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Winter Investment Forum & Dinner 2026

30 November – 1 December 2026

A bespoke conference for charity investment professionals

Due to exceptional demand, we are delighted to announce the fourth winter edition of the Charity Finance Investment Forum & Dinner which will take place on 30 November - 1 December 2026.

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]

Programme TBC

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:

 

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Associate sponsors: 

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Supporters:

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Testimonials from December 2025

  • "Super event, well planned and executed. A great way to keep up to date with what is happening in the investment world." Daniel Ross, The Royal College of Pathologists
  • "Great event to gain an insight into current charity investment themes and partake in some invaluable networking." Educational Opportunity Foundation
  • "A great 'must do event' for people like me who are responsible for charity investments." Chris Fyfe, Stroke Association
  • "Once again, an excellently organised and delivered event with very good presentations." Liam Heffernan, The Brain Tumour Charity
  • "I always find it useful to understand the latest insights from a range of investment managers but also have the time to network with other charities." Simon Ward, Royal Entomological Society