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DTSTART;TZID=Europe/London:20241126T160000
DTEND;TZID=Europe/London:20241126T193000
DTSTAMP:20260425T080437
CREATED:20241029T084346Z
LAST-MODIFIED:20241029T084346Z
UID:317449-1732636800-1732649400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Oxford\, 26th November 2024
DESCRIPTION:  \n \nReady Steady Grow! is an event for the investment ecosystem in Oxford \nEISA is back in Oxford for another event that brings the EIS and VC ecosystem together to learn and connect. \nJoin us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space\, from founders to funds. \nDate: 26th November\, 2024\, registration from 16:00 BST \nVenue: Saïd Business School\, Park End St\, Oxford OX1 1HP \nRegister for this Ready Steady Grow event here. \nWhat is Ready Steady Grow? \nThese events\, brought to you by the Enterprise Investment Scheme Association\, bring together small businesses\, investors\, IFAs\, entrepreneurs and business advisers. The session will feature networking as well as panels of regional experts. \nReady Steady Grow events are designed to help each region of the UK with their EIS journey with a carefully constructed agenda featuring opinions from SME industry experts. \nAgenda\nThe event is split into two parts – a technical seminar at 16:30\, followed by a breakout session and networking from 17:30. \nThe agenda is yet to be released. \nHowever\, you can be sure there will be content and speakers to help you on your EIS journey\, wherever you are in the ecosystem. Keep your eye on this page for updates! \nThere will also be opportunities to network over drinks and canapes. \nWe are very grateful to our sponsors for this event.\nThank you to British Business Bank\, Charles Stanley\, Oxford Capital and Saïd Business School. \nIf you would be interested in sponsoring\, please get in touch with the team here. \nFrequently Asked Questions about Ready Steady Grow! \nWhere else can you attend a Ready Steady Grow! event? \nThroughout the autumn\, we will be visiting cities across the UK. You can explore the full calendar here. \nWho should attend this event? \n\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘next big thing’\nProfessional Advisors who want to help SMEs develop and grow\n\nIf you want to join\, but don’t feel like you fit in these categories\, get in touch with the team. \nWill refreshments be provided? \nDrinks will be available throughout\, and canapés will be available during the networking section of the event. \nYour data \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. \nBefore we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
URL:https://www.pimfa.co.uk/event/ready-steady-grow-oxford-26th-november-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241113T080000
DTEND;TZID=Europe/London:20241113T170000
DTSTAMP:20260425T080437
CREATED:20241120T165016Z
LAST-MODIFIED:20241120T165016Z
UID:318246-1731484800-1731517200@www.pimfa.co.uk
SUMMARY:How employers can manage the increasing mental health issues amongst younger workers
DESCRIPTION:Contact details: Stephanie Pollard (stephanie.pollard@clydeco.com) | +44 7843 833 106 \nMental ill health is one of the leading causes of sickness absence in the UK but look beyond the headline statistics and we see that younger workers are disproportionately impacted by mental health issues. \nJoin us for a special webinar where Counselling Psychologist Mr Simon Brittz from HCA Healthcare will join Employment Partner Chris Holme to look at how employers can manage the rising mental health issues amongst younger workers 💼 \nOur speakers will give their expert insights on what is driving the rise in mental health issues among younger workers\, spotting the warning signs that an employee is experiencing difficulties and key practical steps employers can take to support their employees\, manage legal risks and prepare managers to deal with mental health issues. \n📆 28 November\, 12:30-1:30PM GMT
URL:https://www.pimfa.co.uk/event/how-employers-can-manage-the-increasing-mental-health-issues-amongst-younger-workers-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241112T170000
DTEND;TZID=Europe/London:20241112T180000
DTSTAMP:20260425T080437
CREATED:20241120T165155Z
LAST-MODIFIED:20241120T165155Z
UID:318105-1731430800-1731434400@www.pimfa.co.uk
SUMMARY:Increasing pay transparency and pay equity: a global issue
DESCRIPTION:Pay transparency\, both as a value in itself and as an element of pay equity\, is rapidly becoming a pivotal issue across the globe. Driven by legislation\, regulatory activity\, and cultural expectations\, the rapid pace of change makes it essential for organisations to stay informed and prepared. \nIn this session our panel of lawyers from the U.S.\, UK\, Ireland and Belgium will review the trends in pay equity and transparency across the globe\, providing insights into possible future directions of pay transparency and equity measures. \nWe will also more specifically explore the current status of pay transparency/equity requirements in the U.S.\, UK and in the EU\, including in relation to the EU Pay Transparency Directive\, and will then consider how in practice organisations are addressing compliance requirements on an international scale. \nKey topics will include: \n– The history and evolution of pay transparency and its relationship with pay equity\n– Where we are now in key jurisdictions and a comparative analysis of practices in the U.S.\, the EU\, the UK amongst others\n– Practical steps and strategies for organisations\n– Future trends and what organisations need to be doing to plan for the future \nWho should attend this session? \nThis webinar will be of interest to HR directors/managers\, in-house counsel\, and compliance professionals from global organisations particularly those with responsibility for operations in the U.S.\, UK and Europe.
