Charity Investment Forum 2023

Thursday 16th November 2023

About

The theme for this year’s forum was a “Healthy Future”. We were delighted to welcome around 300 charity trustees, investment committee members and executives to hear from investment experts and practitioners as they discussed the big topics that really matter to charity investors.

We looked at the health of the global economy and markets, how to invest for a healthy climate, and how to keep your investment policy in shape.

Our amazing keynote speaker was Tim Spector, an award-winning scientist and author, a Professor of genetic epidemiology at Kings College, Director of the Twins UK study, Scientific Co-founder at ZOE, and one of the world’s leading researchers. He discussed his groundbreaking research into how the microbiome impacts so many aspects of human health.

Watch the recording here

Event speakers

Slide 1 of 3

Tom Montagu-Pollock

Co-Head of Charities

Kate Rogers

Global Head of Endowments & Foundations, Schroders

Emilie Shaw

Portfolio Director and Sustainable Investment Specialist

    Slide 1 of 3

    Keith Wade

    Chief Economist & Strategist

    Caspar Rock

    Chief Investment Officer

    Ahmet Feridun

    Deputy Chief Investment Officer

      Slide 1 of 3

      Tim Spector OBE

      Professor of Genetic Epidemiology at King’s College London

      Nick Perks

      Freelance Charity and Philanthropy Consultant

      Rob Williamson

      Chief Executive, Community Foundation Tyne & Wear and Northumberland

        Slide 1 of 2

        Carol Mack OBE

        Chief Executive, Association of Charitable Foundations

        Sam Jackson

        Assistant Director of Policy, Charity Commission for England and Wales

          Contact Cazenove Charities

          Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.