PIMFA
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Register now for this free, one-hour webinar on investment in EIS Knowledge Intensive funds from the Enterprise Investment Scheme Association.
Date: 20th February 2024
Time: 10.00-11.00am
The webinar is orientated specifically towards financial advisers, and open to both EISA members and non-members.
During the webinar, you’ll learn:
✅ In what ways are Knowledge Intensive (KI) EIS funds different to other EIS funds
✅ What tax reliefs are available, investment limits, typical deployment times
✅ Key considerations when investing
✅ Examples of investee companies
This event is fully CPD qualifying for attendees.
Speakers
Jessica Franks (Octopus)
Susie Harris (Parkwalk)
Andrew Noble (Par Equity)
Paul Mattick (Mercia)
Christiana Stewart-Lockhart (Director General, EISA) Chair
Jessica Franks heads up the team that manages investment products across our tax-efficient and institutional investments, including venture capital trusts and investments that qualify for Business Relief. She joined Octopus in 2014 and is a qualified tax adviser.
Susie Harris joined Parkwalk in 2019 from Puma Investments where she was Head of Internal Business Development. She has worked in financial services for all her career, the majority of which has been in the private equity/alternative investments market. Susie began her career at Hartford Life Limited before moving from the life sector to grow the Business Development Support Team at Future Capital Partners Limited and Cocoon Investments. Having lived abroad throughout her education, she has an honours degree from Columbia University in New York City.
Dr Paul Mattick heads the Sales and Investor Relations team for the Mercia EIS Funds. He works directly with private clients and advisers to build the EIS fund raising capacity of Mercia. Paul oversees the administration and development of the EIS funds, and ensures that investors receive a high level of service, much of which is delivered through Mercia’s award-winning Investor Centre. Paul has a variety of experience in early-stage businesses (including being a founder), and formerly worked at another leading EIS 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.
Andrew Noble is a member of Par Equity’s Investment Committee and sponsor partner to several Par portfolio companies. In addition, Andrew leads Par’s distribution of its discretionary managed funds, takes an active role on improving Par’s operations and technology infrastructure and represents Par Equity on the Steering Committee of ESG_VC, a pan-European initiative aimed at improving the ESG credentials of VC backed companies. Andrew is a former management consultant with McKinsey & Co, specialising in sales optimisation for FTSE 100 clients, before rejoining Par Equity in May 2019. Andrew has broad experience across the early stage venture capital and private equity markets having personally invested in more than 50 innovative, high growth companies since 2008, as well as founding Transition Capital, a management buy-in vehicle, in 2017, where he was managing director, leading the deal sourcing, due diligence, and fundraising efforts. Andrew is a former athlete, having competed for TeamGB in Alpine Skiing at the 2010 Winter Olympics, and holds an MBA from INSEAD Business School.
Christiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER, a Brussels based network of some of the most respected think tanks from across Europe. Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Young People’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship.
This will be followed by a Q&A session, where attendees will be welcome to ask our panellists questions.
The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature a range of industry experts.
The webinar is a production of the Enterprise Investment Scheme Association (EISA), the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme.
With thanks to our sponsors Mercia Ventures, Octopus Ventures, Par Equity, and Parkwalk Advisors.