URL:https://www.pimfa.co.uk/event/increasing-pay-transparency-and-pay-equity-a-global-issue/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241108T080000
DTEND;TZID=Europe/London:20241108T170000
DTSTAMP:20260425T080437
CREATED:20241120T165217Z
LAST-MODIFIED:20241120T165217Z
UID:318106-1731052800-1731085200@www.pimfa.co.uk
SUMMARY:Increasing pay transparency and pay equity: a global issue
DESCRIPTION:Pay transparency\, both as a value in itself and as an element of pay equity\, is rapidly becoming a pivotal issue across the globe. Driven by legislation\, regulatory activity\, and cultural expectations\, the rapid pace of change makes it essential for organisations to stay informed and prepared. \nIn this session our panel of lawyers from the U.S.\, UK\, Ireland and Belgium will review the trends in pay equity and transparency across the globe\, providing insights into possible future directions of pay transparency and equity measures. \nWe will also more specifically explore the current status of pay transparency/equity requirements in the U.S.\, UK and in the EU\, including in relation to the EU Pay Transparency Directive\, and will then consider how in practice organisations are addressing compliance requirements on an international scale. \nKey topics will include: \n– The history and evolution of pay transparency and its relationship with pay equity\n– Where we are now in key jurisdictions and a comparative analysis of practices in the U.S.\, the EU\, the UK amongst others\n– Practical steps and strategies for organisations\n– Future trends and what organisations need to be doing to plan for the future \nWho should attend this session? \nThis webinar will be of interest to HR directors/managers\, in-house counsel\, and compliance professionals from global organisations particularly those with responsibility for operations in the U.S.\, UK and Europe.
URL:https://www.pimfa.co.uk/event/increasing-pay-transparency-and-pay-equity-a-global-issue-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241106T160000
DTEND;TZID=Europe/London:20241106T193000
DTSTAMP:20260425T080437
CREATED:20241029T084600Z
LAST-MODIFIED:20241029T084600Z
UID:317453-1730908800-1730921400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Belfast\, 6th November 2024
DESCRIPTION:Ready Steady Grow! is an event for the investment ecosystem in Belfast \nEISA is back in Belfast for another event that brings the EIS and VC ecosystem together to learn and connect. \nJoin us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space\, from founders to funds. \nDate: 6th November 2024\, registration from 16:00 BST \nVenue: Ormeau Labs\, 18 Ormeau Ave\, Belfast BT2 8HS \nRegister for this Ready Steady Grow event here. \nWhat is Ready Steady Grow? \nThese events\, brought to you by the Enterprise Investment Scheme Association\, bring together small businesses\, investors\, IFAs\, entrepreneurs and business advisers. The session will feature networking as well as panels of regional experts. \nReady Steady Grow events are designed to help each region of the UK with their EIS journey with a carefully constructed agenda featuring opinions from SME industry experts. \nAgenda \nThe event is split into two parts – a technical seminar at 16:30\, followed by a breakout session and networking from 17:30. \nAgenda to be updated \n4.30pm: Welcome\n4.35pm: British Business Bank\n4.45pm: EIS – Dos and don’ts\n5.00pm: Under the bonnet with the Fund Managers\n5.25pm: Journey of a Startup\n5.35pm: Closing comments from EISA\n5.40pm: Networking Reception \nHowever\, you can be sure there will be content and speakers to help you on your EIS journey\, wherever you are in the ecosystem. Keep your eye on this page for updates! \nThere will also be opportunities to network over drinks and canapes. \nThank you to our Sponsors \nWe are very grateful to our sponsors for this event. \nThank you to British Business Bank\, Charles Stanley\, Ormeau Labs and Raise Ventures. \nIf you would be interested in sponsoring\, please get in touch with the team here. \nFrequently Asked Questions about Ready Steady Grow! \nWhere else can you attend a Ready Steady Grow! event? \nThroughout the autumn\, we will be visiting cities across the UK. You can explore the full calendar here. \n\nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘next big thing’\nProfessional Advisors who want to help SMEs develop and grow\n\nIf you want to join\, but don’t feel like you fit in these categories\, get in touch with the team. \nWill refreshments be provided? \nDrinks will be available throughout\, and canapés will be available during the networking section of the event. \nYour data \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. \nBefore we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
URL:https://www.pimfa.co.uk/event/ready-steady-grow-belfast-6th-november-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241106T130000
DTEND;TZID=Europe/London:20241106T170000
DTSTAMP:20260425T080437
CREATED:20241029T084711Z
LAST-MODIFIED:20241029T084711Z
UID:317428-1730898000-1730912400@www.pimfa.co.uk
SUMMARY:Women in wealth - Empowering Future Leaders in Financial Services
DESCRIPTION:The Chartered Institute for Securities & Investment (CISI) Bristol & Bath Committee are delighted to invite you to join them at this Women In Wealth Event at the University of Bristol whereby undergraduates and professionals in the industry will gain insight from the journeys of many esteemed women in the industry. \nJoin us on 6 November at Bristol University for the CISI Bristol & Bath Women in Wealth event! This inspiring gathering is designed specifically for young professionals aspiring to enter the financial services industry. Attendees will have the opportunity to hear from a diverse panel of accomplished women who will share their insights\, experiences\, and journeys within the sector. Discover various pathways into financial services\, gain valuable perspectives\, and connect with fellow young professionals and CISI members\, as well as non-CISI members. Don’t miss this chance to empower your future in finance! \nClick here for more information.
