21st November 2019

Leonardo Royal Hotel Tower Bridge (formerly Grange Hotel)
45 Prescot Street, London E1 8GP


The Advisor School

Educating Financial Advsiers on Tax Efficient Investment products

9.30am - 10.15am
Teacher: Richard Barnes, Octopus Investments

Understanding VCTs and clients they might be suitable for

10.20am - 10.50am
Teacher: Kealan Doyle, Symvan Capital

Trust But Verify: How can investors properly assess EIS fund managers?

In the wake of the 2017 Patient Capital Review, the wealth management in the UK has had a new challenge, which is to focus on growth-oriented venture capital fund managers. Yet a familiar refrain concerns how does one accurately assess the fund managers? Symvan's school brief focuses on some of the issues that investors need to consider, including manager conflict of interests, properly assessing track records, and what to look for when considering the probability of manager exits.


10.55am - 11.40pm
Teacher: Paul Miller, Bethnal Green Ventures

The future is impact: the rising demand for impact investment opportunities

With the largest wealth transfer in history due, it's vital to anticipate the investment expectations of the next generation. Recent reports show that 86% of millennials are interested in generating positive impact alongside achieving market rate returns. There is a global shift taking place and the number of individual investors looking for opportunities to align their wealth with their values is only increasing. This session will give you an important overview of what impact investing is, why it matters and how to communicate with your clients about it. 

11.45pm - 12.15pm
Teacher: Matthew Cushen, Worth Capital

Confessions of an optimistic investor (who teamed up with a grumpy pessimist!) & 7 killer questions for any advisors considering EIS & SEIS funds

With 15 years of investing experience and more than their fair share of successes & battle scars, Worth Capital will share insights gleaned from a long career in early stage investing. They will talk about how these insights led them to set up an innovative Fund, deliberately designed to 'stack the odds of seed investing' and will share case study stories about specific company investments and the rationale behind them. This will help IFAs to understand how fund managers make their investment decisions and how they should go about communicating fund managers' strategies with their clients.

The session will finish with a discussion around the important questions IFAs should be asking EIS or SEIS fund managers before trusting them with clients' cash.


1.45pm - 2.30pm
Teacher: Grace England, Resonance

Social Impact Investment - an interactive session to build your understanding of this fast growing sector and how to sell it to your clients

2.30pm - 3.15pm
Teacher: Aanisah Begg, Midven

What to expect from your EIS portfolio