mallowstreet Investment Focus: Charities and Endowments

In today’s fast-changing financial landscape, this Investment Focus brings together leading voices from the Charities and Endowments sector to explore how investment strategy can underpin long-term impact. Across a series of intimate Masterclass sessions, delegates will hear from world-class asset managers and sector experts on cutting-edge portfolio approaches, risk management, and sustainable growth.


Designed to encourage open dialogue and practical insight, the morning will offer fresh perspectives on navigating market challenges while safeguarding the financial future of charitable institutions.


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

    Speaker

    Tom Peterson, mallowstreet

  3. Keynote Address

    Fulll session synopsis to follow.

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into smaller rotating groups to attend the masterclass sessions. In this first masterclass;

    Manager 1 presents

    Manager 2 presents.

  6. Session Transition

  7. Investment Masterclass II

    Delegates split into smaller rotating groups to attend the masterclass sessions. In this first masterclass;

    Manager 1 presents

    Manager 2 presents.

  8. Tea, Coffee and Networking

  9. Investment Masterclass III

    Delegates split into smaller rotating groups to attend the masterclass sessions. In this first masterclass;

    Manager 3 presents

    Manager 4 presents.

  10. Session Transition

  11. Investment Masterclass IV

    Delegates split into smaller rotating groups to attend the masterclass sessions. In this first masterclass;

    Manager 3 presents

    Manager 4 presents.

  12. Session Transition

  13. Keynote Address

    Full session synopsis to follow.

  14. Lunch and Networking

  15. End