15 May, 2019, HONG KONG
Charity Finance Forum
Sustainable Futures
ABOUT THE EVENT
Charity Finance Forum: Sustainable Futures is a platform aimed at advancing financial sustainability of charities and social enterprises. Convening top charity executives, board members and finance professionals, the Forum focuses on how organisations can maximise the financial potentials of their reserves, and seeks to provide new ideas for financial management.
Where
The Hong Kong Jockey Club University of Chicago Academic Complex
168 Victoria Road
Mount Davis
Hong Kong
When
15 May, 2019
Wednesday
10:00am-2:00pm
AGENDA
REGISTRATION
Start at 09:30 AM
KEYNOTE ADDRESS
The collaboration imperative (collaboration in the civil society and cross-sector collaboration)
Speaker
Mr. John Tsang, GBM, JP
Founder, Esperanza
GROUP PHOTO
Panel Discussion 1
Reserved ReserveS
Moderator
Ms. Bonnie Chiu
Managing Director, The Social Investment Consultancy
Panellists
Mr. Paul Westover
Partner, Stephenson Harwood
Ms. Melissa Fung
Partner, Risk Advisory, Deloitte China
Ms. Kate Rogers
Co-Head of Charities, Schroders
Networking Break
Panel Discussion 2
How to enerGise the reserveS
Moderator
Mr. Peter H. Y. Wong, GBS, OBE, JP
Chairman, GFC Trustees (Hong Kong) Limited
Panellists
Ms. Sabrina Ho
Chairman, Child Development Centre
Mr. Mark Shuper
Co-Founder & Executive Director, The Sprouts Foundation
Ms. Tze-wei Ng
Head of Advocacy & Engagement, Sustainable Finance Initiative (SFi)
Luncheon Speech
Speaker
Dr. MOK KWAN Ngan-hing Edith, MH
Vice-Chairperson, The Hong Kong Society for Rehabilitation
closing remarks
EXTENDED ACTIVITIES
Host: The University of Chicago
Time: (Session A) 14:15-14:45 / (Session B) 14:45-15:15
Number of seats available: 15 for each session, total 30
Description:
The site was originally part of Jubilee Battery at Mount Davis, which formed part of Hong Kong’s western coastal defence system. After the World War II, it was occupied by makeshift housing for refugees before being converted into a British Army Royal Engineers’ mess and quarters. It became the Victoria Road Detention Centre under the Special Branch of the Hong Kong Police Force starting in 1961 and was simultaneously used for police training purposes; later it was also used by the Force’s witness protection programme. After the sovereignty handover of Hong Kong from the United Kingdom to China, the site became unoccupied. It had no permanent tenant for over a decade, and was occasionally used as a movie set. Under the Land Grant Scheme, The University of Chicago was earmarked as the prospective operator of the site in 2013, and subsequently a formal Land Grant was executed in 2016. With the generous support from the Hong Kong Jockey Club Charities Trust together with the support of alumni, parents and friends, led by University Trustee Francis Tin Fan Yuen (AB‘75) and his wife Rose Wai Mun Lee Yuen, the site was revitalised and the Hong Kong Campus opened its doors in 2018.
The Campus’ design pays homage to the site’s history and former occupants by creating the Heritage Interpretation Centre, and by preserving and highlighting significant architectural elements throughout the site. The site’s latest re-invention breaks with its past. The design combines modern functionality with preservation, featuring adaptive reuse of the existing heritage buildings on the site.
Host: Deloitte China
Time: 14:30-16:00
Number of seats available: 20
Description:
We will discuss and explore how donors, foundations and corporate's CSR department can strategically monitor and evaluate the NGOs and respective charities projects.
Host
Ms. Melissa Fung
Partner, Risk Advisory, Deloitte China
Host: Schroders
Time: 14:30-15:15
Number of seats available: 20
Description:
Investing long term reserves can help you sustain your operations; generating financial returns and protecting against inflation. This session will discuss what to think about when investing, writing your investment policy and how to start getting invested.
VENUE
168 Victoria Road, Mount Davis
Hong Kong
TRANSPORTATION
Free Shuttle Bus Service
Free shuttle bus service is arranged for registered guests.
