Investment Conference 2011

Thursday, 22 Sep 2011, 09:00 - 18:00


 2011 Investment Conf banner

This Conference is supported by


Charity Members of CIG can take advantage of the special rate of £129.00 and Corporate Members of CIG can save £168.00 at the CFDG Subscriber rate of £258.00. To take advantage of these offers please email to book your place.

We are delighted to announce the CFDG  Investment Conference 2011. Once again we will be bringing together an informative mix of speakers from the voluntary and corporate sectors, providing a comprehensive view and increasing your confidence in managing your organisations investments.

Charities are in a rather unique position of juggling the views of the trustees, and the interests and reputation of the charity, whilst trying to ensure that any investment of funds are profitable and safe. This two stream conference aims to equip you with the knowledge and skills you need, to aid this process.

The day opens with a plenary from Elroy Dimson, Professor of Finance at London Business School, with an overview of the Investment Landscape and some ideas on which areas may be of interest to you and your organisation.

During the day we have a packed programme bringing together a mix of corporate and voluntary sector speakers with sessions on Property Investment, Common Misconceptions, Socially Responsible Investment, Selecting and Evaluating your Fund Manager, and much more!
The Conference gives you access to a variety of professional firms in the exhibition area, providing a wealth of experience for you to draw on, and discuss current issues and organisational needs.  The structure of the programme also ensures there is ample time for networking with your fellow professionals both during the day, and at the drinks reception at the close of Conference. The conference can also support your personal development plan with five hours of CPD.

The Reception

All delegates are invited to join CFDG at the drinks reception at the close of the day. The reception provides an excellent opportunity to meet with our speakers, and to extend the networking part of the day.

The Exhibition

There will be an exhibition alongside the conference programme. Exhibitors working in a range of service areas will be available for delegates to meet, ask questions and share information.

The informal setting is an excellent opportunity to find products and service suppliers who can assist in tackling your charities' problems and who can help to make the management of your charity more efficient.

The conference timetable allows delegates plenty of opportunity to browse the exhibition and network during breaks.

The following companies are exhibiting at this year's Investment Conference:

Baring Asset Management -
BlackRock -
Charities Aid Foundation -
EPIC Asset Management -
Epworth Investment Management -
Evercore Pan-Asset -
GAM (UK) Limited -
Jupiter Asset Management -
M&G Investments -
Royal London Asset Management -
Sarasin & Partners LLP -
Schroders Charities -
Thomas Miller Investment -


Presentations available below.  Click session titles to download PDFs


8:45-9:30    Registration/Exhibition open
9:45-10:00    CHAIR'S WELCOME
Phil Brown, CFDG Trustee & Head of Finance, The King's Fund
10:00-10:30    PLENARY

Long-term strategy for charitable funds management - this presentation is only available to conference attendees.  Please email if you attended and would like a copy.

Elroy will provide an update on global evidence on the long-term equity risk premium in 19 different countries over 111 years. Historically, equities beat inflation and cash and bonds in every market. Yet the World equity market beat bonds by under 4%, and equities now offer a modest forward-looking reward. Can charitable funds maintain their real value for future generations, or are they disbursing too much? I will share my thinking on investment returns and sustainable levels of spending.
Prof Elroy Dimson, London Business School

10:30-11:15    SESSION 1

1A Selecting and evaluating your fund manager pdf icon

Analysis of incumbent or potential manager investment performance is difficult if there is no context.  ARC Research Director Stephen McMahon discusses the subject with particular focus on how Charities might view investment performance against peer group, and the implications for both manager review and selection.
Stephen McMahon, Asset Risk Consultants

1B Property Investment pdf icon

 - Why might charities invest in property as an asset class?
 - Asset allocation – property vs other asset classes
 - The benefits of investing in property as an asset class
 - Property performance through the cycle
 - Legacy assets, the challenges of owning direct property
 - How to invest into property as an asset class
 - Conclusions & issues to
James Lloyd & Sarah Bate, Mayfair Capital

11:15-11:45    TEA/COFFEE break & time to explore the exhibition

11:45-12:30    SESSION 2

2A Common Misconceptions and Myths About Investment pdf icon

Robert Boddington will consider and test a number of commonly held assumptions routinely made when investing charitable funds, including risk, style, diversification and cost.
Robert Boddington, Sarasin & Partners

2B Social Impact Bonds - unlocking investment to solve social problems pdf icon

Often the barriers to improving the lives of the most marginalised people and communities are lack of money and the constraints place on that money. Social investment is a new source of funding to supplement government funding and charitable giving in solving social problems.  Social Impact Bonds (SIBs) raise social investment to fund preventative work with investors being repaid based on an improved social outcome.  This session will focus on the potential for SIBs, criteria for a successful SIB and the technical guidance in how to assess the feasibility of a SIB idea. 
Emily Bolton, Social Finance

12:30-13:00    SESSION 3

3A Go Beyond the Myth, the Time for Responsible Investment is Now! pdf icon

Looking at the myths surrounding  the implementation of a socially responsible overlay on your investment portfolio.  Addressing the ‘how to’ implement and the questions to ask your stakeholders and fund manager.  Does it make sense to align your investments to your charity’s mission?
Victoria Heath, EIRIS

3B The investment puzzle - making money to spend money pdf icon

An exploration from the Chief Executive's perspective of some of the conundrums a foundation like Esmée faces in managing its endowment: from social investment to asset allocation to perpetuity.
Dawn Austwick OBE, Esmée Fairbairn Foundation

13:00-14:00    LUNCH & time to explore the exhibition

14:00-14:45    SESSION 4

4A Active vs Passive

Details coming soon...
Jonathan Ruffer, Ruffer LLP

4B Markets and citizens riot pdf icon

Will the summer of discontent lead into an autumn of anguish and a winter of woe… and what is on the horizon for UK equities?  Charities, endowments and foundations traditionally have a meaningful exposure to UK equities.  Richard Buxton, the Head of UK Equities at Schroders and widely recognised as one of the top UK equity fund managers in the city, discusses the outlook for investors.
Richard Buxton, Schroders

14:45-15:30    SESSION 5

5A Bonds and the irrationality of indices pdf icon

Bonds are managed based on a flawed concept: the irrationality of bond indices.  David will show that managers who use a bond index are gaining exposures to the most indebted countries, the most leveraged industries and the most highly geared corporations.
David Thompson, European Credit Management

5B How charities manage investments pdf icon

Simon will be discussing some practical considerations from an FD’s perspective: Setting policy & strategy- What are your investments for? Who is responsible for the investment policy? The Role of the FD – turning an abstract idea into something specific, short range cash-flow forecasting, setting the context for budgets in the light of your charity’s balance sheet, and much more.
Simon Hopkins, British Heart Foundation

15:30-16:00    TEA/COFFEE break & time to explore the exhibition

16:00-16:30    PLENARY

A personal view

Lord Phillips of Sudbury gives his personal views and opinions on the current climate, and suggestions for charities to survive these difficult times.
Lord Phillips of Sudbury

16:30-16:40    CHAIR'S CLOSE


Venue Details


The Royal College of Surgeons of England, 35-43 Lincoln's Inn Fields, LONDON, WC2A 3PE

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Bookings & Prices


  • Press - FREE;
  • Exhibitor - FREE;
  • Speaker - FREE;
  • Chair - FREE;
  • Staff - FREE;
  • CFDG Member - £129.00;
  • CFDG Memb Colleague - £139.00;
  • Non CFDG Member - £185.00;
  • CFDG Subscriber - £258.00;
  • Non CFDG Subscriber - £386.00;

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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