Longview Networks loading now
Skip to Main Content
  • 25 Southampton Buildings, Central Court, Chancery Lane
    London
    WC2A 1AL

Net Zero Investor’s Charities, Endowments, & Foundations Summit

As Charities, Endowments, and Foundations strive to invest for impact, the challenge lies in aligning their portfolios with net-zero goals while maintaining long-term financial resilience.

From funding climate solutions to integrating transition strategies, investors in this sector must navigate evolving opportunities and risks whilst securing capital.

Join leading asset owners, managers, and investment consultants to explore net-zero equity opportunities from charities, endowments, and foundations.

Engage in discussions on how to build net-zero-aligned portfolios, balance impact with returns, and drive meaningful change through strategic investment decisions.

2:30

Arrivals & refreshments

3:00

Value for money

Charities, endowments, and foundations have clear philanthropic and mission-driven goals for their capital. Yet, as the climate crisis accelerates, aligning investments with net zero commitments adds another layer of complexity.

Should mission-driven investors be held to a higher ethical standard in their investment decisions, or is their primary duty simply to maximize returns to fund their work—regardless of how those returns are generated?

Is a formal climate declaration necessary, or is ensuring mission alignment enough?

And who should be responsible for driving the transition to net zero—trustees, investment committees, or external advisors?

3:40

Financing a just transition

Constructing a net-zero portfolio involves balancing financial sustainability, ethical considerations, and climate impact. But what does this look like in practice? When making investment decisions, should portfolios strive to address both social and environmental priorities simultaneously, or should investors be prepared for potential trade-offs? Meanwhile, what investment and performance risks should investors be prepared for when managing a sustainable investment strategy.

Should brown assets be excluded entirely, or can they play a role in the transition?

Which asset classes offer the best opportunity to be both responsible and impactful?

What investments should be off the table for morally conscious investors?

4:20

Real assets and real impact

As investors aim for both financial performance and climate impact, which assets look credible for a net-zero future:

Can housing investments drive both social equity and environmental sustainability?

What makes renewable infrastructure a credible and scalable investment for a low-carbon future?

Which other real assets are well-positioned to deliver both impact and financial returns in the transition to net zero?

5:00

Drinks reception

Matt Hurshman

associate partner

Aon

Rachel Titchen

head of charities investment

Broadstone

Mona Dohle

editor

Net Zero Investor

Vincent Rustill

investment associate

University of Cambridge Investment Management

Matthew Gold

head of charities and endowment investment

Barnett Waddingham

Lisa Stonestreet

head of charity impact

Eiris Foundation

Sam Mahtani

investment committee member

Joe Shamash

investment director

Better Society Capital

Patrick Rudden

director

Benefact Trust

Jessica Omukuti

senior research fellow

University of Oxford

Gemma Cartwright

head of investment practice and partnerships

Association of Charitable Foundations

John Ascott

consultant

Paul Hamlyn Foundation

Hanna Fanning

impact investment lead

The Sainsbury Family Charitable Trusts

Sufina Ahmad

director

John Ellerman Foundation

Rosie Neaman

impact investment assistant

The Sainsbury Family Charitable Trusts

Nicola Mosley

chief operating officer

Barnwood Trust

Marcia Asare

executive director

The Walcot Foundation

Hoai Pham

chief financial officer

WeForest

Jack Burnham

head of affordable housing

Octopus Capital

Matthias Lomas

engagement director investment

Guy's & St Thomas' Foundation

Beverley Gower-Jones

founder and managing partner

Clean Growth Fund

Henrietta Martin-Fisher

interim finance director

City Bridge Foundation

Nigel Mckeverne

trustee director

Mind

Ben Firth

investment consultant

LCP

Sponsors

Upcoming Roundtables