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Charities, Trusts & Foundations Investment Club - Conversation and Lunch

Tuesday 24th March 2026, 11:00-14:00
Ten Trinity Club, Four Seasons, 10 Trinity Square, London EC3N 4AJ
The Charities, Trusts & Foundations Investment Club is for CEOs, chief investment officers, and investment professionals working within the charity sector.

Sponsors: Fidelity International and Charities Investment Consulting Partnership

 

Charities Investment Consulting Partnership presentation:

The Truth About Impact: What Really Creates Change Across Public and Private Markets

An exploration of how impact is defined, measured, and delivered across asset classes. Hymans Robertson impact expert Sanjay Joshi will examine why some argue impact is impossible in public markets, the role of additionality, and how to choose the right assessment frameworks.

 

Fidelity International presentation:

Driving Mission and Returns: Impact-Led Investing Across Public and Private Markets.

Fidelity investment experts Kris Atkinson and Lucy Swinton will discuss how charities can leverage both public and private markets to enhance their impact and shape investment portfolios that are prepared for the future.

 

This is a great opportunity to:

  • Connect with peers in the charities and investment space
  • Exchange insights on current market trends
  • Explore emerging investment opportunities
  • Enjoy thoughtful discussion in a relaxed and informal setting

Spaces are limited to ten, so we encourage you to secure your place. We look forward to seeing you there!

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