This joint interactive breakfast seminar with Anthony Collins Solicitors and St James’ Place will provide delegates with a refresher on legal duties concerning investments and different types of social investment, and also explore St James Place's ethical investment vehicle, "Flagstone".
What's it about?
We will outline the St. James’s Place investment proposition, the ethical investment vehicles available and introduce Flagstone, the cash management portal, which can help maximise interest rates and reduce risk exposure. We will also provide a quick refresher on legal duties in relation to investments.
Who should attend?
Charity trustees, directors and those involved with charities that have surplus investments and cash accounts that would benefit from investing ethically, increasing their interest rates and reducing their risk exposure by using the cash management system, Flagstone. It’s a chance to refresh trustees and others on these legal duties regarding charity investments.
What we will cover:
- trustee duties and responsibilities regarding investments
- the different options available to charities for social investment
- how to find the right investments that align with your charity
- the importance of making the best use of funds through investment
Breakfast will be provided
- 08:00 Registration, breakfast and networking for an 08:15 start
- 08:15 Tim Knight - to cover Flagstone, and provide information on St James Place
- 09:00 David Alcock - to cover trustee duties in relation to investments and options for social investment
- 09:30 Q&A, summary and closing remarks
Who will be there?
Dominic Curran, Partner - Anthony Collins Solicitors
David Alcock, Partner - Anthony Collins Solicitors
Tim Knight - St James Place
Please be aware that places for this seminar are limited. Our clients get priority over non-clients but we will endeavour to increase capacity where we can, to allow all those who wish to attend a place. Where we are heavily oversubscribed we will limit places to one or two people per organisation, in which case you may be asked to liaise with your team. Should we have to do any of the above we will be in touch with you at least two weeks before the event date.
Where can I contact the organiser with any questions? Please email us at firstname.lastname@example.org and a member of our events team will be in touch.
Can I invite my colleagues to this event? Feel free to forward an invitation to any of your colleagues you believe can benefit from attending.
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