San Francisco, California
London, United Kingdom
The Clare Foundation Presents Charity Trustee Training
with Sarasin & Partners
What every charity trustee needs to know about their investment responsibilities in layman’s terms: arming yourself with questions to tackle your advisers with! This training is based on the Foundation Course that we run on behalf of the Charity Finance Group (CFG). In recent years we have trained over 4,000 trustees and finance directors. We will use the recently launched 20th Edition of the Sarasin & Partners Compendium of Investment as the ‘text book’.
15 minutes: Registration with tea/coffee/water
3 Hours: Understanding your investments
Even though the day-to-day management of a charity’s investments is usually delegated, trustees retain the ultimate responsibility and liability. When matching an investment objective and benchmarks to a charity’s wider goals, an understanding of the investment landscape is important. The following topics will be covered:
• A review of the characteristics and returns of the different asset classes in which charities invest
• A history of endowment returns, expected future returns and sustainable spending levels
• What to consider when creating a strategic investment policy
• Implementing your investment policy: appointing (and managing!) a manager
This is designed as an interactive session: questions are welcome as we work through the subject matter. There will be a 10/15-minute leg stretch at an appropriate moment.
To Follow on: Drinks and nibbles, further informal discussions and networking
Paul Fairbrother – Client Relationship Manager
Paul is a Senior Client Relationship Manager managing a number of the firm’s large charity and institutional mandates, with a particular focus on ethical mandates. Paul joined Sarasin & Partners in 2014 from UBS Global Asset Management. He has over 20 years investment experience as a Portfolio Manager, specializing in European Equities and UK Equities. He was widely involved in client relationships in the UK, Switzerland, Japan and the Middle East. Paul has a degree in Business Economics from the University of Reading and he is a member of the CFA institute.
Alexander True – Associate Partner
Alexander joined Sarasin & Partners in 2014. He has worked in financial services for over 9 years most recently at Newton Investment Management where he managed internal private clients and Trusts, as well as investment models. He qualified with a degree in Experimental Psychology from Bristol University, holds the Private Client Investment Advice and Management Diploma (PCIAM), Investment Management Certificate (IMC) and is a Member of the Chartered Institute for Securities and Investment.
What are my transport/parking options getting to the event?
We have on-site parking for delegates coming by car. For Sat Nav please use HP14 4HU.
Saunderton train station is less than 5 minutes away from the venue with great links to and from London Marylebone and Aylesbury. Journey's can be planned through the Chiltern Railways website: www.chilternrailways.co.uk/
Delegates will recieve further directions closer to the event date or can request these by emailing email@example.com
The name on the registration/ticket doesn't match the attendee. Is that okay?
We keep a list of names for attenance purposes so ask delegates to correctly fill in ticket information. If the wrong information is shown on your ticket please email firstname.lastname@example.org to update your details with us.
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The Clare Foundation
The Clare Foundation, a charity helping other charities become more effective and efficient. We take established commercial methods, business expertise and entrepreneurialism to the voluntary sector through training, mentoring, sharing best practice and networking at our "Charity Centre" in Buckinghamshire.