| Social investment: coming of age? - London Symposium |
|
|
|
| EAPG Other Events | |
|
Thursday 7th October 2010 EAPG, Charity Bank and Berwin Leighton Paisner LLP invite you to a half-day symposium Social investment: coming of age? Time: 13:00 for 13:30pm start- 17:30pm followed by networking reception. Venue: Berwin Leighton Paisner’s client meeting rooms, behind their Head Office, near Bank/Monument stations . Agenda 13:00 Networking (tea, coffee on arrival) 13:30 Welcome Martin Paisner, CBE (Head of Charity Law Group, Berwin Leighton Paisner LLP) 13:40 Keynote Lord Philips of Sudbury 14:00 Panel 1 What is social investment and what is the legal framework governing it? What future legal challenges will be necessary for social investment to develop within the charitable sector? This session will be led by Neasa Coen and Tora Smith (Charity Law Group, Berwin Leighton Paisner LLP) and will include a consideration of topics such as what is permissible under current law, trustees’ duties in relation to investment, the regulatory framework for social investment and whether this is conducive to supporting social investment. The speakers will also discuss what future legal changes might further the development of social investment. 14:45 Panel 2 What do you do with your money? Should/Can a Foundation be more than an investment company that uses some of its excess cashflow (or the interest on its endowment) for charitable purposes? What are the implications of this? How much risk are grant-maker-turned-investor prepared to tolerate? This panel will be chaired by David Carrington, Danielle Walker-Palmour (CEO of the Friends Provident Foundation), Robert Dufton (CEO of the Paul Hamlyn Foundation), Richard Maitland (Head of Charities, Sarasin & Partners LLP). 15:30 Break 15:45 Panel 3 What role does mainstream finance have to play in the development of the Big Society and the Big Society Bank?. This panel will be chaired by Malcolm Hayday, CEO Charity Bank. Other panel members to be confirmed. 16:30 Panel 4 What does the financial sector have to do better to grow social investment? What do the promoters of social business need to do better in order to justify the ‘supply’ of capital to this sector? What infrastructure is in place to support both ends? This panel will be chaired by Antony Ross, Executive Director Bridges Ventures . Panel members will include Caroline Mason, COO Charity Bank. Panel members will include Nick O’Donohoe (Global Head of Research, JP Morgan) and Caroline Mason (COO Charity Bank) and Rodney Swartz (CEO, Clearly So). 17:15 Closing remarks: Malcolm Hayday, Charity Bank and Sue Daniels, EAPG. 17:30 Networking reception Fees (payment required on registration)
Who should attend: Anyone interested in the area of social finance: philanthropists and individual investors; financial advisors; investment fund managers; asset managers; investment consultants; family offices; Charities including Trusts and Foundations e.g. COO, Finance Directors, and investment portfolio managers; professional advisers. To attend please
|
|



