YOUR GUIDE TO STRATEGY AND MANAGEMENT
This two-day programme will empower trustees and senior foundation executives to realise the full potential of their investment assets to achieve their charitable and financial objectives. The curriculum has been developed with extensive feedback from ACF members. These seminarspull together expertise from four leading investment managers, and leading foundation practitioners.
This years seminars will take place in July and November. They will cover a range of topics, including but not limited to; introductory principles, case studies, different investment approaches, choosing your investment manager, and strategy development.
2018 DELEGATE TESTIMONIALS
“I would highly recommend this course to trustees and executive staff, it brings together vast amounts of knowledge on investment management for trusts and foundations, it will transform the way my trust manages its investments”
WHAT TO EXPECT
A friendly and focused environment, with opportunities to compare perspectives with foundation peers in a relatively informal setting, supported by industry experts and leading foundation practitioners. The seminars will operate on the premise that there is no such thing as a stupid question and follow the Chatham House rule to enable free discussion.
Please find a copy of the brochure here.
WHO SHOULD ATTEND?
The seminars are for trustees and senior staff at endowed foundations; both for the relatively inexperienced and those well versed in investment matters.
It is not open to participants who are employed in the investment consultancy and investment management industry.
To book your place visit our events page here.