Charity Investment: Risks, Rules and Returns

Friday, 21 February 2025
Description
Attend and earn 1 CPD hour


* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules

Chair
Dr Juliet Chevalier-Watts, Associate Professor in Law, Research Convenor
A Practical Guide to Impact Investing: The Dos and Don’ts for Charities and Not-for-profits

 

  • Diversifying charity income: what to consider
  • Overview of legal issues relating to impact investing
  • New Zealand trends and insights, 2025 and beyond 

Presented by Steven MoePartner, Parry Field Lawyers

Learning Objectives:
  • Identify key legal considerations in impact investing for NFPs
  • Explore strategies to diversify income while maintaining compliance

Presenters


Steven Moe, Partner, Parry Field Lawyers
Steven Moe is a Partner at Parry Field Lawyers with a focus on 'for purpose' organisations ranging from social enterprises to charities, NFPs and religious groups. He has worked as a lawyer for 20 years including 11 years overseas based in Tokyo, London, and Sydney and since 2016 has been based in Christchurch. He is Director of a charitable company and is Chair of Community Finance (impact investing with a social housing focus). He writes on purpose and impact for Spinoff, hosts seeds podcast with 260+ interviews of inspiring people from across Aotearoa and wrote the book “Social Enterprises in New Zealand: A Legal Handbook”. 


Dr Juliet Chevalier-Watts, PhD, PGCLT, LLM (Distinction), LLB(Hons), BA (Hons). Associate Professor in Law, Research Convenor and former Co-Director Waikato Public Law and Policy Research Unit
Juliet is a specialist in charity law, equity and trusts, and religious law. Juliet’s recent contributions to the literature includes the monographs "The Law of Religion in New Zealand" and the 2nd edition of the "Law of Charity" (with a 3rd edition on its way), and the OUP article "Advocating for the environment, charity law and Greenpeace: A New Zealand perspective". Juliet has authored 4 other books, several book chapters, numerous journal articles, as well as giving radio interviews and podcasts, and producing a number of commissioned reports.

INT252NZA043

Charity Investment: Risks, Rules and Returns

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Single Session
CPD Hours 1
$130.00
On Demand 20250725 20250221

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