Reserves & Endowments Seminar in Joburg

Balancing the AccountsGiven the uncertainty of the funding environment, a well-managed reserve fund is a vital component of any organisation’s sustainability strategy. Reserves provide a safety net to protect an organisation and its beneficiaries from unforeseen events, as well as an opportunity to grow and innovate.

Public benefit organisations have a responsibility to ensure that their funds are invested wisely. The investment solution they choose should be aligned with the organisation’s specific circumstances and based on sound financial advice, to ensure that the funds produce the best growth with the minimum exposure to risk.

Please join Sophie Hobbs from GreaterGood SA and Alan Wellburn from Citadel Wealth for an investment-focussed discussion on how to build and invest reserves, in a straight-forward, jargon-free forum.

Who should attend: Organisation leaders and financial decision-makers – directors, CEOs, trustees, finance directors or managers.

Date: Monday, 19 May 2014
Time: Arrival from 09:30
Presentation from 10:00 – 12:00
Refreshments will be served
Venue: Citadel Johannesburg office, Peregrine building, 6a Sandown Valley Crescent, Sandown, Sandton. MAP >
RSVP: Places are limited, please email Elsabe or phone 012 470 2579 to secure your place.


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