London Charity Conference 2019

  • Date: 02 Oct 2019
  • Time: 09:00 - 14:00
  • Venue: Glaziers Hall, 9 Montague Close, London, SE1 9DD

Smith & Williamson would like to invite you to our annual London Charity Conference taking place on Wednesday 2 October 2019 at Glaziers Hall on London’s South Bank.

Glaziers Hall 02 10 2017 057 SKY ADJUSTMENT

Our conference this year will focus on Fundraising, ESG with a focus on climate change and will look at markets and other investment matters.  

We are delighted to welcome Gerald Oppenheim, Chief Executive of the Fundraising Regulator who will discuss standards in ethical fundraising and Stephen Richards from Withers who will talk about the opportunities of legacies fund raising. Antonios Panagiotopoulos from MSCI will discuss how investors can assess climate change, while Tom Latchford, CEO of will provide practical advice on how charities can raise funds online, there will also be some familiar faces from S&W providing updates on investments.

The half-day conference will include a panel discussion on how to incorporate climate change into your investment policy. Other topics which will be covered include:

  • fundraising
  • legacies
  • global economic and market outlook
  • incorporating climate change into your investment process
  • stress testing your investment portfolio
  • demystifying total return

Who should attend?

Trustees and senior executives from charities.

09:00 Registration and breakfast
09:30 Welcome and Introduction
Andrew Sykes, Non-Executive Chairman, Smith & Williamson
09:45 Ethical fundraising: How you can meet the standards
Gerald Oppenheim, Chief Executive, Fundraising Regulator
10:10 Legacies: What trustees need to know and how to maximise their potential
Stephen Richards, Partner, Withers
10:30 How Investors Assess Climate Change
Antonios Panagiotopoulos, Senior Oil & Gas ESG Ratings Analyst, MSCI
10:50 Panel discussion: How to incorporate climate change into your investment policy
Chair: Inno Van Den Berg, Partner, Smith & Williamson
11:20 Break
11:40 Breakout sessions
Smith & Williamson's latest global economic and market outlook
Daniel Casali, Head of Investment Strategy, Smith & Williamson 
Investing into the Future: S&W Responsible Investing
Kate Capocci, Investment Manager and Nick Murphy, Partner, Smith & Williamson
12:10 Breakout sessions
Scenario analysis: preparing your charity for uncharted waters
Philip Kelly, Associate Director and James Boycott, Associate Director, Smith & Williamson
Demystifying total return - factors to consider when deciding whether to adopt
Adrian Wild, Associate Director, Assurance and Business Services, Smith & Williamson
12:40 Break
13:00 Lessons from a journey of raising £50 million online
Tom Latchford, Director of, The Access Group
13:30 Lunch


Register your interest


Cookie Settings