About

Friends Provident Foundation and EIRIS Foundation invite trustees and staff of mission-led asset owners to join us to explore why and how to utilise their endowments for mission and positive impact.


This is a peer-to-peer event with charitable foundation trustees and staff sharing their experience and insights with plenty of discussion. We will cover everything from making the case and getting started, to what to look for to identify good ESG and Impact investment managers, to integration and leveraging your endowment for maximum mission impact.


To help inform the discussions, we will be joined by chief executives, finance directors and trustees from different charitable foundations, plus relevant experts. These include Trust for London, Ashden Trust, Barrow Cadbury Trust, Jesuits in Britain, and Impact Investing Institute.




1
Day
14
Speakers
9
Sessions

Speakers

Peter Baxter
Peter Baxter
Trustee Trust for London
Colin Baines
Colin Baines
Investment Engagement Manager Friends Provident Foundation
Sarah Benioff
Sarah Benioff
Director Cripplegate Foundation and Islington Giving
David Bent
David Bent
EIRIS Foundation Trustee and Chair of the Board
Sian Ferguson
Sian Ferguson
Trust Executive Sainsbury Family Charitable Trusts
Felicity Mallam
Felicity Mallam
Executive Director Wates Family Charities
Stephen Muers
Stephen Muers
Chair of the Board of Trustees Friends Provident Foundation
Mark O’Kelly
Mark O’Kelly
Director of Finance and Administration Barrow Cadbury
Stephen Power
Stephen Power
Trustee Jesuits in Britain
Lisa Stonestreet
Lisa Stonestreet
Head of Communications & Charity Impact EIRIS Foundation
Sarah Teacher
Sarah Teacher
Executive Director Impact Investing Institute
Danielle Walker Palmour
Danielle Walker Palmour
Director Friends Provident Foundation
Peter Webster
Peter Webster
CEO EIRIS Foundation
Catherine Howarth
Catherine Howarth
Chief Executive ShareAction

Program

Stages
Conference room

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

Registration is open

9:45 AM - 10:10 AM

Welcome

10:10 AM - 10:20 AM
Stephen Muers Stephen Muers

Why and how to get started

10:20 AM - 11:15 AM
Stephen Muers
Danielle Walker Palmour
Felicity Mallam
Sian Ferguson

What does good ESG look like?

11:30 AM - 12:30 PM
Peter Webster
Colin Baines
Lisa Stonestreet
Stephen Power
Catherine Howarth

Lunch

12:30 PM - 1:15 PM

What does good impact investing look like?

1:15 PM - 2:15 PM
David Bent
Sarah Teacher
Peter Baxter
Peter Webster

What does integration of endowment with mission look like?

2:30 PM - 3:30 PM
Danielle Walker Palmour
Colin Baines
Mark O’Kelly
Sarah Benioff

Closing remarks

3:30 PM - 3:45 PM
Lisa Stonestreet Lisa Stonestreet
Ashbee Hall

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

Break

11:15 AM - 11:30 AM

Lunch

12:30 PM - 1:15 PM

Break

2:15 PM - 2:30 PM

Organisers

EIRIS Foundation
EIRIS Foundation
Friends Provident Foundation
Friends Provident Foundation

Contact information