Annual Investment Forum
Institution of Engineering and Technology
2 Savoy Pl, London , WC2R 0BL
Charity Investment Forum
This event has ended
Cazenove Charities is pleased to invite you to our annual Charity Investment Forum. This year's theme is Progress, fitting for an event held at the Institute of Engineering and Technology which has a history of innovation, engineering and design.
Join us for a morning of charity investment presentations and conversation covering a range of charity investment themes, outlined in the agenda on our website. We are also looking forward to an engaging panel session examining the challenges and opportunities for the UK charity sector. We welcome your thoughts too, so please complete our survey, the findings of which will be discussed on the day.
The Forum will conclude with our special guests; Eric, the UK's first robot and Ben Russell, curator of the Science Museum's upcoming Robots exhibition. Read more about Eric and keep up to date with his progress on our dedicated Meet Eric webpage.
This is our 11th Charity Investment Forum, read more about past events in the Charity Forum archive.
Date and Venue
17NOV 2016Institution of Engineering and Technology
2 Savoy Pl, London , WC2R 0BL
The venue is the newly refurbished home of the Institution of Engineering and Technology (IET), the largest multidisciplinary professional engineering institution in the world.
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.
Richard is Chief Economist and responsible for the strategic framework that supports the investment teams. He joined in 2008 and has worked previously at Hoare Govett, Charterhouse and Bridgwell as a professional macroeconomist and market strategist. Richard has 34 years’ investment experience and appears frequently on radio and television and writes for a number of journals.
Alex is Head and CIO of Global and US Equities at Schroders. He Re-joined Schroders in August 2014 having originally joined in August 1990. Previously Alex has held position of Senior VP and Portfolio Manager at American Century Investments in New York and managed American Century International Growth Fund (TWIEX) from July 2006 to April 2014.
James co-founded Mayfair Capital in 2002 and became Chief Executive in April 2014 having previously performed the role of Chief Investment Officer, and is a member of the firm's Investment Risk Committee.
James is Fund Director for Mayfair Capital’s ‘Property Income Trust for Charities’, a bespoke Fund for charity investors. This Fund operates within strong ethical and environmental criteria.
James is also Fund Director for three other Mayfair Capital Funds: ‘MC Property Growth Fund No.2’, ‘MC Residential 1’ and 'MC Residential 2’, both of which are debt funds which provide loans to residential developers in London.
James has 35 years’ experience in UK commercial property. James spent the first 15 years of his career at Jones Lang Wootton, 11 of which were in its investment management division, JLW Fund Management. In 1996, James joined Savills, where he was appointed Director of Fund Management, responsible for a team of 10 managing some £950 million of client funds on an advisory and discretionary basis.
James is approved by the FCA to perform CF1, CF3 and CF30 functions for Mayfair Capital. He is a member of the RICS, the Investment Property Forum, and a Committee Member of the Charity Investors' Group.
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.
Katie is a former fund manager who spent 15 years investing in emerging markets. She was a founding partner of a large and successful London-based Emerging Market hedge fund and currently sits on the Investment Committee of the medical research charity Wellbeing of Women. She also works as a consultant for the Resolution Foundation, an award winning think tank that works to improve living standards for those in Britain on low to middle incomes.