24th November 2017

Grange Tower Bridge Hotel, 45 Prescot Street, London, E1 8GP

Speakers

We are delighted to announce that Ian Livingstone, the best selling author and entrepreneur, will be delivering one of the keynote talks at this year's VCT & EIS Investor Forum.

He will join other keynote speakers including John Timpson, CBE, the inspirational CEO and owner of Timpson the UK retail shoe repair chain with over 1,300 shops. 

Please continue to check back here as we will be announcing additional speakers in the coming months.

Sir John Timpson CBE 

The Timpson family business was taken over in 1973, but 10 years later John led a £42m management buyout.  In 1987 he sold the shoe shops and concentrated on building the shoe repairing and key cutting business.

Timpson now has over 1300 branches nationwide with a turnover of £195m.  It is a private business wholly owned by John Timpson and his family.  Timpson is the UK's most active employer of people from prison.

Recently widowed, John was married to his wife Alex for 47 years.  He has five children and John and his wife were foster carers for 31 years during which time they fostered 90 children.

He describes his business philosophy in his book, 'Upside Down Management' and has a weekly column in the Daily Telegraph.

In 2004 he was awarded the CBE for Services to the Retail Sector.

Ian Livingstone CBE

Ian Livingstone co-founded iconic games company Games Workshop with Steve Jackson in 1975, launching Dungeons & Dragons in Europe. In 1982, he co-authored The Warlock of Firetop Mountain, the first title in the Fighting Fantasy gamebook series which has sold almost 20 million copies worldwide. When serving as Executive Chairman at Eidos, he launched global video games blockbusters including Lara Croft: Tomb Raider. Ian is an investor in 11 UK games companies, including The Secret Police for whom he acts as chairman.

Patrick Birley, NEX Exchange

Patrick Birley brings to NEX Exchange over 25 years’ worth of industry experience. During these 25 years, Patrick has held senior positions at a number of exchanges and financial institutions, including NYSE Euronext, the London Stock Exchange, LCH.Clearnet and the South African Futures Exchange (Safex). 

Patrick’s vision for NEX Exchange is to create an exchange where companies can join a public market easily, cost-effectively, efficiently and, most importantly, with pride.

David Scrivens, Clubfinance

David is a serial entrepreneur, corporate financier and accountant. David’s early career was centred around providing Corporate Finance advice to regulated industries and infrastructure transactions. In 2002, he set up Clubfinance Ltd, an investment broker designed to disrupt the sale of investment product to private clients. 

David learned the hard way that actually running a regulated business is not as easy as it appears, starting off just as the Personal Investment Authority was replaced by the Financial Service Authority, then followed by a relentless change in the market. Despite this Clubfinance Ltd is now one of the market leading execution-only brokers for EIS, VCT, IHT as well as offering discount stock broking and fund supermarket services.

Alongside Clubfinance Ltd, David co-founded a number companies including Clubfinance Project Finance Ltd, an accounting practice which delivers financial modelling and debt-raising services, Amberside Capital Ltd, FCA-regulated fund management company offering EIS investments to retail clients, and Amberside Energy Ltd, an energy consultancy, asset manager and developer. Newer companies include Amberside Power Ltd, an owner of rooftop solar and electric vehicle charging points, and Amberside Technology Ltd a company created to exploit a patented energy efficiency device.

Dr Brian Moretta, Hardman & Co

Brian Moretta leads Hardman’s research of tax enhanced products and companies, financials stocks and investment funds.

He has had a 20 year career in financial services, including over a decade as a fund manager. He specialised in analysing financial services companies at SVM Asset Management as well as managing two traded endowment funds, an equity fund and working on hedge funds. Since then he has taken on various consulting roles, including company and sector research for diverse clients.

In addition to his role with Hardman, Brian has lectured on actuarial science and financial economics at Heriot-Watt University and is an examiner for the Faculty & Institute of Actuaries. He joined Hardman in February 2013 and holds a PhD in Applied Probability and a BSc in Actuarial Maths and Statistics.

Vanessa Bradley, BDO

Vanessa has over 20 years’ experience of auditing FCA regulated firms with a focus on regulated investment management firms and funds. She has a combination of investment trusts, investment companies, VCTs and private equity fund experience.

Vanessa has a strong understanding of the regulatory challenges affecting investment firms and as well as provision of audit services, she has advised on control design and effectiveness reviews, client assets compliance and on regulatory changes and investigations.

Vanessa has experience of the regulatory and financial reporting environments in the UK, US, Dublin, Channel Islands and Cayman Islands. She is also a qualified CPA in the US, having spent 2½ years working in our New York office.

Tom Wilde, Shoosmiths

Tom is the partner at Shoosmiths LLP who heads up the firm’s enterprise investment scheme and venture capital trusts (VCT) tax practice.

He is one of the UK’s leading experts in this field, with extensive experience advising investors and investee companies on structuring and implementing tax efficient investments, reorganisations and exits in compliance with the EIS and VCT regimes, ensuring that returns from investment are optimised. 

Tom’s in-depth experience also includes advising clients on share option schemes including EMI options, employee shareholder shares and company share option plans, as well as negotiating with HMRC on both contentious and non-contentious matters.

Robert Whitby-Smith, Albion Capital

Robert is a partner at Albion Capital. Prior to joining Albion in 2005, Robert worked in corporate finance at KPMG, Credit Suisse First Boston and ING Barings. Robert is a Chartered Accountant and a member of the Chartered Institute of Securities and Investment. Robert is responsible for investments in the technology, advanced manufacturing and business services sectors. Robert is a director of Convertr Media, Elateral, ELE Advanced Technologies, Grapeshot, OmPrompt, PSE and SBD Automotive and is responsible for a variety of other investments including Antenova, Anthropics, Perpetuum and Symetrica.

