12:00 pm - 60 minutes
Charity Multi-Asset Fund webinar
This event has ended
Join us for our regular Charity Multi-Asset Fund Investor update webinar.
Tom Montagu-Pollock and Nathalie Krekis will present a review of how the Fund has been invested over recent months and our views on the market outlook. They will also be joined by Charlotte Yonge, Assistant Fund Manager of the Troy Trojan Fund, which is a core holding within the Charity Multi-Asset Fund’s allocation to Diversifiers.
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.
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.
Nathalie KrekisCazenove Charities
Nathalie joined Cazenove Capital after graduating from Leeds University in 2008 with a BSc in Sports Science where she was also an athletic scholar. Nathalie has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director within the Charity team. She is Chair of the European Equity Fund Committee and a member of the Asian Equity, Private Equity and Charity Investment Committee. Nathalie is also a Member of the Chartered Institute of Securities and Investment and a Fellow of the Royal Society of Arts.