Trustee responsibilities for investing charity assets

Register for this event
8 Finsbury Circus, London, EC2M 7AZ
22 Feb 2018 - 14:00 to 18:00

Event full - you can still register to join the waiting list.

We are delighted to invite you to a seminar jointly held with chartered accountancy firm, Buzzacott, on the investment issues facing charities today.

We will explore some of the investment options available to charities including ethical considerations. The event will provide trustees with an understanding of their responsibilities when investing a charity’s funds.

We very much hope to see you on 22 February at Rathbones' London offices.

Agenda

2.00pm  Registration and refreshments
2.25pm  Welcome by Julian Rathbone, Investment Director - Charities, Rathbones
2.30pm  Presentations
3.30pm  Break and refreshments
4.45pm  Networking and drinks
6.00pm  Close

Presentations

Investments and trustees' responsibilities
Amanda Francis, Managing Partner, Buzzacott

Investing to further the mission
Eddie Finch, Partner, Buzzacott

Investing your assets to create an enduring legacy
Adrian Maxwell, Investment Director, Rathbones

Aligning investments with values: the power of shareholder engagement
Kate Elliot, Senior Ethical Researcher, Rathbone Greenbank Investments

Trustee responsibilities for investing charity assets

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