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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