Annual Investment Lecture

23MAY 2018
5:30 pm

Schroders
31 Gresham Street LondonEC2V 7QA

Charity Investment Lecture

About

For our fifth annual Charity Investment Lecture we are delighted to welcome Sarah Williamson, Chief Executive Officer of Focusing Capital on the Long Term. Based in Boston, Focusing Capital on the Long Term is a not-for-profit organisation dedicated to encouraging long-term behaviours in business and investment decision-making.  In her role, Sarah works with a range of global asset owners to ensure investment assets are managed in line with long term horizons; aiming to reduce short-termism in investment decision making.  

The lecture will be followed by a drinks reception and an opportunity to network with other charity and foundation investors.

We hope the event will be popular and would encourage you to register promptly to guarantee your place.

This event is free of charge for charity trustees and employees.

Date and Venue

23MAY 2018

Schroders

31 Gresham Street London , EC2V 7QA


Agenda

17:30
Registration
Registration and refreshments
18:00
Speaker presentation
Sarah Willliamson, our speaker for the 2018 lecture will share her thoughts on how charities can focus on long-term investment behaviours
19:00
Drinks reception
Join us for drinks and canapés
20:00
Close

Speakers

Sarah Williamson

FCLTGlobal
Chief Executive Officer

Sarah Williamson is the Chief Executive Officer of FCLTGlobal, a not-for-profit organization dedicated to encouraging long-term behaviors in business and investment decision-making. FCLTGlobal conducts research, convenes business leaders, develops actionable tools and generates broad awareness of ways in which a longer-term focus can increase innovation, economic growth and future savings.

Prior to assuming her current role in July 2016, Williamson spent over 21 years at Wellington Management Company LLP, where she was most recently a Partner and Director of Alternative Investments. Over that time period, Williamson led the development of alternative investments and client solutions, was the Chair of the Wellington Trust Company, opened the San Francisco office, and served in numerous firm leadership roles globally.

Prior to joining Wellington, Williamson spent over five years with McKinsey & Company Inc. (1989 – 1994). She was also employed by the US Department of State (1986 – 1987) and was a mergers & acquisitions investment banker in New York and London for Goldman, Sachs & Co. (1984 – 1986).

She earned her MBA, with distinction, from Harvard Business School (1989) and her BA in economics, with honors, from Williams College (1984). Additionally, she holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations. She is a US citizen and is married with three grown children.

 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com