Charity roundtables and seminars – upcoming events

AI in action: Transforming charities and investments
Whether operating in the private sector, the public sector or as a charity, generative AI is set to revolutionise the way we work. But can investing in AI businesses teach us about how charities should embrace this technology?

Join us for a roundtable discussion, where we will discuss key questions your board should consider:

1. What is generative AI, and what are its capabilities and drawbacks?
2. What are some practical uses of generative AI and how do we encourage staff to embrace this technology?
3. What safeguards are needed when implementing the technology?
4. How do we invest in AI as it proliferates across the economy and stock market?

During the session, Ben Barringer, Global Technology Analyst at Quilter Cheviot, will explain how he persuaded the Quilter Cheviot board to embrace AI’s potential and how to get staff to adopt it.

Charities legal update

Gillian Harkness-McKinlay, Partner at Anderson Strathern, will join us to provide a charities legal update. She will discuss the changes introduced by the Charities (Regulation and Administration) (Scotland) Act 2023 and its implementation to date. Gillian will also provide insights into the forthcoming changes to charity law in Scotland, expected in 2025.  

Join us for a charity sector update where charity specialists will share insights into the latest investment trends, legal updates and developments that are shaping the future of the charity sector.

We are delighted to announce that Debra Allcock Tyler, CEO of Directory of Social Change, will be joining us to deliver an insightful update on the current challenges facing funders and delivery charities. Her expertise and passion are sure to inspire and inform all attendees.

Why attend?

• Gain a deeper understanding of current economic and market conditions, including the impact of President Trump on global markets 
• Update on the latest developments at the Charity Commission and issues that trustees should be aware of, including the impact of the latest budget on charitable giving and philanthropy, and the potential re legacy donations for charities
• Explore the principles of responsible investing with practical guidance on navigating ethical dilemmas and legal frameworks
• Engage with our experts during a Q&A session
• Network with your peers and make connections with other charities

Since Donald Trump took on the US Presidency at the beginning of January, the market outlook has become increasingly uncertain. What impact could trade tariffs, a shifting geopolitical landscape and abandoning the fight on climate change have on the global economy?

Join us for a roundtable discussion where we will discuss key topics including:

• What will a Trump Presidency mean for the global economy?
• How should investors be positioning investment portfolios in an uncertain and volatile market?
• Can defence stocks now be considered ‘responsible investments’ from a charities perspective?
• What are the implications of the US government reversing climate action policies?

During the session, Richard Carter, Head of Fixed Income Research and Nicola Toyer, Charities Director at Quilter Cheviot will explain how they are tackling these issues and more within charity investment portfolios.

Join us for:

• An update on VAT
• An overview of the new charity SORP
• A charities legal update
• Investing under a Trump Presidency

Additional details about this seminar and speakers will be updated in due course.  

Join us for an extra special ‘Meet the Manager’ event as we celebrate the fifth anniversary of the Quilter Cheviot Global Income & Growth Fund for Charities. During the roundtable, you will have the opportunity to quiz Howard Jenner, the Fund Manager, on all areas of investment, from how the Fund is invested to the outlook for markets.

This event also offers a fantastic opportunity to connect with other charities, (investors and non-investors in the Fund) as well as raise any other topical issues facing the charity sector (investment related or not).