mallowstreet Investment Focus: Charities & Endowments

For charities and endowments, investment decisions must support more than financial performance alone. Maintaining sustainable spending, protecting assets for future generations, and ensuring investments remain aligned with organisational purpose all require careful consideration.


This Investment Focus brings together trustees, finance professionals and investment decision-makers for a morning dedicated to the opportunities and challenges facing charitable portfolios. Through interactive Investment Masterclass sessions, delegates will engage with leading asset managers to explore themes including portfolio resilience, liquidity, diversification, responsible investment and the role of alternative assets.


The intimate format creates space for open conversation and peer exchange, allowing delegates to explore different approaches to stewardship and investment strategy while gaining fresh perspectives to support the long-term financial health and objectives of their organisations.


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, and Coffee

  2. Welcome and Introductions

  3. Keynote Presentation

  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