Afleveringen
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This inspiring episode covers Juliets upbringing in Asia, the roots of her passion for philanthropy, career background and goals alongside her role in transforming philanthropic advice within Barclays Private Bank. The Oxford graduate has worked for a number of wealth management firms and family offices, spearheading fundraising and philanthropy strategies. This has involved bringing together her 'cross-sector insights' and 'business acumen' in order to confront complex challenges. Listen to learn, engage and be inspired.
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Join Janie Oliver, the CEO of Stewardship, on the latest episode of the Philanthropy Impact CEO Podcast. With over 115 years of history, Stewardship is one of the UK’s leading donor-advised funds, managing over £210 million in assets and facilitating £110 million in annual grants. In this episode, Janie shares her journey from the world of finance and banking to leading an organisation dedicated to creating social and spiritual impact.
Janie discusses the major strategic overhaul she led, from streamlining the leadership team to fostering a culture of collaboration and innovation. Learn how Stewardship is advancing impact investing, with loans to churches and investments aligned with the UN Sustainable Development Goals, providing both financial and social returns.
Discover how Janie’s upbringing in South Africa shaped her passion for using financial expertise to drive positive societal change. Get an insider’s look at Stewardship's efforts to empower donors while working to refine how they measure social impact beyond just financial metrics.
Tune in for an inspiring conversation about leadership, purpose, and the future of philanthropy!
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We are thrilled to announce our latest podcast interview with Alex Amouyel, President and Chief Executive of the Newman’s Own Foundation.
Alex Amouyel is the President and CEO of Newman’s Own Foundation, a private grantmaking foundation whose mission is to nourish and transform the lives of children who face adversity. She leads the Foundation’s efforts to utilize 100% of the profits from the sale of Newman’s Own products in service of this mission. Prior to this, Alex led MIT Solve as its Founding Executive Director with a mission to drive innovation to solve world challenges. She steered MIT Solve’s growth to support over 268 Solver teams and Indigenous Communities Fellows, catalyzed over $60 million in commitments, and brokered more than 600 transformational partnerships. She also navigated the organization’s response to the global pandemic, launched a Health Security & Pandemics Challenge, and expanded Solve’s work on racial equity in the United States, including launching Solve’s Indigenous Communities Fellowship and the Black & Brown Innovators Program.
Prior to these roles, Alex was the Director of Program for the Clinton Global Initiative, and she also worked for Save the Children International and the Boston Consulting Group. Alex is a sought-after speaker and thought leader in philanthropy, impact investing, and social entrepreneurship. She earned a dual master’s degree in International Affairs from Sciences Po, Paris, and the London School of Economics, along with a bachelor’s degree in Biochemistry and Natural Sciences from Trinity College, Cambridge, UK. Alex is the author of The Answer Is You: A Guidebook to Creating a Life Full of Impact.
In this podcast, Alex discusses the evolving role of philanthropy for impact, the balance between business and philanthropic giving and shares her personal insights into her career so far. This episode is a must-listen for anyone interested in social good.
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We are thrilled to announce our latest podcast interview with Neil Heslop, OBE, Chief Executive of the Charities Aid Foundation Group (CAF). Neil shares his extensive experience from both business and the charitable sector.
Since October 2020, Neil has led CAF UK, CAF America, CAF Canada, CAF Financial Solutions Ltd, and CAF Bank. Under his leadership, annual charitable contributions surpassed £1 billion, supporting hundreds of thousands of charities in over 100 countries. Neil's dedication to social progress and community impact is truly inspiring. Before joining CAF, Neil was the CEO of Leonard Cheshire and held senior roles in the telecoms industry, including at O2 and Cincinnati Bell Wireless. Despite losing his sight at 21, he co-founded Blind In Business and serves as a trustee and non-executive director for several organizations. His contributions to disability rights and the charitable sector earned him an OBE in 2002.
In this podcast, Neil discusses the evolving dynamics of philanthropy, the role of professional advisors, and the impact of global collaboration. His insights are a must-listen for anyone interested in social good.
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Join us for episode 21 of The Philanthropy Impact Podcast where our CEO John Pepin sits down with Peter Brach Funder, founder of Propel Philanthropy and social impact infrastructure-building advocate.
Peter founded Propel Philanthropy in January 2022. With experience as a trustee and grantee for a private family foundation since 2014 and managing the Funders 2025 Fund since 2019, he supports over 35 organisations in Propel's network.
Learn more about Peter’s inspiring journey and vision for the future of philanthropy!