URL:https://www.pimfa.co.uk/event/women-in-wealth-empowering-future-leaders-in-financial-services/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241105T160000
DTEND;TZID=Europe/London:20241105T193000
DTSTAMP:20260425T080437
CREATED:20241029T084940Z
LAST-MODIFIED:20241029T084940Z
UID:317451-1730822400-1730835000@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cambridge\, 5th November 2024
DESCRIPTION:Ready Steady Grow! is an event for the investment ecosystem in Cambridge \nEISA is back in Cambridge for another event that brings the EIS and VC ecosystem together to learn and connect. \nJoin us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space\, from founders to funds. \nDate: 5th November\, 2024\, registration from 16:00 BST \nVenue: Mills & Reeve Solicitors\, Hills Road\, Cambridge CB2 1PH \nYou can register for this Ready Steady Grow event here! \nWhat is Ready Steady Grow? \nThese events\, brought to you by the Enterprise Investment Scheme Association\, bring together small businesses\, investors\, IFAs\, entrepreneurs and business advisers. The session will feature networking as well as panels of regional experts. \nReady Steady Grow events are designed to help each region of the UK with their EIS journey with a carefully constructed agenda featuring opinions from SME industry experts. \nAgenda\n4.00pm: Registration\, Tea and Coffee\n4.30pm: Welcome – Zickie Lim\, Mills & Reeve\n4.35pm: Paul Sullivan\, British Business Bank\n4.45pm: EIS – Dos and don’ts – Jan Fachot\, PEM and John Kahn\, Mills and Reeve\n5.00pm: Under the bonnet with the Fund Managers – Olivia Wing\, EISA (Chair)\, Sunil Shah\, o2h Ventures\, Jeffery Faustin\, Jenson Ventures and Kealan Dolye\, Symvan Capital\n5:15pm Key Considerations for Startups – Eloise Morgan\, Paragon\n5.25pm: Journey of a Startup – TBA\n5.35pm: Closing comments from EISA – Olivia Wing\, EISA\n5.40pm: Networking Reception \nNetworking over drinks and canapes. \nThank you to our Sponsors \nWe are very grateful to our sponsors for this event.\nThank you to British Business Bank\, Charles Stanley\, Jenson Funding Partners\, Mills & Reeve\, o2h Ventures\, Paragon\, PEM and Symvan Capital. \nIf you would be interested in sponsoring\, please get in touch with the team here. \nFrequently Asked Questions about Ready Steady Grow! \nWhere else can you attend a Ready Steady Grow! event? \nThroughout the autumn\, we will be visiting cities across the UK. You can explore the full calendar here. \nWho should attend this event? \n\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘next big thing’\nProfessional Advisors who want to help SMEs develop and grow\n\nIf you want to join\, but don’t feel like you fit in these categories\, get in touch with the team. \nWill refreshments be provided? \nDrinks will be available throughout\, and canapés will be available during the networking section of the event. \nYour data \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. \nBefore we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cambridge-5th-november-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241030T103000
DTEND;TZID=Europe/London:20241030T113000
DTSTAMP:20260425T080437
CREATED:20241009T154205Z
LAST-MODIFIED:20241017T202845Z
UID:316746-1730284200-1730287800@www.pimfa.co.uk
SUMMARY:Risk Management: Tactics for Digital Assets
DESCRIPTION:In April 2023\, FCA’s Sarah Pritchard highlighted at City Week that while cryptoassets are growing in popularity\, many consumers don’t fully understand the risks involved. This lack of understanding poses significant risks not only to consumers but also to firms. With the introduction of consumer duty\, firms face substantial consequences if they fail to meet regulatory standards. \nJoin our live event to discover key strategies for managing these risks effectively.\nIn this live webinar we discuss the following aspects:\n• Key risk considerations\n• Global regulatory themes\n• Impacts for firms\n• Crucial steps for success\n• Ruleguard’s approach to risk management \nTo learn more about Ruleguard’s risk management solutions visit https://www.ruleguard.com/function/enterprise-risk-management-software.
