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About this event

Evelyn Partners' annual London charity conference will take place on Thursday 26 September at our London office. 

 

We are delighted to welcome familiar faces from Evelyn Partners to discuss the economic market, practical solutions to net zero and so much more. We will also be joined by guest speakers Caron Bradshaw OBE, CEO of Charity Finance Group who will share her experiences and learnings throughout her tenure working in the charity sector, and Jayne Adams of McCarthy Denning who will look at the current state of the Charity Sector. 

Agenda

  • 09:00 - Registration and breakfast

    .

  • 09:30 - Welcome

    .

  • 09:35 - State of the charity sector - Challenges and opportunities

    Jayne Adams, McCarthy Denning

  • 10:05 - Panel discussion - Practical solutions to net zero

    Caroline Gee, Pranav Nadkarni, Katrina Brown, Nick Murphy, Andrew Manning

  • 10:45 - Break

    .

  • 11:05 - Breakout 1: Divided states of America - A look ahead to the US election

    Rob Clarry, Investment Strategist, Evelyn Partners

  • OR

    .

  • Breakout 2: VAT update

    Owen Burn, VAT Director, Evelyn Partners

  • 11:35 - Breakout 3: Preserve and grow - Is 'boring' best?

    Emma Moffat, Investment Manager, Evelyn Partners

  • OR

    .

  • Breakout 4: The role of cash in a variable inflation environment

    Christian Flackett, Partner, Investment Management, Evelyn Partners

  • 12:05 - Break

    .

  • 12:20 - Discussions with a charity champion

    Caron Bradshaw OBE, CEO of Charity Finance Group

  • 13:00 - Buffet lunch

    .

  • 14:30 - Close

    .

Speakers

Caroline Gee Investment Management
Head of Charity Business Development

Caroline Gee

Investment management

Andrew Manning Assurance and accounting
Partner, Risk Advisory

Andrew Manning

Assurance and accounting

Pranav Nadkarni Advisory consulting
Director, Advisory Consulting

Pranav Nadkarni

Advisory consulting

Nick Murphy Investment management
Head of Charities, Investment management

Nick Murphy

Investment management

Emma Moffatt
Investment Manager

Emma Moffat

Investment management

Rob Clarry Associate director
Associate director

Rob Clarry

Investment management

OB Profile
Director

Owen Burn

Business tax

Christian Flackett Investment management
Partner, Investment management

Christian Flackett

Investment management

Jayne Adams
McCarthy Denning

Jayne Adams

Caron Bradshaw
CEO

Caron Bradshaw OBE

Charity Finance Group

Director, Responsible Investment

Katrina Brown

Time & Location

45 Gresham St, London EC2V 7BG, UK
09:00 - 13:00 GMT

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