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. The FCA have recently published its highly anticipated their delayed guidance on how All FCA regulated firms are now subject to an "anti-green washing" rule, sustainable investment labels are required on all products, and the level of detail required has expanded significantly.
After the success of our previous ESG episodes, we look at the potential impact and implications of these changes, and explore the ways that advisers can access and categorise ESG Investments, especially in the private markets and for tax efficient and unlisted equities, including:
- FCA Sustainability Disclosures Impact on Advisers
- Green-washing & labels
- The Specific Regulatory Requirements for advisers
- Discussion of 3rd party research and classifications around ESG
- How to present to clients
- How earlier stage ESG & Sustainable investing be introduced into a client's portfolio, and how to incorporate into suitability
- The options for Ethical, Sustainable or Impact investing in the tax efficient market
Anchored by our new host Catherine McQueen, the Q3 2022 ESG 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 ESG providers, alongside relative newcomers in the market. This episode includes guests from Jenson Funding Partners, ESG Accord, Vala Capital and Global Returns Project.
Tune in at 10am on Thursday 24th 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 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.
Sarah is the Chief Executive Officer at Jenson Funding Partners and also sits on the board. Sarah was part of the team responsible for creating the first Jenson SEIS Fund in 2012, to help start-ups raise capital through the scheme. She has been instrumental in the growth of the fund, leading the team in fund raising, deployment and managing the portfolio of investee companies utilising her experience gained as an FD.
Prior to Jenson Funding Partners, Sarah qualified with Deloitte as a Chartered Accountant, while there Sarah worked on a variety of projects, including turnarounds, cashflow management, financial reviews and receiverships. Subsequently, Sarah moved into the interim market, providing services to a wide variety of clients gaining a broad experience in all aspects of business and management.
Sarah is a Chartered Accountant and holds a BSC in Mathematics from the University of Lancaster.
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.
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.
Jack Chellman is Head of Strategy and Communications at the Global Returns Project, where he’s worked since September 2020. Jack came to the UK from America on a two-year Marshall Scholarship, during which he earned postgraduate degrees at Cambridge and Royal Holloway, University of London.
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