URL:https://www.pimfa.co.uk/event/risk-management-tactics-for-digital-assets/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241023T120000
DTEND;TZID=Europe/London:20241023T170000
DTSTAMP:20260425T080437
CREATED:20241009T154220Z
LAST-MODIFIED:20241017T202343Z
UID:316861-1729684800-1729702800@www.pimfa.co.uk
SUMMARY:Routes into Finance – Relatability & Career Progression
DESCRIPTION:The Chartered Institute for Securities and Investment (CISI) Birmingham committee would like to invite you to attend their upcoming Young Professionals’ Network (YPN) event\, hosted by Aston University. \nWe hope that you will join us for this half-day event where we will hear from a number of professionals from within the finance industry\, from recent graduates to established practitioners\, who will share with us their thoughts\, knowledge and advise on pursuing a career into finance and the different routes available. \nAttendees will benefit from hearing from established local practitioners such as Graham Nicoll\, Director of Wealth for Succession Wealth with over 20 years of experience in wealth management and Rob Craik\, Deputy Head of Operations at EFG Harris Allday as well as many other individuals including those who will give their experience on their perspective of recently joining the industry. \nThis event is open to members and non-members alike so we hope you’ll join us at this event and make the most of our resources\, aimed towards young professionals in the industry. Please either book your place via this website or email your first & last name and email address to events@cisi.org and we book your places for you. \nThe CISI Young Professionals’ Network\, attracting young professionals between the ages of 18 and 35\, focuses on harnessing your competitive edge and professional development skills\, including leadership\, communication\, teamwork\, problem-solving and adaptability – so you’ll feel like a superstar in your role.
URL:https://www.pimfa.co.uk/event/routes-into-finance-relatability-career-progression/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241017T140000
DTEND;TZID=Europe/London:20241017T160000
DTSTAMP:20260425T080437
CREATED:20240924T121150Z
LAST-MODIFIED:20250617T125645Z
UID:315394-1729173600-1729180800@www.pimfa.co.uk
SUMMARY:Morningstar Adviser Forum\, London 17 October
DESCRIPTION:Discover Morningstar’s latest research tailored for UK advisers. Perfect for those who’ve outsourced investments or want to enhance their practice. \nFeaturing: \n• Topical Market Commentary\n• Investment Management Insights\n• Manager Research\n• Behavioural Finance Perspectives \nElevate your advisory practice with Morningstar’s expertise. \nContact: Sarah Rouse: eventsmanager@morningstar.com \nTo book your place and for further information click here.
URL:https://www.pimfa.co.uk/event/morningstar-adviser-forum-london-17-october-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240926T103000
DTEND;TZID=Europe/London:20240926T113000
DTSTAMP:20260425T080437
CREATED:20240819T111618Z
LAST-MODIFIED:20240823T102018Z
UID:313604-1727346600-1727350200@www.pimfa.co.uk
SUMMARY:Regulatory Updates: Blueprint for Success
DESCRIPTION:Staying compliant is crucial to avoid legal penalties\, fines\, and reputational damage. \nJoin us in our upcoming live webinar\, where we look at how to be proactive in compliance and enhance your firm’s ability to compete in the marketplace\, by fostering trust and reliability. \nIn Ruleguard’s latest live event\, we will delve into identifying your compliance universe before dipping into horizon scanning and tips for keeping on top of regulatory developments. \nOur upcoming session will cover the following areas: \nDefining the compliance universe\nLinking obligations and activities\nManaging regulatory developments\nEvidencing compliance \nWhether you’re a risk or compliance professional\, this session is perfect if you’re looking to enhance and transform your existing compliance model. \nTo learn more about our regulatory updates solution visit https://www.ruleguard.com/solutions/regulatory-updates-software.
