CHARITY FUNDS ANNUAL REVIEW 2024
THURSDAY 14 NOVEMBER | 11:00 - 12:30
THURSDAY 14 NOVEMBER
Our Charity Funds Annual Review took place on Thursday 14 November at The Royal College of Physicians, London.
Our team reviewed performance and activity over the past 12 months, incorporating insights from analysts and economists and finishing with a Q&A with our speakers.
PROGRAMME THURSDAY 14 NOVEMBER
10:30 - 11:00 | Registration & refreshments | |
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11:00 - 11:15 | Welcome: Headline performance, team and fund update | Melanie Roberts, Partner, Head of Charities |
11:15 - 11:30 | Performance analysis, fund positioning and income outlook | Phil Collins, CIO, Multi-Asset Michael Jervis, Portfolio Manager, Multi-Asset |
11:30 - 11:45 | Stewardship | Natasha Landell-Mills, Partner, Head of Stewardship |
11:45 - 12:00 | Global outlook | Guy Monson, Senior Partner, Chief Market Strategist |
12:00-12:10 | Post US election outlook | Charles Myers, Chairman & Founder, Signum Global (live link from the US) |
12:00 - 12:30 | Q&A panel with speakers | All Sarasin speakers |
12:30 | Buffet lunch |
EXTERNAL SPEAKER CHARLES MYERS, SIGNUM GLOBAL
Charles Myers, Chairman and Founder of Signum Global Advisors, has over 25 years of US political and electoral experience advising candidates in Presidential, Senate, House of Representatives and Gubernatorial races, including Hillary Clinton for President 2016 and Joe Biden for President 2020. He also has 30 years of experience in global financial markets.
As Chairman, Charles works with financial institutions and multi-national businesses to anticipate and assess policy agendas and announcements. Areas of expertise include US foreign policy and the implications of the Biden presidency in the US, Europe and Asia. Charles also forecasts global trade policy and energy dynamics.
Formerly Vice Chairman of Evercore ISI, he was the Founding Partner & Head of their Institutional Equities business. Prior to that, Charles served as Global Head of Equities and Board Member at Fox-Pitt, Kelton. Charles has a BA from Amherst College in Massachusetts and a post-graduate M. Phil degree from Cambridge University in England.