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Investment seminars 

We know our members want to realise the full potential of their investment assets to best fulfil their charitable and financial objectives.

Twice a year, ACF hosts two-day, in-person investment seminars, delivered in collaboration with our Official Partners and corporate partners Bates Wells and Farrer & Co.

These seminars provide an invaluable opportunity to meet fellow trustees and senior staff from endowed foundations and to feel empowered to engage in discussions about their foundation’s investments. Topics include the role of mission and values, the legal context, deciding what to spend, and the technicalities of investment – from risk and return to asset allocation and understanding costs, including the latest CC14 Guidance.

The seminars also provide a basic introduction to implementing best practice, as highlighted in the ACF publication, Investment: The Pillars of Stronger Foundation Practice

Attendance is free for ACF members. The seminars are suitable for those new to investment as well as experienced investors who are new to the foundation context. Non-members are welcome to attend for a fee. Please note, the seminars are not open to participants who are employed in the investment consultancy or investment management industry.

 

Next seminars: 2-3 November 2026

The seminars will take place in central London, in person. View the draft programme.

Learn more and book.

 

For any queries about investment seminars, please email [email protected].  

Information, communications and/or opinions shared at ACF and SIIG events are not intended, and should not be considered, as investment, tax, financial, or legal advice. Investors must make their own decisions, or seek independent advice.

 

 

You're in good company...

“It was thorough, interesting with an excellent group of presenters” — previous participant

 

“The seminars covered a really good range of topics and helped me to understand what I should be focusing on” — previous participant

 

“An added benefit for me was to connect with people from other similar organisations” — previous participant

 

ACF runs a number of other Investment learning programme events throughout the year. Members can access recordings of these sessions here. For further information on our Investment learning programme, please email [email protected].

 

 

ACF is very grateful to our Official Partners for hosting the investment seminars and sharing their expertise with our members.

ACF is also very grateful to our corporate partners for sharing their expertise with our members.

 

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