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. The EIS & SEIS season has started ‘early’ this year with some tranches being filled very quickly during the traditional summer months. The debate will look at the key issues for advisers around EISs as more providers announce details of their offers.
Topics for the Autumn Episode will include:
- Winners and Losers over pandemic and impact on client portfolios
- Knowledge Intensive Approved Funds
- Private company valuations
- What advisers new to EIS should look for
- Exits and Liquidity
- Predictions for the year ahead
Alongside long-standing topics such as:
- Fee Transparency (EISA)
- Deployment timelines
- Diversification & Risk
- Use of SEIS vs EIS for planning
Hosted by Lawrence Gosling, the third episode of the Autumn Series features a star line-up of both old and new leading industry figures and commentators featuring guests representing some of the best established and most popular EIS providers in the market, Oxford Capital, Haatch Ventures, Nova and Vala Capital.
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. These answers should be kept to 2/3 minutes long if possible.
Tune in at 10am on Thursday 21st October 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 2021/22.
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.
Panel
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.
Having co-founded Haatch in 2013, Fred supports the investment process end to end and works with portfolio businesses in advisory and board roles.
Previously Fred was responsible for a number of high-profile, large-scale innovation projects across Kiddicare.com and, post-acquisition, Morrisons.
Fred created award-winning digital customer experiences bridging the online-offline gap at Morrisons. This included the launch of browse and order points, mobile payments and electronic shelf-edge labels powered by early-stage technology companies. To achieve this Fred worked with cutting-edge, early-stage technology start-ups to integrate and piece together award-winning customer experiences.
James has responsibility for the experience of the investors and their advisers. James has enjoyed a successful career in sales and marketing for over 30 years primarily within financial services with PwC, ABN Amro and Dun & Bradstreet but with spells in manufacturing and consulting too. James is a Chartered Member of the CISI and holds the Level 4 Investment Advice Diploma.
Mark is Business Development Manager at Oxford Capital, a key part of the Investor Relations team. He is responsible for building and maintaining relationships with private clients, intermediaries, family offices and institutions, for the ongoing raising of funds for Oxford Capital’s investment strategies. Mark has extensive experience in financial services, qualifying as a financial advisor in 2004, and as a stockbroker in 2006. Prior to joining Oxford Capital, Mark was a Partner in a FTSE 100 wealth management business for nine years, dealing with HNW and VHNW clients, and was very active in the tax-advantaged investments marketplace. Away from work, Mark enjoys spending time with his friends and family, travelling, cooking, playing golf, cricket and tennis.
Alistair is both a founder and C-level sales and marketing professional with over 15 years of senior leadership and board experience of starting and growing industry-leading sales brands. He is responsible for oversight of the Nova Group's commercial efforts as well as delivering the Fund Acquisition strategy.
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