Charity Investment Training

Thursday 17 October 2024

Etihad
Etihad Stadium
Etihad Campus
Manchester M11 3FF

In-person event

This CPD-accredited, free-for-members event in Manchester is designed to help and further the skills of trustees, aspiring trustees and charity finance professionals in growing an organisations investments in the current economic climate. 

Why should I attend?

The session is focused not only the fundamental drivers of investment returns, but will also look at the tactical and strategic elements of planning and executing a successful investment policy. So please join us as we cover:

  • The drivers of investment returns
  • How to assess the risk and performance of asset classes
  • How to construct a multi-asset portfolio with future returns and income in mind
  • How to design and enhance investment policy statements
  • The current global economic status and how it impacts charity investments

This session is designed to help you plan and implement your investment policy alongside your investment manager, and will also contain support for existing or aspiring trustees in the financial management of charitable organisations. 

 

When and where?

  • Thursday 17 October
  • 09:30 - 14:15
  • Etihad Stadium, Etihad Campus, Manchester, M11 3FF


How do I book?

Book below. You'll receive updated event information approximately one week prior to the event date.

 

Who should attend?

This event would be valuable for trustees, chairs, CEOs, finance directors and executives.

 

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.

 
Speakers

James Hutton, Investment Managers Charities, Sarasin & Partners

Kamran Miah, Investment Manager Charities, Sarasin & Partners

Programme
9:30 - 10:00

Registration

10:00 - 13:00

Investment policy training

13:00 - 14:15

Lunch and economic update

Prices
Charities - Members£0.00
Individual - Members£0.00