Charity seminar 2019

At this year’s charity seminar we discussed a number of topics including the outlook for the charity sector, environmental, social and governance (ESG) considerations, and sustainable investing.

We were delighted to welcome Anita Bhatia from Guy’s and St Thomas’ charity who discussed how they formulated and implemented a responsible investment policy.

The afternoon concluded with a networking reception giving delegates the opportunity to meet with the Newton team and follow up on key topics raised during the day’s sessions.

Agenda and presentations

: Welcome and update on outlook for the charity sector
Jon Bell
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: Bringing charity fund investments to life
Simon Nichols, Bhavin Shah, Jonathan McMullan and Emily Heaven
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: Sustainable multi-asset investing
Phil Shucksmith
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: Charity case study: formulating and implementing a responsible investment policy
Guest speaker: Anita Bhatia, Investment Director at Guy's and St Thomas' Charity
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Guest speaker

Anita Bhatia – Investment Director at Guy's and St Thomas' Charity

Anita is the Investment Director at Guy's and St Thomas' Charity, where she is responsible for the investment activities of the Charity's endowment and leads the development and implementation of the Charity's impact investing activities including portfolio construction, investment selection and ongoing monitoring.

Previously, Anita was at Barclays developing impact investment funds for the retail and institutional market. Her prior experience includes external fund investments in alternative strategies at AXA Investment Managers.

Anita is currently a Non-Executive Director at Resonance Ltd, a UK impact funds and venture business, and is Chair of its Risk Committee. She also sits on a number of limited partner and investor advisory committees of various investment funds. Anita holds a Master’s degree in Law from the University of Cambridge and a Bachelor’s degree from Queen Mary University of London. She is both a CFA and CAIA Charterholder.