We are delighted to welcome sector specialists who will discuss topics such as the current state of the charity sector and law including total return investing and the importance of cyber security for Charities.

We will also welcome familiar faces from Evelyn Partners who will provide an overview of Responsible Investment for Charities, an investment strategy outlook focussed on US and UK Elections, and a look at the next decade’s investment megatrends.

We will also hear from our keynote speaker Rae Brooke from the Merseyside Community Foundation and will conclude with a networking lunch.


  • 09:30


  • 09:50


  • 10:00

    The Charity Sector and Law - Graeme Hughes, Brabners

  • 10:30

    How Megatrends are Shaping Future Decades - Daniel Casali, Evelyn Partners Investment Management LLP

  • 11:00


  • 11:15

    Exploring Value Alignment in Charity Portfolios - Richard Griffith, Evelyn Partners Investment Management LLP

  • 11:45

    Cyber Security for Charities, Callum Maxwell - Evelyn Partners LLP

  • 12:15

    Break and Refreshments

  • 12:30

    US Election: Risks and Opportunities in the Divided States of America - Daniel Casali, Evelyn Partners Investment Management LLP

  • 13:00

    Discussions with a Charity Leader - Rae Brooke, Chief Executive, Community Foundation for Lancashire and Merseyside

  • 13:30

    Round up, Lunch and Networking

Time & Location

Evelyn Partners, 2nd Floor, Royal Liver Building, Liverpool, L3 1NY

Pier Head, Second Floor, Liver Bldg, Liverpool L3 1NY, UK
09:30 - 14:30 GMT

Watch Event