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 organizations 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

Program

  1. Registration, Tea & Coffee

  2. Welcome & Introductions

  3. Keynote Presentation

    Full session synopsis to follow.

  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. Investment Masterclass III

    Delegates split into smaller rotating groups.

    Manager 3 presents

    Manager 4 presents

  10. Session Transition

  11. Investment Masterclass IV

    Delegates split into smaller rotating groups.

    Manager 3 presents

    Manager 4 presents

  12. Lunch and Networking

  13. End