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Join our CEO, John, as he engages in an insightful with Daniel Brewer, the visionary leader behind Resonance, in our latest "In Conversation" podcast episode. Daniel Brewer leads a dynamic team at Resonance, empowering social enterprises and charities to prepare for impactful investments in diverse transactions like real estate acquisition, community share issues, and venture capital investments. Learn how Resonance's demand-led, impact investment funds are making a difference in communities.
In this insightful episode, we'll explore:
The journey of Resonance from Daniel's background in engineering to founding the companyHow impact investment funds are driving positive change in societyPerspectives on blending finance with social impact and advocating for meaningful causesDiscover how Daniel's unique experiences and Resonance's innovative approach are shaping the landscape of impact investing and social entrepreneurship.
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Join our CEO John Pepin as he sits down with Sarah Soar, Chief Executive Officer at Hawksmoor Investment Management as they discuss Sarah's career, her passion for helping people, the importance of professional advisors keeping on top of changes in the impact investment market, financial education in schools, and much more.
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In this captivating episode our CEO John Pepin sit down with Danyal Sattar, the CEO of The Big Issue Invest. As the social enterprise investment arm of The Big Issue magazine, The Big Issue Invest plays a pivotal role in managing and advising on over £250 million, driving positive change and social impact.
In this insightful interview, Danyal shares his journey and vision for social finance, offering a unique perspective on the intersection of business and social good. Discover how The Big Issue Invest is pioneering innovative solutions to address pressing social and environmental challenges, while delivering financial returns.
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Philanthropy Impact CEO, John Pepin, sits down with Darshita Gillies, Founder and CEO of Maanch, NED, investor and philanthropist to discuss all things philanthropy, impact investing and her career.
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During this session, our member Cristina Ljungberg, Co-Chair of Maverick Collective is joined by Natasha Müller, a next-gen impact investor, philanthropist, mental health activist, and former Board member of Philanthropy Impact for a virtual conversation on the role of Women of Wealth in philanthropy and social investment and how they are reshaping the sector, as well as how advisors can meet their needs.
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The most recent research reinforces the need for a values-based purpose-driven wealth management business, and that to be customer-centric it is essential for private client wealth advisors:
• Fidelity Charitable Research - firms that offer charitable planning had 6X the median assets of those that do not offer charitable planning, 3X organic growth, and 1.3X new money; as well higher net promotor scores, and higher trust levels.
• Investing for Global Good A Power for Good 2022 (Camden Wealth Limited) - research indicated for older generations there is a growing demand for and satisfaction in impact investing and that investors are seeking better services from wealth advisors.
Listen as our CEO John Pepin talks to our members Ceris Gardner, Maurice Turnor Gardner LLP, Jamie Broderick, Impact Investment Institute and Sean Kiernan, Greengage about how firms can increase business and deepen client relationships with values based wealth management across all asset classes.
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A shift is happening in the private client professional advisory world, and it is happening at an increasing pace. A recent article from the Financial Post highlights that over the next decade, an estimated $30 trillion in wealth will exchange from the hands of Baby Boomers to the next generations (women of wealth, millennials and gen Z).
Increasing research evidence, and the anecdotal experience of those within the Philanthropy Impact network, is showing this new generation of wealth holders have different needs and expectations of their trusted advisors and require a different approach. This new client focus on purpose, values and instant digital access is proving to be a cause for concern for professional advisory firms, as it requires a move away from transactional approach to a relationship approach, with clients at the centre.
In this webinar our CEO John Pepin is joined by Rowan Jackson, Chairman, Promising Outcomes, Stephen Wall, Founder, The Wealth Mosaic, Ajit Dayal, Founder, Quantum Asset Management Company to discuss how engaging this new generations of client means understanding their values, expectations, and the importance on delivering on these expectations, and measuring the effectiveness of the firm on meeting them.
This 30minute conversation is interesting to anyone working with (U)HNWI, who want to remain a trusted partner in their wealth stewardship right, and importantly their donor and impact investment journeys. We will highlight solutions to this issue and where to seek support.
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This episode focuses on B-corps and the rising interest from companies in becoming part of this ever-growing community. Chaired by Darshita Gillies, wth a panel of Oliver Hunt and Amy Clark.
