mallowstreet Investment Focus: Charities & Endowments

Managing charitable and endowment assets requires a careful balance between meeting today's financial demands and protecting an organisation's ability to fulfil its mission for years to come. As spending requirements, market conditions and investment opportunities change, that balance requires continual reassessment.


This autumn Investment Focus brings the Charity and Endowment community together to examine how portfolios can adapt while remaining anchored to long-term objectives. Through interactive Investment Masterclasses, delegates will explore different approaches to asset allocation, income generation, liquidity, responsible investment and diversification, alongside the opportunities available beyond traditional markets.


The morning provides an intimate forum for trustees, finance professionals and investment decision-makers to compare experiences and discuss the practical realities of managing long-term charitable capital. Delegates will leave with new ideas to challenge existing approaches and support thoughtful stewardship of their organisations' assets.


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. Lucnh and Networking

  13. End