Annual Investment Forum

29NOV 2017
9:30 am

Royal Institute of British Architects
66 Portland Pl, Marylebone, London W1B 1AD

Charity Investment Forum

This event has ended


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.


09.30 Registration

10.00 Economic Update – Richard Jeffrey, Cazenove Capital, Chief Economist 
          Market Update  Caspar Rock, Cazenove Capital, Chief Investment Officer 
          Global Equities – Katie Stafford, Schroders

11.30 Coffee

12.00 Absolute Return – Tony Cousins, Chief Executive and Chief Investment Officer, Pyrford

12.30 Keynote address – Michael Pawlyn, Biomimicry in Architecture

13.00 Lunch

Afternoon breakout sessions

14.00 First breakout session

1. Time and money

2. Effective committees

3. Sustainability

14.45 Second breakout session

4. Legal Update

5. Spend or save

6. Value for money

15.30 Plenary – Sarah Atkinson, Charity Commission

16.00 Networking reception

Date and Venue

29NOV 2017

Royal Institute of British Architects

66 Portland Pl, Marylebone, London , W1B 1AD


Richard Jeffrey

Cazenove Capital
Chief Economist

Richard Jeffrey was Chief Economist at Cazenove Capital until he retired in January 2018. 

Caspar Rock

Cazenove Capital
Chief Investment Officer

Caspar is Chief Investment Officer. He chairs the Wealth Management Investment Committee, sits on the Cazenove Capital board and is also a member of the Schroder Wealth Management Executive Committee. He joined in 2016 from Architas Multi-Manager Ltd, part of the AXA group, where he was Chief Investment Officer and was responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group’s private banks. He previously headed the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and, was Head of European Equities at Framlington and a member of the Healthcare team.

Katie Stafford

Client Portfolio Manager

Katie Stafford is a QEP Client Portfolio Manager (Pan-Europe) at Schroders, which involves representing the QEP Team's investment capabilities to clients and prospective clients with a focus on the Pan-European region. She joined Schroders in 2010 and is based in London. Katie was an Associate Product Manager at Schroders - GAIA Hedge Fund Platform Team from 2010 to 2014, which involved supporting the management of relationships with external Hedge Fund managers and positioning the GAIA range of Hedge Fund products internally and externally. She holds the following qualifications: CFA Charterholder; BSc in Economics and Philosophy from University of Bristol.

Tony Cousins

Chief Executive and Chief Investment Officer

After graduating from Cambridge University in 1985 with a Bachelor of Arts, Tony joined Daiwa International Capital Management in London as an Equity Portfolio Manager. He joined Pyrford in 1989 and obtained his Master of Arts and became a CFA charterholder in 1990. Tony headed Pyrford's European and UK investment management activities for almost 20 years and was promoted to the position of Joint Chief Investment Officer in November 2009. On 1 January 2011 Tony was further promoted to the roles of Chief Executive and Chief Investment Officer.

Sarah Atkinson

Charity Commission
Head of Corporate Affairs

Sarah Atkinson joined the Charity Commission in June 2006 as Head of Corporate Affairs. She was appointed Director of Policy and Communications in October 2014. Before joining the commission, Sarah built her experience in communications and public policy in the private sector, most recently as Head of Public Affairs at Nationwide Building Society. Sarah is a board member of Endometriosis UK and a member of the Chartered Institute of Public Relations Professional Practices Panel. She has a BA in Philosophy, Politics and Economics from the University of Oxford.

Michael Pawlyn


Michael Pawlyn established Exploration in 2007 and has built a reputation as a thought leader in biomimicry. He has lectured internationally on biomimicry and innovative approaches to sustainability. In 2007 Michael Pawlyn delivered a talk at Google’s annual ‘Zeitgeist’ conference and, in 2011, became one of only a small handful of architects to have a talk posted on In the same year, his book Biomimicry in Architecture was published by the Royal Institute of British Architects. Prior to setting up the company Michael Pawlyn worked with Grimshaw for ten years and was central to the team that radically re-invented horticultural architecture for the Eden Project. He was responsible for leading the design of the Warm Temperate and Humid Tropics Biomes and the subsequent phases. He initiated the Grimshaw environmental management system resulting in the company becoming the first firm of European architects to achieve certification to ISO14001.


Contact Cazenove Charities

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

James Brennan

James Brennan

Portfolio Director