Free: Your Trust’s Investment Policy: Developing An Investment Strategy - 6 June, 2-3.30pm

Join us for an insightful webinar designed for senior leadership teams (SLT) in academy trusts. This session will provide guidance on developing a trust-specific investment policy to ensure long-term growth while balancing risk and return.

Course Content

• Understanding the importance of creating a trust-specific investment policy
• Key components of a robust and sustainable investment strategy
• Best practices for balancing risk with return to maximise financial growth
• Ensuring compliance with regulations and ethical investment standards
• Effective methods for monitoring and reviewing investment performance

The session will feature a 1-hour sofa discussion, followed by a 15-20 minute Q&A.

Speakers

Matthew Clements-Wheeler, Executive Education Leadership Consultant at Keystone Knowledge

Matthew is an experienced education leader, consultant, and corporate governance specialist with 27 years of board-level leadership experience in the UK and internationally. With a strong background in diagnosing and resolving board-level barriers to success, Matthew has a proven track record in improving governance, accountability, and leadership practices within education.

Stephen Mitchell, CEO at Keystone Knowledge

Stephen is a highly experienced leader with a strong background in finance, organisational leadership, and education management. As the founder of Keystone Knowledge and CEO of a successful multi-academy trust, Stephen is passionate about improving management quality to ensure the best outcomes for children.

A qualified accountant and MBA graduate, Stephen is a Fellow of multiple professional institutes, an accredited global trainer, and a regular contributor to industry publications and conferences.