mallowstreet Investment Focus: Charities and Endowments

This Investment Focus brings together investment professionals from across the Charity and Endowment community for a morning of insight, collaboration, and strategic discussion. Against a backdrop of market volatility, rising inflation, and shifting donor expectations, charities face the dual challenge of preserving capital and delivering impact.


Through a series of interactive Investment Masterclass sessions, delegates will hear from leading asset managers and sector specialists on how to balance financial performance with purpose. Topics will include portfolio resilience, sustainable investing, liquidity management, and the growing role of alternative assets in supporting mission-aligned goals.


Designed for trustees, finance directors, and investment officers, this event offers a unique opportunity to share experiences, explore best practice, and gain fresh perspectives on how to strengthen investment governance and long-term outcomes for charitable portfolios.


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 and Introductions

  3. Reflections of an Escapee from Pensions

    Chris has spent most of his career as an actuary and pensions manager, investing to pay people until they die. Now he’s adapting to a world where payouts are less predictable and maybe even longer term. What’s different, what’s the same? What can we learn from each other?

    Speaker

    Chris Hitchen, Board Member, Scott Trust & Nuclear Liabilities Fund

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into smaller rotating groups.

    Manager 1 presents

    Manager 2 presents

  6. Session Transition

  7. Investment Masterclass II

    Delegates split into smaller rotating groups.

    Manager 1 presents

    Manager 2 presents

  8. Tea, Coffee, and Networking

  9. Charities & Endowments Investment Panel

    With inflation, geopolitical uncertainty and shifting market dynamics continuing to reshape investment decision-making, how are charities and endowments positioning their portfolios for the years ahead? In this discussion, senior investment leaders will share how they assess opportunities and risks across public and private markets, approach portfolio construction, and balance long-term objectives with evolving spending and governance requirements. Attendees will gain practical insights into the themes, asset classes and structural trends that are influencing investment decisions across the sector, and what they should be paying closest attention to in the coming years.

    Speaker

    Chaired by Sandra Wolf: Mike Clark, Ario Advisory Andrew Gnaneswaran, Vivensa Foundation

  10. Session Transition

  11. Investment Masterclass III

    Delegates split into smaller rotating groups.

    Manager 3 presents

    Manager 4 presents

  12. Session Transition

  13. Investment Masterclass IV

    Delegates split into smaller rotating groups.

    Manager 3 presents

    Manager 4 presents

  14. Lunch and Networking

  15. End