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

Charity Trustee Investment Training - Part Two

Venue: The Auditorium, London

Date:

23 Sep 2019, 10:00 AM

- 23 Sep 2019, 13:00 PM

Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. The two-part course is designed to provide an overview of best practise in charity investment; covering charity law, investment policy and introducing available investment asset classes.
Investment training for charity trustees and senior finance staff

Venue: Rathbone Investment Management, London

Date:

1 Oct 2019, 10:15 AM

- 1 Oct 2019, 14:00 PM

With the theme of governance, our training is designed to give you useful knowledge as well as the opportunity to share experiences, challenges and ideas with other trustees and finance staff.
What every trustee should know

Venue: Cazenove Capital, London

Date:

31 Oct 2019, 09:00 AM

- 31 Oct 2019, 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.
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.