£0 – £30

Honorary Treasurers Forum: 21 November 2019

Event Information

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Date and Time

Location

Location

UBS AG

5 Broadgate

London

EC2M 2QS

United Kingdom

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Event description

Description

Overview

The main item in our November meeting will be will be a highly informative briefing from Dean Turner of UBS on the state of investments in what has become our annual update on investments.

This will be followed by an introduction from Julian Smith of Farrer & Co into Charity Authorised Investment Funds (CAIFs), a relatively new investment fund vehicle designed specifically for the charity sector. The first CAIF was registered with the Charity Commission on 12 December 2017 and since then a number of CAIFs have been established.

The formal proceedings will finish about 17:15 followed by networking with fellow treasurers and our sponsors over drinks and snacks until 18:30.

Agenda

15:00 Arrival and registration at UBS with tea and coffee

15:30 Welcome and introduction by the Chair

15:40 UBS Annual investment lecture

16:40 Introduction to Charity Authorised Investment Funds (CAIFs)

17:10 Closing remarks

17:15 Refreshments and networking

18:30 Depart

Price

Forum Members who have paid their annual subscription will have free entry. Guests and non-paying members will be restricted to one free entry place in the year. Thereafter the ticket price is £30 for non-members.

If you wish to join the Forum (annual fee £25) please find the application form at http://www.honorarytreasurers.org.uk/

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Date and Time

Location

UBS AG

5 Broadgate

London

EC2M 2QS

United Kingdom

View Map

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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