Annual Investment Forum

02NOV 2020
10:00 am - 5 days


One world: Charity investment forum

This event has ended

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


This year we took our charity investment forum online. Held over the US election week, we had an amazing list of speakers across the investment, foundation and charity worlds.


Andrew Neil

Publisher and Broadcaster

Andrew Neil is a publisher, writer, businessman and broadcaster. He is Chairman and Editor-in-Chief of Press Holdings, owner of The Spectator and various titles around the world. On-screen he hosted the irreverent late-night look at politics, This Week, for 16 years, and continues to regularly present Daily Politics. Off-screen he is Chairman of ITP, the large, Dubai-based magazine publisher, and Chairman and co-owner of World Media Rights, an international factual television producer.

Starting out working in local journalism Andrew then became an advisor to the Secretary of State for the Environment in Edward Heath’s Government. He then joined The Economist, initially reporting from the US covering Washington and New York, where he also started reporting for broadcast media.

Andrew returned to the UK as British Editor of The Economist before becoming Editor of The Sunday Times. At the same time, he was appointed Executive Chairman of Sky Television, overseeing the satellite broadcaster’s launch which would revolutionise the UK media landscape. He also served as Executive Editor at Fox Television News in the US, and later published Full Disclosure, an autobiography of his time in the Murdoch organisation.

A respected, versatile broadcaster and opinion leader, Andrew is at the forefront of international media, business and political commentary. He’s fronted coverage of politics at home and abroad on Sunday Politics, BBC Parliament’s Politics Europe and Daily Politics. Andrew has reported for programmes as diverse as Tomorrow’s World and Radio 4’s Today programme, was a member of the International Advisory Board of Al Jazeera and Publisher of The Scotsman Group of newspapers for 10 years.

Scarlett Brannigan

Médecins Sans Frontières

Scarlett is a nurse from the UK. She completed her first assignment with Médecins Sans Frontières / Doctors Without Borders (MSF) in northwest Nigeria, working at a specialist hospital treating noma patients. Scarlett recently worked in our COVID-19 care centre in East London, providing care and support to members of the homeless community.

Larry Kramer

Hewlett Foundation

Larry Kramer has been President of the William and Flora Hewlett Foundation since 2012. Under his leadership, the foundation has maintained its commitment to areas of enduring concern, while adapting its approaches and strategies to meet changing circumstances and seize new opportunities. He has, at the same time, been instrumental in launching new efforts to respond to pressing and timely problems, such as challenges related to political polarization and cybersecurity.

Since joining the Hewlett Foundation, he has written and spoken about issues related to effective philanthropy, including the importance of collaboration among funders and the need to provide grantees with long-term support. He frequently lectures and writes about broad societal issues, from global climate change to the challenge of maintaining democratic government in the 21st century.

Before joining the foundation, Larry served from 2004 to 2012 as Richard E. Lang Professor of Law and Dean of Stanford Law School. During his tenure, he spearheaded significant educational reforms, pioneering a new model of multidisciplinary legal studies while enlarging the clinical education program and incorporating a public service ethos. His teaching and scholarly interests include American legal history, constitutional law, federalism, separation of powers, the federal courts, conflict of laws, and civil procedure.

At the start of his career, Larry served as law clerk to U.S. Court of Appeals Judge Henry J. Friendly of the Second Circuit and U.S. Supreme Court Justice William J. Brennan Jr. Following his clerkships, Larry served as professor of law at the University of Chicago and University of Michigan law schools. He joined the faculty of New York University School of Law in 1994, where he served as Associate Dean for Research and Academics and Russell D. Niles Professor of Law until leaving for Stanford in 2004. Before joining Stanford, he also served as a special consultant for Mayer Brown, LLP.

Larry is a fellow of the American Academy of Arts and Sciences and a member of the American Philosophical Society and the American Law Institute. He serves as a director on the boards of a number of nonprofit organizations, including the National Constitution Center, Independent Sector, and the ClimateWorks Foundation.

Larry received an A.B. in Psychology and Religious Studies from Brown University, graduating magna cum laude in 1980, and a J.D. from the University of Chicago Law School, magna cum laude, in 1984. He is the author of numerous articles and books, including “The People Themselves: Popular Constitutionalism and Judicial Review.”

Keith Wade

Chief Economist

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 macro economic 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.

