Blog |

On 11 April 2013, we are staging another Charity Leaders’ Exchange event (click for details). This one has generated particularly significant and rapid interest. We have hardly started marketing the event, but we already have some 50 CEO’s and Directors attending.
Our panel includes, Tim Jones (CEO, Allia), Peter Borgers (Triodos Bank), Dr Rupert Evenett (NED, Social Investment Business), Julia Gray (Portfolio Director, Impetus) and Tom Hall (Director, Scope)
So, what’s the fuss? Our topic on the evening is focused on the “Social Investment Market”. In reality there are so many sub plots and themes that we are already considering holding a follow up morning conference (more detail to follow once put together), that might have a greater element of “training”. Some of the themes:
- Will our over-borrowed (local/central) Government force charities and social enterprises to raise funds in new ways, and with a very different risk profile?
- Does “payment by results” work, and what are the risks for charities AND the Government? Think PFI!
- Can you really make investment choices by measuring social impact? It’s hard enough measuring financial impact!
- Will we see active markets forming, trading social investment bonds….even charity equity?
Aside from running Knowledge Peers, I’ve a background in accountancy, corporate finance and successfully running a listed company. That creates another question in my mind, given the endless slog I faced getting my previous business ready for an IPO! How realistic is to expect (most) charities to become “investment ready”?
No doubt we’ll see a new wave of consultants providing expensive advice, but in reality you are dependent on having a very strong, in house, finance team.
The 11 April will soon sell out, though we will always guarantee places for subscribing members of the Charity Leaders’ Exchange. Look forward to seeing you there, and would enjoy plenty of advance thoughts and comments. The event will be chaired by Eddie Finch (Partner at Buzzacott)