Connecting charity leaders with what they need to know
Evelyn Partners would like to invite you to our in-person Charity Investment Conference in Edinburgh, where we will have a range of interesting internal and external speakers talking about Charity Mergers, Investment Risk for Charities, Managing Charity Cash Reserves and the Impact of Trump on Investment Markets. Additionally, we are delighted to be joined by renowned speaker Jenny Graham, a Scottish endurance cyclist, who in 2018 became the fastest woman to cycle around the world unsupported.
The formal sessions will be followed by drinks and networking. Timings, locations and the link to register are shown below.
Agenda
14:00
Registration
14:10
Welcome - Keith Burdon, Evelyn Partners
14:15
Investment Risk for Charities - Debbie Hair & Laura Croenen, Evelyn Partners
14:45
Investment Market Update - Daniel Casali, Evelyn Partners
15:15
Comfort Break
15:25
Managing Charity Cash Reserves - Eline Lofgren, Evelyn Partners
15:40
Charity Mergers - Kenneth Pinkerton (Brodies), Mark O’Donnell (O'Donnell Associates) & Lesley Kelly (Midlothian Community Action)
16:15
Coffee First, Then The World - Jenny Graham - Scottish Endurance Cyclist
17:00
Drinks & Networking
Risk warning
The value of investments, and the income from them, may go down as well as up and investors may get back less than the amount originally invested.
Time & Location
Royal Scots Club, 29–31 Abercromby Place, Edinburgh, EH3 6QE
