Philanthropists Responding Strategically: The Maverick Experience
How can professional advisors (private client advisers, wealth management, private banking, independent financial advice, tax and legal sectors) to (U)HNWIs meet the growing demand from clients for:
• Support on living their values
• Fulfilling their motivations to give back
• Achieving financial and philanthropic goals
Often, clients are now looking to professional advisors for more than advise on financial performance, but also how to reach their impact-driven and sustainably-minded objectives whether it be philanthropic or social/impact investment activities.
Learn about PSI's Maverick Collective, a model of experiential philanthropy that brings together female philanthropists, including next gen inheritors, to amplify their impact for women and girls world-wide. Through a shared journey that invites hands-on-experience in the projects they fund, Maverick members become informed advocates, innovative leaders, and strategic investors in social impact.
Professional advisors have played a key role in connecting their clients with Maverick Collective and supporting them on their impact investing journey.
The discussion will include:
• The transformative journey of Maverick Collective members who deeply engage in the projects they are funding, as well as the impact of this hands-on approach for next generation social investors.
• Giving trends and the role of professional advisors in catalysing big impact while enhancing their role as trusted advisors.
• How to understand client goals and motivations.
• Innovative models of philanthropic investment and social impact engagement for (U)HNWIs.
Chair: George King IV, Partner, MASECO Private Wealth
Panel: Catherine Dovey, Co-Founder of the Beacon Collaborative; Alexandra Idol, Maverick Collective
Member; Shaline Gnanalingam, Maverick Collective Member
Speaker Bios
George King
George is a Partner at MASECO Private Wealth and a senior investment professional with 25 years of financial markets experience who advises high net worth families on their cross border financial needs.
For the first decade of his career, George was doing primary investment research as a Financial Analyst (CFA), spending most of that time as an Institutional Investor-ranked analyst at Credit Suisse First Boston in New York. Though responsible for a range of consumer industries, his notable coverage was the dynamic TMT (telecom, media and technology) sector. The second half of his career has been focused on working with high net worth investor clients, principally with AllianceBernstein (AB) and Royal Bank of Canada (RBC). Working in New York, Miami and London, George has experience advising a very broad range of investors around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes. George has played a key role in helping to build wealth management businesses for both AB and RBC, across Florida and in London. He is a frequent speaker at industry conferences, writes for and is quoted in a range of publications, and makes regular appearances on TV and radio programs. Passionate about the critical importance of the intersection of wealth planning and investment management, he has earned a Certificate in Financial Services – Trusts and Estate Planning from the Society of Trust & Estate Practitioners (STEP). As an American expat in the UK, George has lived through the issues on which he now advises US clients residing in the UK and elsewhere outside the US.
Catherine Dovey
Cath is a co-founder of the Philanthropy Collaborative and is the lead coordinator for a number of the activities of the Beacon Collaborative. Formerly a co-founder of Scorpio Partnership, the global wealth management strategy and research firm, she led the firm’s high-net-worth and strategy research capabilities for two decades. In the field of philanthropy, Cath headed Scorpio Partnership’s global research work with major donors, family givers and family foundations. Cath chairs Philanthropy Impact and Rosa, the UK fund for women and girls. She is an advisory board member of the Family Office Association in the US and the Managing Partners Forum in the UK.
Alexandra Idol
Alexandra is a partner and board member of Rosehill Investors where she focuses on strategic growth investments and philanthropic initiatives. She began her career in Morgan Stanley’s private equity and investment banking division and is currently a board member on the Next Gen Advisory Council at Rockefeller Capital Management. Alexandra has held leadership roles in both the retail and beauty sectors at Michael Kors and Charlotte Tilbury Beauty.
Alexandra is a founding member of MaverickNext and a founding co-member and Giving Circle Associate of Maverick Collective. She is also a member of Nexus Global, President of the Idol Family Foundation, and an active junior board member of both God’s Love We Deliver and Harlem Academy.
Alexandra received an MBA from The Wharton School at the University of Pennsylvania with a double major in Operations and Entrepreneurial Management and a BSBA from Villanova University with majors in Marketing and Finance.
Shaline Gnanalingam
Shaline has spent 17 years in the finance industry, working in banking and private equity in Asia. She now runs her family office out of Hong Kong and is spearheading the transition from a traditional asset allocation model to impact investing to better align with family values while creating triple bottom line performance. Current impact projects are environmentally focused, in an effort to create a cleaner future for generations to come. Shaline is passionate about bringing corporate best practices by tying together her experience in finance and investing to streamline the social enterprise model at PSI.
Shaline serves on the board of Westports Malaysia, the largest port operator in Malaysia. She has an MA in Economics from the University of Cambridge and an MBA from the University of Chicago Booth School of Business. Born and bred in Malaysia, Shaline now lives in Hong Kong with her husband, three sons and dog.
Terms and conditions
Prior registration is required. Following registration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web-event.
Please note we can only accept credit/debit cards as methods of payment for the web-event. Payment must be made by credit/debit card at time of booking. It is regretted that refunds of purchased of web-events are not permissible, nor bookings transferable to another participant/registrant name. All bookings are considered binding once the online registration form is submitted and booking completed.
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