Events for charity investors

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

HELPING CHARITIES TO UNDERSTAND INVESTMENTS

As a charity dedicated to getting the best for other charities, our aim is to help trustees and other charity managers keep up-to-date with the shifting world of charity investments. These events, provided by leading experts, offer insight into best practice for charity investing, and the trends to look out for.

Places may be limited and we cannot guarantee you an invitation.
We feature the events provided by fund managers who list their charity funds on the CAF Investment Account, other events may also be available.

Please note: The views and opinions expressed at these events are those of the host, and do not necessarily reflect CAF’s views.

UPCOMING CHARITY EVENTS

Investing: back to basics guide for charities - Birmingham

Venue: Radisson Blu Hotel, Birmingham

Date:

5 Feb 2020, 11:00 AM

- 5 Feb 2020, 12:45 PM

A regional seminar to announce the launch of a new publication - Investing: a back to basics guide for the charity trustee.

There will be a series of regional seminars to discuss some of the key considerations about investing from a charity's perspective. Cutting through the jargon, going back to basics on the core investment assets, the key components of a 'conventional' investment portfolio, as well as measuring investment performance and ESG considerations.

Register for your place today.
Investing: back to basics guide for charities - Norwich

Venue: The Assembly House, Norwich

Date:

20 Feb 2020, 11:00 AM

- 20 Feb 2020, 12:45 PM

A regional seminar to announce the launch of a new publication - Investing: a back to basics guide for the charity trustee.

There will be a series of regional seminars to discuss some of the key considerations about investing from a charity's perspective. Cutting through the jargon, going back to basics on the core investment assets, the key components of a 'conventional' investment portfolio, as well as measuring investment performance and ESG considerations.

Register for your place today.
Investing: back to basics guide for charities - London

Venue: Ruffer LLP, London

Date:

5 Mar 2020, 08:45 AM

- 5 Mar 2020, 10:15 AM

A regional seminar to announce the launch of a new publication - Investing: a back to basics guide for the charity trustee.

There will be a series of regional seminars to discuss some of the key considerations about investing from a charity's perspective. Cutting through the jargon, going back to basics on the core investment assets, the key components of a 'conventional' investment portfolio, as well as measuring investment performance and ESG considerations.

Register for your place today.
What every trustee should know

Venue: Cazenove Capital, London

Date:

19 Mar 2020, 09:00 AM

- 19 Mar 2020, 17:00 PM

This full-day course for charity trustees, presented in association with chartered accountants and tax advisers haysmacintyre and law firm Farrer & Co will cover a wide range of investment, legal and accounting topics.