mallowstreet Investment Focus: Charities and Endowments

In an ever-changing financial landscape, the Investment Focus convenes thought leaders, experts, and stakeholders from the charities and endowments sector. In this morning session, delegates will split into two groups and attend each Masterclass in rotation and hear from world class asset managers and experts, who will delve into cutting-edge approaches to investment and financial management. 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.


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

  3. Keynote Presentation

  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. Session Transition

  6. 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.

  7. Refreshment Break

  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. Session Transition

  10. 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.

  11. Lunch & Networking

  12. End