Pick-up Point
Admiralty Centre (near McDonald’s)
Schedule
9:10am
(Please arrive at least 5 minutes early)
Public Transport
Bus
1, 3A, 43M, 47P, 971, A10
Minibus
54, 58, 58A, 58M, 59
THESE ARE
Our speakers and moderators
Bonnie Chiu
Managing Director -
The Social Investment Consultancy
Melissa Fung
Partner (Risk Advisory / Management for NGO in Hong Kong) -
Deloitte
Sabrina Ho
Chairman -
Child Development Centre
Dr. Edith Mok
Vice-Chairperson -
The Hong Kong Society for Rehabilitation
Tze-wei Ng
Head of Advocacy & Engagement, Sustainable Finance Initiative (SFi)
Kate Rogers
Head of Policy, Head of Policy, Schroders Charities Management
Mark Shuper
Co-Founder & Executive Director -
The Sprouts Foundation
John C Tsang
Founder -
Esperanza
Paul Westover
Partner -
Stephenson Harwood
Peter Wong
Chairman -
GFC Trustees (Hong Kong) Limited
ORGANISER
The University of Chicago
The University of Chicago is one of the most renowned universities in the world. Ninety-one Nobel laureates are affiliated with the University. The University’s establishment of a campus in Hong Kong has an objective of building a regional hub for ambitious research, education, and collaboration. It is an important addition to the University’s international presence and engagement, expanding its intellectual contributions and academic collaborations in Hong Kong, China and Asia while bringing new opportunities for community partnerships and social impact. The Rustandy Center for Social Sector Innovation, the social impact hub of the University of Chicago Booth School of Business (Chicago Booth), builds on the School’s grounding in business fundamentals with experiential learning and research, and equips communities with the knowledge and tools to positively impact humanity. In particular, the Rustandy Center has expertise in the unique needs of social ventures including organizational structure, theory of change, and impact measurement.
CO-ORGANISER
The Social Investment Consultancy
Dedicated to maximising social impact, The Social Investment Consultancy (TSIC) is an international consulting organisation with offices in London, Hong Kong, Milan, Abidjan and Doha. TSIC provides bespoke consultancy support, solutions and ground-breaking research, particularly around diversity, technology and social innovations.
TSIC was founded in 2008 and prides itself on delivering local-minded solutions whilst leveraging innovations and our global networks. Our approach is bold, collaborative and results-orientated.
Our consultants have in-depth experience of working in-house for, and consulting to, many of the world’s leading private and charitable organisations. The integration of skills and expertise from across the public, private and third sector form the basis of a range of professional services that drive social impact and organisational change. Our approach is underpinned by the Sustainable Development Goals (SDGs) and how to embed within strategy, solutions and delivery.
As a founding B Corp in the UK, TSIC prides itself on its 10 years of cross-sector experience in maximising social investment, and the breadth and depth of our team’s commitment to social impact.
Since our inception, we have serviced over 70 clients and their wide-ranging needs. Our 2018 Impact Survey results reinforce the value we demonstrate and deliver to our clients.
SPONSORS
Deloitte China
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms and their affiliated entities are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more.
Deloitte Asia Pacific Limited is a company limited by guarantee and a member firm of DTTL. Members of Deloitte Asia Pacific Limited and their related entities provide services in Australia, Brunei Darussalam, Cambodia, East Timor, Federated States of Micronesia, Guam, Indonesia, Japan, Laos, Malaysia, Mongolia, Myanmar, New Zealand, Palau, Papua New Guinea, Singapore, Thailand, The Marshall Islands, The Northern Mariana Islands, The People’s Republic of China (incl. Hong Kong SAR and Macau SAR), The Philippines and Vietnam, in each of which operations are conducted by separate and independent legal entities.
The Deloitte brand entered the China market in 1917 with the opening of an office in Shanghai. Today, Deloitte China delivers a comprehensive range of audit & assurance, consulting, financial advisory, risk advisory and tax services to local, multinational and growth enterprise clients in China. Deloitte China has also made—and continues to make—substantial contributions to the development of China’s accounting standards, taxation system and professional expertise. To learn more about how Deloitte makes an Impact that Matters in China, please connect with our social media platforms at www2.deloitte.com/cn/en/social-media.
Schroders Wealth Management
Schroders Wealth Management is the private wealth business of the Schroder Group in Asia. As part of Schroders, we are a pre-eminent wealth management business with offices in the UK, Channel Islands, Europe and Asia with assets under management of US$61bn as at 31 December 2018. Schroders is a FTSE 100 company; with over 700 Investment Professionals in 27 countries; and with US$538bn asset under management and administration as at 31 December 2018. Schroders’ clients are diversified globally; and we invest on their behalf across a multitude of asset classes. We have been working with charities for more than 80 years, having been appointed to our first mandate from the sector in 1936 and are delighted that this client remains with us. We are the largest charity investment manager in the UK. We work with over 900 clients and are responsible for US$12bn assets under management as at 31 December 2018, which represents a fifth of the wealth management assets under management at Schroders. The charity sector is important to the continuing success of our business.
