Birmingham Charity Event

Rates of interest rise from charity investors attending Birmingham Investment Symposium

Posted by admin on October 09, 2012
Investment Updates, News / No Comments

 

An event aimed at helping charities broaden their knowledge on different investment related topics is seeing growing interest from local Trustees, Finance Directors and other not for profit professionals.

 

 

The event was hosted by the Charity Trustees Investors Association (CTIA), A Birmingham based group set up with the intention of supporting not-for-profit professionals who are responsible for making investment decision on behalf of a charity.

Simon Williams – Chair of the CTIA comments: “Despite competition from the Conservative Party Conference which is also being held next door at the ICC this week, we’re really pleased to see a growing number of delegates attending our event and taking part.  Our events aim to bring together a diverse range of quality speakers from a number of different charity fund managers and other charity professionals. At today’s meeting we we’re delighted to welcome guest speakers Philip Todd from Ingenious Asset Management and Barry MacLennan from Standard Life Investments, both of whom received excellent feedback from our delegates”

CTIA membership is free of charge to all charity and not-for-profit professionals and applications can be submitted on-line via the associations website www.ctia.org.uk/membership

For delegates who attended the event and who wish to provide additional feedback please click here to complete our feedback questionnaire.

 

Slides & Presentations from 9th October 2012

Philip Todd – Ingenious Asset Management – Economic Overview

Barry MacLennan – Standard Life Investments – Why invest in commercial property?

Simon Williams – Origin Financial – Key People Insurance for Charities

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Social Enterprise Finance Seminar (in partnership with Investment and Contract Readiness Fund)

Posted by admin on July 11, 2012
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Advantage Business Agency promote upcoming event – 17 July 2012

Finance is the life blood of any enterprise and without it death is certain. That’s why it is so important to plan ahead and find the right investment for your organisation. This event looks at the investment and funding options available for social enterprises and will focus on the support available through the new Investment and Contract Readiness Fund from the Social Investment Business.

Aimed at ambitious and high growth third sector organisations, it funds the costs associated in overcoming problems in raising finance and/or winning public sector contracts, for example organisational structure, business planning, business support etc. You need to be looking to raise
investment of at least £500,000 to develop services or win contracts of at least £1 million. The event will also cover how to apply, what
investors are looking for and the finance available to social enterprises – ensuring the best outcome for your organisation.

For information and booking details please visit http://icrfevent-eorg.eventbrite.com/

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Charity Fund Managers Investment Event well Received

Posted by admin on June 28, 2012
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An investment event aimed at helping charities understand different areas of charity investing has been well received by local charity and not for profit professionals.

The Birmingham based event was held on the 26th June to help the thousands of charities within the West Midlands and surrounding areas, to make more informed investment decisions.

The event was hosted by the Charity Trustees Investors Association (CTIA) who aims to support charity trustees, finance directors and other not-for-profit professionals who are involved with making investment decisions by providing regular educational, informative and challenging debates.

Simon Williams – Chair of the CTIA comments: “We’re really pleased to be able to bring together a diverse range of quality speakers from a number of different charity fund managers and other charity professionals. We have received some excellent feedback from our delegates with some interesting suggestions for topics to cover at our next event in October. We’re positive that this event will become a regular fixture in and around the Birmingham area and we look forward to developing the group over the coming months”

Speakers at the event included James Brennan from Rathbones, John Mayo from Quilter, and Darren Ripton from Standard Life Wealth.

For people who were unable to attend, copies of the presentations are available for download from the CTIA website at www.ctia.org.uk/seminar2

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Please find below links to copies of the presentations from our event on the 26th June 2012.

James Brennan is a Director of Rathbones and also a Trustee of the Apostleship of the Sea. James talked about the recent investment review he undertook for the charity and how they built an appropriate Investment Policy Statement.

John Mayo is Vice President at Quilter. John discussed what Trustees should consider when reviewing their exposure to risk and how this can be managed effectively through the use of a well diversified portfolio.