URL:https://www.pimfa.co.uk/event/regulatory-updates-blueprint-for-success/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240918
DTEND;VALUE=DATE:20240919
DTSTAMP:20260425T080437
CREATED:20240819T111654Z
LAST-MODIFIED:20240823T124152Z
UID:312608-1726617600-1726703999@www.pimfa.co.uk
SUMMARY:30th Anniversary of EIS
DESCRIPTION:In 2024\, we are celebrating 30 incredible years of the Enterprise Investment Scheme. Three decades of founders\, investors and more using the EIS to support UK startups to become household names\, create life-changing health technology and more. \nJoin the Enterprise Investment Scheme Association and the EIS/SEIS ecosystem to celebrate! \nWe will be holding an exciting in person conference\, bursting with important speakers and conversations you won’t want to miss. \nThere will be talks throughout the evening\, followed by an evening reception\, where you will be served delicious drinks and canapes. \nThe event will be filled with entrepreneurs\, advisers and investors celebrating all that EIS has enabled the UK to achieve so far\, and the vital role it has had in ensuring a world leading ecosystem. \nAdditional tickets can be bought by members and non- members here. \nJoin us for the 30th Anniversary Event \nDate: Wednesday 18th September \nVenue: Institute of Directors\, 116 Pall Mall\, Central London \nTickets: EISA members will receive one complimentary ticket. You can buy additional tickets\, or non-member tickets. \nThe event will include food and drink throughout the day including a standing buffet lunch\, tea\, coffee & cake breaks\, and drinks and delicious canapes at the evening reception. \nThe agenda for the 30th Anniversary event: \nThe conversation will spread understanding of how the EIS has benefited the UK economy\, and how it will continue to do so well into the future. \nYou’ll hear from SEIS and EIS success stories\, and get an insight on how to access the schemes yourself. \nLearn more here. \nWho will be speaking at the 30th Anniversary of EIS? \nWe will be announcing the speakers over the next few weeks. Follow our LinkedIn and check our website regularly to be the first to know.\nSponsors and Partners \nWe are very grateful that the 30th Anniversary event is supported by our partners\, please stay tuned for sponsor updates. \nIf you would be interested in becoming a sponsor or partner\, please get in touch with Olivia at olivia@eisa.org.uk
URL:https://www.pimfa.co.uk/event/30th-anniversary-of-eis/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240725T103000
DTEND;TZID=Europe/London:20240725T113000
DTSTAMP:20260425T080437
CREATED:20240722T091425Z
LAST-MODIFIED:20240722T091425Z
UID:312300-1721903400-1721907000@www.pimfa.co.uk
SUMMARY:The Secret to Successful Product Governance
DESCRIPTION:Product governance is a critical aspect of business management. Firms need to ensure that products are developed\, launched\, and maintained to meet regulatory standards\, customer expectations\, as well as business objectives. Getting the balance just right is vital to your firm’s success. \nJoin our upcoming webinar where we delve into the following areas: \nProduct governance requirements\nImplementing a product governance framework\nRisk management considerations\nManagement information \nIn this session we will provide you with practical steps to help you track your entire product life cycle. \nTo learn more about Ruleguard visit https://www.ruleguard.com/solutions/product-governance-solution
URL:https://www.pimfa.co.uk/event/the-secret-to-successful-product-governance/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2024/07/ThemeLight-OrientationHorizontal-TaglineNone.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240627T103000
DTEND;TZID=Europe/London:20240627T113000
DTSTAMP:20260425T080437
CREATED:20240610T094639Z
LAST-MODIFIED:20240610T094639Z
UID:310494-1719484200-1719487800@www.pimfa.co.uk
SUMMARY:Understanding the impact & implementation of the UK’s Consumer Duty
DESCRIPTION:Are you ready to rise to the challenge? The Consumer Duty\, a key part of the FCA’s strategy\, is setting the bar high in the financial services sector. It requires firms to put their customers’ needs first\, and to demonstrate this on a continuous basis which poses a variety of challenges for firms. \nAs we approach the July 2024 milestone\, Ruleguard reflects on key challenges facing firms and the ability to provide assurance to boards.\nJoin Ruleguard’s upcoming webinar as we delve into the following: \n• Progress on Consumer Duty\n• First Annual Board Report\n• Upcoming Key Milestone\n• Regulatory Approach \nThis session will feature insights from Ruleguard on how we’re assisting firms in demonstrating compliance and oversight of their regulatory obligations. \nTo learn more about Ruleguard visit https://www.ruleguard.com/consumer-duty-compliance
URL:https://www.pimfa.co.uk/event/understanding-the-impact-implementation-of-the-uks-consumer-duty/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2024/06/ThemeLight-OrientationHorizontal-TaglineNone-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240620T133000
DTEND;TZID=Europe/London:20240620T143000
DTSTAMP:20260425T080437
CREATED:20240610T094717Z
LAST-MODIFIED:20240610T094717Z
UID:310370-1718890200-1718893800@www.pimfa.co.uk
SUMMARY:EU Digital Operational Resilience Act – what is it and what do financial services businesses need to do?
