Charity Finance Investment Forum & Dinner 2018

5 March 2018 Events

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



































“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


The Lensbury
Broom Road
TW11 9NU

We use cookies to ensure that we give you the best experience on our website. Read our policy here.