Investment Trustee Educational Modules Program
We develop and deliver an educational program designed to empower delegates, at the Board level, to make informed decisions that make a real difference to the investment returns of their organization's investment fund. Led by Fred Guzzi of The Guzzi Advisory Group, the educational modules have been designed to build your investment knowledge base and prepare you for the challenges ahead.
We try to cover all significant aspects of investing in our eight module program to support trustees in understanding their fiduciary obligations as they develop, implement and oversee investment strategies.
- Governance Structure
- Investment Policy
- The Fund’s Mission
- Investment Objectives
- Investment Risk Tolerance
- Investment Assets
- Performance Evaluation
- Ethics in Investing
Who should attend?
• Investment Committee Trustees of Foundations, Associations, and Charitable Organizations.
When and where is this course presented?
• This presentation can be booked up to a week in advance and meeting locations are flexible. Experience tells us that investment committees prefer to have us present the information at their usual meeting location.
How can I book this presentation?
• Please call The Guzzi Advisory Group office at 1-800-263-3803 or e-mail us at theguzziadvisorygroup@cibc.ca
