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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 VCT season started early this year with the Amati VCT filling up within hours of opening this summer. Industry experts are expecting a bumper season with demand for the most popular VCTs at an all-time high.
- What should advisers be looking for this season?
- Which clients should be considering VCT investments?
- What should advisers be looking for in a VCT manager?
- What options are there for investors to build a diversified portfolio of VCTs?
- Why might it be important to allocate funds early this year, rather than waiting until 2022?
- Which investment themes are offering long-term opportunities as the economy recovers out of the pandemic?
- What is the outlook for dividend yields?
- Why are AIM VCTs proving so popular?
We ask a panel of industry experts these key questions and more.
Hosted by Lawrence Gosling, the first 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 VCT providers in the market Downing, Octopus Investments, Northern and Pembroke.
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 30th 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 2021/22.
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.
With over ten years’ experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified, and he previously worked in third way investments and as an adviser at Barclays.
Steve Skelding is Head of Strategic Partnerships at Octopus Investments, where he has worked for 8 years as part of a career of over 30 years in financial services. He works closely with some of our larger distribution partners to identify exciting new opportunities.
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Dr Paul Mattick is a Director of Mercia Fund Management, which is part of the £1billion strong Mercia group of companies. Paul heads the Sales and Investor Relations team for the tax efficient funds, including Mercia EIS and Northern VCT, and works closely with the operations and investment teams.
Paul has a variety of experience in early-stage businesses (including being a founder), and formerly worked at another leading fund manager, where he built close relationships with top tier clients, and significantly grew both fund and single company assets under management. Paul has a PhD and Post-Doctorate from the University of Oxford and a 1st Class Bachelor of Science from the University of Leeds.
Outside of work and academia, Paul learnt to row during his PhD at Oxford, and then progress to become a double world champion and represented GB at the Beijing Olympics. Paul lives in Malvern, and alongside Mercia, is passionate about investing to stimulate economic growth outside of London and the South East.
paul.mattick@mercia.co.uk
Fred joined Pembroke in 2019, he previously worked at Grant Thornton within the Growth Finance team, advising founders and management teams seeking to raise growth capital of up to £10m. Prior to this, Fred worked for HSBC in Guangzhou, China.
Fred graduated from London South Bank University with a first-class honours degree in Business Studies with Finance and has passed CFA Level One.
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