Philanthropy, Impact Investing & Family Dynamics - how charitable giving creates meaning & shared values

Join us for a discussion on Philanthropy, Impact Investing & Family Dynamics with an expert panel bringing insight from their work with UHNW families in the US & UK.  

We will open the discussion with a conversation with Zofia Sochanik from Philanthropy Impact, who are our partners for this event.  

Using practical example and their experience, the panelists will discuss the: 

• Why families benefit from engaging in philanthropy 

• How it helps the generational divide

• What are tools to structure philanthropy and ways to get involved

We are delighted to be joined by: 

Pierre duPont

Partner, Cerity Partners, New York.

Pierre is an entrepreneur, an angel investor, a mentor to new and not-so-new executives, and a strategic advisor for wealthy individuals and businesses owners.  He is a partner and owner at Cerity Partners in New York City, while sometimes working from the firm’s offices in Los Angeles and Fort Worth. His primary activity at Cerity Partners is to help his clients invest thoughtfully and live wisely with their wealth, often providing many different services in addition to investment-management and serving in the role of “I’ve got your back, financially.” Before joining Cerity Partners, Pierre was at Two Sigma Investments, where he raised capital for the firm's quant hedge funds, and he invested capital in private deals in the US, Mainland China and Israel. 

For most of his career, Pierre was a business executive and an entrepreneur, co-founding five software companies resulting in 1.5 IPOs, one acquisition and some spectacular failures. After getting an engineering degree from Princeton University, Pierre started his career at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in computational linguistics, parallel processing, and statistical data analysis. And when he was really young, he was fortunate to be born into the families that started www.dupont.com (which has been a public company since 1906; he is G8) and www.wawa.com (which continues as a closely-held family business; he is G5.)

Rennie Hoare

Partner & Head of Philanthropy – C. Hoare & Co, London.

Rennie joined the bank in 2016 and was invited to join the partnership in 2018. The seven partners are 11th and 12th generation descendant of the bank’s founder, own 100% of the bank and carry unlimited liability. Rennie is also head of philanthropy and has oversight of the bank’s trustee services. This includes the bank’s donor advised fund (DAF), the Master Charitable Trust.

Prior to this, he worked in asset management at T. Rowe Price, Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

Rennie is the Chair of Philanthropy Impact and a trustee of the David Nott Foundation.

George King IV

Senior Wealth Manager, Maseco, London

Senior, seasoned investment professional for 30 years: Buy & Sell-side, in US (NY, FL, Midwest) and London, working with Institutional and Private Clients, advising across the full spectrum of asset classes and geographies.

Professional: CFA charter holder, licensed and registered to advise in UK and US, STEP certificate

Specialties: U/HNW Investors, Strategic and Tactical investment advice, Conference Chair / Public Speaking, Business Development, Client Communication & Servicing, Training/Mentoring, US Taxation, UK Taxation, UK Family Law, Tier 1 Investor Visas, Integrating Philanthropy in Wealth Advisory relationships

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).