Held at the Welcome Collection and the first of its kind, the conference will be a forum with some of the greatest minds in philanthropy offering their perspectives on key insights and themes including:
‘Where and How to Give: assessing the impact of your giving’ and ‘How to align your philanthropic goals with your financial investments’
The conference will begin with a keynote session by one of Prism’s clients and successful hedge fund owner and philanthropist, Stuart Roden. The keynote will be followed by a panel discussion with Greenwood Place and New Philanthropy Capital (NPC), on how to assess the impact and output of a donor’s philanthropy and measuring the effectiveness of giving.
Following this, the audience will have a chance to explore the questions to consider when embarking on philanthropy. Within the second session we will look at the different ways of making tax effective contributions, review purposeful business and close with insight into sustainable philanthropic capital investment. The final session will be a panel discussion with a mixture of operational experts and donors in the philanthropy space. They will bring their years of experience and expertise and each talk in a personal capacity; before we disperse into networking and drinks.
- 3.45 – 4.15pm Registration
- 4.20 – 4.35pm Keynote opening
- 4.35 – 5.25pm How to assess impact and output
- 5.35 – 6.25pm The pathway to giving
- 6.25 – 7.15pm Closing panel: The power of philanthropy
- 7.15 – 8.15pm Networking & drinks reception
The Keynote Opening will be delivered by Stuart Roden
Session 1 - Journey of Philanthropy
The first session will be a panel discussion with Greenwood Place, New Philanthropy Capital (NPC) and Acorn Capital Advisers, on how to assess the impact and output of a donor’s philanthropy and measuring the effectiveness of giving. The session will be chaired by Prism Trustee James Libson.
Amy is Acorn Capital Advisers Philanthropy, Impact Strategy and multi-generational wealth expert.
She works with families to design philanthropic strategies and incorporate impact investing in their portfolios. She worked for a number of years with Merrill Lynch Private Executive Services and been engaged with impact strategies since the early 1990’s.
Amy is a trustee of the children’s charity, Right to Play UK and sits on the Advisory Board of Open Briefing. She managed the Charities Aid Foundation (CAF) American Donor Fund business development and strategy.
James is Chair of the Board of Trustees at Prism the Gift Fund.
He is a litigator who acts mainly for individuals and families in global commercial disputes, and employment and reputation matters. He has been involved in a number of the highest profile cases of the last 20 years, including acting for Deborah Lipstadt in her defence of the claim brought against her by the holocaust denier, David Irving (which case was made into a film, Denial); for Gina Miller in both her recent Supreme Court challenges relating to Article 50 and prorogation; for the Jewish Labour Movement in its referral of the Labour Party to the EHRC; and for several other politicians of all hues over the last 15 years or so.
He has the privilege of currently chairing Prism and has sat as a trustee and chaired several charities, including World Jewish Relief between 2011 and 2016, the UK Jewish community’s leading international development charity.
Liz specialises in effective philanthropy, strategy, impact and change readiness. She has a special interest in supporting environmental organisations and bridging the divide between social and environmental charities.
She has over 20 years’ experience in the charity sector including with the British Red Cross, Girlguiding UK, VSO and the Challenge Network. In a personal capacity, Liz is a trustee of the Environmental Funders Network, as well as the charity Pesticide Action Network UK, and is an advisor to the community interest company Just One Tree.
Sonal Shah is a Partner at Greenwood Place. Before joining the Greenwood Place team, she was Chief Executive of The London Community Foundation where she worked from 2009 to 2016, having joined the organisation in 2005 under its previous incarnation as the South East London Community Foundation.
Under her leadership, the Foundation was transformed into a leading London grant maker and community philanthropy charity investing around £5 million a year into a vast range of social issues across the capital. Sonal is currently a trustee of the think tank Centre for London and has also served as a trustee of UK Community Foundations.
Session 2 - Journey of Philanthropy
Within the second session we will look at the different ways of making tax effective contributions, review purposeful business and close with insight into sustainable philanthropic capital investment.
He provides strategic Environmental, Social and Governance (ESG) advice and purpose-driven insight to help clients navigate the opportunities and risks presented by a rapidly changing world.
Alexander is a trusted advisor to typically international clients, with more than 15 years legal and global consultancy experience. He acts for families in relation to their personal, business and philanthropic interests; businesses seeking transition to more sustainable and resilient ways of working.
He was the founding CEO of the charity Stop Ivory; head of the Secretariat to the inter-governmental Elephant Protection Initiative; and is a Chairman of Tusk Trust.
He is a Fellow of the Royal Geographic Society and a Conservation Fellow of the Zoological Society of London (ZSL). In 2018 the ZSL named him its Conservationist of the Year in recognition of his work supporting African governments in combatting the illegal ivory trade and in elephant conservation.
Catherine is head of Family Office Services at BDO. She advises families and family offices around family office establishment, family governance and philanthropy. She believes that when families understand their values and the purpose of their wealth, they can build on much stronger foundations and, by aligning their structures and activities with this, create sustainable long-term solutions.
