This year’s conference will explore Fostering Financial Resilience - empowering charities to navigate uncertainty, align their investments with their values, diversify income, and plan confidently for the future.
What to expect
Through a series of focused sessions aligned to our core theme, we will cover:
The economy and changing shape of markets
Charity law review and update
Responsible investment in an AI landscape
After presentations, attendees will have the opportunity to network with peers and sector specialists, sharing ideas and approaches to building resilience in an evolving landscape.
Agenda
9:00 - 9:25
Registration
09:25
Welcome
09:30 - 10:00
Accurate at the time of printing… a market update
10:00 - 10.20
'Writing your investment policy' - Caroline Gee, Evelyn Partners
10:20 - 10:50
Lawyer (TBC)
10:50 - 11:20
AI and the energy transition - Luke Hunter, Evelyn Partners
11:20 - 11:40
Break
11:40 - 12:10
Accountant (TBC)
12:10 - 12:40
The evolving philanthropy and funding landscape – Monica Brown, Ludlow Trust
12:40 - 14:00
Lunch and close
Spaces are limited - we encourage early registration to secure your place.
Time & Location
Evelyn Partners, 103 Colmore Row, Birmingham, B3 3AG
