Annual Investment Forum
1 London Wall Place, London, EC2Y 5AU
Charity Investment Forum 2022
This event has ended
We were delighted to welcome so many guests at our annual Cazenove Capital Charity Investment Forum on 17 November. We were joined by our keynote speaker Steven Bartlett, alongside investment experts and practitioners, including Keith Wade, Schroders’ Chief Economist, Caspar Rock, Cazenove Capital’s Chief Investment Officer, Adam Shaw, financial reporter, Karen Atkinson, Finance Director, Bridge House Estates and Matthew Cox, Investment Director, Esmee Fairbairn Foundation, to name just a few. They gathered to discuss the challenges of growth for the economy, society and the environment.
To find out more, you can watch the full event here.
Date and Venue
1 London Wall Place, London , EC2Y 5AU
Karen AtkinsonBridge House Estates
Karen is Finance Director of Bridge House Estates, an historic endowed charity based within the City of London. Her responsibilities include oversight of the £1.7bn investment portfolio, alongside playing a key role in a recent in depth governance review of the charity, which has been focussed on modernisation of the various powers in place – including those relating to investments. She has worked within the charity sector for over 20 years in various senior finance leadership roles.
Steven BartlettKeynote speaker
Steven Bartlett is the founder and former CEO of Social Chain Group, the youngest ever investor on Dragon’s Den and host of the hit podcast The Diary of a CEO. Starting his company, an innovative social media marketing agency, at just twenty-one years old after dropping out of university. Alongside his efforts as an award-winning entrepreneur, speaker, and investor, Steven wishes to use his influence for good and launch social initiatives and opportunities for young people.
Matthew CoxEsmée Fairbairn Foundation
Matt joined in 2013 and is responsible for overseeing the performance of the Foundation’s investment portfolio. He is a CFA charterholder and manages the day-to-day relationship with our investment advisors as well as leading on issues related to responsible investing. Before joining the charitable sector, he spent fifteen years in the investment management industry as an analyst and portfolio manager, managing a variety of portfolios for pension funds, individuals and charities. He is also a trustee of a small community music charity.
Tom Montagu-PollockCazenove Charities
Tom specialises in investment on behalf of charities, endowments and foundations and has over 15 years of experience at Schroders and Cazenove. Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.
Tom is a chartered member (FCSI) of the Chartered Institute for Securities and Investment and has completed the London Business School Foundation and Endowment Asset Management Course. He is also a Trustee and member of the Investment Sub-Committee of the Natasha Allergy Research Foundation.
Alongside his Portfolio Director role, Tom is the co-manager of our two flagship Multi-Asset Charity Authorised Investment Funds, the Charity Multi-Asset Fund and Responsible Multi-Asset Fund. Tom has been involved in the launch and management of both Funds since their inception in 2007 and 2018 respectively.
Emily PetersenCazenove Charities
Emily joined Cazenove Capital after graduating from Trinity College Dublin with a degree in Economics and Philosophy. Emily has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director, responsible for managing charity investment portfolios. She is a member of two asset class investment committees and sits on the direct equity risk committee at Cazenove. Emily supports several charities and volunteers at two community organisations in East London.
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.
Kate RogersCazenove Charities
Kate has fifteen years investment experience, specialising in investment on behalf of charities, endowments and foundations and joined Schroders Charities in 2005 after four years with Kleinwort Benson Private Bank Charity team.
Kate is chair of the Charity Investors' Group, which is a membership organisation providing a forum for investment debate. In this role she has collaborated with CFG to launch a guide to written investment policies as well as working with the Treasury, Charity Commission and FCA on establishing a new Charity Authorised Investment Fund structure announced in the 2015 budget. Kate co-authored the reports “Intentional Investing” and 'For Good and Not For Keeps' published by the Association of Charitable Foundations in 2015 and 2013 respectively. Kate also regularly writes on charity investment in the charity sector press.
Kate is Global Head of Sustainability, responsible for sector engagement as well as co-managing a common investment fund, the Charity Multi-Asset Fund. She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham. Kate sits on a number of charity boards, is a finance committee member of the Cripplegate Foundation, is chair of her local community charity and governor of her local primary school.
Adam Shaw is an award-winning financial reporter and presenter.
He is one of the best known financial faces on television and radio. He currently presents the BBC World News series, Horizons and has presented many Panoramas for BBC One and Drive to Buy on ITV. He is regularly on BBC1's The One Show and for many years presented BBC Two's Working Lunch.
He has also been the business presenter of the BBC’s flagship news and current affairs programme, the Today Programme, which is listened to by 7 million people every day.
In November 2011 he won the Financial Broadcaster of the Year award, presented by the ABI, which represents major investors and insurers.
He has interviewed most of the chief executives of the UK’s biggest companies. His reporting and presenting have won him many awards. In addition to his most recent award, The Plain English Campaign made him their Broadcaster of the Year. He was awarded the 'Best Broadcast Journalist of the Year' by the Association of Investment Companies. His business coverage on the Today programme won the Best Business Radio Programme award from the Institute of Financial Accountants. In addition to that, he was twice made the Proshare personality of the year for his work in reporting on the world of shares and investments.
Keith Wade is Chief Economist at Schroders, responsible for the economics team and the house view of the world economy. He is a member of the Group Asset Allocation Committee and communicates the house view to Schroder investors and clients around the world. Over 25 years investment experience. He joined Schroders in 1988 and is based in London.
Keith was a Research officer at London Business School from 1984 to 1988, which involved macroeconomic research and forecasting of the UK economy.
Keith is also a trustee, honorary treasurer and chair of the investment committee for Addenbrooke’s Charitable Trust in Cambridge (Cambridge University hospital). Regular contributor to the media and has co-authored a book on macro-economics for MBA students.
Qualifications: IMC; MSc in Economics from London School of Economics; BSc in Economics from London School of Economics.