Investment Forum 2017

The 2017 Charity Investment Forum moves to The Lensbury in Teddington. The pre-forum reception and dinner provides the perfect setting in which to network with peers from other charities. This is complemented by a full day's programme of expert sessions giving insight and analysis into a range of investment strategies and crucial investment topics.

Designed for finance directors, chairs, trustees and chief executives responsible for investment portfolios, the forum helps charities shape their strategies and maximize returns.

The Charity Investment Forum is an invitation only event for charities with investment assets in excess of £5m. If you are interested in attending, please contact our events team on 020 7819 1200 or e-mail [email protected]

Programme

06 March 2017

3.00PM - 5.00PM

Arrive and check in

Arrive and check in
5.00PM - 6.20PM

Networking reception

Networking reception
6.20PM - 6.30PM

Welcome address

Andrew Hind, non-executive director, Civil Society Media
6.30PM - 7.00PM

Opening keynote

Bronwen Maddox, former editor, The Times
7.00PM - 9.00PM

Dinner

Dinner and networking
9.00PM - 12.00AM

Informal networking

Informal networking

07 March 2017

7.00AM - 8.40AM

Breakfast

Breakfast
8.40AM - 9.20AM

8.40 session choices

W1: CCLA - Cooling it: balancing risk and return when time horizon really matters

W2: BlackRock - Sustainable investing: Putting your money to work for purpose and performance

W3: Cazenove Charities – Value for money?

W4: GAM - The calm before the storm - where should charities invest right now?

W5: Newton Investment Management - Generating returns for charity investors

W6: Sarasin & Partners - Reactions to Brexit 9 months in
9.30AM - 10.10AM

9.30 session choices

W1: CCLA - Cooling it: balancing risk and return when time horizon really matters

W2: BlackRock - Sustainable investing: Putting your money to work for purpose and performance

W3: Cazenove Charities - Value for money?

W4: GAM - The calm before the storm - where should charities invest right now?

W5: Newton Investment Management - Generating returns for charity investors

W6: Sarasin & Partners - Reactions to Brexit 9 months in
10.10AM - 10.40AM

Refreshment break and networking

Refreshment break and networking
10.40AM - 11.20AM

Session 10.40

W7: CCLA - Microscope or binoculars?

W8: Standard Life Wealth - Private Markets for charity investors - challenging preconceptions

W9: Rothschild Wealth Management - What to expect

W10: Quilter Cheviot - Working through your ethical policy

W11: Rathbone Investment Management - Active vs. passive investing: the great investment debate

W12: Ruffer - Exhausted monetary policy and the move to fiscal stimulus – what does it all mean for endowments?
11.30AM - 12.10PM

Session 11.30

W7: CCLA - Microscope or binoculars?

W8: Standard Life Wealth - Private Markets for charity investors - challenging preconceptions

W9: Rothschild Wealth Management - What to expect

W10: Quilter Cheviot - Working through your ethical policy

W11: Rathbone Investment Management - Active vs. passive investing: the great investment debate

W12: Ruffer - Exhausted monetary policy and the move to fiscal stimulus – what does it all mean for endowments?
12.20PM - 1.00PM

Session 12.20

W13: CCLA - Surviving in strange times: invest in a low growth, low interest, low inflation world

W14: Goldman Sachs - Good Stories, Bad Managers

W15: Smith & Williamson - Confronting a new paradigm of investment theory

W16: Investec - Alternatives – can they both be a source of income and a dampener of equity volatility?

W17: Heartwood - Ethical investing: coming of age?

W18: Waverton Investment Management - Guiding Down – what will lower returns mean to you?
1.10PM - 1.40PM

Starters served

Starters served
1.40PM - 2.10PM

Lunch address

Linda Moir, head of events services, London 2012
2.10PM - 3.00PM

Lunch and networking

Lunch and networking
3.00PM - 3.00PM

Event close

Event close

Speakers

Bronwen Maddox

Director of the Institute for Government

Bronwen Maddox is the Director of the Institute for Government, the charitable body which aims to improve the effectiveness of the government. Previously she served for over five years as the Editor and CEO of the influential current affairs and culture magazine, Prospect.

US-born Bronwen was originally an investment analyst both in the city and on Wall Street, and a director of Kleinwort Benson Securities' media team. She moved into journalism to head up a Financial Times investigation into Robert Maxwell. She then joined The Times, becoming the Washington Bureau Chief, then US Editor, and finally Chief Foreign Commentatator and Foreign Editor. She remains a regular FT, Evening Standard, and Times contributor.

With access to some of the key figures across business, politics and leadership around the world, Bronwen has founded a reputation for informed, original insight. She has interviewed figures from Jimmy Carter to Vladamir Putin.

As author of the acclaimed book In Defense of America, Bronwen is also perfectly positioned to analyse the global impact of events on Capital Hill.
Linda Moir

Linda Moir was in charge of the front-line Events Services at the London Olympic and Paralympic Games. She was responsible for planning and implementing a customer-service strategy, organising 15,000 volunteer Games Makers plus private sector contractors, and facilities to welcome over nine millions spectators.

London 2012 was the first Games to view ticket-holders as customers- previously they'd been viewed as secondary to the sports. As a result, London 2012 is widely regarded as the most succesful and best-run Olympics in the modern era.

Before the Games, Linda was Virgin Atlantic's Director of Customer Service. In her time Virgin became leaders in customer satisfaction, topping surveys and winning numerous awards. Combining customer satisfaction and HR, Linda overhauled recruitment, training and development programmes for 5000 Virgin cabin crew to meet her goals.

Prior to Virgin, Linda was HR director for the National Air Traffic Services (NATS) during its transition from public to private ownership. She joined NATS after working for BA where she was involved in transforming the business from its introspective, state-backed roots to a modern, customer-centered brand.

Testimonials

Veronica Chua

Council for World Mission

Informative, good platform to compare notes with charities and networking with fund managers

David Griffiths

Ecas

Very informative and a great opportunity to discuss important and live issues with other charities and experts in fund management

Rohan Hewavisenti

Group director of resources

Great event, well worth the time

Gurd Chahal

Schools of King Edward VI Birmingham

Excellent platform for charities to update their investment knowledge and network with other charities

Martin Sandford

The Mission to Seafarers

An excellent event providing stimulating challenges & insights

Andrew Pitcher

Sailors' Society

Another very useful day and a half covering a wide range of perspectives and meeting many participants. I look forward to returning

Dilip Manek

Royal Masonic Benevolent Institution

An excellent event. Well-organised and with a breadth of speakers and investment managers. It is the only event I am aware of with such a variety. Well done to the team for their excellent organisation.