Due to exceptional demand, we are delighted to announce the third winter edition of the Charity Finance Investment Forum & Dinner which will take place on 1-2 December 2025.
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]
Keynote speaker
Opening keynote: The case for optimism in a topsy-turvy world
With a rare career spanning high finance and grassroots development, Sony Kapoor brings deep insight into how markets and civil society can work together to tackle global challenges. From introducing financial rigour into the NGO sector to advising the world’s most powerful institutions, he has seen both the promise and the pitfalls of economic policymaking up close. His talk will explore how investment expertise and civic action can be bridged to build more resilient economies, drawing lessons from both developing and advanced nations.
Sony Kapoor, economist, investment advocate and sustainability advocate
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
Sponsors
Headline sponsor:
Associate sponsors:
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Supporters:
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Testimonials from December 2024
- "Very informative and well organised event that was tailored well to charity trustees." - Kidney Care UK
- "An excellent event for both Charity Trustees and finance professionals from the charity sector. An opportunity to meet a wide range of investment managers and for networking." - Gary McKenzie, IMarEST
- "Topics this time were excellent and good spread of topics. This has been the best I have attended due to the workshops." - Simon Ward, Royal Entomological Society
- "Always useful meeting with other Trustees and learning about how their charities operate." - Alan Ewart-James
- "Enjoyable and useful - a refreshingly diverse mix of topics." - Dave Hawes, Devon Air Ambulance Trust
- "It was a very useful opportunity to keep up to date on the thinking behind charity finance and to talk to other trustees and charity staff about best practice." - David Fullman, Norwich Charitable Trusts