SUPPORTING ORGANISATIONS
The Child Development Centre
The Child Development Centre (“CDC”) is a not-for-profit organisation, informally set up in 1976 and officially constituted in 1978. For over 40 years, the CDC has provided support to a wide spectrum of children with Special Educational Needs (SEN) in English and Chinese.
Our staff members adopt an interdisciplinary approach to facilitate children’s development taking into account the children’s individual needs. We provide them with services such as assessments, group setting early intervention programmes, speech therapy, occupational therapy, sensory processing, social skills training, attention and behavioural support to ignite their learning journeys.
Aside from providing educational services for children, the CDC is also committed to serving their families as well as the whole community. We help empower parents as well as child-care professionals through family support and counselling services, professional school support and child development training.
Esperanza
Esperanza is a non-profit organisation founded in August 2018 by Mr John C Tsang, the former Financial Secretary of the HKSAR Government. Esperanza is a movement of hope. We encourage the community to reimagine Hong Kong’s future with new and global perspectives. We connect like-minded people and channel community resources to support new initiatives that can drive meaningful changes in how we learn, live and work.
Sprouts Foundation
The Sprouts Foundation was established in 2008 by the Shuper family, to create a legacy of social responsibility with a focus on disadvantaged children in Asia. With a goal of using education to break the cycle of inter-generational poverty among very low-income communities, Sprouts’ programs now serve close to 2,000 children each week at schools in Hong Kong and Myanmar.
Our Vision
The Sprouts Foundation envisions a world where all children, especially the underprivileged, receive high quality education that helps elevate their lives and creates a positive future for our world.
Our Mission
Sprouts aims to establish purposeful and effective long-term educational programs, particularly in the fields of English language and technology skills. We closely monitor the progress and development of our projects with teams of qualified educational specialists, and use the data we analyze from our program results to offer ideas to education policy-makers in the regions where we operate.
Stephenson Harwood
Stephenson Harwood is a law firm with over 1000 people worldwide, including more than 170 partners and is committed to achieving the goals of clients – listed and private companies, institutions and individuals.
Our headquarters are in London, with ten offices across Asia, Europe and the Middle East. In addition, the firm has forged close ties with other high quality law firms. This diverse mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service.
We offer a comprehensive spectrum of legal services including dispute resolution, corporate, finance, employment, intellectual property, private wealth and regulation.
We aim to make a positive impact on our workplace, and more widely the environment, society and local communities in which we operate – we want to make a positive contribution to the world we live in. Our lawyers are active on pro bono work in supporting those in need but cannot afford the legal fees, working closely with organisations like Pathfinders, Bring Me a Book, Touch a Life, Twopresents and Zubin Foundation.
We have been awarded as a caring company by The Hong Kong Council of Social Service for many years for our support to The Child Development Centre. We have also joined Project WeCan, a business-in-community initiative supporting disadvantaged secondary school students in pursuing higher studies and future careers by providing opportunities to improve their performance. Stephenson Harwood is the first law firm to have joined the programme.
Sustainable Finance initiative (SFi)
Sustainable Finance initiative (SFi) is a dedicated platform for private investors to learn, connect and invest together as a community, with a mission to mobilize private capital for positive impact and accelerate Hong Kong’s transition towards a sustainable finance hub. The platform was incubated by RS Group and launched in June 2018.
Since launch, SFi has been actively building a community of private investors who believe in “Capital that Matters” through its content and program offerings:
- Education & Learning – SFi publishes monthly newsletter for subscribed readers on curated local and international news stories and original content pieces (like “Investor Profiles” capturing the journey and life stories of local impact investors, “ Salon” discussions which bring together market experts to explore recent sector developments and in-depth thought leadership pieces).
- Convenings & Events – SFi also hosts convenings such as “Peer-to-Peer” series providing an informal and intimate setting for HK private investors to discuss and share lessons learned from their sustainable finance investment experiences; “Smart Conversations” where curated debates and exchanges on the hottest topics are led by leading topic matter experts; and “SFi Brownbags” involving a wide range of industry experts from around the globe on a broader range of topics for the broader sustainable finance community.
- Investor Circle – For investors who are ready to take action, SFi also runs Investor Circles, an asset owner-led, peer-to-peer group of liked-minded investors who are interested and committed to explore, screen and co-invest together in sustainable finance opportunities under a facilitated environment.
The Hong Kong Society for Rehabilitation (HKSR)
The Hong Kong Society for Rehabilitation (HKSR) is a government recognized charitable organization established in 1959. We have been upholding our values: value people, professionalism, integrity, empowerment and inclusiveness in providing our services, which range from accessible transport and travel, long term care, rehabilitation, as well as international and Mainland China programmes, with the aim to empower persons with disabilities or health challenges to live a fulfilling life.
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