Charity Authorised Investment Fund events

03MAY 2018
12:00 pm

Schroders
31 Gresham St, LondonEC2V 7QA

Charity Multi-Asset Fund Lunch

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About

Join us for our regular Charity Multi-Asset Fund Investor lunch.

The presentation will include a review of how the fund has been invested over recent months and our views on the market outlook. We will be joined by Harry de Ferry Foster who will provide an introduction and update on one of our UK commercial property fund holdings, the Charities Property Fund.

This session is designed as a useful update for current investors as well as to provide an insight into the fund for potential charity investors.

Please register or contact us for further details.

There is no charge for attending.

Date and Venue

03MAY 2018

Schroders

31 Gresham St, London , EC2V 7QA


Speakers

Kate Rogers

Kate Rogers

Co-head of Charities

Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove.  She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation.  She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.

She has researched and co-authored a series of publications on Charity investment best practise including 'For Good and Not For Keeps', which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity.  Kate was chair of the Charity Investors' Group for 12 years, standing down in 2019.  In this role she collaborated with CFG and authored a guide to written investment policies.  Kate also regularly writes on charity investment in the charity sector press.

Tom Montagu-Pollock

Cazenove Charities
Portfolio Director and Charity Multi-Asset Fund Manager

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

Harry de Ferry Foster

Fund Director, Charities Property Fund

Harry de Ferry Foster is the Fund Director for The Charities Property Fund with responsibility for all aspects of the management of the Fund and for ensuring the Fund fulfils its objectives. He has held this post for the last 10 years.

Day to day, Harry’s role encompasses setting the strategic framework of the portfolio, equity raising, investor relations and marketing, sourcing property investments and investing new subscriptions and managing the Fund team. 

Harry is a Senior Director of Savills Investment Management which he joined over 14 years ago and has a seat on the UK Management Committee and the Investment and Risk Committee.

Harry started his career at Cushman & Wakefield (formerly Healey & Baker) and occupied a variety of investment agency roles before assisting with the establishment of their Fund Management team in 1998.

Harry is RICS qualified and has 20 years experience in property investment and fund management. Harry completed the Investment Management Certificate (IMC) exams in 2003.

 

Contact Cazenove Charities

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

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com