15.40 - 16.15

Writing an investment policy

Kate will introduce investing for charities, using examples to illustrate current practise and talking points. 

Kate Rogers CFA, Head of Policy, Cazenove Charities

16.15 - 16.50

What to look for when choosing an investment manager

James Brooke Turner will set out what to look for when picking an investment manager, how to read their performance numbers and benchmarks (and over what period), unpick their ESG credentials, as well as highlighting some of the traps best avoided.  James is the Investment Director at a large national charity and a Director of Yoke & Company which provide regulated financial advice to charities.

James Brooke Turner, Investment Director, Nuffield Foundation

16.50 - 17.25

Countdowns, Showdowns and Slowdowns: Investing in 2019

UK’s secession from the EU, a US/China trade showdown and the global economic slowdown - should investors be concerned and how should charity trustees consider positioning their portfolios in 2019 and beyond.

Nandu Patel, Managing Director, Rothschild & Co. 

Andrew Blair, Director, Rothschild & Co.

17.25 - 17.30

Chair's close 

17.30 - 18.30

Drinks reception

Prices
Charities - Members£0.00
Corporate - Members£0.00
Individual - Members£0.00
All Prices Inc. VAT

This conference is kindly hosted by