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.
ESG, Sustainable & Impact investing have now come into the mainstream and are quickly becoming a major element in investors' investment choices. This momentum is carrying through to the tax efficient marketplace, and there are some newcomers and new offerings arriving to sit alongside the more established fund managers focused in this space.How does it apply to the tax efficient sector, from EIS to VCT, when many of the underlying investments are early-stage growth capital companies and how can advisers analyse tax efficient funds without a framework?
After the success of our first introductory episode in Q1, we explore the ways that advisers can access and categories ESG Investments, especially in the private markets and for tax efficient and unlisted equities Including:
- Discussion of 3rd party research and classifications around ESG
- Regulatory Requirements for advisers
- Existing Options in the Market
- How to present to clients
- How can ESG & Sustainable investing be introduced into a client's portfolio, and how to incorporate suitability
- What are the options for sustainable investing in the tax efficient market?
- A look at the latest developments in ESG rating products and methods
Hosted by Lawrence Gosling, the fourth 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 ESG providers in the market, ESG Accord, Vala Capital, Boundary Capital and Jenson Funding Partners.
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 11th November 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.
Lee spent 31 years running his own financial advice business (Ethical Investors), dealing exclusively in ethical and responsible investment advice. In 1998 he worked with colleagues from Ethical Investors to establish an independent ethical research company (Ethical Screening) and in 2010 he launched Australia’s first animal-friendly Superannuation fund (Cruelty Free Super). In 2011 he was awarded an OBE for ‘services to ethical business and finance’. In October 2020 he launched ESG Accord, an adviser support business assisting firms to implement robust compliance procedures to meet sustainability preference requirements.
Lisa has worked across startups, scale ups and business advisory for almost ten years, most recently prior to joining Jenson, leading incubation at the University of Bristol’s SETsquared incubator. SETsquared Bristol incubates c.80 high growth businesses from idea stage onwards and was named Hottest Accelerator in Europe at this year’s Europas. As Business Incubation Manager Lisa has been responsible for all aspects of coaching, training, mentoring, and fundraising support to incubated companies, who collectively in 2019 raised c.£60m in finance, generated c.£60m in revenue and created over 1,100 jobs. Lisa previously worked in corporate venturing where she sourced, made and managed investments in technologies in construction and the built environment. She has also co-founded three ventures – in engineering, audit and expert witness services, and apps/software, which she’d describe as two wins and a score draw. She holds a Masters and a PhD from Bath University, both in Engineering, and a Masters in Business Economics which she studied at Imperial College Business School. She was named in the top 50 women in Engineering by the Sunday Telegraph in 2018.
Dan is the Managing Partner at Boundary Capital, and a serial entrepreneur. He has founded several IT companies, notably VC-Net which he exited in 2011 in a trade sale. He has also founded and held non-exec positions in other software and IT services businesses. Prior to that he was a strategy consultant with LEK Consulting. He is passionate about impact investing, and holds an MA from Cambridge University in Natural Sciences and a Diploma in Business Studies.
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.
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