Event details
The award-winning GrowthInvest Adviser Hour drives education and understanding of tax-efficient and alternative investments, with discussions on the opportunities and challenges that advisers face. First launched in early 2018, and now into its eighth series, the Adviser Hour has transformed the online and educational landscape for financial advisers looking for the latest information and insights on tax efficient and alternative investments.
SEIS and EIS provide great opportunities for advised clients to invest in the growth of UK SMEs, though they remain unused by the majority of financial advisers. Why is this so and can the recent increase in the number of available Knowledge Intensive EIS funds change this? What are Knowledge Intensive Funds, and how do they differ from traditional EIS funds?
Whilst there is a large number of EIS funds in the market, there are much fewer knowledge intensive EIS funds so this episode takes a look at how the KI funds can help advisers plan for their clients and what the key differences are versus regular EIS Funds.
Topics for the Q1 Episode will include:
- The key differences between knowledge intensive and regular EIS Funds
- What investments qualify as knowledge intensive
- Investment diversification in knowledge intensive funds
- What investment rules must managers follow to qualify the fund as knowledge intensive
- What tax certificates are received and when
Alongside long-standing topics such as:
- Update and views on the 22/23 season
- Fee Transparency (EISA)
- Deployment timelines
- Diversification & Risk
We ask a panel of industry experts these key questions and more.
Hosted by our new host Catherine McQueen, the Q1 2023 EIS Series features a star line-up of both old and new leading industry figures and commentators featuring guests representing a mixture of established and most popular EIS providers, alongside relative newcomers in the market. This episode includes guests from Octopus Investments, MMC, Par Equity and o2h Ventures.
As well as an in-depth exploration of market trends and analysis, we will also be asking the panel a series of questions from Advisers, in our new Adviser Clinic section.
Tune in at 10am on Thursday 9th February and find out the latest on key industry trends, opportunities, and challenges, and what it looks like to be an adviser at the forefront of tax efficient investments in 2023.
Panel
Catherine has an MBA in finance and trained as a lawyer. She has worked as a producer and reporter for numerous channels including ESPN, Sky, BeIN Sports, the BBC and Channel 4. She runs a real estate company and continues to work in broadcasting.
Andrew is a member of Par Equity's Investment Committee and sponsor partner to several Par portfolio companies. In addition, Andrew leads Par's distribution of its discretionary managed funds, takes an active role on improving Par’s operations and technology infrastructure and represents Par Equity on the Steering Committee of ESG_VC, a pan-European initiative aimed at improving the ESG credentials of VC backed companies.
Andrew is a former management consultant with McKinsey & Co, specialising in sales optimisation for FTSE 100 clients, before rejoining Par Equity in May 2019. Andrew has broad experience across the early stage venture capital and private equity markets having personally invested in more than 50 innovative, high growth companies since 2008, as well as founding Transition Capital, a management buy-in vehicle, in 2017, where he was managing director, leading the deal sourcing, due diligence, and fundraising efforts. Andrew is a former athlete, having competed for TeamGB in Alpine Skiing at the 2010 Winter Olympics, and holds an MBA from INSEAD Business School.
Malcolm Ferguson, Partner & Titan Lead Fund Manager Malcolm joined Octopus Ventures in 2013 and became the Lead Fund Manager in 2022, having been a Partner for 3 years and a member of the Octopus Ventures Investment Committee for 6 years. He splits his time between the assessment of new investment opportunities within the Fintech Team and ongoing portfolio management. Malcolm is a non-executive director of various portfolio companies including By Miles, Cred Investments, Legl, ManyPets, Sofar Sounds and Vitesse. Prior to joining Octopus, Malcolm spent a number of years in the investment banking industry, firstly within the TMT team of Bank America Merrill Lynch in London then at GP Bullhound, a leading boutique investment bank, focussing exclusively on technology businesses. Malcolm has a first class degree in BBA Management from Lancaster University.
Nishil leads fundraising at MMC focusing on private investors and intermediaries across wealth management and financial planning community. He enjoys helping financial advisers understand the investment and planning objectives when investing in EIS. Outside of work, Nishil steps into his second job as a father of two young daughters, which is most rewarding!
Sunil Shah is an entrepreneur having begun his career in the Life Sciences team at PA Consulting. He co-founded Oxygen Healthcare Ltd which was fully acquired by Piramal Enterprises Ltd (BSE: PEL) in 2013.
Since this time, Sunil has co-founded the o2h Group, this includes o2h Ventures, an HMRC approved ‘ Human Health’ Knowledge Intensive EIS fund; o2h Discovery, a medicinal chemistry research services company and o2h Co-Work Labs, a 2.7Acre Science Park under development in South Cambridge. Sunil has won the UKBAA Angel Investor of the year award in 2019 as well as the OBN Special Recognition Award for his significant contribution in the Life Sciences Industry. He serves on the Board of the BIA as well as Cambridge Angels. Recently, Sunil has also won the CEO of the year award at the Cambridge Independent Science and Technology Awards. He is either Chairman, Non-Executive Director, Board Observer or an investor in over 20 Biotech companies in the UK. Sunil has a degree in Biochemistry from Keele and an MBA from Cambridge University.
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