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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

  • Thu, Feb 08
    Feb 08, 2024, 4:00 PM – 6:30 PM
    London, 1 Coleman St, London EC2R 5AA, UK
    The Charity Investors Group is delighted to invite you to a talk by Hamza El-Gomati, Senior Investment Director at investment consultancy Cambridge Associates. Hamza will discuss the wide topic of alternative investments that can be used in charity portfolios, their benefits and risks.
  • Thu, Nov 09
    Nov 09, 2023, 4:30 PM – 6:00 PM
    London, London, UK
    The Charity Investors Group was delighted to receive a talk by Tara Gillespie, Head of Global Assets at investment consultancy Redington. Tara discussed how charities and foundations need to structure their investments in a more challenging environment to tackle the increasing challenges they face.
  • Thu, May 11
    May 11, 2023, 4:00 PM – 6:30 PM
    London, 12 Smithfield St, London EC1A 9LA, UK
    We were delighted receive a presentation by Christi Vosloo and Simon Martindale from Mayfair Capital who provided an overview of the current challenges that the real estate sector is facing in terms of net zero carbon and changing occupier preferences. The presentation is available on request.
  • Thu, Feb 09
    Feb 09, 2023, 4:00 PM – 6:30 PM
    London, 30 Gresham St, London EC2V 7QN, UK
    We were delighted to be joined by Dr Keith Myers, an independent energy expert from Westwood Global Energy Group as our speaker. Keith articulated how large integrated oil majors deal with the challenge of redeploying capital into renewables, while seeking to generate sufficient net revenues.
  • Thu, Nov 10
    Nov 10, 2022, 4:00 PM – Nov 11, 2022, 6:30 PM
    London, 30 Gresham St, London EC2V 7QN, UK
    This event was sadly postponed due to ongoing rail disputes. The event will take place in February 2023.
  • Thu, May 12
    Legal & General Investment Management
    May 12, 2022, 4:30 PM – 6:30 PM
    Legal & General Investment Management, 1 Coleman St, London EC2R 5AA, UK
    Charity Investors Group held a facinating meeting at the offices of Legal & General Investment Management to look at geopolitical and cybersecurity issues that face charities. Our speaker was Professor Paul Cornish, Strategy and Security export at the CityForum.
  • Thu, May 21
    Savills Investment Management London
    May 21, 2020, 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.
  • Thu, Feb 13
    Cazenove Capital
    Feb 13, 2020, 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.
  • Tue, Oct 15
    Lane Clark & Peacock
    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.
  • Thu, May 09
    Aberdeen Standard
    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.
  • Mon, Mar 18
    1 London Wall Place
    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.
  • Thu, May 10
    Artemis Fund Managers Limited
    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.
  • Wed, Jan 31
    Legal & General Group
    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
  • Wed, Sep 13
    CCLA Investment Management Limited
    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.
  • Mon, Jun 26
    Sarasin & Partners LLP
    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.
  • Wed, Feb 01
    Smith & Williamson
    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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