Grange Tower Bridge Hotel, 45 Prescot Street, London, E1 8GP
Henry Whorwood leads Beauhurst’s consultancy team, working on custom research and reports for a variety of clients. He is a specialist on equity finance, growth companies and equity crowdfunding. He is the lead author of the British Business Bank's Small Business Equity Tracker.
As well as his work for the British Business Bank, Henry has written and provided proprietary research for organisations including Barclays, Syndicate Room, Royal Academy of Engineering, Innovate UK, BEIS and Smith & Williamson.
For 20 years Justin has had parallel careers: building a chain of dental practices; and a side career in property, where he successfully built a portfolio of residential buy-to-let and commercial properties. Whilst building this portfolio, Justin oversaw many refurbishments and even a small new build.
After selling the dental practices, unsatisfied by the 0.5% interest his money was earning in a high-street bank, Justin turned again to property. Drawing on his extensive knowledge of the industry, along with his wide network of developers, surveyors and lenders, he has developed a lucrative and secure investment strategy; investing in property, development and bridging financing, secured by first charge.
Prior to joining Arterial, Patricia was a Director of Sales for another private equity firm, specialising in EIS and SEIS across a range of sectors. She commenced her career with 15 years at RBS as a corporate adviser, eventually leading their North of England team.
She worked briefly in Shanghai on multi-national clients including BP, Maersk Oil, and Tesco, before returning to the UK to develop an auto enrolment proposition. Patricia holds extensive qualifications familiar to professional advisors and is a frequent keynote speaker at industry events and CPD webinars.
Stuart started his City career 45 years ago on the London Stock Exchange and has gained over 30 years capital markets experience building profitable businesses.
A former Senior Managing Director of Bear, Stearns Intl, he was Head of International Fixed Income responsible for trading, sales and research. He was Head of Debt at IBJ (trading, sales & research, 90 staff in 5 locations) from 1998 - 2000, and was Head of Credit Trading at Nomura until 2009.
In 2000 he established Bracken Partners, an investment banking boutique, private equity investor and fund manager. He is a user and active investor in platforms, past and present involvement includes; Active Hotels, IG Markets, Bloomberg, Sportingbet, iProfile, Transact (Integrafin), Interactive Investor (III) and SyndicateRoom.
He is non-Executive Director of AIM listed Daniel Stewart Securities PLC.
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.
Alex trained as a Credit Analyst at Citibank prior to completing an MBA at Harvard Business School in 1993. He helped pioneer online financial services as CEO of interactive investor prior to its £250m IPO in 2000.
Alex is an active Angel Investor and Director of early stage companies. In 2014 he co-founded Wheatfromchaff to provide systematic, low cost independent research on early-stage companies and the first service, www.crowdrating.co.uk, launched in September 2015 and has published over 500 ratings on equity crowdfunding campaigns to date.
Alex is currently non-executive Chairman of Artfinder, the UK’s leading online marketplace for affordable art.
Sylvia has an investment banking career that spans over 20 years with special focus on electronic trading execution services. During this time she has managed teams, negotiated global commercial deals and has been responsible for delivering distribution strategies at Credit Suisse and Man Financial. Nine years ago and still successfully in operation, she founded the first FCA regulated firm providing execution advice and electronic trading consultancy services to global institutional. In 2014, she founded Goldex, a bullion provider linking gold with payments that for the first time offers retail clients smart algorithmic trading tools and a gold payment card that does not require cash pre-loads. Goldex is bringing gold ownership into the 21st Century by spearheading its technological revolution.
After graduating from UCL with a BSc. in Neuroscience, Debbie began her career as a technical paraplanner with a focus on trusts and estate planning. She then moved to Switzerland to become a Wealth Planner with UBS advising UK HNWIs on succession planning strategies.
After returning to the UK she has worked for a large Independent Trust company and has worked in tax advantageous investment and estate planning for several years. As a STEP Technician she sits on the STEP City of London committee and the EISA Membership and Events Committee.
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.
Lucius Cary established his own business in 1972 after University, and experienced at first hand the difficulties of raising start-up capital. Five years later the business was successful and employed 50 people. While continuing to run the first business, he then started a second in 1978 - a monthly magazine, Venture Capital Report, which featured detailed articles including cash flow projections and equity structures about entrepreneurs seeking capital and which was sold on subscription to investors. This ran for 25 years and was a precursor to today's business angel networks.
By 1983, it became clear that scientists were unable to raise capital easily since investors didn't understand the science. So, to try to do something about this, in 1983 he started a third business, a seed fund specifically to invest in technology start-ups. He has done this ever since, and the current fund OT(S)EIS is fund no 12. Almost all the investments are within an hour's drive of Oxford since active involvement is required.
Kevin is a well-respected and widely-known financial markets leader, with over 25 years financial services experience during which time he has held senior positions at a number of important service providers.
Kevin was a member of the Executive Committee at the London Stock Exchange Group, where he was responsible for the growth in the clearing house, CC&G and Monte Titoli, the Exchanges post-trade businesses.
Previously, Kevin was Chief Executive of Xtrakter, the market services division of ICMA, where he commercialised the organisation and readied the business for sale to Euroclear, where he became a member of its senior management team. Kevin also ran the international businesses of SS&C Technologies and Macgregor and held the post of Executive Managing Director at Omgeo, the post-trade services joint venture.
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.
James joined the industry in 2004 and has been administering, promoting or advising on tax efficient investments since 2007. He has worked in private banks, an IFA firm, one of the longest established managers in the industry as well as structuring and launching products with a mid-sized manager.
Having been lucky enough to look after many of the most sophisticated and largest advisory firms, James is familiar with the complexities involved with writing and reporting on tax efficient investment. Adviser feedback and his own frustrations with the fragmented nature of applications and reporting have lead him to set up TEPS.
Rajeev began his career in advertising and has worked for TBWA, Leo Burnett and HHCL on accounts including Guinness, Thomson Holidays, Procter & Gamble, Kraft General Foods and the AA. Formerly the Marketing Director of Red Bull Energy Drink, UK & Ireland, he completed an MBA at the Institute for Management Development (IMD) in Lausanne. He has since founded a series of successful entrepreneurial businesses across a range of industries. These include MPPI, an Indian media fund, raising money and managing Indian property ventures, a 200mw wind farm development near Istanbul and Soho House Mumbai, a franchise business launching the Soho House brand in Mumbai.