Investment Forum & Dinner 2021

29 November 2021

Helping charities shape their strategies and maximise returns

The 2021 Charity Finance Investment forum will be returning on 29-30 November 2021.

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 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 maximise 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 email [email protected]


  • Gillian Morbey OBE

    Retired Chief Executive at Sense and Sense International

    Gillian was the founder and chief executive of Scotland’s first charity for deafblind people, Sense Scotland. As the parent of a severely disabled baby who was diagnosed with congenital rubella, Gillian was shocked by the absence of services and support for families, and at the patronising and dismissive attitude of health and social care professionals. She resolved to create a better system, and a parents support group formed in 1985 was the genesis of Scotland’s first charity for deafblind people, Sense Scotland. Her dedication to the cause meant that she soon became its first paid employee and, as it grew, its first chief executive.

    She led Sense Scotland for 25 years, overseeing its growth from a kitchen-table project to one of Scotland’s biggest charities with an annual income of over 20 million pounds. As well as creating a host of new services from scratch and convincing local authorities to buy them, it was also at the forefront of efforts to find and rescue scores of deafblind children and adults hidden away in long-stay hospitals and institutions, and resettle them in the community.

    Gillian also helped to set up Sense International in the mid-nineties, which now operates across Africa, Asia and eastern Europe, and in 2007 she proudly oversaw the opening of Glasgow TouchBase, an enterprising community hub and services facility for families of children with special needs which also provided a new income stream for Sense Scotland.

    In 2010, she was called on by the chair of Sense, the Midlands-based charity, to ask if she would help the board work through some issues. She agreed, moved to England, and stayed for eight years, leading the development of a new 14 million pound TouchBase in Birmingham. TouchBase social enterprises have now also opened in Lanarkshire and Ayrshire, enabling the expansion of services for families across Scotland and further reducing Sense Scotland’s reliance on shrinking social care budgets.

    Nowadays Gillian is retired, although she continued advising Sense Scotland during the Covid pandemic, and she volunteers on a grantmaking committee at the Wolfson Foundation. She is still involved with Sense International and hopes to return to India at some point to see the many deafblind people she knows there.

    Due to her phenomenal contribution to the disability sector in both Scotland and England she was awarded the 2021 Daniel Phelan Award for Outstanding Achievement at this year’s Charity Awards.

  • Philip Coggan

    Economic Commentator

    Philip Coggan has written on management and work for The Economist, penning the Bartleby column and looking at everything from leadership to the latest business buzzwords. Before that he was the Capital Markets Editor and author of the Buttonwood column, which analysed the latest financial markets news. He was awarded the title of Senior Financial Journalist in the Harold Wincott awards, and won the category for best personal finance story at the Business Journalist of the Year Awards.

    Prior to joining The Economist Philip was Investment Editor of the Financial Times. He was at the FT for 20 years and also wrote the Long View and the Last Word columns. In other positions at the FT he was market editor, economics correspondent, personal finance editor and the Lex columnist.

    Among his books are The Money Machine: How the City Works, a revealing look behind the hype and headlines at how the financial system really operates from crashes to currency rates. His book More - The 10,000- Year Rise of the World Economy tracks the history of markets, finance and economics. In Paper Promises he produced an accessible guide to debt, money and the financial crisis, whilst in The Last Vote he moved towards the political with an analysis of post-crisis democracy.

What to expect at the Forum...

  • Welcome drinks reception
  • Formal three course dinner
  • After-dinner networking reception
  • A choice of 16 expert sessions
  • Opportunity to network with leading sector professionals
  • A complimentary room and access to venue facilities

Confirmed workshops

We are in the process of curating our 2021 Investment Forum programme. Confirmed workshops so far include: 

Income only vs. total return

Knowing the best available investment options is important for your charity. Andrew Zazzi and Adrian Maxwell will explore the advantages and disadvantages of an income-only versus total return approach and consider the factors that you should take into account when deciding which approach is best for your charity.

Andrew Zazzi and Adrian Maxwell, investment directors, Rathbones

Equities – which markets?

The events of the past 18 months have changed the course of markets and some areas have been worse affected than others. James Codrington and James Pettit will discuss the relative merits of investing in different regions around the world. If you are trying to choose between investing in developed vs. emerging markets, or UK vs. overseas, your decision will be greatly informed by this session.

James Pettit and James Codrington, investment directors, Rathbones

A portfolio for the next decade

This workshop will examine the themes that are likely to drive markets in the coming decade, reflecting on the current state of the economy and commenting on alternative sources of return.

Tom Montagu-Pollock – portfolio director – charities and fund manager, Charity Responsible Multi-Asset Fund, Cazenove Capital

Greenwashing in a post-Covid world

This workshop will look at the huge shift we have witnessed to intentional investing and the things that trustees should be aware of.

Kate Rogers, head of sustainability and co-head of charities and Emily Peterson, portfolio director, charities, Cazenove Capital

Sponsors and supporters

Headline sponsor: 

Associate sponsors: