Social Investment Conference 2017

Tuesday, 12 Dec 2017, 09:30 - 17:00


In times of economic turbulence, it’s difficult to balance financial interests along with your charitable objects. Social investment could provide the solution, giving charities an opportunity to achieve both essential financial stability and lasting community impact. 

During Social Investment 2017, our expert speakers will explore whether social investment could be a way forward for your charity, show you how you might go about it, and – if it’s a process you’ve already started - how to get the most out of it.

The Conference will be highly relevant for any charity which is considering getting started in social investment, or which is a social investor and is looking to maximise its impact and results.

This event is kindly hosted by:

Sponsored by:



Registration and refreshments


Chair’s welcome


How social investment can work for your strategy
Social investment expert, Mark Salway of Cass Business School, discusses his latest report on how charities can practically use social investment and build it in their strategic thinking.
Mark Salway, Director of Social Finance, Cass Business School


Group discussions


Group feedback, questions and discussion


Refreshment Break


Demonstrating the value of your work
Impact reporting is critical for charities in showing where their money makes a difference and how their income and activities further their charitable objectives and financial aims. This session will show how a charity used social investment to improve their work within the community and show the impact that they have made.
Danyal Sattar, Head of Social Investment, Joseph Rowntree Foundation


Group discussions


Group feedback, questions and discussion




Getting the best from Social Investment Tax Relief
Since its introduction three years ago, Social Investment Tax Relief (SITR) has allowed charities to take on and access new income streams. A charity will discuss the difference that SITR has made to them and how they have used it to become more effective.
Mark Simms, Chief Executive Officer, P3 Charity 


Group discussions


Group feedback, questions and discussion


Refreshment Break


The role of trustees in social investment
This panel will discuss the role of financial governance and trustees in social investment, looking at how it’s becoming increasingly important for them to be familiar with the options available and how to communicate and engage them in social investment decisions
 Geetha Rabindrakumar, Head of Engagement, Big Society Capital & Andrew O’Brien, Head of Policy and Engagement, Charity Finance Group


Group discussions


Group feedback


Chair’s close and end of conference

Venue Details


Cazenove Charities, 31 Gresham Street,, LONDON, EC2V 7QA

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Bookings & Prices


  • Early Bird: CFG Member Charity - £121.00; (Available until 10th November)
  • Early Bird: Social Enterprise UK Member - £121.00; (Available until 10th November)
  • CFG Charity Member - £162.00;
  • Social Enterprise UK Member - £162.00;
  • Non CFG Member Charity - £183.00;

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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