Photo Credit: The Church in Wales
[The Church in Wales] The social, moral and ethical dilemmas facing charity trustees when investing their money will be explored by the Archbishop of Wales at a seminar next month.
Dr Barry Morgan will deliver the keynote speech at investment manager Brewin Dolphin Wales charity seminar at the St David’s Hotel and Spa in Cardiff on July 2nd.
The seminar, which is expected to attract more than 100 charity and voluntary sector executives, trustees and advisors, will also consider the constraints on funding many charities are now facing, as well as the requirement to become more self-sufficient in terms of income and generation.
Guests will also hear from Geraint Talfan Davies, Chairman of the Welsh National Opera, Andrew O'Brien, head of policy and public affairs at Charity Finance Group (CFG) and Matt Brown, communities investment fund manager at Wales Council for Voluntary Action (WCVA).
Dr Barry Morgan said, “How and where we invest out money can say a lot about us. If we believe in values such as justice, equality and respect for others we need to reflect that as much as possible in our investments – literally putting our money where our mouth is.
“I am delighted to be speaking at the seminar as it is helping to bring the concept of ethical investment from the fringes of the financial world into its mainstream.”
David Myrddin-Evans, head of Brewin Dolphin Wales, said, “This is a flagship event for us offering guests an opportunity to engage with a host of speakers from across the voluntary sector and beyond.
“I am extremely excited by the line-up of speakers we have gathered together with representatives from CFG, the WCVA and the WNO. I am particularly pleased to be able to welcome our keynote speaker Dr Barry Morgan, Archbishop of Wales.
“The main thrust of the seminar will focus on the issues facing charities when planning the long-term sustainability of their investments and income streams. Specifically, the change in emphasis away from grant funding towards more sustainable income streams and possible solutions to the problems faced by charities looking to generate a return from their reserves, but are unable to in the low interest rate environment we currently face.
“Given the constraints on funding many charities are facing, this is sure to be an informative and thought-provoking session.”