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About This Event

Evelyn Partners would like to invite you to our annual London Charity Conference taking place on Thursday 21 September 2023 at our London office.

We are delighted to welcome sector specialists as well as familiar faces from Evelyn Partners providing updates on recent changes to charity regulation, the next decade’s major investment themes, preventing fraud, the practical application of your charity’s ESG lens and so much more.

9:00 : Registration

Breakfast and networking

9:30 : Welcome

Evelyn Partners introduction

9:35 : State of the Charity Sector: challenges and opportunities

Elizabeth Jones, Partner, Farrer & Co

10:05 : Panel discussion: Spotting and Preventing Fraud

Amanda Smith, Director, Assurance and Business Services, Evelyn Partners

Andrew Manning, National Partner and Head of Risk Advisory, Evelyn Partners

Annabel Kerley, Partner, Forensic Accounting, Evelyn Partners

10:45 : Break

Mid-morning break

11:05 : Breakout Session A

Breakout 1- Making your charity's reserves work harder

Caroline Connell, Managing Partner, Evelyn Partners

Josh Gillam, Associate Director, Evelyn Partners


Breakout 2 - Global Market Update

Daniel Casali, Partner, Evelyn Partners

11:35 : Breakout session B

Breakout 3 - Practical application of your ESG investment lens 

Emma Moffat, Investment Manager, Evelyn Partners


Breakout 4 - Megatrends that will shape markets over the next decade

David Goebel, CFA, Associate Director, Evelyn Partners

12:05 : Break

Refreshment break

12:20 : Discussions with a Charity Champion and Social Entrepreneur

Ian Joseph, Russam GMS, Trustees Unlimited, Step on Board

12:50 : Lunch

Buffet Lunch and Networking

14:30 : Close

Event finishes


Elizabeth Jones

Elizabeth Jones

Farrer & Co

Amanda Smith Risk advisory
Director, Risk Advisory

Amanda Smith

Risk advisory

Andrew Manning Assurance and accounting
Partner, Risk Advisory

Andrew Manning

Assurance and accounting

Annabel Kerley Partner, Head of Fraud and Financial Crime
Partner, Head of Fraud and Financial Crime

Annabel Kerley

Forensic services

Daniel Casali Investment management
Chief Investment Strategist

Daniel Casali

Investment management

Emma Moffatt
Investment Manager

Emma Moffat

Investment management

David Goebel Investment management for you and your family
Investment Strategist

David Goebel

Russam Ian
Managing Director

Ian Jospeh

Russam GMS, Trustees Unlimited, Step on Board

Caroline Connell
Managing Partner

Caroline Connell

Investment management

Associate Director

Joshua Gillam CFA

Investment management

Time & Location

45 Gresham St, London EC2V 7BG, UK
09:00 - 14:30 GMT

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