Charity roundtables and seminars – upcoming events

Join Quilter Cheviot and Mishcon de Reya for a charity seminar, featuring guest speaker Professor Peter Frumkin. This is a valuable opportunity for charity trustees to gain insights from sector specialists, who will provide updates on the latest investment, governance, and philanthropic developments that are shaping the future of the charity landscape.

Updates include:
Charity sector insights and governance tips
Reflecting on her time as the charity regulator’s most senior lawyer, Aarti will share her insights into the evolution of the regulator and future direction of the charity sector, covering key sector and regulatory trends, recent high profile regulatory cases and practical governance tips for charities.
Delivered by: Aarti Thakor, Charities Partner – Mishcon de Reya LLP.

Panel discussion: The evolution of Responsible Investment under a Trump Presidency
As we navigate the complexities of an evolving landscape amidst the political climate shaped by US President Trump’s anti-ESG and DEI stance and the differing regulatory environments between the US, Europe, and the UK, it is more crucial than ever to understand the implications this has for Responsible Investment. This coupled with the ongoing conflicts in Ukraine and the Middle East and rising geopolitical tensions, have led to a shift in the current and future state of how companies approach ESG considerations and sustainability. The panel will explore how the landscape has shifted and what the implications are for charity investment portfolios.
Delivered by: Gemma Woodward, Head of Responsible Investment, Howard Jenner, Executive Director, and Chris Beckett, Research Analyst – Quilter Cheviot

Guest speaker
Professor Peter Frumkin, Academic Director of the Gradel Institute of Charity at New College, University of Oxford, will address the question – Are there lessons to be learnt from the US charity sector?

Join us for an extra special ‘Meet the Manager’ event as we celebrate the fifth anniversary of the Quilter Cheviot Global Income & Growth Fund for Charities. During the roundtable, you will have the opportunity to quiz Howard Jenner, the Fund Manager, on all areas of investment, from how the Fund is invested to the outlook for markets.

This event also offers a fantastic opportunity to connect with other charities, (investors and non-investors in the Fund) as well as raise any other topical issues facing the charity sector (investment related or not).