Annual Investment Forum
90 York Way, London, N1 9AG
Charity Investment Forum - About time
Our annual investment conference will feature a range of high quality presentations from investment experts and charity specialists. This year we will be focusing on investment themes in the morning and hosting a selection of break out sessions in the afternoon, on topics of interest to charity investors allowing deeper discussion and networking.
See the full agenda and details of our three breakout sessions below.
About the venue
We are pleased to host this year's Forum at King's Place, both London's first new music hall venue since the opening of the Barbican in 1982, and home to the King's Place Music Foundation. Read more about the venue.
The theme of this year's Charity Investment Forum, About Time also ties in with the King's Place's music programme for 2018, Time Unwrapped, as they celebrate their 10th anniversary. They have a full calendar of events around the theme of time scheduled, find out more here.
Date and Venue
14NOV 2018Kings Place
90 York Way, London , N1 9AG
Appointed Group Chief Executive in April 2016. Peter began his career at Schroders in 1988 and subsequently held roles at Newton Investment Management as Portfolio Manager, JP Morgan Asset Management as Head of Global Equities and Multi-asset and at Deutsche Asset Management as Global Chief Investment Officer. He was Chairman and Chief Executive of RWC Partners before re-joining Schroders as Global Head of Equities in March 2013.
Giles NevilleCazenove Charities
Giles joined Schroders in 1987 as a research analyst, initially in the UK and subsequently in Australia. From 1992 Giles managed a number of global emerging market funds, subsequently becoming the Product Manager for this area in 1999. In 2005 he was appointed as Head of Investment Product Development and is currently the Head of Charities at Schroders. He has a Degree in Economics from the University of Cambridge.
Simon joined Schroders in 2008 as an analyst in the UK equity team, ultimately analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 he moved into a fund management role and has experience managing Global ESG and Pan-European funds. He joined the Value investment team in July 2016 to focus on UK institutional and ethical-value portfolios.
Kate RogersCazenove Charities
Kate is Head of Policy at Cazenove Charities. She started working in the industry in 2000, specialising in charity investment, having joined Schroders Charities in 2005 after four years with the charity team at Kleinwort Benson Private Bank.
Kate is Chair of the Charity Investors’ Group (CIG), recently working with HM Treasury, the Charity Commission for England & Wales and the Financial Conduct Authority on establishing the Charity Authorised Investment Fund structure first announced in the 2015 Budget. Kate regularly writes on charity investment in the sector press. With CIG and Charity Finance Group she produced a guide to written investment policies. In 2015 she co-authored with Richard Jenkins Intentional Investing, published by ACF, and in 2013 For Good and Not For Keeps, also with Richard Jenkins and published by ACF.
Kate is a CFA Charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham. She sits on a number of charity boards, is a Governor of the Cripplegate Foundation, Chair of her local community charity, and a Governor of her local primary school.
Richard is an independent researcher and consultant in the foundation sector including as an Associate of the Tudor Trust. He was previously Head of Policy for the Association of Charitable Foundations (ACF). He has been a Trustee of a grant-making endowed charitable foundation, Chief Executive of an educational charity, and civil servant leading on funding policy for the VCS.
He is the author of numerous policy and research papers, including The governance and Financial Management of Endowed Charitable Foundations (2012), ACF; For Good and Not For Keeps (2013), ACF, with Kate Rogers; Intentional Investing, (2015), ACF, with Kate Rogers; Research Briefing: Charitable trusts and foundations’ engagement in the social investment market, with Nikki Jeffrey, (2013), ACF; Giving Trends Top 300 Foundations Report, and Family Foundations Giving Trends, with Cathy Pharoah and KeiranGoddard, (2014) ACF.
Richard has a degree in Scots and English law from the University of Dundee and has further graduate and post-graduate degrees from the Universities of Oxford and Leeds.
Rohit TalwarFast Future
Rohit is an award winning futurist speaker, entrepreneur, specialist advisor and strategic change agent and founder of the research consultancy Fast Future. Profiled as one the top ten global future thinkers by the Independent newspaper, his controversial and inspiring keynote speeches enable teams to think differently, act fast and be first to the future. Rohit has spoken about the future and winning in a downturn to leaders in business and government in over 35 countries on five continents.
