mallowstreet Investment Focus: Charities and Endowments

In a dynamic financial environment, this Investment Focus brings together thought leaders, experts, and stakeholders from the charities and endowments sector. During the morning session, delegates divide into two groups, attending Masterclasses led by world-class asset managers and experts. These sessions explore cutting-edge investment approaches and financial management strategies. The event aims to foster collaboration, address key challenges, and ensure the financial sustainability of charitable organisations and endowments through robust investing.


This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).


At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registration, Tea & Coffee

  2. Welcome & Introductions

    Speaker

    Tom Peterson, mallowstreet

  3. Charities & Endowment Investment Panel

    Panelists:

    Jaspal Sian, Investment Portfolio Manager, Joseph Rowntree Foundation

    Luke Webster, Bursar from Corpus Christi College, University of Oxford

    Matthew Gold, Head of Charity and Endowment Investment, Barnett Waddingham

    Speaker

    Chaired by Sandra Wolf, Editor, mallowstreet

  4. Session Transition

  5. Making Change: Selecting, Monitoring and Engaging Asset Managers as an Asset Owner

    In this session, Danielle will discuss the process of selecting, monitoring and engaging asset managers to align with your organisation’s mission. Drawing on experience from the asset owners in ShareAction’s Charitable and Responsible Investment Network, she will examine common challenges, how to overcome them and explore alternative approaches to investment.

    Speaker

    Danielle Vrublevskis, Senior Engagement and Network Manager, ShareAction

  6. Session Transition

  7. Investment Masterclass I

    Delegates split into smaller rotating groups.

    Pluto Finance presents

    Evenlode Investments presents

  8. Tea, Coffee and Networking

  9. Investment Masterclass II

    Delegates split into smaller rotating groups.

    Ballie Gifford presents

    Evenlode Investments presents

  10. Session Transition

  11. Investment Masterclass III

    Delegates split into smaller rotating groups.

    Ballie Gifford Presents

    Pluto Finance

  12. Lunch and Networking

  13. End