30th November 2018

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

We will be making further announcements about our speakers for the 2018 VCT & EIS Investor Forum so watch this space!

David Battle, NEX Exchange

David is responsible for business and market development as well as customer delivery. David has specialised in sales and customer relationship management in financial markets for over 25 years. Most recently as SVP for Singapore Exchange, he was previously Managing Director Deutsche Bank Group (Global Finance) and prior to that board director and MD, sales and customer relations, for listed company Rolfe & Nolan Computer Services Plc.

Jake Wombwell-Povey, Goji Investments

Jake Wombwell-Povey, CEO, is responsible for Goji's overall strategy and performance. Jake has been working in the alternative finance, lending and wealth management sectors since 2012, giving him valuable insight as to how the sectors intersect and how investors can benefit from investing in lending. Prior to joining Goji, Jake worked at Grant Thornton in the Financial Services Corporate Finance team where he qualified as an accountant (ACA). Jake also chairs TISA's forum on Peer to Peer and Alternative Lending.

 

David Beacham, Head of Distribution, is responsible for Goji's Business Development team and strategic partners, focussing purely on the Financial Adviser and Wealth Management sectors. David has over 28 years years experience working in the regulated advice sector of Financial Services. Along with 3 years as an IFA, David has occupied similar senior Business Development roles at Just Retirement and Winterthur Life, to name just a few.

 

Gerald Ratner - KEYNOTE SPEAKER

Gerald Ratner is a British household name and a well-known businessman. He is also a name associated with one of the business world’s biggest falls from grace.

Gerald Ratner took over as CEO of the family jewellery chain in the mid 80s, becoming one of Britain’s best known businessmen.

He transformed it from 130 stores with sales of £13m, to a public company with 2,500 stores and sales of over £1.2bn. By 1990, Ratner’s was the world’s largest jewellery retailer with profits in excess of £120m.

Following a high profile gaffe in which he described one of the products sold in the stores as ‘total crap’, he spent 18 months trying to do damage control but was eventually forced out of the business.

Gerald eventually bought and developed a health club which he sold 3 years later for £3.9m -this was the start of his comeback. He then started his online jewellery business, GeraldOnline which today is turning over some £25m 

 

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.

 

David Brookes, BDO

David is a fellow of the Institute of Chartered Accountants in England and Wales and has over 20 years’ experience working in tax.  David is the Head of Tax at BDO in Reading and leads BDO’s specialist team dealing with tax efficient investments, including SEIS, EIS and VCT.

He worked alongside the Treasury and HMRC representing the CBI on the tax law rewrite of the EIS and VCT legislation into the Income Tax Act 2007.  He is a member of the EIS Association and sits on their technical committee.

David writes the ‘Venture Capital Taxes’ book which covers EIS, VCT and CVS and also chapters in ‘Revenue Law – Principles and Practice’ and ‘Tax Planning’, all published by Bloomsbury Professional.

Gordon Pugh, Blackfinch

Gordon brings extensive experience working in the tax efficient investment sector. He started his career in the Enterprise Investment Scheme team at Close Brothers Investment where he was involved with a number of technology, pub and film EIS companies as well as VCTs and inheritance tax mitigating trading companies. He then joined Octopus distributing VCTs, IHT portfolios and EIS products. Subsequently, he helped to start up Stellar Asset Management and was involved with forestry, hotel, farming, EIS funds and their trading companies for IHT. He has also been involved with investment within the media sector since 2002, including numerous films for UK television. Gordon has the IMC and completed the first stage of the CFA.

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.

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.

Tom Wilde, Shooosmiths

 

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.

 

 

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.

David Newman - Delio Wealth

From offices in UK, Europe & Asia Delio help financial institutions leverage Delio's network, technology & expertise to scale and streamline the way they connect private investments with private capital. Delio digitise all aspects of private market activities; from origination to distribution and from transacting to reporting as well as connect clients together to access new capital or unearth new opportunities. Delio already work with three of the top 5 wealth managers in the UK as well as a broad range of fund managers, private investor clubs and angel networks; they are also the infrastructure underpinning UK Business Angels Associations deal sharing activities across its c. 200 member firms.

Prior to Delio, David worked at UBS and Barclays Wealth advising UHNW individuals and family offices on their investment strategy. David is a CFA Charterholder.

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