DESCRIPTION:The EU Digital Operational Resilience Act (DORA) entered into force on 16 January 2023 and will be applicable from 17 January 2025. The deadline for financial services businesses to comply is fast approaching and some of DORA’s requirements will take time to meet\, including remediating contracts to meet DORA’s prescriptive requirements. \nIn this webinar\, our experts will provide you with the essential knowledge to navigate this new regulatory landscape. Topics covered will include: \n*An overview of DORA: We will demystify DORA’s requirements\, explain the context for the new regime and the impact it will have.\n*DORA vs. the UK operational resilience regime: Our experts will compare and contrast DORA with the UK’s equivalent regime\, highlighting key similarities and differences. This comparative analysis will provide a dual perspective\, essential for businesses operating in the UK and the EU.\n*Contracting requirements and the role of in-house legal: In-house legal teams will be at the forefront of ensuring compliance with DORA’s contracting requirements. We will share actionable tips and techniques on approaching DORA’s ICT contract requirements\, as well as remediation exercises. \nWe hope you will be able to join us. \nIf you have any queries please contact the DAC Beachcroft Events Team at events@dacbeachcroft.com.
URL:https://www.pimfa.co.uk/event/eu-digital-operational-resilience-act-what-is-it-and-what-do-financial-services-businesses-need-to-do/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/06/Close-up-of-investor-hand-analyzing-stock-market-charts-on-digital-tablet-GettyImages-1134459825-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240522T110000
DTEND;TZID=Europe/London:20240523T170000
DTSTAMP:20260425T080437
CREATED:20240327T130205Z
LAST-MODIFIED:20240327T130205Z
UID:307824-1716375600-1716483600@www.pimfa.co.uk
SUMMARY:ETF Ecosystem Unwrapped 2024
DESCRIPTION:Europe’s flagship ETF event provides investors and the wider ETF ecosystem with insights into the trends shaping the European ETF market over the next 12 months. This is an ecosystem that is experiencing dramatic growth and change so we believe it is crucial attendees gain an edge in an increasingly competitive market. \nDay 1 is for professional investors only. Hear from leading experts on the latest ideas around asset allocation and portfolio construction\, all through an ETF lens. \nTopics include:\n– The fixed income conundrum and the role of ETFs\n– Analysing Europe’s ETF product pipeline\n– What next when allocating to China?\n– ETF investing in volatile markets \nDay 2 is open to the wider ETF industry where we will explore the crucial developments from across the European ETF ecosystem. \nTopics include:\n– Key ETF regulatory developments\n– Changes in Europe’s market structure\n– The shifting indexing landscape\n– The future of ETF trading \nContact information: –\nBob Shearwood:\nbob.shearwood@etfstream.com\n+44 20 3922 0877
URL:https://www.pimfa.co.uk/event/etf-ecosystem-unwrapped-2024/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/03/Web-Res_EEU-2023_436.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240501T080000
DTEND;TZID=Europe/London:20240501T170000
DTSTAMP:20260425T080437
CREATED:20240118T112217Z
LAST-MODIFIED:20260310T132310Z
UID:305094-1714550400-1714582800@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:The Morningstar Investment Conference provides financial advisors and experts with an opportunity to remain up to date with the latest research\, insights\, and analysis\, enabling them to better serve their clients. \nAs investors evolve and markets change\, it is essential for advisors to continually develop their practices to meet the needs of today’s investor. \nRegister now for the 18th anniversary of the UK conference with CPD eligible content. \nEnsure that you are equipped with the knowledge and tools necessary to thrive in this ever-evolving industry. \nFor further information and to book your place click here
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240306T110000
DTEND;TZID=Europe/London:20240306T120000
DTSTAMP:20260425T080437
CREATED:20240226T155441Z
LAST-MODIFIED:20240226T155441Z
UID:307077-1709722800-1709726400@www.pimfa.co.uk
SUMMARY:Digital Strategy for Wealth Management
DESCRIPTION:The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations\, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly female customer base.\nThis webinar covers the key tenets of a successful digital strategy\, including:\n* Developing an actionable digital strategy that aligns with commercial goals\n* Using technology to fulfil your brand promises to your clients\n* Addressing the current trends in wealth management\n* Creating a future-proofed\, client-centric digital strategy.\nThe expert team from CREALOGIX will provide all the tools and information wealth management firms need for the creation of a successful digital strategy. Sign up today to learn more and help to accelerate your firm’s digital strategy with practical solutions that align with commercial goals.
