Build confidence in investment governance and decision-making through expert insight, practical discussion and shared learning with sector peers.
For many disability and social care organisations, investments form an important part of long-term financial sustainability. Yet trustees and leaders often have limited opportunities to build confidence in investment governance and decision-making.
Facilitated by CCLA, this interactive Learning Lab will provide an accessible introduction to key investment concepts and the responsibilities of trustees, boards and executive teams. Through a short expert-led presentation and facilitated peer discussion, participants will have the opportunity to explore real-world challenges, share experiences and discuss practical considerations with colleagues from across the sector.
The session will consider how organisations approach investment decisions, balance risk and return, align investments with organisational values, and support long-term organisational resilience.
Participants will leave with greater confidence, practical insights and a broader understanding of the role investments can play in supporting organisational sustainability.
Participants will have the opportunity to discuss:
The role of investments in supporting long-term financial sustainability
Investment governance and the responsibilities of trustees and leaders
Balancing risk, return and organisational objectives
Ethical and responsible investment considerations
Common questions and challenges faced by disability and social care organisations
Investment oversight and decision-making in practice
Emerging trends affecting investment strategies
Practical experiences and lessons from sector peers
The VODG Learning Lab is an interactive peer-learning format that combines expert insight with facilitated discussion. Each session begins with a short presentation from a subject matter expert, followed by structured breakout discussions where participants can share experiences, explore challenges and opportunities, and learn from peers facing similar issues.
The session concludes with a plenary discussion, bringing together key insights, reflections and practical takeaways.
Unlike a traditional webinar, Learning Labs are designed to encourage participation, discussion and shared learning.
10-15 minute expert introduction from CCLA
Facilitated breakout-room discussions
Group reflections and shared learning
Plenary discussion and key takeaways

Please note, should you have any accessibility requirements, we will do our best to make necessary arrangements to support you; however, we may require up to four weeks notice, so please list your requirements on the booking form. Closed captions are used as a standard in online meetings. If you have any questions, please email [email protected].

Client Director, CCLA
Antonia Cavalier is responsible for managing relationships with our clients. Antonia joined CCLA in March 2012 and has nineteen years’ experience in financial services.
Prior to CCLA, Antonia worked at AonHewitt, an investment consultancy, in their Delegated Consulting team working with pension funds to provide a long-term solution for their funding gaps. After graduating with a BA (Hons) in International Business with Italian, Antonia worked with both retail and institutional clients from around the world at the asset management companies Fidelity International and MFS International.
Antonia holds a diploma in Private Client Investment Advice and Management, is a member of the Chartered Institute for Securities and Investment (CISI) and holds the CFA Institute Sustainable Investing Certificate.
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