Tackling the five things that keep charity investors up at night
Underpinned by new research developed by wealth management experts Brewin Dolphin carried out in partnership with charities, this will be a valuable roundtable session unpacking key challenges experienced by charity investors, including the need for income, how decisions affecting your investment are made, and areas under pressure. The roundtable discussion will include -
- Sources of income
- Managing investment risk
- Investment skills on the board
The session will also give you practical examples of how these issues can be addressed in current market conditions.
This is a morning meeting giving you time to fit the session easily into your day, and there will be time for questions and discussion.
This is a free event available to CFG members.