In-person event
Join us for this CPD accredited, free event as we discuss options to enable Trustees and Charity Executives to plan and implement their investment policies alongside their investment managers.
Why should I attend?
This session will focus on an interactive discussion to showcase options that could work for your organisation, and will also feature a networking lunch with your peers in the sector.
Key topics covered:
- Fundamental drivers of investment returns
- The risks and performance characteristics of asset classes
- The construction of a multi-asset portfolio to enhance future returns and income, and how this can be applied to your charity
- Guidance to enable you to design and enhance your charity’s Investment Policy Statement
- Global Economic Updates relevant to your investment options
This event will be hosted by CFG partners, Sarasin & Partners.
Who should attend?
This event would be valuable for trustees, chairs, CEOs, Finance Directors and Executives
When and Where?
- Wednesday 5 June
- 9.30am – 2:15pm
- The Jockey Club Rooms 101 High St Newmarket, CB8 8JL
How do I book?
Book below. This conference will be delivered in-person in Newmarket. You will receive instructions and further details around a week before the conference. If you have any issues, contact events@cfg.org.uk.
About CFG events and membership
Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.
CFG events, training and members' meetings can count towards your continuous professional development (CPD). For more details contact your association or email events@cfg.org.uk.