Darren Ripton is Head of Investment Process at Standard Life Wealth. Darren provided us with a round-up of the latest market news and activity,sharing his thoughts on things to consider when reviewing your investment strategy.

 

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PRESS RELEASE – Local Professionals Team Up to Help Charities Invest Wisely

Posted by admin on April 10, 2012
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At a time when charities are feeling the pinch, local professionals have joined forces to launch a series of events aimed at helping charitable and voluntary organisations to invest their funds wisely to maximise the yield.

The Charity Trustees Investors Association (CTIA) is an independent group of professionals who share a common interest in promoting awareness and sharing knowledge of investment related issues within the third sector.

A new Birmingham based event is being launched on 25th April to help the thousands of charities within the West Midlands and across Staffordshire, Shropshire, Worcestershire and Warwickshire, to make more informed investment decisions.

Across these regions alone there are around 18,000 registered charities, with more than 179,000 registered charities across England and Wales, bringing in an annual income of some £56 billion.

The CTIA aims to support charity trustees, finance directors and other not-for-profit professionals who are involved with making investment decisions by providing regular educational, informative and challenging debates.

Taking place at the offices of Groundwork UK, the first CTIA Breakfast Symposium will kick off a series of regular events which will bring together senior charity professionals, trustees, fund managers, solicitors and specialist charity investment advisors to discuss the issues surrounding investment.

Simon Williams – Chair of the CTIA comments: “It is estimated that within the UK, charities hold investments worth a total of around £56 billion. Investment strategies play a major role in providing the income that enables many charities to deliver their activities.

“These planned events will specifically focus on charity investment related matters and will be aimed at helping trustees and finance directors manage their responsibilities. Since launching the CTIA website we have received considerable interest from charity professionals wanting to join us and attend our launch event.”

The Breakfast Symposium will feature a range of guest speakers from charities, financial institutions and solicitors, who will encourage lively debate and networking.

Paul Viles – Financial Controller from Groundwork UK, comments: “We are pleased to be hosting the first event at our Birmingham offices. As a national environmental charity, we know the importance of making sound investments which will yield good returns so we can maximise the funds we have available to improve communities.”

For more information about the CTIA Breakfast Symposium, or to make a booking, visit www.ctia.org.uk

 

 

Pictured left to Right: Simon Williams – Charity Investment Adviser, Paul Viles – Groundwork UK, Gregg Henderson – Standard Life Wealth, Paul Ord – Quilter, Philip Chapman – Wall James Chappell Solicitors.

Notes to Editors

The Charity Trustees Investors Association (CTIA) is an independent group of professionals who have come together to promote awareness and share knowledge of investment related issues within the third sector.

Its aim is to support charity trustees, charity finance directors and other not-for-profit professionals who are involved with making investment decisions by providing them with regular educational, informative and challenging debates.

 Members include senior charity professionals, trustees, fund managers, solicitors and specialist charity investment advisors who are encouraged to build relationships and share knowledge for mutual benefit.

 

Breakdown of registered charities – source: Charity Commission

Birmingham City: 2333
Wolverhampton: 1068
Solihull: 1010
Coventry: 1106
Dudley: 1104
Sandwell: 1034
Walsall: 1008
Shropshire: 1634
Warwickshire: 2080
Staffordshire: 2509
Worcestershire: 1873
Herefordshire: 1156

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New Birmingham based event for 2012

Posted by admin on January 25, 2012
Financial Advice, Investment Updates, News, Product News, Savings Accounts / Comments Off

We are pleased to announce that plans are in place to launch a new event in the Birmingham area that will be aimed at supporting people who are responsible for making investment decisions on behalf of a charity or not for profit organisation.

Our aim is  to run a quarterly symposium that will provide topical information and trustee training material and the opportunity to network with other charity professionals within the West Midlands.

To be kept informed of developments please register as a member and join our mailing list.

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