Investment Strategy Workshop

Networks

Event summary

The 2018 regulatory changes have created a new and exciting investment landscape for local authorities. The requirement to produce a holistic risk based capital strategy will have significant impact upon investing as we move closer to 2020 and the scrutiny thereof.

Private Sector rate: £495 + VAT. Please contact cipfabookings@cipfa.org to book.

Date

28 November 2018
Starts: 10:00
Ends: 16:00

Location

Free Trade Hall
Free Trade Hall
Peter Street
Manchester
M2 5GP
[See map]

Standard price

£195.00 excl VAT

*the event has started.

About this event

Numerous authorities have targeted financial self-sufficiency in the next decade derived from diversified investment portfolios designed to provide sustainable income to support local services.

At this event, we will focus on opportunities across the local authority balance sheet to enhance resilience and sustainable investments beyond specified cash management. No investment can be made outside of accounting and governance conventions – we will drill into the key aspects of due diligence option appraisal and business cases for decision-making. 

Who should attend?

This event is aimed at treasury practitioners and all those involved in managing the treasury management investment strategy within your organisation.

How will I benefit?

Attendees will benefit from:

  • the CIPFA news bulletin
  • an insight into the economic picture and what investment opportunities should be considered
  • an insight into what a leading treasury adviser will be discussing with clients for this year’s strategy and how they can assist in the process
  • hearing from our special guest speaker, who will offer some thoughts on approaching ‘alternative’ investments and the importance of proper due diligence when making long-term financial commitments
  • an open forum discussion, under Chatham House Rules.

CPD hours

Four and a half.

Topics

  • Local government
  • / Risk management
  • / Treasury management

Download programme schedule

PDF 204.19 KB

Speaker - Neil Sellstrom

Neil Sellstrom

Neil has been a CIPFA Advisor for pensions and treasury management since 2009, running networks on both subjects with over 150 subscribing authorities combined. He represents CIPFA and Local Government Pension Scheme (LGPS) Funds at various key events and also attends CIPFA pensions panels. He also organises workshops and conferences, produces newsletters, and co-ordinates queries to support members and promote best practice. E: neil.sellstrom@cipfa.org, T: 01287 619679.