Winter Investment Forum & Dinner 2024

02–03 December 2024

A bespoke conference for charity investment professionals

Due to exceptional demand, we are launching a second annual Charity Finance Investment Forum & Dinner on 2-3 December 2024. 

The Winter edition will follow the same format as the spring event. 

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 via email at [email protected]

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

Programme

To be announced

Sponsors

 Headline sponsor:

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Associate sponsors: 

 
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Supporters

 

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Testimonials from Spring 2024

  • It really is a brilliant event. Beautiful location, excellent venue with an efficient way of meeting the FMs, hearing interesting and stimulating topics & networking with Trustees from other charities. - Bill Lane, Diocese of Rochester
  • I enjoyed attending and gained valuable insights from both sponsors and attendees. - Tim Askham, Cheshire Community Foundation
  • I really enjoyed the scope and breadth of the conference and meeting new people. - Chris Fyfe, Stroke Association
  • Really enjoyed the event - excellent presentations and organisation. - Sarah Case, The Waterloo Foundation
  • Always a mix of interesting people. - Wayne Cooper, Hestia Housing and Support
  • Excellent dinner, excellent breakfast, excellent lunch - no complaints at all. - Mark Stubbings, The Fishermen’s Mission
  • Always stimulating, always challenging and always motivating. - D’Arcy Myers, Smallwood Trust
  • The workshops for this forum were a diverse topic range and well presented. Great to talk to five different investment managers in one day. - Simon Ward, Royal Entomological Society
  • Great opportunity to meet the management teams of the charities' wealth managers to compare and contrast their styles and performance. - Philip Davies, Okehampton United Charities
  • An excellent event that delivered in every respect. Great content, speakers who were prepared, answered all questions and delivered really insightful presentations. I take my hat off to the team for being so conscious of providing really good networking opportunities and for providing an excellent, all round experience in a wonderful venue. Well done all. - Vipan, Quakers
  • Excellent informative and thought-provoking presentations with very good networking opportunities. - Paul Whitehouse, Quakers in Britain
  • Good mix of individuals to network with I thought excellent value adding workshops. The venue was great, with outdoor space and facilities to enjoy. – Anonymous
  • Excellent - well organised event that enabled access to very timely and informative workshops from industry experts. - Dariel Burdass, The Physiological Society
  • Well worth attending. - P Gravestock, Lichfield Diocese
  • It was a thoroughly worthwhile event which gave me the chance to hear some industry thoughts on the issues as well as to meet and pick the brains of other trustees and staff working in the sector. - David Fullman, Norwich Charitable Trusts
  • An excellent event to combine networking with peers and managers, along with interesting educational content. Of the conferences I attend this is the one not to miss. - Andrew Wimble, D'Oyly Carte Charitable Trust
  • Great opportunity to network and take away a few new and fresh ideas about the investment markets. - Ian Larkham, Versus Arthritis
  • Excellent event and networking opportunities. - Boston Mwense, Blesma
  • Excellent, every time, it gets better - Velou Singara, Coram
  • Well organised in a great location and great networking opportunities. - Simon Hussey Clifton Diocese
  • It was a valuable use of time; good networking opportunities and the workshops were nicely varied - Eve Hartrick
  • A good selection of current and interesting topics and perspectives. - Wayne Cooper, Hestia Housing and Support
  • Invaluable with great insights into the investment universe, macro-economic trends and ESG. - Chris Fyfe, Stroke Association
  • Fantastic opportunity to deep dive into investments and talk to likeminded organisations. - Sarah Case, The Waterloo Foundation
  • The forum is a unique way to catch up on the latest issues in the Charity investment world and meet the main investment managers and is invaluable. - Richard Williams