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Programme

Autumn Seminars for Catholic Charities

Both events will follow the programme detailed below:

09:30 - 10:00

  • Reception and Refreshments

10:00 - 10:25

  • haysmacintyre: A discussion on financial reporting matters relevant to Catholic charities. In Dublin the responsibilities of trustees to Ireland’s Charities Regulator will be covered.

10:25 - 10:50

  • Stanley Hicks: Strategic estate management and the pitfalls of charity land ownership.

10:50 - 11:15

  • Stone King: The ‘Charity Governance Code’ and what it means to Catholic Charities.

11:15 - 11:35

  • Coffee Break

11:35 - 12:35

  • Sarasin & Partners: Achieving your investment objective alongside ethical, climate change and stewardship concerns.
  • Investment returns: recent history and return projections
  • Ethical policy: implementation and impact on returns. Can a more stringent ethical policy improve returns?
  • Stewardship: what are the key questions to ask your investment manager?

12:35 - 13:45

  • Buffet Lunch

13:45 - 15:00

  • Liverpool only. Guided tour of the Cathedral and Lutyens Crypt.

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