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

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

Programme

13.30 - 14.15 - 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 - Global Themes and Trends - the value of a global investment approach
Katrina Norris, Head of Equities, and Jennifer Fisher, Head of Equity Research, Waverton

15.15 - 15.35 - Charity Policy Update
Anjelica Finnegan, Policy and Research Manager, Charity Finance Group (CFG)

15.35 - 16.00 - Keynote Speaker
Juliet Bouverie, Chief Executive, Stroke Association

16.00 - 16.10 - Waverton Charity Survey Results
Emma Robertson, Charity Team, Waverton

16.10 - 16.40 - Panel Debate 

16.40 - 16.45 - Chairman's Close

16.45 - 19.00 - Drinks Reception


CPD certificates will be provided after the event.
 

RVSP
Eleanor Gough
egough@waverton.co.uk
0207 484 7485