Charity investment training, London - 20 September

London and its suburbs from the International Space Station
Photograph credit: ISS/Nasa

We would be delighted for you to join our next charity investment training seminar. We have listened to your feedback and this year our training will feature the topics of ethical investing, social media for charities and the impact of disruptive technology on the charity sector and investment returns.

Victoria Hoskins, investment director at Rathbones, will try and explain the myriad of interchangeable ethical investment terms in the marketplace today. Many trustees want to reflect their ethics in their investments, but with so many interpretations what does it mean and, more importantly, does it make a difference?

Our guest speaker, Chris Brosnahan, will focus on the importance of incorporating social media in a charity’s communication strategy and how it can be used to achieve your charity’s fundraising and growth objectives.

Edward Smith, asset allocation strategist at Rathbones, will discuss the potential impact from AI, robotics and automation – if the machines aren't coming for your jobs, are they coming for your investment returns?

20 September 2017

Programme

10.30am   Registration and coffee
10.55am   Welcome and Rathbones update
11.00am   Ethical, sustainable and impact investing: what you need to know
                      Victoria Hoskins, Investment Director, Rathbones
11.30am   Social media for charities
                      Chris Brosnahan, Content Lead, Global Analytics
12.00pm   AI, robots and automation: the impact on jobs and investment returns
                       Ed Smith, Asset Allocation Strategist, Rathbones. Read Ed Smith’s article on the subject here 
12.30pm   Lunch and networking
1.30pm     Close

Register your attendance here

Speakers

Victoria Hoskins
Investment Director, Rathbones

Victoria is an Investment Director with over 15 years’ experience in providing and managing investment solutions for charity and pension fund trustees, as well as for individuals.

Victoria is a Chartered Fellow of the CISI and an experienced trustee, principally for the Lankelly Chase Foundation, an early adopter of the United Nations Principles for Responsible Investment, latterly chairing the Investment Committee.

Victoria joined Rathbones in 2015 from Barclays where she was senior director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations. From 2007 to 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and court of protection portfolios.

Chris Brosnahan
Content Lead, Global Analytics

Chris Brosnahan has been working in content marketing and social media for almost a decade. He has worked in the public, private and charity sectors, with organisations that range from start-ups to global brands such as UNICEF. He is a passionate advocate for the power and potential of social media, and has previously given talks on the future of content marketing.

Ed Smith
Asset Allocation Strategist, Rathbones

Edward supports Rathbones’ investment process with proprietary macro-based, multi-asset research and is a member of the strategic asset allocation committee.

Starting his career at BlackRock, working with liability-driven investment solutions for institutions, Edward joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was global strategist and co-lead manager of their Risk Enhanced Multi-Asset Portfolio service.

He is a CFA charter holder and a member of the Continuing Education committee for CFA UK, helping to set the educational agenda for the investment analyst profession and ensuring it keeps abreast of the very latest ideas. Edward has completed a course in Quantitative Economic Methods at Birkbeck, University of London and received an MA from the University of Oxford. He is a member of the Society of Business Economists.

The Rathbones charity team is one of the leading investment managers for charities and not-for-profit organisations in the UK. We have £4.3 billion* in funds under management for over 1,200 charities. Half of us are charity trustees, underlining a personal as well as professional commitment to the sector.

We are committed to educating and supporting both the current and future generation of trustees through our complimentary trustee training, biennial Charity Symposium, seminars, investment research reports and other publications.

*As at 31 March 2017

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