As charities continue to struggle with the widespread financial implications of the Covid-19 crisis, finance teams and investment managers are under increased pressure to help their organisations navigate the crisis. Is now the time to hold your nerve and stick to your investment strategy? What asset classes are offering new opportunities?
This webinar will be led by Michael Turner, senior investment director at Investec Wealth & Investment and Tristan Blythe, editor at Charity Finance magazine. It is an opportunity to explore some of these key challenges, hear some expert advice from industry experts and join the discussion.
As a senior Investment Director for charities, Michael Turner specialises in managing tailored multi-asset portfolios for a broad range of charities and not-for-profit organisations. He also sits on the firm’s Collective Committee, which makes recommendations on third-party collectives for inclusion in clients’ portfolios.
Tristan Blythe is the editor of Charity Finance Magazine. Previously, Tristan spent 13 years at PAM Insight, a specialist publisher for the wealth management industry. During this time he has held the roles of editorial director, group editor, editor of Private Client Practitioner magazine, and senior news reporter for www.thewealthnet.com. He also holds a postgraduate diploma in Journalism from the University of Westminster, and studied History and Politics at Middlesex University.
James Brooke Turner is the Nuffield Foundation's Investment Director, having started in 2001 as Director of Finance and Administration. He is responsible for the management of its £400m endowment, mainly comprised of global equities and venture capital/private equity.
Since joining the Foundation in 2001, James has also been involved in various initiatives focussing on the distinctive features of investing charitable funds (as opposed to pension or other funds) including chairing and contributing to reports, as well as writing and speaking.
James has worked for charitable endowments all his life. He was been a founder assessor for the National Lottery grant making fund. James studied the History of European Art at the Courtauld Institute and subsequently Medieval Economics as an MA. He was a performer in the 2012 opening ceremony and stood on Anthony Gormley’s 4th Plinth.