Charity Investment Forum 2025

The theme for this year’s forum is “Humankind: Politics, Power and Purpose”.

Watch the recordings of the seven sessions below.

Introduction and Welcome and Economics – Politics and Power

Tom Montagu-Pollock, Co-Head of Charities, Cazenove Capital

George Brown, Senior US Economist, Schroders

Charity Investment Panel

Caspar Rock, Chief Investment Officer, Cazenove Capital

Colin Pan, Founder and Managing Director, Valence8

Annabelle Barker, Investment Analyst, Wellcome Trust

Matt Cox, Investment Director, UCL

The Power of Active

Alex Tedder, CIO Equities, Schroders

Kim Lewis, Head of Active Ownership, Schroders

Investing with purpose

Mark Norbury, CEO, UnLtd,

James Brook-Turner, Investment Director, The Nuffield Foundation

Emilie Shaw, Portfolio Director, Charities, Cazenove Capital

Themes and Trends

Tom Montagu-Pollock, Co-Head of Charities, Cazenove Capital

Kate Rogers, Global Head of Endowments & Foundations, Schroders

Keynote – Politics, Power, Purpose: Rory Stewart

Rory Stewart, Rory Stewart, Former diplomat and politician, author and broadcaster

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