Meetings are held up to three times a year in London, usually February, May and October.  Members must register to attend.  You are welcome to attend a meeting before joining, please contact us in advance.

Upcoming and Past Events

Charity Commission's Guidance on Responsible Investment
May 21, 4:00 PM
Savills Investment Management London, 33 Margaret St, Marylebone, London W1G 0JD, UK
Unfortunately this event has been postponed due to the Covid-19 virus. We aim to hold it later in the year.
Charity Investment Reviews - Are you asking the right questions?
Feb 13, 4:00 PM – 6:00 PM
Cazenove Capital, 1 London Wall Place, London Wall, Barbican, London EC2Y 5AU, UK
Alice Ryder, Head of Stanhope Consulting, gave a presentation on the aspects charities and managers should consider when reviewing their investments.
Social Capital for Charities
Oct 15, 2019, 4:00 PM – 6:00 PM
Lane Clark & Peacock, 95 Wigmore St, Marylebone, London W1U 1DQ, UK
We were delighted to welcome Benjamin Rick, from Social and Sustainable Capital, to discuss the issues surrounding charities ability to obtain and invest into sustainable capital that has a social impact.
Merryn Somerset Webb
May 09, 2019, 4:00 PM – 6:00 PM
Aberdeen Standard, Bow Bells House, London EC4M 9AJ, UK
We were excited to welcome the respected financial commentator and editor of MoneyWeek.
Intentional Investing - Esmée Fairbairn Foundation
Mar 18, 2019, 4:00 PM – 6:00 PM
1 London Wall Place, 1 London Wall, London EC2Y 5AU, UK
We were delighted to welcome Matthew Cox, Investment Director, Esmée Fairbairn Foundation who gave insight into the management of their £1bn endowment, and how they seek to align their investment strategy with their charitable aims.
How safe is your income?
May 10, 2018, 4:00 PM – 6:00 PM
Artemis Fund Managers Limited, Cassini House, 57 St James's St, St. James's, London SW1A 1LD, UK
We convened a panel of asset class specialists, covering equities, bonds and property, to talk about the current market - in particular the security of income - important for many charity's expenditure plans.
Responsible Investment: Does engagement work?
Jan 31, 2018, 4:00 PM – 6:00 PM
Legal & General Group, 1 Coleman St, London EC2R 5AA, UK
We welcomed Professor Elroy Dimson and Catherine Howarth, ShareAction to discuss whether engaging with companies that you invest in can really create change. This event was kindly hosted by Legal and General Investment Management
Trump; instability and opportunity?
Sep 13, 2017, 4:00 PM – 6:00 PM
CCLA Investment Management Limited, Senator House, 85 Queen Victoria St, London EC4V 4ET, UK
We were delighted to welcome Professor Clarke, a Senior Associate Fellow of RUSI who will speak on the inherent stability risks and even unexpected advantages of the Trump presidency.
Jun 26, 2017, 4:00 PM – 6:00 PM
Sarasin & Partners LLP, 100 St. Paul's Churchyard, London EC4M 8BU, UK
We were delighted to welcome Oliver Bates, Sarasin & Partners LLP and Mick Brant, Teknometry to introduce a new charity peer group metric. ​ James Brooke Turner, Finance Director, Nuffield Foundation shared his thoughts on benchmarking for long term charity investors.
Charity Authorised Investment Funds
Feb 01, 2017, 4:00 PM – 6:00 PM
Smith & Williamson, 25 Moorgate, London EC2R 6AY, UK
We were delighted to give an update on the ongoing developments regarding CAIFs from the Charity Commission, FCA, HMRC and Farrer.
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