Investment Conference

Wednesday 21 February 2024

Royal College of Anaesthetists
35 Red Lion Square
London WC1R 4SG

This event is fully booked.

Why should I attend?

Join us in London for our in-person Investment Conference and exhibition. This conference is designed to provide you with relevant information to secure a successful investment portfolio for your charity. Whether your organisation possesses an extensive investment portfolio or you are just at the beginning of your investment journey, this event will provide you with relevant information and support. Meet with our expert speakers and exhibitors to find out how you can ensure return on your investments. 


What's covered in this conference?

You can see the full agenda in the programme below, but as a summary this conference will cover:

  • Investment strategies
  • Reserves
  • Ethical and impact investment
  • Uncertainty of income streams
  • Long-term return
  • Managing investment risk


How do I book?

Book below. This conference will be delivered in person in London. You will receive instructions around a week before the conference.


Who is this event useful for?

This event would be valuable for finance directors and managers, heads of finance and accountants, but is open to any and all CFG members who may find this event interesting.


About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with five and a half hours of CPD. For more details contact your association or email


Tatyana Mursalimov, Director, PMCL Consulting

Tom Philips, Head of Institutional Business Development, Downing

Dan Redwood, Senior Investment Consultant, Quantum Advisory

Alison El-Araby, Portfolio Manager, Mixed Assets & Charities team, Newton Investment Management

Rorie Evans, Head of Charity Clients, Newton Investment Management

Andy Pitt, Head of Charities, Rathbones

Gareth Pearl, Investment Director, Rathbones

Louise Eldridge, Senior Engagement Manager – Charities Responsible Investment Network (CRIN), ShareAction

09:00 - 10:00


10:00 - 10:45

Session 1A – Investment strategies, planning and policy

This session is designed for those already implementing investment strategies who would like to broaden their knowledge and develop further investment strategies, planning and policy.

Dan Redwood, Senior Investment Consultant, Quantum Advisory

10:00 - 10:45

Session 1B – Investment Fundamentals: Where to start and how to review your investment strategy

This session caters to those new to investing or seeking to review their current investment strategy. Ideal for attendees considering their first steps or aiming to refine their portfolios. Join this session to find out what steps you need to take, how to prepare or review your investment policy, what to pay attention to when reviewing or selecting investment managers.

Tatyana Mursalimov, Director, PMCL Consulting

10:45 - 11:15

Coffee break and exhibition 

11:15 - 12:00

Session 2 – Can your charity’s equity investments impact society and the environment?

In this session we will explore some of the ways in which charities could use their equity investments to broaden societal and environmental impact, while furthering the charity's own mission, including:

• The fact that aligning your equity investments with your mission does not necessarily mean that you create real world impact from an Environmental, Social or Governance (ESG) perspective.

• The four influencing strategies that an investing charity can pursue to try to effect ESG improvements through a portfolio invested in equities, and which of these influencing strategies is the most effective, based on recent academic evidence.

• The four main approaches to responsible investment, and which of the four influencing strategies works best for each approach.

• How trustees can best increase the impact of their equity investments on the world.

Andy Pitt, Head of Charities, Rathbones

Gareth Pearl, Investment Director, Rathbones

12:00 - 13:00


13:00 - 13:45

Session 3 – Managing investment risk

When considering risk from an investment perspective, investors often only consider the potential for capital loss and volatility. However, when talking about investment risk there are further areas that potential investors should consider including inflation, interest rate risks, shortfall and reputational risks. This session will discuss those and other arising investment risks and the speakers will with comprehensive tips on how to avoid them.

Rorie Evans, Head of charity clients, Newton Investment Management

Alison El-Araby, Portfolio Manager, Mixed Assets & Charities team, Newton Investment Management

13:45 - 14:05

Coffee break and exhibition

14:05 – 14:50

Session 4 – Renewable Energy Masterclass: Energy markets, sustainable investing and the opportunity for charities

This masterclass session will cover issues such as:

The journey to Net Zero – why is this important, how can society get there and what are the key challenges.

Energy markets – a brief history, with a focus on what has happened over the last 2 years and the impact on consumers.

Investing in Renewable Energy – rationale and areas to consider: from investment product offerings through to underlying asset classes, revenue types, stage of construction / operation and geography.

What this means for charities – supporting your journey to net zero. From investing in renewable energy focused funds through to developing renewable energy assets to help to de-carbonise your estate and generate income.

Case study – combining financial return with a positive environmental impact.


Tom Philips, Head of Institutional Business Development, Downing

Sean Moore, Investment Director, Downing

14:50 - 15:00

Comfort break

15:00 - 15:35

Closing plenary - Voting matters: How charities can drive change ahead of AGM season

How asset managers are voting on social and environmental resolutions - and how charity owners can use their influence as clients and investors to drive up standards.

Louise Eldridge, Senior Engagement Manager – Charities Responsible Investment Network (CRIN), ShareAction

15:45 - 16:45

Drinks reception