Stone King and haysmacintyre are delighted to invite you to our 2024 Catholic Charity Conference, addressing key challenges facing senior leaders and decision makers in the community.

This year's theme, 'The climate crisis, sustainable development, and ESG – the Catholic response', explores these complex topics from a range of perspectives relevant to Catholic organisations.

This full-day conference will address topical legal and financial issues, as well as regulatory updates affecting your organisation, drawing on wide-ranging sector expertise from within Stone King and haysmacintyre. 

Please see the agenda below.

To book your place, please click here.

To view the official Catholic Charity Conference website with further information, please click here.

Wednesday 1st May 2024

Start - 10:15 am
Finish - 4:00 pm

Paolo Camoletto, Chief Operating Officer and Financial Secretary, Roman Catholic Diocese of Westminster

Oli Henman, Global Co-ordinator, Action for Sustainable Development

Dr Emma Gardner,  Head of Environment, Diocese of Salford

James Corah, Head of Sustainability, CCLA

Celia Waring, Client Investments Director, CCLA

Christophe Borysiewicz, Investment Director, Rathbone Greenbank Investments

James Hutton, Partner, Charities, Sarasin & Partners

Melanie Roberts, Partner, Head of Charities, Sarasin & Partners

Mitesh Sheth, Multi-Asset Chief Investment Officer, Newton Investment Management

Sarah Dickson, Head of Charity Business Development, Newton Investment Management 

Julie Moktadir, Partner and Head of Faith Sector, Stone King LLP

Tim Rutherford, Partner, Stone King LLP

Julian Blake, Partner, Stone King LLP

Adam Halsey, Partner, Head of Charities, haysmacintyre

Charitable and non-profit organisations - £65 per ticket

Professional advisers and non-charitable organisations - £540 per ticket

10:15 - Registration and refreshments

10:45 - Welcome and prayer

11:00 - Tackling recent changes: Laudate Deum amendments, and measures to safeguard against fraud:
In the session led by Adam Halsey, Partner and Head of Charities at haysmacintyre, we will share an update on the recent changes of Laudate Deum, and how they might impact the Catholic Church. 
Ollie Henman, Global Coordinator Action for Sustainable Development, will take us through the principals to support Catholic organisations to ensure security and fraud measures in order to surpass/accommodate the 'public benefit test', amongst others. Emma Gardner, Diocesan Head of Environment, Diocese of Salford will discuss how the Catholic Church in the UK responds to Laudate Deum. The session will be closed by Adam exploring other areas of relevance concerning accounting and compliance matters. 

12:25 - Break 

12:45 - Ethical horizons: Navigating responsible charitable investment:
In this session, Julian will be examining the development of charity investment principles. He will reference relevant case law and speak about the ways in which charities can ensure their investments are as responsible as possible when it comes to ESG (environment and social governance), EDI (equity, diversity and inclusion) and sustainability.
Julie will focus particularly on modern slavery and the importance of carrying out due diligence on any and all suppliers, companies and organisations that charities invest in and associate with in any context. She will share useful tips on spotting the signs of modern slavery in practice and suggest actions that charities can take should they encounter any of them.

13:20 - Lunch and networking

14:35 - Navigating faith-based investment: Discussing 'Mensuram Bonam' for Catholic Investors:
Paolo Camoletto will chair this discussion with sponsoring investment managers, in which they will examine the intricacies of ‘Mensuram Bonam’, including the challenges and opportunities posed by this call for ethical and principled investment strategies.

15:35 - Closing remarks

15:45 - Networking and refreshments

16:20 - End of conference

CCLA: CCLA strives to support the shared life of a society in which everyone can flourish.  We believe investment markets can only be as healthy as the communities and environment that support them.  We are working with our clients and the investment industry towards a new era of promoting the common good through our distinctive approach to sustainable investment - pushing for change on climate, addressing modern day slavery and other human rights injustices, and engaging with companies regarding the mental health of their workforces. CCLA has been the UK’s largest charity manager for the past three years* and has a long history of managing funds for Christian organisations with a fund specifically designed for organisations associated with the mission and work of the Catholic Church. *Charity Finance Survey 2023

Newton Investment Management: At Newton, our purpose is to help our charity clients fulfil theirs. We are a trusted long-term partner to charities, and have a strong track record of supporting them in achieving their goals through active, multidimensional and engaged investment. We manage a range of strategies for charities, including charity-focused pooled funds, sustainable funds, and segregated portfolios. And we do not stand still. Innovation is a fundamental part of our service to charities. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. This is a financial promotion.

Rathbone Greenbank Investments: Charities have entrusted their investments with Rathbones for over 100 years, and our dedicated approach has seen us become one of the leading investment managers for charities and not-for-profit organisations in the UK. With a team of investment managers working exclusively for charities, our portfolios range in value from £10,000 to more than £100 million.  For those who wish to include a high level of sustainability throughout their portfolio, we have our Greenbank specialists. Greenbank is one of the most experienced teams in the sustainable investment field, helping to drive change in financial services, business and society through ethical and sustainable investment for well over 20 years.

Sarasin & Partners: Charities who partner with Sarasin & Partners receive a dedicated client service from one of the sector’s largest and most experienced teams. We currently manage portfolios on behalf of over 500 charities, spanning religious, educational, medical, animal and grant-making organisations. Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process, aligning our clients’ specific ethical investment policies with our own environmental, social and governance research and activities. Securing Tomorrow. We run trustee training for charities to help you grow your investment understanding, please click here should you wish to attend and find out more.