The responsibility of investing wisely on behalf of a charity, trust or foundation can be daunting. The duties of the Trustee to make appropriate investments decisions to achieve the charity's investment objectives can be a big challenge even for those experienced in investing. Copia Capital Management and Stone King are combining forces to cover these issues and more as part of our Investing for Charity event.
Regardless of whether you are new to the role of investing for charities or have years of experience, keeping your knowledge up-to-date is key. Our event brings together the specialist legal knowledge of Stone King and the investment knowledge of Copia Capital Management to help you refresh your understanding of the legal and financial obligations for charitable investing.
The event will include brief presentations, discussions, interactive examples and plenty of Q&A covering:
- A market round up
- Key considerations for investing - without the jargon
- Trustee duties on Investments - legal overview for Trustees of Charities
- Preparing and reviewing an investment policy statement
- Understanding investment options
Date and Location
Tuesday 21 November 2017
Apex Hotel, James Street West, Bath, BA1 2DA
Arrivals: 9.45 - 10.00
Buffet lunch serves: 12.30
Please book your place by emailing firstname.lastname@example.org by 14 November - spaces are limited so please register early.