Annie Chen

RS Group
Founder and Chair

Annie is the principal and Chair of RS Group, a mid-sized Hong Kong-based family office. Convinced that sustainability is the defining challenge of our times, Annie believes that one should, and can, “invest in the future one wants to create”. RS Group's mission is to create a paradigm shift in people’s values and priorities so that economic growth will support, instead of jeopardize, human development and environmental sustainability. We believe we have a choice, and a responsibility, to invest our entire capital portfolio in a way that contributes to the well-being of society and the planet, while generating a financial return that meets our needs. We adopt a “Total Portfolio Management” approach for managing our assets, which are fully applied towards advancing the mission and goals of the Group, and our value creation is measured on a “blended value” basis across the portfolio. 

Not only has Annie challenged RS Group to invest its own capital sustainably, she has made conscious efforts to seed/support particularly innovative philanthropic or impact investing strategies to enable the mainstreaming of environmental and social considerations in the wealth management context, particularly within Asia where such practices remain nascent. Towards that end, RS Group incubated and recently launched a platform called the Sustainable Finance Initiative in Hong Kong.

Born and raised in Hong Kong, Annie obtained her BA from Brown University and her JD from Columbia Law School. After practicing tax law in San Francisco and Hong Kong for nearly a decade, Annie joined her siblings in managing the family office established by their parents in the late nineties, and in 2010 established RS Group to manage her wealth.

Jan Vander Elst

King Baudouin Foundation
Head of Investments

After studying commercial engineering and international relations, Jan Vander Elst (1981) started his career at Dexia Bank. After carrying out various assignments within the credit risk, structured products and marketing departments, he was at the heart of the development of philanthropy services for private banking. Driven by philanthropy's ability to have an impact on social challenges, Jan joined the King Baudouin Foundation in 2008 as a 'philanthropy advisor'. Soon he also became involved in the investments and development of Mission Related Investments for the Foundation. In 2014 he was appointed 'Head of Finance' responsible for day-to-day financial management and investments. Due to the growth of endowment, this role was split in 2020 and Jan became 'Head of Investments and Treasury'. In this capacity, he also oversees the development and implementation of the ESG strategy and social impact investments.

Katherine Davidson

Portfolio Manager, Global & International Equities

Katherine joined Schroders as a graduate on the Global and International Equities team in 2008. She is the lead portfolio manager for the Schroder Global Sustainable Growth strategy that evolved from the Global Demographic Opportunities strategy launched in 2010. Katherine was instrumental in the conception, launch and management of both strategies. She also has global sector responsibility for the autos and telecoms sectors as one of the team’s Global Sector Specialists.

Katherine is based in London and holds a BA in Politics, Philosophy and Economics from Oxford University. She is  a CFA Charterholder.

Andy Howard

Global Head of Sustainable Investment

Andrew Howard is a Head of Sustainability Research at Schroders, which involves thought leadership, ESG integration and engagement, in addition to his role as a climate change specialist for Schroders’ Global Climate Change strategy. He joined Schroders in 2016 and is based in London.

Andrew was an Equity Analyst at Didas Research from 2013 to 2016, which involved independent investment research for long term investors. He was an Equity Analyst at Goldman Sachs from 2007 to 2013, which involved heading GS SUSTAIN research team in London identifying long term investment opportunities across global industries.

He also previously worked at McKinsey & Co as a consultant and Deutsche Bank as Head of European Mining Research. Andrew started his investment career in 1997 as an Analyst covering the Steel & Mining sectors at Dresdner Kleinwort Benson. Andrew is a Senior Advisor to Critical Resource and on the Advisory Panel of the Future-Fit Business initiative

Qualifications: MBA in Business Administration and Management from INSEAD; BSc in Economics from London School of Economics.

Danielle Walker-Palmour

Friends Provident Foundation

Danielle was the founding Director of Friends Provident Foundation. Under her leadership, the Foundation has an international reputation for innovative funding and investment practice and is at the forefront of rethinking the role of philanthropic resources in the UK.

Danielle has occupied senior policy and research roles throughout the non-governmental sector such as the Joseph Rowntree Foundation, the Commission for Racial Equality and the Law Society of England and Wales. She has served as in an advisory role as a member of the Treasury’s Financial Inclusion Taskforce, the Civil Society Advisory Body of the Cabinet Office and the Financial Services Authority Financial Capability Steering Group.

She is currently a board member of the National Lottery Community Fund, a Trustee of Britain Yearly Meeting (Quakers), holds advisory roles related to the University of York and is a trustee of local York charities.

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.

Caspar Rock

Cazenove Capital
Chief Investment Officer

Caspar Rock joined Cazenove Capital in September 2016 and is Chief Investment Officer. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and 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 up the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 29 years’ investment experience. 


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