The CIG were delighted to host a joint talk:

Presentation 1: Investing to ensure your charity’s financial sustainability

Ian Gamon, Partner and Head of Investment for Charities, Endowments & Foundations at Lane Clark & Peacock, focued on how to organise charity investments to help charities run smoothly. He covered sustainable investment rules, liquidity management to meet ongoing cashflow requirements and setting a liquidity budget within the strategic asset allocation.

Presentation 2: Should charities invest in illiquid markets and if so how?

Hamza Azeem, Managing Director on Hamilton Lane’s Portfolio Management Group, and Freddie Gore Browne, Principal in Private Wealth Solutions at Hamilton Lane, looked at the benefits and difficulties of investment in illiquid asset classes (e.g. private equities, private credit and infrastructure). They covered the difficulties associated with traditional closed-ended illiquid funds and details of newer more innovative products that provide investors with more flexibility.

The meeting was kindly hosted by CCLA Investment Management.