Governance and investments, a lunchtime seminar for charities, Liverpool - This event is now full

With Brabners LLP and Rathbone Investment Management.
This event is now full, please sign up for waiting list. 

Rathbone Investment Management, Liverpool, L3 1NW
28 Sep 2017 - 11:30 to 14:00

28 September 2017
Rathbone Investment Management,
Port of Liverpool Building,
Pier Head,
Liverpool L3 1NW

Nearly all challenges encountered by charities have their roots in governance issues which range through a broad spectrum including risk and investments.

What are the current issues?

Regulation of the sector is changing.  We should be aware of the latest trend in regulation so we shall take a look at recent developments in the sector (including some well publicised examples of failure) and how they have resulted in legislative change, and the impact that this has on current governance.

We shall also look at trustee obligations and what they should be thinking about in the management of their portfolio as a matter of governance.

How does governance affect investments?

Clearly the starting point is the Trustee Act 2000, which allows Trustees to delegate investment management functions to an investment manager. This individual not only has the duty to meet the trustees objectives be they, performance, risk profile or investment restrictions. An additional function, is to ensure that company boards are functioning well in their role of independently overseeing activities of companies and their management. So how does this work in practice?

Timings:

11.30am - registration, tea & coffee
11.50am - presentation starts
1pm - 2pm - lunch & networking

Who should attend?

Charity trustees

Charity advisers

CEOs of charities

Finance directors

Speakers

Adrian Maxwell, Investment Director, Rathbone Investment Management

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics. Adrian specialises in the management of portfolios for charities, as part of Rathbones charity team. Adrian is a CFA (Chartered Financial Analyst) charter holder as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Adrian Chairs the Charity Fixed Income and Collectives Committee and is a member of Rathbones group Stock Selection Committee.

Stephen Claus, Head of Charity & Social Enterprises, Brabners LLP

Stephen advises a wide range of charities and registered housing providers on charity and related issues. Stephen qualified in 1992 after a career in the Civil Service as an administrator.  He worked for the Charity Commission as a legal advisor for just under 14 years and was Head of Charity with a large Birmingham practice for two years prior to joining Brabners, where he also held the post of Deputy Diocesan Registrar.  Stephen was one of the original five judges appointed to the Charity Tribunal and sat as a judge part time for two years in charity law matters.

To book your place, fill in the form below or contact Eleanor McCormack on 0151 236 6666 or email eleanor.mccormack@rathbones.com

This is where you will find us

Add to Calendar 28/09/2017 11:30 28/09/2017 14:00 Europe/London Governance and investments, a lunchtime seminar for charities, Liverpool - This event is now full

28 September 2017
Rathbone Investment Management,
Port of Liverpool Building,
Pier Head,
Liverpool L3 1NW

Nearly all challenges encountered by charities have their roots in governance issues which range through a broad spectrum including risk and investments.

What are the current issues?

Regulation of the sector is changing.  We should be aware of the latest trend in regulation so we shall take a look at recent developments in the sector (including some well publicised examples of failure) and how they have resulted in legislative change, and the impact that this has on current governance.

We shall also look at trustee obligations and what they should be thinking about in the management of their portfolio as a matter of governance.

How does governance affect investments?

Clearly the starting point is the Trustee Act 2000, which allows Trustees to delegate investment management functions to an investment manager. This individual not only has the duty to meet the trustees objectives be they, performance, risk profile or investment restrictions. An additional function, is to ensure that company boards are functioning well in their role of independently overseeing activities of companies and their management. So how does this work in practice?

Timings:

11.30am - registration, tea & coffee
11.50am - presentation starts
1pm - 2pm - lunch & networking

Who should attend?

Charity trustees

Charity advisers

CEOs of charities

Finance directors

Speakers

Adrian Maxwell, Investment Director, Rathbone Investment Management

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics. Adrian specialises in the management of portfolios for charities, as part of Rathbones charity team. Adrian is a CFA (Chartered Financial Analyst) charter holder as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Adrian Chairs the Charity Fixed Income and Collectives Committee and is a member of Rathbones group Stock Selection Committee.

Stephen Claus, Head of Charity & Social Enterprises, Brabners LLP

Stephen advises a wide range of charities and registered housing providers on charity and related issues. Stephen qualified in 1992 after a career in the Civil Service as an administrator.  He worked for the Charity Commission as a legal advisor for just under 14 years and was Head of Charity with a large Birmingham practice for two years prior to joining Brabners, where he also held the post of Deputy Diocesan Registrar.  Stephen was one of the original five judges appointed to the Charity Tribunal and sat as a judge part time for two years in charity law matters.

To book your place, fill in the form below or contact Eleanor McCormack on 0151 236 6666 or email eleanor.mccormack@rathbones.com

Rathbone Investment Management, Liverpool, L3 1NW DD/MM/YYYY