Annual Investment Forum

17NOV 2016
9:15 am

Institution of Engineering and Technology
2 Savoy Pl, London WC2R 0BL

Charity Investment Forum

This event has ended

You can download the presentation slides or watch the presentation recording below


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.

Register now or Complete the survey

This is our 11th Charity Investment Forum, read more about past events in the Charity Forum archive.

Date and Venue

17NOV 2016

Institution 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.


Peter Harrison

Group Chief Executive

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 Jeffrey

Chief Economist, Cazenove Capital

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 Tedder

Alex Tedder

Head of Global Equities

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 Thornton

Chief Executive and Fund Director, Mayfair Capital

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 Rogers

Kate Rogers

Cazenove Charities
Co-head of 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.

Karl Wilding

Director of Public Policy and Volunteering, NCVO

David Renton

Finance and Development Director, Guy’s and St Thomas’ Charity

Katie Blacklock

Trustee, Power To Change

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.


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