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. Beyond Silos: The Bigger Picture to ESG and Sustainability for Charities and Endowments

    Does the practicality of thinking about your sustainable investment goals in silos mean you are missing the bigger financial and real-world picture as well as aligning your investments with your charitable mission? Pete will discuss a different way of thinking that uses a systems-wide approach, enabling charities and endowments to better understand risks, focus stewardship, and capture the investment ideas that won’t cost the earth.

    Speaker

    Pete Smith, Head of Sustainable Investment, Barnett Waddingham LLP

  4. Session Transition

  5. Rotating Investment Masterclass I (Hosted by: Baillie Gifford & World Gold Council)

    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. Session Transition

  7. Rotating Investment Masterclass II (Hosted by: Baillie Gifford & World Gold Council)

    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.

  8. Tea, Coffee, and Networking

  9. Inside the Private Credit Secondaries Market

    Demand from both LPs and GPs for secondary credit solutions has risen in recent years as a result of strong primary fundraising for private credit, and has intensified as market conditions have driven a focus on liquidity and creative portfolio management solutions. This presentation looks to explore these key themes, shedding light on this rapidly growing segment of private credit and how it offers a differentiated means to access the asset class.

    Speaker

    Toni Vainio, Partner, Pantheon

  10. Session Transition

  11. Rotating Investment Masterclass III (Hosted by: Evenlode & Troy Asset Management

    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.

  12. Session Transition

  13. Rotating Investment Masterclass IV (Hosted by: Evenlode & Troy Asset Management

    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.

  14. Lunch and Networking

  15. End