URL:https://www.pimfa.co.uk/event/digital-strategy-for-wealth-management/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2024/02/DigitalStrategy_WM_Webinar_0224_480x150-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240228T100000
DTEND;TZID=Europe/London:20240228T110000
DTSTAMP:20260425T080437
CREATED:20240214T101246Z
LAST-MODIFIED:20240214T101246Z
UID:306764-1709114400-1709118000@www.pimfa.co.uk
SUMMARY:Impact EIS Funds for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar on investing in impact EIS funds from the Enterprise Investment Scheme Association. \nDate: Wednesday 28th February\nTime: 10.00-11.00am \nThe webinar is orientated specifically towards financial advisers\, and open to both EISA members and non-members. \nDuring the webinar\, you’ll learn: \n✅ What investing in an impact EIS fund looks like\n✅ Key considerations when investing\n✅ Examples of investee companies \nSpeakers \nArran Dewar (SIS Ventures)\nJames Faulkner (Vala Capital)\nMatt Jellicoe\, (One Planet Capital)\nAntoine Pradayrol\, (Green Angel Ventures)\nChristiana Stewart-Lockhart (Director General\, EISA) Chair \nArran Dewar joined SIS in 2023 to lead SIS Ventures. Before this\, he worked with Inspiring Scotland and was responsible for the CashBack for Communities Fund (on behalf of Scottish Government)\, focussed on improving the quality of life of disadvantaged young people. In this role\, Arran supported the fund’s social impact through 35 organisations to deliver programmes across Scotland.  A qualified Chartered Accountant with over 20 years’ of experience working in business advisory\, investment and portfolio management\, due diligence and finance\, Arran has previously held roles with EY\, Saffery Champness and Deloitte. He has a BSc honours degree in Physiology from Glasgow University. \nJames Faulkner is a co-founder and the CEO of the Vala Group\, James is also the Managing Director of Vala Capital and has responsibility for the day to day oversight of Vala. James has enjoyed a successful career in sales and marketing for over 30 years primarily within financial services with PwC\, ABN Amro and Dun & Bradstreet but with spells in manufacturing and consulting too. James is a Chartered Member of the CISI and holds the Level 4 Investment Advice Diploma. \nMatt Jellicoe Co Founder and Director\, One Planet Capital.  After a corporate career in public companies\, Matthew founded and successfully exited two technology businesses in 2012 and 2018 respectively. He has been an active technology investor since 2012 and serves as a Non-Executive Director for two technology businesses. In more recent years he has specialised in sustainable investments. Matthew holds an Executive MBA from London Business school. \nAntoine Pradayrol is an experienced early-stage investor focusing on the climate tech space. He joined Green Angel Ventures in 2017\, and serves as Chief Investment Officer\, in charge of the firm’s fund activities. He has also built a portfolio of 30 investments across the energy transition sector\, clean transportation and smart cities\, energy efficiency solutions\, circular economy\, robotics\, and ed-tech. Antoine is actively supporting founders as part of Imperial College London’s Venture Mentoring Service\, as a Non-exec Director at Zedify and he was a Board Observer with AirEx until 2021.  Prior to joining GAV\, Antoine had a successful 15 years career in public equities as an equity research analyst covering the telecom sector. He was an Executive Director and partner with Exane BNP Paribas\, based in London since 2005. Antoine is passionate about companies applying innovative technologies to tackle global warming and climate change. He studied at Ecole Polytechnique (economics and finance) and Telecom ParisTech (technology and telecoms). \nChristiana 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. \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature a range of industry experts. \nThe 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. \nWith thanks to our sponsors Green Angel Ventures\, One Planet Capital\, and SIS Ventures and Vala Capital. \nPlease register here
URL:https://www.pimfa.co.uk/event/impact-eis-funds-for-financial-advisers/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240221T100000
DTEND;TZID=Europe/London:20240221T110000
DTSTAMP:20260425T080437
CREATED:20240214T101316Z
LAST-MODIFIED:20240214T101316Z
UID:306754-1708509600-1708513200@www.pimfa.co.uk
SUMMARY:SEIS for Financial Advisers Webinar
DESCRIPTION:Register now for this free\, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. \nDate: Wednesday 21st February\nTime 11.00am-12.00 midday \nThe webinar is open to both EISA members and non-members. \nDuring the webinar\, you’ll learn: \n✅ Details of the Seed Enterprise Investment Scheme (SEIS)\n✅ An overview of what investing in an SEIS fund looks like\n✅ Last minute tips\n✅ Key things to consider\n✅ Examples of investee companiesThe webinar is fully CISI CPD qualifying for attendees. \nThis event is fully CPD qualifying for attendees \nSpeakers\nJeffrey Faustin (Jenson)\nEd Prior (SFC)\nFred Soneya (Haatch)\nChristiana Stewart-Lockhart (Director General\, EISA) Chair \nJeffrey Faustin is a Partner and Chief Investment Officer at Jenson Funding Partners. With over 10 years of experience in venture capital\, he has worked with over 130 early-stage high-growth technology companies across all sectors working with management teams to deliver growth through business strategy and board advisory support. As CIO\, Jeffrey leads the team in all aspects of the investment management process\, from deal sourcing and screening to due diligence\, deal structuring and negotiation\, contract and execution.  