Investments and Economic updates – Cambridge

Tuesday 3 June 2025

Gonville Hotel
2 Gonville Pl
Cambridge CB1 1LY

In-person event

This free-for-members, CPD accredited event will seek to expand your understanding of investments, and explore the options that could work for your charity.

The event will also involve a catered networking lunch.

  

Why should I attend? 

On top of the CPD accreditation and networking lunch, this session will be packed with topics to cover ways that investments can help work towards your organisation’s goals:

  • Understand the fundamental drivers of investment returns
  • Assess the risk and performance characteristics of asset classes
  • Explore the construction of a multi-asset portfolio, future returns and income
  • Design and enhance your own organisation's investment policy statement
  • Learn about the current climate with a global economic update


When and where?

  • 09:30 – 14:15
  • Tuesday 3 June 2025
  • Gonville Hotel, 2 Gonville Pl, Cambridge, CB1 1LY

 

Who should attend?

This event is a free event, and has been tailored for Trustees, Chairs, CEOs, Finance Directors and Executives.

 

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email events@cfg.org.uk

This event is CPD accredited.

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.

 
Speakers

Melanie Roberts, Investment Managers Charities, Sarasin and Partners

Ruadhri Duncan, Investment Manager Charities, Sarasin and Partners

Programme
09:30 - 10:00

Registration

10:00 - 13:00

Charity Investment Training

13:00 - 14:15

Lunch and Economic Update

Prices
Charities - Members£0.00
Charities - Non-members£0.00