In association with
*IMPORTANT NOTICE - THIS COURSE IS FOR REGISTERED CHARITIES ONLY*
Investment training - foundation
This half day session is hosted by Jupiter Asset Management and Wrigleys Solicitors LLP. It will begin with a review of trustees' responsibilities under the Trustee Act 2000 with respect to the management of their investments. The distinction between Mission related investment and Social investment will be briefly touched on as will investment in subsidiary trading companies. We will then cover the basics of investment management explaining each type of investment - equities, bonds, hedge funds, cash, etc and the benefits and risks associated with them. As part of this we will discuss the recent Charity Commission publication “Charities and Investment Matters: A guide for trustees (CC14).”
Practical guidance will be given in terms of how to create an investment policy. We will then outline how a fund manager constructs a portfolio and the use of benchmarks.
The course will conclude with some useful tips on both selecting and monitoring an investment manager. The course is designed to help trustees and those involved in the financial management of a charity gain a good understanding of investments. There will be plenty of time during the course for questions and practical examples.
Following the course, there will be the opportunity for delegates to discuss individual questions on a one to one basis over drinks and canapés.
Malcolm Lynch - Wrigleys LLP
Melanie Wotherspoon, Oliver Burns and William Day - Jupiter Asset Management
2:00pm -2:15pm Arrival with tea & coffee
2:15pm - 3:30pm Presentation
3:30pm - 3:45pm Tea & coffee break
3:45pm - 5:00pm Presentation
5:00pm - 6:00pm Drinks and canapes
Lowry Hotel, 50 Dearmans Place
Chapel Wharf, MANCHESTER, M3 5LH
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Bookings & Prices
- CFG Member - £50.00;
- CFG Member Colleague - £60.00;
- Non CFG Member - £100.00;
Terms and Conditions:
Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.
CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.
It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.
CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.
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