Charity Seminar in London: Collaborations and mergers
13th March 2012
The tough economic environment may mean that more charitiesconsider whether some sort of collaboration or merger is
appropriate for them. Our speakers look at various aspects that
might need to be considered and ways to make partnerships work.
What the session will cover:
• The financial aspects of a merger and working together
Stephanie Mason of Baker Tilly.
• Working in partnership
Gary Jones of Blackbushe Associates and Robert Meakin of
Stone King.
• Merging investment portfolios
James Minett of Investec Wealth & Investment.
• The view of a charity that has been through a merger
Maria Gledhill and Peter Thomas of Pathways.
Timings:
9.30am Registration and coffee
10.00am Seminar
12.30pm Networking lunch
Venue:
Investec Wealth & Investment, 2 Gresham Street, London EC2V 7QN.
Fee:
Attendance at each seminar costs £50 +VAT (£60.00).
How to book:
Please send payment (by cheque only) with the booking form to Alex Palmer, Investec Wealth & Investment, 2 Gresham Street, London EC2V 7QN.
Please make your cheque payable to “Investec Wealth & Investment”.
Please click here for the booking form.
Queries: Please contact Alex Palmer at Investec Wealth & Investment on Tel: 020 7597 1352 or Email: agenda@investecwin.co.uk
For more information about 'The Agenda 2012' seminar series, please click here for the full programme.
Map & Directions click here
