Common Investment Fund events

17MAY 2017
12:00 pm

Schroders
Schroders, 31 Gresham Street, LondonEC2V 7QA

Charity Multi-Asset Fund Lunch

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

About

Join us for our regular Charity Multi-Asset Fund Investor lunch. 

The presentation will include a review of how the fund has been invested over recent months and our views on the market outlook. We will be joined by Simon Adler, fund manager from the Schroders specialist value team, who will provide an update on one of the Charity Multi-Asset Fund’s core UK equity holdings, the Charity Equity Fund.

This session is designed as a useful update for current investors as well as to provide an insight into the fund for potential charity investors.

 

Please contact charityevents@cazenovecapital.com with any questions. 

 

There is no charge for attending.

Date and Venue

17MAY 2017

Schroders

Schroders, 31 Gresham Street, London , EC2V 7QA


Speakers

Tom Montagu-Pollock

Portfolio Director and Co-Manager, Charity Multi-Asset Fund

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

Kate Rogers

Kate Rogers

Head of Policy

Kate is Head of Policy at Cazenove Charities. She started working in the industry in 2000, specialising in charity investment, having joined Schroders Charities in 2005 after four years with the charity team at Kleinwort Benson Private Bank.

Kate is Chair of the Charity Investors’ Group (CIG), recently working with HM Treasury, the Charity Commission for England & Wales and the Financial Conduct Authority on establishing the Charity Authorised Investment Fund structure first announced in the 2015 Budget. Kate regularly writes on charity investment in the sector press. With CIG and Charity Finance Group she produced a guide to written investment policies. In 2015 she co-authored with Richard Jenkins Intentional Investing, published by ACF, and in 2013 For Good and Not For Keeps, also with Richard Jenkins and published by ACF.

Kate is a CFA Charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham. She sits on a number of charity boards, is a Governor of the Cripplegate Foundation, Chair of her local community charity, and a Governor of her local primary school.

 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com