Investment Matters - A Professional Refresher

In-person event

This in-person, free-for-members, half-day event is set to help those managing investments across a range of topics, including the latest from the Charity Commission, updates in the policy space, risk, and more. This event is followed by a networking lunch, giving you time to connect with your peers. 

Why should I attend?

There's a packed agenda for the day with CFG and RBC Brewin Dolphin speakers. The full agenda is in the programme below, but as a summary:  

Session 1:

• An overview of the guidance from the Charity Commission relevant to trustees, reserves and risk
• Investment considerations and investment policies
• What does risk mean to charities? Including risks to capital and income, volatility, inflation and more

Session 2:

• Developing your strategic financial priorities and building your investment mandate around it
• An introduction to the major asset classes: equities, bonds, alternatives and cash
• Ethical investment

Session 3: 

• The current issues, risks and opportunities in the policy space
• What you need to know about the new SORP
• An overview of the Charity Investment Governance Principles toolkit

When and where?

• Tuesday 4 February
• 09.15am - 12.30pm for sessions; 12:30pm onwards for networking and lunch
• RBC Brewin Dolphin, third floor, 2 Central Square, Cardiff, CF10 1FS

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 is free-for-members and would be valuable for finance directors and trustees, or those managing investments.

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.