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
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Registration, Tea & Coffee
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Welcome and Introductions
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Keynote Presentation
Full session synopsis to follow.
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Session Transition
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Investment Masterclass I
Delegates split into smaller rotating groups.
Manager 1 presents
Manager 2 presents
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Session Transition
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Investment Masterclass II
Delegates split into smaller rotating groups.
Manager 1 presents
Manager 2 presents
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Tea, Coffee, and Networking
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Investment Masterclass III
Delegates split into smaller rotating groups.
Manager 3 presents
Manager 4 presents
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Session Transition
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Investment Masterclass IV
Delegates split into smaller rotating groups.
Manager 3 presents
Manager 4 presents
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Lunch and Networking
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End