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.
EIS provides great opportunity for advised clients, though remains unused by the majority of financial advisers. What clients can benefit from building an EIS portfolio? How is it best introduced to those clients. There is a huge number of funds out there, so we have a look at how can advisers best judge EIS funds and fund managers, how can they do due diligence on them, how to line up the many different fees, and which sectors are attractive from an investment perspective?
Topics for the Autumn Episode will include:- Predictions for the season ahead
- Knowledge Intensive Approved Funds
- Private company valuations
- What advisers new to EIS should look for?
- Exits and Liquidity
- The sunset clause and future for EIS
- Addressing the PI issue
- Fee Transparency (EISA)
- Deployment timelines
- Diversification & Risk
We ask a panel of industry experts these key questions and more. .
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 Wednesday 5th October 2022 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 2022.
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.
A graduate of University College, Oxford University, Matt joined Nexus from Deloitte, to spearhead a new division in 2014 focussed on early stage venture capital EIS companies. Matt possesses a wealth of knowledge and experience in tax and investment, from acquiring his ACA at PwC through to being a Senior Tax Manager at Deloitte; he has worked on secondment at Bridgepoint Private Equity in 2012-13 covering aspects of UK M&A transactions; and he has experience of Investment Management at a recognised UK EIS investment house. Since 2014 he has sourced the vast majority of Nexus Investments 30+ existing portfolio companies, investing personal funds into all bar one of them. A number of the earliest investments selected by Matt and his team have now started to exit producing significant returns for early investors. Matt has particular skills in identifying prospective entrepreneurs able to build attractive, yet sound, fast growing businesses, structuring investment deals, and then helping those early-stage companies navigate their way through the complexities of building boards, setting strategy, managing performance, investing for growth and keeping cognisant of cash flow and the tax realm. Matt now observes or advises the boards of 8 of the 16 Scale-up Fund Investments made so far. Matt is an FCA Chartered Accountant (ICAEW) and a Chartered Member of the Securities and Investments Institute (MCSI).
Ed Prior is Head of Investor Services at SFC Capital. Previously a speechwriter and advisor to politicians and on election campaigns, Ed leads investor relations and fundraising at SFC and also runs their angel investor network, Angel House. In business, he’s advised founders and companies at different lifecycle stages, and has also published business reports in The Times and The Sunday Times, such as The Future CEO, Business Transformation and Employee Engagement.
Kealan is CEO and co-founder of Symvan Capital. He has worked with venture capital companies for 15 years, both in a corporate finance advisory capacity as well as a fund manager. He prefers to invest in a wide range of technology companies but is also very interested in finding synergies within the Symvan portfolio of companies. Company interests include big data analytics, fintech, SaaS, 3D printing and network security. Before his involvement in venture capital investing, Kealan previously lead a structured equity products team at HSBC, and has worked at Deutsche Bank, Merrill Lynch and UBS. Together with Nicholas, he has since founded his own entrepreneurial businesses to focus on VC investing. Kealan holds degrees from the London School of Economics and the University of Toronto.
Jeffrey joined Jenson in 2013 and is a Partner and Chief Investment Officer and sits on the Executive Committee. Jeffrey is responsible for overall investment strategy and portfolio management of the Fund’s investments.
Prior to joining Jenson, Jeffrey worked as a Technical Director for WS Atkins across the Middle East where he ran a large technical team and advised clients on complex commercial and infrastructure projects.
Jeffrey holds an MBA from London Business School and an MSC in Engineering from the University of Surrey as well as the CIMA Advanced Diploma in Management Accounting.
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