Jamie Otter
1 Breakout sessions: Series two
Navigating the trust-led system: How to grow with purpose
This session brings together legal and operational perspectives on trust mergers. Jamie Otter, Partner at Stone King, will draw on sector experience to highlight key legal and regulatory pitfalls, including due diligence, decision-making frameworks, and evidencing public benefit. He will be joined by Alan Warboys, who led a trust merger, to offer practical insight into the cultural, stakeholder, and integration challenges that can shape outcomes. Together, they will explore how boards can exercise strong stewardship through complex transitions, balancing risk, purpose, and pace while maintaining trust with communities and partners.