Trustee training webinar: What’s on the horizon for charities in 2025?

	Date: Monday 16th June
	Time: 10:00am – 11:00am
	Location: Online

Our expert panel will come together to discuss essential updates for charities in 2025 including:

• Market review: US economic activity and beyond
• An overview of guidance from the Charity Commission
• Investment considerations and the Investment Policy Statement
• Bringing the latest charity investment governance principles to life through real life examples and experiences
• Live Q&A with the panel

Timings

• 10:00 – Trumponomics and beyond: Janet Mui
• 10:15 – Investment Refresher: Paul Mathias
• 10:30 – Charity Investment Governance Principles: Anna McCready & Jeffery Ball 
• 10:45 – Q&A
• 11:00 – Close

Speaker Details

Janet Mui
CFA, Head of Market Analysis

 Janet is part of the investment solutions team which generates central investment guidance and manages a range of risk-rated portfolios. She is also a voting member of the Asset Allocation Committee. She appears regularly on the BBC News, Sky News, CNBC and Bloomberg to share the firm’s market views.

Paul Mathias
Divisional Director Investment Manager
Charity Team – Wales

Paul specialises in delivering investment solutions for charities and institutions and has been an investment manager since 2013. Paul sits on the firm’s ESG Investment Forum. He is a Trustee and Chair of the Investment Committee of the Cardiff Educational Endowment Trust.

Anna McCready
Divisional Director – Investment Manager
Charity Team – North East

Anna is a member of the North East Charity and Institutional team, managing portfolios for charities and pension funds as well as some families. She currently sits on RBC Brewin Dolphin’s Vulnerable Clients Committee and is part of the Charity ESG Network and Charity Research Forum.

Jeffery Ball
Divisional Director – Investment Manager
Charity Team – North East

Jeffery is part of the North East Charities team, managing investment portfolios for charities of all sizes across the region. He is also a co-founder of the North East Charity Awards and a trustee for the Newcastle Rugby Foundation and Rockets Community Foundation.

The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

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