Charity Investment Forum 2024

Thursday 14th November 2024, 12.00PM – 5.00PM

About

We are delighted to be hosting our annual Cazenove Capital Charity Investment Forum on the 14th of November 2024.

Once again, the forum will be held as a hybrid event, giving you the option to attend in person at 1 London Wall Place, or virtually. 

The theme for this year’s forum is “Advancing Intelligence”.

We will be joined by our keynote speaker Shivvy Jervis, alongside investment experts and practitioners, including Caspar Rock, Cazenove Capital’s Chief Investment Officer, Kate Rogers, Global Head of Endowments & Foundations at Schroders, Alex Tedder, Co-Head of Equities at Schroders and Emma Davies, Chief Investment Officer at Guy’s & St Thomas’ Foundation, to name just a few. We will be coming together to discuss the advancement of intelligence and its impacts on the economy, portfolios, society, and the environment.

Agenda

12.00pm: Registration and lunch at 1 London Wall Place

12.40pm: Welcome

12.50pm: Economies of the future

1.10pm: Future markets: Chief Investment Officer Panel

2.00pm: Break

2.20pm: Portfolios of the future

2.50pm: A sustainable future?

3.20pm: Future foundations

3.50pm: Future Intelligence: Keynote Speaker – Shivvy Jervis

4.45pm: Conference close and networking drinks

Event Speakers

Slide 1 of 8

Tom Montagu-Pollock

Co-Head of Charities, Cazenove Capital

Caspar Rock

Chief Investment Officer

Kate Rogers

Global Head of Endowments & Foundations, Schroders

Emilie Shaw

Portfolio Director, Cazenove Capital

Kimberley Lewis

Head of Active Ownership, Schroders

George Brown

Senior US Economist, Schroders

Alex Tedder

Head of Global and Thematic Equities, Schroders

George Suttles

Executive Director, Commonfund

Slide 1 of 5

Emma Davies

Chief Investment Officer, Guy’s & St Thomas’ Foundation 

Richard Robinson

Investment Director, Paul Hamlyn Foundation

Gail Cunningham

Independent Consultant

Andrew Gnaneswaran

Chief Investment Officer, Investment Committee

Shivvy Jervis

Award-winning Innovation Forecaster

1 London Wall Place, London, EC2Y 5AU

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.