In ‘Winning in a Downturn - How to Survive and Thrive in Turbulent Times’ Rohit draws on a major ongoing research programme to offer a clear and pragmatic analysis of the current economic downturn, robust scenarios for how the situation could play out and then provides practical and inspiring ideas and insights on how to respond.
Rohit has conducted major studies on the Future of China, India, the Middle East, the World in 2015, the World in 2030 and the future of travel, tourism, meetings and events. He previously led the largest Horizon Scanning and Futures Programme in Europe for the UK Government and leading a study on global trends over the next fifty years. He also facilitated the consultation for the UK MoD's major study on Strategic Trends 2030. Rohit 's latest book Designing Your Future was published in August 2008 and he is also the author of Achieving Transformation and Renewal in Financial Services, and has appeared on BBC TV, Radio 4, CNBC and TV channels around the world to talk about future trends.
Rohit uses in-depth research, practical experience and powerful imagery to help people understand, act on and benefit from the complex trends, forces for change and uncertainties that are shaping our world.
Rosie ChapmanCharity Governance Code Steering Group
With a governance and regulatory background, including Director of Policy & Effectiveness at the Charity Commission for ten years, and senior roles at the Housing Corporation (the then named housing regulator), Rosie is a highly regarded and experienced senior leader with corporate governance and strategic planning skills, policy expertise and specialist knowledge of the charity and not-for-profit sector.
Experienced at working on high level projects and inquiries; Rosie acted as the specialist adviser to the House of Lords Select Committee on Charities, which published its report in March 2017. Previously, Rosie acted as Secretary to NCVO’s influential Inquiry into charity senior executive pay. In 2016 she was appointed independent chair of the Charity Governance Code Steering Group which comprises the infrastructure and umbrella bodies who oversee and promote the Code, and which oversaw publication of the new edition in 2017.
Matt CoxEsmee Fairbairn
Matt joined in 2013 and is responsible for overseeing the performance of the Foundation’s investment portfolio.
He is a CFA charterholder and manages the day-to-day relationship with our investment advisors as well as leading on issues related to responsible investing.
Before joining the charitable sector, he spent fifteen years in the investment management industry as an analyst and portfolio manager, managing a variety of portfolios for pension funds, individuals and charities.
He is also a trustee of a small community music charity.
Paul CravenPaul Craven Partners Ltd.
Paul Craven is a London-based specialist in the area of Behavioural Economics and the psychology of investment, and founder of Paul Craven Partners Ltd.
He is a professional public speaker and also offers client masterclasses about group decision-making, sales and persuasion.
He is an independent adviser on the Akzo Nobel (CPS) Pension Fund and the British Steel Pension Fund.
He has 27 years investment experience with Schroders (1986-2003), PIMCO (2003-2007) and Goldman Sachs (2007-2013).
Paul has an MA (Hons) in History from St. John's College, Cambridge University and is a Freeman of the City of London. In his spare time, Paul is a member of the exclusive Magic Circle and therefore appreciates better than most how the mind can play tricks.
Amanda Jordan OBECorporate Citizenship
Amanda Jordan is a co-founder of Corporate Citizenship, an international sustainability and CSR consultancy. Amanda’s career began in the voluntary sector before moving into the business world in the early 90s and has held advisory roles with successive governments. Her client experience spans all sectors and she has presented on responsible business practice and self-regulation in both established and emerging economies. She was a member of the UK National Lottery Charities Board and Chair of the Baring Foundation. She is now Chair of the Association of Charitable Foundations, Vice President of The National Literacy Trust, co-founder of the Step up to Serve campaign where she chairs the #IWill Fund and an Ambassador for Uprising.
Breakout 1. Incident room
This interactive session will consider how it feels to be a member of an investment committee in times of market stress. We’ll discuss some lessons from behavioural science, including what action should be taken, and what can be done ahead of time to build financial resilience.
Breakout 2. Intentional Investing
This breakout session will discuss how and whether to align investments with charitable aims. Matthew Cox, Investment Director at Esmee Fairbairn will share how the Foundation seeks to align their £1bn portfolio with their charitable objectives, whilst maintaining a consistent real value for the endowment over the longer term.
Breakout 3. The Charity Governance Code
Rosie Chapman, Chair of the Charity Governance Code Steering Group will lead the discussion on how to apply the new Charity Governance Code to your charity. The code provides a framework for charities to meet current day expectations of what good governance looks like, and it will help charities shape a continuous improvement to their approach.