Event details

Date
Time
Duration
2022-09-22 09:00:00
2022-09-22 10:00:00
Europe/London

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 record-breaking 21/22 VCT season saw investment break through the £1Bn mark for the first time. The landscape has changed in other ways, with the most popular VCTs filling up in days, or even hours! What does the year ahead hold? Many VCTs have already announced their plans for fund raising in the Autumn: How can advisers ensure that their clients get in their preferred VCTs? Which investment themes are offering long-term opportunities as the economy recovers out of the pandemic?

Topics for the September Episode will include:
  • Predictions for the season ahead
  • Making the right investments in the current market?
  • What advisers should look for in a VCT manager
  • Which clients should be looking at VCTs
  • Outlook for dividend yields
  • The sunset clause and future for VCTs
Alongside long-standing topics such as:
  • Fee Transparency
  • Liquidity
  • 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 Thursday 22nd September 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 McQueen

Catherine McQueen

Host

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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.

Nick Britton

Nick Britton

The Association of Investment Companies (AIC)

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Nick Britton has worked at The Association of Investment Companies (AIC) since 2015, aiming to broaden investment professionals’ knowledge and understanding of investment trusts, VCTs and other closed-ended investment companies. He holds the Investment Management Certificate, is a candidate in the CFA programme, and is an associate member of the Chartered Institute for Securities and Investment. A former business and financial journalist, he graduated from Cambridge University and is married with three children.

Paddy Lamb

Paddy Lamb

Associate Director (Retail Sales)

Foresight Group

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Paddy joined Foresight in 2017 as a Business Development Manager and became Head of London Business Development Managers in December 2018. He leads the office-based Retail Sales team working out of London, selling our suite of tax-efficient investments and OEICs.

Before joining Foresight, Paddy worked in the wealth management industry in Dubai and before that, the Lloyds of London Insurance Market.

Matt Currie

Matt Currie

Investment Director

Seneca Partners

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Matt joined Seneca Partners from the RBS Structured Finance team in January 2017. Working alongside the top private equity institutions in the region, Matt led deals across the Leisure/Consumer, TMT, Professional Services, Manufacturing and Infrastructure sectors. Prior to this Matt spent four years with Deloitte, qualifying as a Chartered Accountant and working on both audit and advisory engagements throughout the North West. Matt graduated from the University of Manchester in 2010 with a degree in Management with Accounting & Finance.

Harry Heartfield

Harry Heartfield

Senior Partner

Edition Capital

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Harry set up Edition Capital alongside the other Edition Partners in 2015 and is a member of the Edition Investment Committee. He sits on the board of a number of Edition’s investee companies including WatchHouse Coffee, Borrow A Boat and Ultra X. Harry has over 15 years’ experience in the leisure sector. In 2011, he joined boutique asset manager Ingenious becoming a Senior Investment Manager in their Live Entertainment Team.

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