Charity Investment Forum 2025

Thursday 13 November 2025

About

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

We will be joined by our keynote speaker Rory Stewart, alongside investment experts and practitioners, including Caspar Rock, Cazenove Capital’s Chief Investment Officer, Kate Rogers, Global Head of Endowments & Foundations, Alex Tedder, CIO of Equities at Schroders and Mark Norbury, Chief Executive Officer at UnLtd, to name just a few.

We will be coming together to discuss the forces that are shaping charity investment, not only in terms of market trends and economics, but also in response to the geopolitical shifts redefining our global landscape.

Key speaker

Rory Stewart

Distinguished diplomat, author, explorer, and academic

Tom Montagu-Pollock

Co-Head of Charities and Fund Manager

Kate Rogers

Head of Endowments and Foundations

Caspar Rock

Chief Investment Officer

Alex Tedder

Head of Global and Thematic Equities, Schroders

Kimberley Lewis

Head of Active Ownership, Schroders

Emilie Shaw

Sustainable Solutions Lead

Colin Pan

Founder and Managing Partner, Valence8

James Brooke Turner

Foundation’s Investment Director

Matthew Cox

Investment Director, University College London (UCL)

Annabelle Barker

Investment Analyst, Wellcome Trust

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