WHY ATTEND

This event will address issues related to the:

• Trends towards responsible investment (including impact, SRI and ESG investment)
• Concept of avoiding harm vs doing good in developing an investment portfolio
• Cuture of philanthropy and social investment and where it fits in the impact return investment spectrum
• Role played by professional advisers (that is private client advisers, wealth management, private banking, independent financial advice, tax and legal) to (U)HNWI enhancing their  relationship withclients by upporting them through the journey into impact investing which is aligned with their values

There is a growing interest in impact investment and an increasing number of clients are looking for ethical investing options.

Understand the investor mindset is crucial to support the impact ecosystem where the right kind of organisation must match with the right type of finance and investor.

The panel will discuss whether impact investing is working. What has gone wrong? Successes? What improvements need to be made to be able to invest to scale? How supportive and competent are professional advisers to guide their clients in social impact investing and philanthropy? What are the issues related to measuring impact and reporting? Is it a solution to achieving the sustainable development goals (SDGs)? How is the power of millennials and women of wealth influencing a shift to impact investing?

Chair: Rennie Hoare, Partner and Head of Philanthropy, C Hoare & Co

Panel: Luke Fletcher, Partner, Bates Well Braithwaite

          Catherine Howarth, Chief Executive, Share Action

          James Broderick, Impact Investor and Board Member, Impact Investing Institute

          Maria Elena Drew, Director of research for Responsible Investing, T. Rowe Price

Download the event flyer as a PDF

Philanthropy Impact would like to thank C Hoare & Co for generously hosting this event