She has worked with family offices for over 15 years, gaining a unique perspective from the combination of roles she has held. This has included heading a private office and sitting on the board of three international trust companies (Salamanca Group) and coordinating wealth structuring with investment management (Barclays Wealth). This all built on her training as a private client lawyer at Allen & Overy. Recognized as a thought-leader in the family office industry, Catherine has previously been named as one of EPrivate Client’s 50 Most Influential and is one of Family Capital’s Top 100 Family Influencers 2020. She has written, spoken and been interviewed on topics ranging from next generation planning to impact and sustainable investing.
Catherine has an MA in Jurisprudence from Oxford University, is a Trust & Estates Practitioner (STEP) and Certificated Family Business Adviser
Dr. Christopher Kaminker is Head of Sustainable Investment Research & Strategy at Lombard Odier. He leads a team responsible for cross-asset sustainable investment research, strategy, economic analysis, data science and product development. He also oversees Lombard Odier Investment Manager’s active ownership and stewardship efforts.
Prior to Lombard Odier, he worked at SEB, a Nordic financial banking group, where he was head of sustainable finance research and a senior advisor in the merchant banking division. Dr. Kaminker also spent 7 years as the lead economist and policy advisor for sustainable finance at the OECD. He represented the OECD as delegate to the G20 and Financial Stability Board and SEB on the Executive Committee of the Green Bond Principles.
He is an author of over 30 peer-reviewed publications on sustainable finance and a Fellow of the Royal Geographical Society. He received his doctorate Oxford University, post-doc at Stanford University, and masters from the School of International and Public Affairs at Columbia University.
Penny joined Sanlam in 2017 and is CEO of the Private Wealth business. She has over 30 years advising charities, trusts, private clients and families. Previously Penny was Managing Director at Rothschild and Fleming Family and Partners. Before Joining Sanlam, Penny was Head of Private Client, Marketing and Distribution at Close Brothers Asset Management. At Close she established the Trustee Leadership Programme and was responsible for their broader service to charities and philanthropists. Penny holds the Diploma in French Civilisation from La Sorbonne. She graduated from Manchester University with a BA Honours in English and Italian and trained in financial planning and investment management. She is PCIAM qualified and is a trustee of Prism: the Gift Fund, Pennies, the Digital Charity Box and sits on the PIMFA board. She sits on the Advisory Boards for various Arts and Music charities.
Session 3 - The Power of Philanthropy
The third and final session will be a panel discussion with a mixture of operational experts and donors in the philanthropy space. They will bring their years of experience and expertise and each talk in a personal capacity.
Erica Wax launched Impact 100 London, a collective philanthropy focused on women and girls in London, in February 2020. Erica’s experience spans politics, the private sector and non-profit organizations. She has a life-long passion for providing skills and opportunities to young people so that they can realize their potential, and also for empowering women and girls. While at Merrill Lynch in New York, Erica co-founded and ran a charity called Girls Career Workshop. For the last six years, she has been an active Governor at Ark Elvin Academy in Wembley, London. She is also on the UK Advisory Board of Room to Read, the Advisory Board of The Sutton Trust, and the Harvard Kennedy School Global Policy Council.
A highly successful businessman who has been involved in dozens of companies, Bill is a passionate philanthropist with a particular interest in providing opportunities for young people across the UK.
Overwhelmed by the positive impact of the Bolton Lads and Girls Club when he became Chairman in 2008, Bill set up OnSide Youth Zones, a charity providing safe, inspiring, state-of-the-art facilities for young people in their leisure time. Over 20,000 people already enjoy his centres, with an aim to have 100 built across the UK.
Awarded the CBE in 2013, Bill received a Beacon Award for Philanthropy and was made High Sherriff for Cheshire in 2015.
Matthew Bowcock is a founder and Chair of the Beacon Collaborative, a collective impact campaign to change the levels of private assets used for public good in the UK. He was previously Chairman of UK Community Foundations, a member of the Philanthropy Review Board, a National Council Member of the Arts Council of England and a trustee of The Philanthropy Workshop, Philanthropy Impact and the Watts Gallery. In 2012 he authored a report for the Secretary of State for Culture, Media and Sport called “Digital Giving in the Arts – Democratising Philanthropy.” Through the Hazelhurst Trust he has focused his own philanthropy on community projects, social impact of the arts and developing more and better philanthropy.
His background is as a technology entrepreneur and he has established several businesses in Australia, the US and the UK.
Nicola Brentnall is Chief Executive of The Queen’s Commonwealth Trust and has been with the organization from inception. She has been responsible for the development of QCT’s proposition, governance, values, brand and fundraising.
Nicola has over twenty years’ senior leadership experience in the voluntary sector, working across youth, the arts and mental health. She has seen the extraordinary talent, tenacity and generosity of young people throughout her career and it is their example that has inspired all that is The Queen’s Commonwealth Trust today.
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