A professional development event for Trustees, Family Offices and Professionals which qualifies for 2 hours of CISI approved CPD.
Church House Investment Management CEO and CIO, James Mahon, will explore some of the current investment themes including the impact on trade of Brexit and a Donald Trump presidency.
Our guest speaker will be Cheryl Farnham, the new Chair of STEP West of England and Director of Arcadia Legal & Trust. Cheryl will discuss how to add value for both client and firm via proactive trustee meetings. In addition, she will also cover how best to work with investment managers to maximise tax efficiency and to prepare a suitably flexible investment policy statement so that strategic objectives can be met.
Tickets are available up to midday on Thursday 6th September.
James Mahon and Cheyrl Farnham
Date and Time:
Thursday, 13 September 2018 11:00 am