Charity Finance Investment Forum & Dinner 2018

5 March 2018

Helping charities shape their strategies and maximize returns

The 2018 Charity Finance Investment Forum returns 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 Finance 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]

 

Sponsors & supporters

sponsors-and-supporters.gif
  CCLA_Logo_2017

 

Associate-sponsors.gif
blackrock_k_51mm_2in_hr.jpg

 

    Cazenove_Logo_Prussian Blue_RGB_no borders.png

 

     Newton_Logo_CMYK.jpg1

 

sarasin.jpg

 

  smith-&-williamson.jpg

 

   

 

supported-by.gif1
Brooks Mcdonald

 

    Goldman Sachs Blue.gif

 

  Investec 2016

 

 

JHP_CMYK.JPG

 

     Legal & General 2017

 

   M&G 2018

 

 

rathbones_logo_bounded_blue.jpg

 

    Rothschild 2018

 

  ruffer_transparent.png

 

 

 

           

 

Testimonials

“A great opportunity to discuss with peers and share ideas. My first time and I find the format incredibly effective.”
Temidayo Ajakaiye, ABF The Soldiers Charity.

“Great opening and closing speakers set the tone. It was extremely useful to have an overview of current thinking, financially and politically, including the impact of these issues on investments. Meeting other delegates was very helpful and I was very encouraged to be amongst colleagues who were so clearly focussed on the needs of their beneficiaries and sound financial investment were the means to the ends.”
Christine Hayward, Colchester Catalyst Charity

“Even more focussed in an increasingly more complex society and charitable business environment. Trump/Brexit to the fore - providing challenges anew!”
Alistair Voaden, Hampstead Wells & Campden Trust

“An excellent chance to brush up on investment policy all in one day.”
Quentin Arnold, East of England Agricultural Society

“Excellent overview of current economic and investment situation”
Raymond Tait, Gonville & Caius College

“A great opportunity to catch up on the latest thinking and to network with colleagues facing similar challenges in their charities”
Phil Rolfe, Nene Park Trust.

“A great & refreshing seminar meeting others in the same sector”
James Cooper, Stansted Park Foundation.

“Thank you. A good 36 hours. Much appreciated.”
Charles MacFarlane, St Bartholomew’s Hospital Medical College Trust

Venue

The Lensbury
Broom Road
Teddington
TW11 9NU