In association with
This afternoon training session has been designed as a complementary addition to the Foundation Seminar. Designed for Treasurers, Members of Investment Committees, Finance Directors and other staff who have responsibility for investments and need to have a greater understanding of the management of their funds. Specifically, these afternoon sessions will cover:
Relationships between various asset classes
Property – is property a “real” asset
Hedge Funds – are they an appropriate investment
Other alternative and peripheral investment strategies
Formulating a Strategic Investment Policy
Benchmarks and understanding performance
What to look for in investment reports
Who should attend?
This Advanced Seminar is designed for charity trustees and Permanent Officers who want a better understanding as to their overall investment responsibilities.
It is aimed at the “lay” trustee who is not a full time investment professional, but needs to understand the characteristics of the various types of investment: attendees have probably already attended the Foundation Course.
What others have said:
“Very informative. Good pace, literature excellent”
“A really outstanding presentation!”
Sarasin & Partners LLP, Juxon House,
100 St. Paul's Church Yard, LONDON, EC4M 8BU
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Bookings & Prices
- CFG Member - £50.00;
- CFG Memb 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 date, cancellation
refunds are not possible, however substitutions can be made.
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