mallowstreet Investment Focus: Charities and Endowments

In a rapidly evolving financial landscape, the Charities and Endowments Investment Focus is set to bring together thought leaders, experts, and stakeholders in the realm of charities and endowments pensions. This half day event aims to explore innovative strategies, foster collaboration, and address key challenges in ensuring the financial sustainability of charitable organisations and endowments through robust pension planning.


Delegates will break into two groups and attend each Investment Masterclass in rotation, to hear from world class asset managers and experts, and explore cutting-edge investment approaches tailored to the unique needs of charities and endowments. Delve into sustainable and socially responsible investment opportunities and understand the balance between risk and return in the pursuit of long-term financial growth in these intimate roundtable sessions with your peers.

 

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

    mallowstreet

  3. How Charities and Foundations Can Better Use their Assets to Achieve Impact

    With global temperatures rising, health inequalities widening, and ever increasing biodiversity loss, what role should asset owners be taking in getting us back on track? How can charities and foundations ensure they're part of the solution, not the problem? 


    Thomas will share insights from working with asset owners and their managers to improve standards of responsible investment and drive improved corporate practice on health.

    Speaker

    Thomas Abrams, Co-Head of Health, ShareAction

  4. Investment Masterclass I

    Delegates will be split into two groups on arrival at the Investment Focus. Each group will be joined by a member of the mallowstreet team and will rotate through the Investment Masterclass sessions.

  5. Investment Masterclass II

    Delegates will be split into two groups on arrival at the Investment Focus. Each group will be joined by a member of the mallowstreet team and will rotate through the Investment Masterclass sessions.

  6. Tea, Coffee and Networking

  7. Panel Discussion

    Speaker

    Chaired by mallowstreet

  8. Investment Masterclass III

    Delegates will be split into two groups on arrival at the Investment Focus. Each group will be joined by a member of the mallowstreet team and will rotate through the Investment Masterclass sessions.

  9. Investment Masterclass IV

    Delegates will be split into two groups on arrival at the Investment Focus. Each group will be joined by a member of the mallowstreet team and will rotate through the Investment Masterclass sessions.

  10. Lunch & Networking

  11. End