Charity investment training – session two

Rathbone Investment Management, 8 Finsbury Circus, London, EC2M 7AZ
22 Oct 2020 - 09:15 to 14:00
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One of the most important roles as a charity trustee is to manage your charity’s resources responsibly. This half-day training session is the second in a series of two designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment, as well as highlighting their responsibilities.

Please note, it is not vital to attend session one ahead of session two, please feel free to attend in the order most convenient to you.

Agenda
09.15 Registration
09.30 Key concepts of investment management - Gareth Pearl and James Pettit
11.00 Considerations when selecting an investment manager - Elliot Bancroft and Olivia Merrick
12.10 Understanding valuations and performance reports - Freddy Snowden
12.30 Measuring your investment manager - James Codrington
13.00 Lunch

This course is CPD accredited and attendance can be recorded as 3.5 hours towards annual CPD requirements.

Charity investment training – session two – 22 October 2020

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Add to Calendar 22/10/2020 09:15 22/10/2020 14:00 Europe/London Charity investment training – session two

One of the most important roles as a charity trustee is to manage your charity’s resources responsibly. This half-day training session is the second in a series of two designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment, as well as highlighting their responsibilities.

Please note, it is not vital to attend session one ahead of session two, please feel free to attend in the order most convenient to you.

Agenda
09.15 Registration
09.30 Key concepts of investment management - Gareth Pearl and James Pettit
11.00 Considerations when selecting an investment manager - Elliot Bancroft and Olivia Merrick
12.10 Understanding valuations and performance reports - Freddy Snowden
12.30 Measuring your investment manager - James Codrington
13.00 Lunch

This course is CPD accredited and attendance can be recorded as 3.5 hours towards annual CPD requirements.

Rathbone Investment Management, 8 Finsbury Circus, London, EC2M 7AZ DD/MM/YYYY