Annual Investment Forum

13NOV 2019
9:30 am

Purcell Room at Queen Elizabeth Hall
Southbank Centre, Belvedere Rd, London SE1 8XX

Charity Investment Forum 2019

This event has ended

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


Inescapable Investment Truths

It’s an inescapable truth that for long-term success, long-term investors need to adapt to long-term trends. You are invited to join us at our annual Charity Investment Forum to hear from charity investment experts and sector leaders, who will discuss the topics that will matter to charity investors over the next decade.

We are delighted to welcome Dame Stephanie ‘Steve’ Shirley, who will share her personal journey from a child in Nazi Germany and Kindertransport refugee to successful entrepreneur and philanthropist. We will also be joined by influential journalist and host of BBC Radio 4’s Today programme Justin Webb, who will discuss the world’s shifting political landscape.


09.30  Registration and breakfast

10.00  Demographics: A changing global economy
           Keith Wade, Chief Economist, Schroders

10.30  Disruption: The next decade in equity markets
           Alex Tedder, Head of Global Equities, Schroders

11.00  Coffee break

11.30  A sustainable future
            Jessica Ground, Global Head of Stewardship, Schroders

12.00  Let it Go
           Dame Stephanie Shirley

12.45  Lunch and networking

           The diversity challenge 
           Susan Cordingly, NCVO and Saba Shafi, The Advocacy Academy 
           Looking through the noise
           Tom Montagu-Pollock and Emily Petersen, Cazenove Charities

           Stronger Foundations
           Carol Mack, CEO, ACF
           Should public benefit requirements extend to investments?
           Anita Bahtia, Guys & St. Thomas’ Charity, Jen Hooke, Thirty Percy & Richard Jenkins, Tudor Trust

15.15  Politics today
            Justin Webb

16.00  Close

Break out sessions

The diversity challenge - Susan Cordingly, NCVO and Saba Shafi, The Advocacy Academy
This breakout session will discuss how to improve diversity in decision making within charities and foundations. According to Charity Commission research, seven out of ten trustees are men, and the median age is 61 years. Concerns of a disconnect between board members and beneficiaries have prompted the sector to respond with action to improve diversity; we’ll hear some of these ideas from Susan and Saba.

Looking through the noise – Tom Montagu-Pollock and Emily Petersen, Cazenove Charities 
Investment markets can be volatile. How can trustees build up the financial resilience of their charity to ensure that market volatility doesn’t disrupt spending? This interactive session will consider what happens during periods of market volatility and how trustees can make sure their organisation is prepared.

Stronger foundations – Carol Mack, CEO, ACF 
Stronger Foundations is a flagship ACF project that aims to help grant-making charitable foundations identify and pursue excellent practice. In this session, Carol will talk about the six working groups: Diversity, equity and inclusion; Impact and learning; Transparency and engagement; Strategy and governance; Funding practices; and Intentional investing. She will highlight both recommendations and discussion points.

Should public benefit requirements extend to investments? – Anita Bahtia, Guys and St. Thomas’ Charity; Jen Hooke, Thirty Percy Foundation; Richard Jenkins, Tudor Trust 
A coalition of charities has written to the Charity Commission asking it to clarify the law around whether charities are required to ensure their investments support their goals and their duty to provide public benefit. What could this mean for charity investors? Our panel will discuss whether charity investors should be required to invest responsibly; and how this translates to practice.

About the Southbank Centre

We are pleased to host this year's Forum at the Queen Elizabeth Hall, part of London’s iconic Southbank Centre, the UK’s largest arts centre and one of the UK’s top five visitor attractions. Originally opened in 1967 by Her Majesty the Queen, the building reopened in April 2018 following a historic renovation with world class, environmentally improved new facilities for audiences and artists alike.

Date and Venue

13NOV 2019

Purcell Room at Queen Elizabeth Hall

Southbank Centre, Belvedere Rd, London , SE1 8XX



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