Investment management firm Brewin Dolphin has announced the Archbishop of Wales as the keynote speaker for its Wales Charity Seminar which is to be held on July 2nd at St David’s Hotel in Cardiff.
Dr Barry Morgan will join an impressive line-up of speakers from the voluntary sector at the event.
Under the theme ‘delivering long-term sustainable investment’, the Archbishop will discuss the social, moral and ethical dilemmas facing charity trustees in determining long term investment policy.
The seminar, which is expected to attract over 100 charity and voluntary sector executives, trustees and advisors, will also consider the constraints on funding many charities are now facing as well as the requirement to become more self-sufficient in terms of income generation.
Guests will also hear from Geraint Talfan Davies OBE, Chairman of the Welsh National Opera (WNO), Andrew O’Brien, Head of Policy and Public Affairs at Charity Finance Group (CFG) and Matt Brown, Communities Investment Fund Manager at Wales Council for Voluntary Action (WCVA).
WNO appointed Brewin Dolphin last year to manage a portfolio of endowment and long-term funds to meet its specific needs for growth and income within its ethical framework. Mr Talfan Davies will discuss how their long term strategy has been developed and the challenges the charity faced in doing so.
Championing best practice in finance management in the voluntary sector, Andrew O’Brien of CFG will consider the policy environment in relation to social and sustainable investment. While Matthew Brown of the WCVA, umbrella body of the third sector in Wales, will look at strategies to compensate for falls in Government funding.
David Myrddin-Evans, head of Brewin Dolphin Wales, said: “This flagship event offers guests an opportunity to engage with a host of speakers from across the voluntary sector and beyond.
“I am delighted by the line-up of speakers we have gathered and am particularly pleased to be able to welcome our keynote speaker Dr Barry Morgan, Archbishop of Wales.”
“The main thrust of the seminar will focus on the issues facing charities when planning the long-term sustainability of their investments and income streams within a socially responsible context. Specifically, we will be looking at the change in emphasis away from grant funding towards more sustainable income streams and possible solutions to the problems faced by charities looking to generate a return from their reserves.
“Given the constraints on funding many charities are facing, this is sure to be an informative and thought-provoking session.”
Dr Barry Morgan, the Archbishop of Wales, said: “How and where we invest our money can say a lot about us. If we believe in values such as justice, equality and respect for others we need to reflect that as much as possible in our investments – literally putting our money where our mouth is. I am delighted to be speaking at this conference as it is helping to bring the concept of ethical investment from the fringes of the financial world into its mainstream.”
Those interested in attending should email firstname.lastname@example.org or call 02920 340100.
Brewin Dolphin has been investing on behalf of charities for over 60 years and has a substantial presence in the charity fund management industry. It currently looks after funds of £2.9bn on behalf of more than 1,900 UK charities. The 2014 Annual Charity Finance Fund Management Survey ranks Brewin Dolphin as the 7th largest charity investment manager in the UK.