Charity Symposium

18 April 2018

IET London
18 April, 1:30 pm-6:30 pm
18-04-2018 01:30 PM 18-04-2018 06:30 PM Europe/London Charity Symposium We look forward to welcoming you to Rathbones Charity Symposium 2018. If you have any access or dietary requirements, please contact Christopher McCarthy in the London Office on 020 7399 0272 or email to let us know. We will also be happy to answer any questions you may have regarding the event. Kind regards Rathbones’ charities team IET London, Savoy Place, London WC2R 0BL Rathbones false DD/MM/YYYY aNGVEfXMBzvMWsNhomlg19467

Leadership and governance in challenging times

We would be delighted if you would join our seventh Charity Symposium, Rathbones' flagship training event for charity trustees.

The Symposium offers an opportunity to engage in discussions on topical charity investment issues with Rathbones' charity team as well as a valuable networking opportunity with the guest speakers and fellow charity investors and trustees.

1.30pm Registration and refreshments
2.00pm Welcome by Andy Pitt, head of charities – London
2.10pm Disruptive technologies – Rathbones' presentations and Q&A
3.25pm Break
3.35pm Leadership and governance – guest speakers
4.40pm Panel Q&A hosted by Jonathan Dimbleby
5.15pm Drinks and networking reception
6.30pm Close



Disruptive technologies – Rathbones' presentations and Q&A

Will the robots take your jobs?
Edward Smith CFA, Head of Asset Allocation Research
Personalised medicine is coming to a clinic near you
Mona Shah, Head of Collectives Research
How the revolution in battery technology could transform our world
Sanjiv Tumkur, Head of Equity Research

3.35pm Leadership and governance – guest speakers

Nicky Moffat 
Former Brigadier, British Army
Ebony Rainford-Brent 
Former England cricketer
Simon Hopkins 
CEO, Turn2us
4.40pm Panel Q&A hosted by Jonathan Dimbleby

Register for Charity Symposium

Register for Charity Symposium - 18 April 2018

Complete the short form below to register for our seventh Charity Symposium.

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We’re sorry you are unable to join us for Rathbones Charity Symposium 2018. Please click here to download our report on disruptive technologies or view our latest publication on financial governance Financial governance – a gentle guide for the non-financial charity trustee.

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About the speakers

Jonathan Dimbleby - panel host

Jonathan Dimbleby is one of Britain's most respected broadcasters. After stepping down as presenter of ITV's flagship current affairs programme, Jonathan Dimbleby, he continues to chair Any Questions, BBC Radio 4’s round-table political debate programme. A one-time organic farmer, Jonathan Dimbleby is former president of the Soil Association and vice president of the Council for the Protection of Rural England. He is also chair of Dimbleby Cancer Care.

Nicky Moffat - former Brigadier, British Army, guest speaker

Nicky was the British Army’s highest ranking female officer, stepping down as Brigadier after 30 years in leadership roles. As HR director she was in charge of promotion, appointment and development. Having led diverse groups within a traditional organisation, Nicky explores how to attract and retain a wealth of talent amid rapid and significant changes of threat, policy, technology and resources. She also sets out the role of leaders in driving inclusive change.

Simon Hopkins - CEO, Turn2us, guest speaker

Simon Hopkins has been chief executive officer of Turn2us since October 2014, having spent a year as deputy CEO. He moved into the voluntary sector in 2010, following a career in financial services and central government.

Simon started his career in finance, qualifying as a chartered accountant with KPMG in London. He subsequently held a series of senior financial positions in commerce, specialising in financial strategy, commercial finance and business development. He was then director of Financial Planning and Analysis at HM Revenue and Customs between 2007 and 2010.

In 2014, he was the recipient of a special recognition award for his contribution to financial leadership in the third sector and was one of Citywealth's top 10 charity CEOs for 2016.

Ebony Rainford-Brent - former England cricketer, guest speaker

Ebony threw herself into sport as a way of escaping the environment in which her brother was stabbed. She became the first black woman to play cricket for England, retaining the Ashes and winning the Women's World Cup and the World Twenty20 title in a single year. She is now Test Match Special’s first female analyst and director of Women’s Cricket at Surrey, training and mentoring management and players alike. She focuses on peak performance in her speeches and believes in the importance of making small changes, both mental and physical, in order to force overall change and argues that mindset is key to making those changes. 

Edward Smith CFA - Head of Asset Allocation Research, Rathbones

Edward supports Rathbones’ investment process with proprietary macro-based, multi-asset research and is a member of the strategic asset allocation committee.
Starting his career at BlackRock, working with liability-driven investment solutions for institutions, Edward joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was global strategist and co-lead manager of their Risk Enhanced Multi-Asset Portfolio service.
He is a CFA charterholder and a member of the Continuing Education committee for CFA UK, helping to set the educational agenda for the investment analyst profession and ensuring it keeps abreast of the very latest ideas. Edward has completed a course in Quantitative Economic Methods at Birkbeck, University of London and received an MA from the University of Oxford. He is a member of the Society of Business Economists.

Mona Shah - Head of Collectives Research, Rathbones

Mona is Head of Collectives Research for Rathbones, responsible for fund selection and due diligence across a range of long only and alternative investment strategies. She sits on Rathbones’ Collectives Research and Strategic Asset Allocation Committees. She also assists the Rathbone Multi-Asset Portfolios team with their collectives’ investments.
Mona joined Rathbones ten years ago as a graduate and has consistently been named in the Citywire top 100 Fund Selectors in the UK. She has a first class joint honours degree in Economics and Politics from the University of Bristol and is a CFA charterholder.

Sanjiv Tumkur - Head of Equity Research, Rathbones

Sanjiv started his career at Morgan Grenfell Asset Management (later Deutsche Asset Management) in 1996 where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid cap companies and later moved to Investec Wealth & Investment. Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.


IET London
2 Savoy Place

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