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.
As part of our continued focus on ESG, we look at the increasing number of investment options available within the tax efficient and alternative marketplace, and discuss how advisers can best assess and research, a look at their forthcoming regulatory requirements, and how to pick the right approach for their clients:
- Discussion of 3rd party research and classifications around ESG
- Regulatory Requirements for advisers – latest FCA
- 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
We ask a panel of industry experts these key questions and more.
Hosted by Lawrence Gosling, the Q1 2022 ESG episode 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: Octopus Group, Foresight Group, Regenerate Ventures and Square Mile.
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 Thursday 17th February 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
Lawrence Gosling
Editorial Director
Bonhill Group
Simon Rogerson is the CEO and co-founder of Octopus, a group of innovative, entrepreneurial businesses investing in the people, ideas and industries that will help to change the world. Octopus Energy, Octopus Giving, Octopus Moneycoach, Octopus Investments, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Octopus Wealth and Seccl Technology are all part of Octopus Group.
When Simon co-founded Octopus in 2000, it was with the belief that entrepreneurs can help drive change by disrupting established industries and putting customers first. Octopus has grown rapidly since then. Today we manage more than £12.5* billion on behalf of retail and institutional investors, specialising in renewable energy, real estate, smaller company and venture capital investing. Our energy supply business is one of the fastest growing companies in the UK, reaching 3.1 million customers in just five years, and is the only supplier to be recommended by Which? four years in a row.
In 2021, Octopus became a certified B Corp, meaning we care as much about the impact of our investments, as the returns they generate.
Simon is a passionate champion of UK entrepreneurs and high-growth small businesses and serves as an adviser to The Entrepreneurs Network. He was named 2017 EY UK Entrepreneur of the Year, alongside co-founder Chris Hulatt, and awarded Entrepreneur of the Year 2018 by City AM.
Before founding Octopus, Simon spent two years working at Mercury Asset Management. He graduated with a first-class MA in Modern Languages from St. Andrews University and is a Chartered Financial Analyst.
Steve is responsible for the distribution business, playing an active role in the servicing of clients in the asset management, adviser and platform space. He is also responsible for the development and implementation of the company’s strategy in conjunction with the Extended Management Team.
Paul Rous is the Managing Director of Regenerate Ventures, the UK's only seed fund focused on climate-positive agtech.
Paul has previously founded Fuel Ventures and Blackfinch Ventures, both successful UK EIS venture capital funds, and spent time commercializing technology at Imperial Innovations. He has also launched Shake Climate Change, the UK's only climate-positive agtech accelerator.
Paul has over fourteen years of experience as an entrepreneur, investor and active supporter of early-stage businesses. His professional background spans the military, asset management, technology and agriculture, having spent time at Goldman Sachs before launching funds investing in early-stage technology businesses.
Having spent 8 years diversifying the 4000-acre arable family farm in Suffolk, he spent the last five years focussing on agricultural innovation. He has also represented farmers and rural businesses as Chair of Suffolk’s Country Landowners Association and as a District Councillor for East Suffolk.
Paul lives in Suffolk with his wife Laura and two sons William and Monty. He has an MBA from Imperial College and is a PhD Candidate at Cranfield University.
Hugi joined Foresight in 2016 and is a Partner in the Retail Sales team based in our London office. He has over 20 years' experience, and is responsible for sales and marketing within the retail customer base, and for developing customer satisfaction across Foresight. Prior to Foresight, Hugi worked at Octopus as an Area Director where he focused on managing a regional sales team. He has also worked as a Sales Manager at Zurich, managing a regional team.
Hugi holds a BSc in Psychology from Nottingham Trent University.
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