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Chaired by Bonnie Chiu, Managing Director, The Social Investment Consultancy
Panel:
Ollie Pollard, Head of Enterprise Growth Funds, Resonance
Danyal Sattar, CEO, Big Issue Invest
Sarah MacFarlane, Senior Investor Relationships Manager, Big Society CapitalListen as two UK social investment intermediaries and the main UK social investment wholesaler are questioned by Bonnie Chiu, Founder of the recently FCA endorsed impact consultancy The Social Investment Consultancy (TSIC). Discussed will be where social investment fits on the spectrum of capital and why it has such an important role in creating lasting societaland environmental change.
Big Society Capital, Resonance and Big Issue Invest are tackling some of societies biggest social issues, investing in social innovations and start-ups to make sustainable and long-term change in the UK. We ask what can professional advisors learn from these organisations when supporting their clients impact investment and philanthropic journeys? How can philanthropists and impact investors work collaboratively with these organisations? How do these organisations measure impact and mitigate risk?
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How charities can engage with donors in new and innovative ways
(Crypto Currencies and Blockchain)Chaired by Darshita Gillies, Founder & CEO, Maanch
Panel:
Edward Thomas, Partnerships Manager for the Enterprise Development Programme, Oxfam
Greg Davies, Head of Behavioural Science, Oxford Risk
Hugo McDonaugh, Entrepreneur and Co-Founder of Perpetual Altruism Ltd, the company behind the Cryptograph, GBM and myNFT.As the biggest cryptocurrencies flirt with record high values, they are potentially becoming a bigger sources of revenue for charities. However, the number of charities accepting the virtual currencies, known for their volatility, remains limited.
Cryptocurrencies may be an attractive asset to donate because they allow donors to bypass the capital gains tax. Donors would be subject to that tax if they convert the virtual currency into cash before giving it away, which means less money could go to their selected charity.
This session explores the current state of crypto currency world and how charities are adapting to digital donations.
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Policies and resources – session in collaboration with Pro Bono Economics
Speakers: Ceris Gardner, Partner, Head of Charities and Immigration, Maurice Turnor Gardner LLP; Pippa Garland, Partner, Russell Cooke LLP, Nicole Sykes, Director of Policy and Communications, Pro Bono Economics and Cath Dovey, Co-founder, The Beacon Collaborative.
Philanthropy, social investment and ESG/impact investment, along with government activities to address societal issues, are key mechanisms to achieving sustainable societal impact – creating meaningful change.
It is essential that policies are put in place to enhance the impact of the above. This session explores the current state of philanthropic giving, social and impact investing; their role in a post COVID society; and the policies recommended to enhance their effectiveness.
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Chaired by John Pepin, CEO. Philanthropy Impact
Panel
Rena Greifinger, Managing Director, Maverick Collective
Derek Bardowell, CEO, Ten Years’ Time
Russell Prior, Regional Head of Family Governance, Family Office Advisory & Philanthropy, EMEA, and Wealth Planning & Advisory | Private Banking, HSBC UK Bank PLCIt is often said that the first step into Philanthropy and Impact Investing is the hardest and most daunting, and the result can determine how someone feels the impact that they set out to achieve, and whether they continue their donor journey. In this episode we explore the many opportunities and benefits of giving, the value of trusting the partners you work with, and how Professional Advisors can support their clients to create trust-based philanthropy strategies for real long-term impact.
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Philanthropy and Funding in Education
Chaired by Dan Corry, Chief Executive, NPC
Panel: Dr Lorna Goodwin, Executive Director, First Star Academies UK and Dr Alison Body, Senior Lecturer in Philanthropic Studies and Social Policy, University of Kent. -
Listen as John Pepin speaks to Founder of Forsightfully, Eleanor Winston to learn about her journey and hear her views on how exploring alternative futures and building and maintaining a robust and inclusive vision of the future is the key to better business, and how this can be applied to philanthropy and sustainable investing.
Eleanor Winton founded Foresightfully in 2017 building on her passion to inspire leaders and leadership teams to imagine a better future for all of their stakeholders. Through her consultancy she works with organisations all over the world, from local charities to global giants. She previously developed and led the Future Institute at a major consultancy.
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Transition to net Zero – a collaboration between sectors.
Chaired by James Broderick, Director, Impact investing Institute
Panel Carl Pratt, Founder & Creative Director, Future Planet; David Hunter, Senior Counsel, Bates Well and Kate Elliot - Head of Ethical, Sustainable and Impact Research, Rathbones Greenbank Investments
During this fascinating session, we explore why cross-sector collaboration is key to achieving mass decarbonization and how professional advisors can respond to the increasing demands for sustainable investing products and support their donor/social investment journey. We also ask the question if Net Zero is enough. - Laat meer zien
