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
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 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.
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.