Event details
Date
Time
Duration
19 December 2019
11am GMT
1 hour
Airing: 11am on Thursday 19 December
For financial advisers and wealth managers looking to grow their EIS and alternatives business; we bring together industry experts to look at what it really takes to invest into Enterprise Investment Scheme products on behalf of your clients. Guests for the show include leading EIS fund manager MMC Ventures and established financial planning group Tilney.
Tune in for another educational episode hosted by Lawrence Gosling, and get up to speed with market intel and knowledge to best equip you with your clients.
Disclaimer: Investing in start-ups and early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution. It should be done only as part of a diversified portfolio. Alternative investments are high risk and not suitable for everyone. If an investor needs guaranteed income, cannot tolerate loss or is uncomfortable losing immediate access to their money, then alternative investments are not suitable.
CPD Information
Every episode of the Adviser Hour can be considered for unstructured CPD hours, depending on how this activity addresses your individual personal development learning needs. To request a helpful CPD activity log sheet or to request an attendance certificate from GrowthInvest, please email CPD@growthinvest.com or contact us on 020 7071 3945.
Panellists
Lawrence Gosling is the host of the GrowthInvest Adviser Hour and the Editorial Director of Bonhill Group. He was previously the Group Editorial Director of Incisive Media and the founding editor of Investment Week.
Lawrence was also the launch editor of IFAonline, Mortgage Solutions, Cover and Bloomberg Money magazines, and one of the original judges for the Gold Standards. In 1994 he worked at Reuters, and prior to that he spent five years with Financial Times magazines, notably on Financial Adviser.
Ewoud Karelse is Head of Tax Advantaged Investments at Tilney. He is responsible for the research and selection of VCTs, SEIS, EIS, and IHT Business Relief qualifying investments for use by Tilney Financial Planners and Investment Managers. Ewoud also writes VCT research for Bestinvest.
Anna’s role is to cultivate and support the MMC network and she spends much of her time liaising with their investor community. She has been known to share her thoughts on the industry via MMC’s blog and also Money Marketing and FundWeb.
Chris is one of the partners at Partner’s Wealth Management. Chris helps his clients build their assets whilst they are still working and then utilise them efficiently in retirement. As part of the tax planning team, Chris has developed specialist knowledge in researching and carrying out due diligence on non-contentious schemes that can offer significant tax advantages to the highest rate tax-payers.
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