What does good look like?

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Location

Dean Clarke House

Southernhay East

Exeter

EX1 1AP

United Kingdom

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Sales Have Ended

Registrations are closed
Thank you for reserving your seat and we look forward to welcoming you on the day. Church House Investment Management
Event description
A professional development event for Trustees and their Advisers

About this Event

A valuable session for Trustees and their professional advisers in which we will share best practice on the topics of investment management and trust accounting. Experienced speakers will deliver insight and expertise whist also engaging with attendees to directly answer any burning questions.

Kicking off with our CEO and joint Chief Investment Officer, James Mahon, who will cover topics including the importance of diversification for managing risk and the science behind portfolio construction. He will also touch on balancing growth and income by explaining the concept of total return.

Steve Howells, from Arcadia Legal and Trust is our guest speaker and he will be sharing his top tips for Trustees and their Advisers from the world of Trust accounting.

Then we will wrap up with our Head of Private Clients, James Johnsen who will bring some of the key investment topics to life by illustrating how they have delivered positive outcomes, using some example case studies.

At the end of the talks we will be serving a light lunch.

Date and Time

Location

Dean Clarke House

Southernhay East

Exeter

EX1 1AP

United Kingdom

View Map

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