Charity Investment Forum

Our inaugural Charity Investment Forum will investigate the outlook for markets and the value of a global investment approach among other topics, as well as the results of our Charity Survey. We hope that you can join us.

Monday 25th September 2017

Royal Society of Chemistry, Burlington House, London, W1J 0BA


13.30 - 14.45 - Registration and Refreshments

14.15 - 14.20 - Chairman's Welcome
James Pike, Head of Charities, Waverton

14.20 - 14.45 - Investment Outlook and Opportunities
Jeff Keen, Head of Macro Research and Co-Head of Fixed Income, Waverton

14.45 - 15.15 - Panel Debate

15.15 - 15.45 - Global Themes and Trends - the value of a global investment approach
Katrina Norris, Head of Equities, and Jennifer Fisher, Head of Research, Waverton

15.45 - 16.05 - Charity Policy Update
Andrew O'Brien, Head of Policy, Charity Finance Group (CFG)

16.05 - 16.15 - Waverton Charity Survey Results
Emma Robertson, Charity Team, Waverton

16.15 - 16.40 - Keynote Speaker
Juliet Bouverie, Chief Executive, Stroke Association

16.40 - 16.45 - Chairman's Close

16.45 - 19.00 - Drinks Reception

CPD certificates will be provided after the event.

Eleanor Gough
0207 484 7485

Charity Sector Survey

Waverton’s Charities Team has launched a Charity Investment Survey to understand the challenges and opportunities facing the sector. The results will reveal insights into the demand for withdrawals from investments, investment governance, approaches to ethical investing, and the outlook for the future.
Please click on this box to complete the survey.
Thank you.