mallowstreet Investment Focus: Charities and Endowments

This Investment Focus brings together investment professionals from across the Charity and Endowment community for a morning of insight, collaboration, and strategic discussion. Against a backdrop of market volatility, rising inflation, and shifting donor expectations, charities face the dual challenge of preserving capital and delivering impact.


Through a series of interactive Investment Masterclass sessions, delegates will hear from leading asset managers and sector specialists on how to balance financial performance with purpose. Topics will include portfolio resilience, sustainable investing, liquidity management, and the growing role of alternative assets in supporting mission-aligned goals.


Designed for trustees, finance directors, and investment officers, this event offers a unique opportunity to share experiences, explore best practice, and gain fresh perspectives on how to strengthen investment governance and long-term outcomes for charitable portfolios.


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 and 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