The Philanthropy Programme - Status of the Social Investment and Social Enterprise Market

Essential knowledge for professional advisers offering investment and philanthropy advice to clients interested in social enterprises and social investment.

The Philanthropy Programme - Status of the Social Investment and Social Enterprise Market

Event details
Location and contact details for this event.
Event type: 
20 Jun 2017 - 4:00pm to 7:00pm
Venue address: 
STEP Offices, 7th Floor, Artillery House (South), 11-19 Artillery Row, LONDON, SW1P 1RT, United Kingdom
Philanthropy Impact & STEP

Please note that this event can only be booked through the Philanthropy Programme website. Please follow this link to book.

Social investment has become a growing interest for many high-net-worth individuals interested in combining measurable social impact and "doing good", alongside financial return. Consequentially, advisers should be up to date on the industry definitions, developments and market opportunities the growing impact investment market proffers, in order to guide and advise their clients through the wide ranging topics and issues. The panel will give an overview of the current social investment market in the UK, looking at the continuum of approaches ranging from social investing to impact investing, to include the role of social enterprises and how the B-Corporation framework.

Topics to be covered include:
  • The social investment and social enterprise market in the UK; opportunities and challenges
  • The driving ambition of combining profit with purpose
  • First-hand case studies; the philanthropist move away from simple grant-making
  • A critical look at government incentives to encourage social investment
  • The legal and governance requirements of the B-Corporation framework
  • Access to capital; how grants can tackle the barriers to social investment

ChairRussell Prior, Head of Family Governance & Family Enterprise Succession, UK & Head of Philanthropy, UK & CEMEA, HSBC Private Bank

Speakers: Seb Elsworth, Chief Executive, Access; Dr Kim Tan, Partner, Novastar Ventures, Inqo Investments, Garden Impact Investments and SpringHill Management; Antonis Schwarz, Family Office Principal and European Community Manager, The ImPact; more speakers to be announced.


Event registration
Event cost: 
Members £65/Non-members £80
Registration link in the description text
Suitable for: 
Professional advisers, social investors, philanthropists, impact investors

This event is tagged under

  • Government, legal and tax issues
  • Impact measurement
  • Social investment
  • Strategy advice