SOFI Enabled Events

Learn more about the mallowstreet SOFI AI technology that will be present at the Investment Focus.

Details of Investment Masterclasses to be confirmed, please check back for updates.

Baillie Gifford

Accessing the $6tr Private Growth Opportunity

Many of the world’s most innovative and disruptive businesses are staying private for longer – keeping a larger share of their growth journey outside of the public markets. As a result, large, fast-growing companies that have become household names: Anthropic, Revolut or Vinted, to name a few, are out of direct reach of public market investors.

Instead, a new asset class has emerged – private growth equity. Companies with a proven product, with the prospect of accelerated growth and progress towards profitability.

Lucie Majstrova will offer insights into navigating – and accessing – this new investment environment.

About Baillie Gifford

Baillie Gifford is an independent investment management firm headquartered in Edinburgh, Scotland. Established in 1908, the firm has grown to become one of the UK's largest and most respected investment houses, managing assets for a diverse range of clients worldwide, including pension funds, institutions, charities, and private investors.

The firm has operated as an independent, unlimited liability private partnership, throughout its 116-year history and today it is wholly owned by 59 partners and has around £200 billion in assets under management.

Its unique partnership structure allows Baillie Gifford to focus on delivering growth over the long term, rather than being driven by short-term market pressures, which aligns with the interests of its clients.

The firm takes an active approach to investment, emphasizing fundamental research and a deep understanding of the companies it invests in. Its investment philosophy is centred around identifying and investing in high-quality growth companies with the potential to deliver above average returns over the long term. It also believes that integrating environmental, social, and governance (ESG) considerations into its investment process is essential for achieving long-term success.

Baillie Gifford has been helping charities, foundations and endowments achieve their investment objectives for over 50 years. In fact, their very first such client is still with them. So, whatever your organisation’s focus – healthcare, education, faith or the arts – Baillie Gifford can support you with suitable investment expertise. Their strategies range from equities to multi-asset and from targeting a growing income to maximising overall returns. They also aim to provide you with exceptional service and value for money.

Overall, Baillie Gifford's reputation for excellence, integrity, and innovation has made it a trusted partner for charities seeking to achieve their financial goals through active growth investing. For more information, please contact: Charities@bailliegifford.com

SOFI by mallowstreet

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

Speakers

Lucie Majstrova
Investment Specialist - Baillie Gifford
Lucie is in investment specialist in the Clients Department and is a member of the Private Companies Team. She joined Baillie Gifford in 2021. Prior to joining the firm, she spent nine years at HSBC Private Banking where she focused on investment advice for private clients. Lucie has an MA in International Economics from IHEID in Geneva.
Clare Erskine-Murray
Client Relationship Director - Baillie Gifford
Clare is a client relationship director with responsibility for a number of UK-based clients, including many charities, foundations and endowments, investing in a range of strategies. Prior to joining Baillie Gifford in 2012, she worked as a European Equity broker at Credit Agricole Cheuvreux and at Cazenove & Co, both in London and New York. Clare graduated BA (Hons) in French from the University of Durham in 1992 and holds a postgraduate diploma from the Chartered Institute for Securities and Investment.

Program

8:30 AM Registration, Tea & Coffee
9:00 AM Welcome and Introductions
9:05 AM Keynote Presentation

Full session synopsis to follow.
9:30 AM Session Transition
9:35 AM Investment Masterclass I

Delegates split into smaller rotating groups.
Manager 1 presents
Manager 2 presents
10:15 AM Session Transition
10:20 AM Investment Masterclass II

Delegates split into smaller rotating groups.
Manager 1 presents
Manager 2 presents
11:00 AM Tea, Coffee, and Networking
11:15 AM Panel Discussion
11:45 AM Session Transition
11:50 AM Investment Masterclass III

Delegates split into smaller rotating groups.
Manager 3 presents
Manager 4 presents
12:30 PM Session Transition
12:35 PM Investment Masterclass IV

Delegates split into smaller rotating groups.
Manager 3 presents
Manager 4 presents
1:15 PM Lunch and Networking
2:00 PM End

mallowstreet Investment Focus: Charities and Endowments

Speakers

Program

8:30 AM Registration, Tea & Coffee

9:00 AM Welcome and Introductions

9:05 AM Keynote Presentation

9:30 AM Session Transition

9:35 AM Investment Masterclass I

10:15 AM Session Transition

10:20 AM Investment Masterclass II

11:00 AM Tea, Coffee, and Networking

11:15 AM Panel Discussion

11:45 AM Session Transition

11:50 AM Investment Masterclass III

12:30 PM Session Transition

12:35 PM Investment Masterclass IV

1:15 PM Lunch and Networking

2:00 PM End