John Mather, Booth Wealth Management

John has been in financial planning since establishing his own brokerage in 1973 which was sold in 1988 to a major international institution. He then established a small family office for high net worth clients which was sold to public company in 2000, after which he formed a small boutique business for just over a 100-high net worth clients managing over £300 million. During that time he also held a non-executive directorship with a Global Macro Hedge Fund. John currently works alongside Booth Wealth Management and has designed and worked on several current EIS offerings including Harley Street Worldwide Laboratories and Secret Police Games.

Charles Owen, CoInvestor

Charles is the founder of CoInvestor, an investment platform which enables private investors to co-invest alongside established EIS fund managers on a deal by deal basis.

A specialist in start ups and early stage companies Charles has extensive experience in smaller company funding. He was a founding Director of Cresco Capital, an FCA authorised corporate advisory firm based in London. Cresco advises its corporate clients predominantly in relation to strategy and fund raising. Charles is also an advisory Board member for Seraphim Capital, a venture capital fund, and has previously been a Director of a listed venture debt fund.

Kieran O'Gorman, Deepbridge Capital

As Technical Partner, Kieran leads the Deepbridge Capital investment management team.  With a wealth of experience in financial services, including institutional fund management within the Lloyd’s of London insurance community, and HNW private client stockbroking at Popes Stockbrokers (now Brewin Dolphin), Kieran has an in-depth knowledge of the private capital markets, involving capital raising, investor relations and communication, and is responsible for the fund-raising activities at Deepbridge. Kieran has been a Fellow of the Chartered Institute of Securities and Investments since 2001.

Ilian Iliev, EcoMachines Ventures

Prior to founding EcoMachines Ventures in 2013, Dr Iliev co-founded and was CEO of CambridgeIP Ltd (2006-2012), which he built into a leading technology strategy player in the innovation space (partial exit through sale of data & software business to multi-billion US investment fund). Before that he was strategy advisor to the Board of Allen & Overy (2004-2006).

Ilian holds a PhD from Cambridge University’s Judge Business School, focused on Venture Capital business models in emerging economies; an MCom in Economics, and a BA in Politics, Economics and International Relations from the University of Witwatersrand.  He has published widely on issues in the energy and cleantech space, innovation finance and innovation policy. He is an Associate Fellow at Chatham House, focused on energy and resource efficiency.

Dermot Campell, Kuber Ventures

Dermot Campbell’s career as a wealth management professional has spanned 23 years across a range of disciplines, including management, private banking, financial planning, product specialisation and as an independent financial adviser. This range of experience and knowledge gained through high profile Directorships and management roles has seen Dermot’s reputation as an industry expert and thought-leader grow considerably over the years. Since 2012, Dermot has been Chief Executive of Kuber Ventures Ltd, developing the business from its initial launch to the successful EIS investment platform that it is today.

Andrew Castell, Par Equity

Andrew is a co-founder of Par Equity, a boutique investment firm based in Edinburgh.  Par Equity has been making EIS investments since 2009 and offers investors both an EIS fund and a non-discretionary EIS portfolio service.  A Chartered Accountant with extensive corporate finance and corporate restructuring experience, Andrew has responsibility within Par Equity for a range of operational functions and chairs the Investment Committee.  He has an MA in Jurisprudence from Oxford University.

Grace England, Resonance

Grace is an Investment Manager at Resonance, where she currently leads the development of Resonance’s Social Investment Tax Relief (SITR) Funds across the UK, as well as the Resonance Angel Investor Network (RAIN). This has included Grace taking a lead role in arranging the UK’s very first SITR deal back in 2015 and, subsequently, in developing the Resonance Bristol SITR Fund - the first SITR fund to be launched in the country. Grace is now based in Resonance’s Birmingham office where she is working towards the imminent launch of Resonance’s second SITR Fund, dedicated to tackling poverty in the West Midlands through investment in Social Enterprise. 

Daniel Brewer, Resonance

Daniel leads the growing team at Resonance, one of the UKs leading and longest standing Social Impact Investment firms. His passion is supporting social enterprises to access investment so that they can scale the social impact they have. He has seen the company flourish as it has created demand-led, impact investment funds. Through both its funds and advisory business, Resonance channels about £30m of investments into the hands of social entrepreneurs each year.

Daniel founded Resonance in 2002 having spent several years in the food industry as a manufacturing engineer and then leading a political lobbying campaign on tackling the UK poverty trap.

Daniel is a non-exec of a small number of high impact social enterprises and sits on the investment committee for a leading impact investor foundation.

Kealan Doyle, Symvan Capital

Kealan has worked with venture capital companies for 15 years, both in a corporate finance advisory capacity as well as a fund manager.  He prefers to invest in a wide range of technology companies, but is also very interested in finding synergies within the Symvan portfolio of companies. Company interests include big data analytics, fintech, SaaS, 3D printing and network security. Before his involvement in venture capital investing, Kealan previously lead a structured equity products team at HSBC, and has worked at Deutsche Bank, Merrill Lynch and UBS. Together with Nicholas, he has since founded his own entrepreneurial businesses to focus on VC investing. Kealan holds degrees from the London School of Economics and the University of Toronto.

Jonathan Gain, Stellar Asset Management

Jonathan has been involved in financial services since graduating with a BA (Hons) Accountancy.  He joined Close Brothers Investment Limited in 1993 and was appointed Finance Director in 1998.

Responsible for overseeing its property investment funds and numerous tax planning products he became managing director in 2005 and when he left to set up Stellar, it had approximately £1 billion of funds under management.

Drawing on his wide ranging experience Jonathan established Stellar in late 2007, along with three former colleagues.

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