Annual Investment Forum
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.
10.00 Economic Update – Richard Jeffrey, Cazenove Capital, Chief Economist
Market Update – Caspar Rock, Cazenove Capital, Chief Investment Officer
Global Equities – Katie Stafford, Schroders
12.00 Absolute Return – Tony Cousins, Chief Executive and Chief Investment Officer, Pyrford
12.30 Keynote address – Michael Pawlyn, Biomimicry in Architecture
Afternoon breakout sessions
14.00 First breakout session
1. Time and money
Kate Rogers, Head of Policy, Cazenove Charities and Richard Jenkins, independent researcher, formerly Head of Policy at the Association for Charitable Foundations, are working on their third research paper. Due to be published in early 2018, they are examining how differing time frames interact when managing charitable assets; how a long-term organisational time horizon doesn't necessarily translate into long termism in investing. This session will explore their early findings and invite comment to inform their research.
2. Effective committees
Effective committees add value to the Board’s work. But it’s not always straightforward and problems can set in. Ros Oakley from the Association of Chairs, and Emily Petersen, Portfolio Director at Cazenove Charities, offer tips and tactics to help you get the most out of your charity committee meetings. The session will draw on 'Making Board Committees work' a new guide from the Association of Chairs exploring the issues and solutions.
Ensuring your charity’s investments are managed in line with its values and aims is a key responsibility for trustees. This session will focus on the challenges, opportunities and a wide variety of sustainable investment approaches that charities may choose to take.
14.45 Second breakout session
4. Legal Update
It can be difficult to keep up-to-date with your legal obligations as a trustee of a charity. In this session, Laetitia Ransley, Associate in the Charity Team at Farrer & Co, will provide a whistle-stop review of what every trustee should know about their legal duties.
5. Spend or save
Deciding how much your charity should spend today and how much you should save for future beneficiaries is one of the most crucial decisions many trustees have to make. In this workshop, Tom Montagu-Pollock, Portfolio Director at Cazenove Charities, will re-visit our research on sustainable expenditure and address what a realistic return objective might look like over the medium term.
6. Value for money
We have recently published some thoughts on a framework for assessing the value for money that you get for your investment management fees. Giles Neville, Head of Charities, and Kate Rogers, Head of Policy, both at Cazenove Charities, will run through their findings and will encourage discussion.
15.30 Plenary – Sarah Atkinson, Charity Commission
16.00 Networking reception
Date and Venue
66 Portland Pl, Marylebone, London , W1B 1AD
Richard JeffreyCazenove Capital
Richard Jeffrey was Chief Economist at Cazenove Capital until he retired in January 2018.
Caspar RockCazenove Capital
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 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.
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 AtkinsonCharity Commission
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 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 TED.com. 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.