Jeffrey’s network extends across the entire VC ecosystem\, from founder networks\, accelerators\, and incubators to university innovation hubs\, angel networks and later-stage VC funds. He holds a first-class degree in Engineering and an executive MBA from London Business School. \nEd Prior as Head of Investor Services at SFC\, leads the Investor Relations team\, working with investors and advisors to guide them into SEIS investing. Outside early-stage investing\, Ed has published reports in The Times on topics such as The Future CEO and Business Transformation\, been a political executive in various election campaigns\, and advised politicians on matters related to venture capital and public-private sector innovation. \nFred Soneya Fred was responsible for a number of high-profile\, large-scale innovation projects across http://Kiddicare.com and\, post-acquisition\, Morrisons\, the UK’s 4th largest Supermarket.  Fred created award-winning digital customer experiences by working with cutting-edge early-stage technology start-ups\, bridging the online-offline gap at Morrisons. This included the launch of browse-and-order points at over 300 supermarkets\, mobile payments which scaled to hundreds of millions in revenue and electronic shelf-edge labels for thousands of SKUs in the largest\, digital-first retail stores in the UK. \nChristiana 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. \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature a range of industry experts. \nThe 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. \nWith thanks to our sponsors Haatch\, Jenson Funding Partners\, and SFC Capital. \nPlease register here
URL:https://www.pimfa.co.uk/event/seis-for-financial-advisers-webinar/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240220T100000
DTEND;TZID=Europe/London:20240220T110000
DTSTAMP:20260425T080437
CREATED:20240214T101344Z
LAST-MODIFIED:20240214T101344Z
UID:306752-1708423200-1708426800@www.pimfa.co.uk
SUMMARY:EIS Knowledge Intensive Funds for Financial Advisers Webinar
DESCRIPTION:Register now for this free\, one-hour webinar on investment in EIS Knowledge Intensive funds from the Enterprise Investment Scheme Association. \nDate: 20th February 2024\nTime: 10.00-11.00am \nThe webinar is orientated specifically towards financial advisers\, and open to both EISA members and non-members. \nDuring the webinar\, you’ll learn: \n✅ In what ways are Knowledge Intensive (KI) EIS funds different to other EIS funds\n✅ What tax reliefs are available\, investment limits\, typical deployment times\n✅ Key considerations when investing\n✅ Examples of investee companies \nThis event is fully CPD qualifying for attendees. \nSpeakers\nJessica Franks (Octopus)\nSusie Harris (Parkwalk)\nAndrew Noble (Par Equity)\nPaul Mattick (Mercia)\nChristiana Stewart-Lockhart (Director General\, EISA) Chair \nJessica 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. \nSusie 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. \nDr 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. \nAndrew 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. \nChristiana 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. \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature a range of industry experts. \nThe 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. \nWith thanks to our sponsors Mercia Ventures\, Octopus Ventures\, Par Equity\, and Parkwalk Advisors. \nPlease register here
URL:https://www.pimfa.co.uk/event/eis-knowledge-intensive-funds-for-financial-advisers-webinar/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231120T170000
DTEND;TZID=Europe/London:20231122T200000
DTSTAMP:20260425T080437
CREATED:20230703T140157Z
LAST-MODIFIED:20231025T094718Z
UID:285802-1700499600-1700683200@www.pimfa.co.uk
SUMMARY:Finance Magnates London Summit - FMLS:23
DESCRIPTION:The Finance Magnates London Summit FMLS:23 is the year’s most exclusive and premium event. This outstanding event is specialised particularly for the fintech\, payments\, digital assets\, and online trading industries\, and will take place from November 20th to 22nd\, 2023\, at the famous Old Billingsgate in London. \n2.5 days of unequalled networking and knowledge-sharing possibilities. With a historic attendance of 3500+ industry experts\, this is your chance to network with the financial world’s top. Engage with over 150 eminent speakers who are at the forefront of their disciplines\, delivering essential insights into the current trends and strategies. \nIndulge in a premium exhibition with 150+ exhibitors\, where you’ll discover cutting-edge innovations\, special products\, and services. Network with industry pioneers\, investors\, and innovators to forge connections that can propel your business to new heights. \nJoin us in the Old Billingsgate in London from November 20th to 22nd\, 2023\, for an elite and premium event that will shape the future of finance.
URL:https://www.pimfa.co.uk/event/finance-magnates-london-summit-fmls23/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/paragliding-1220001_1280.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231102T160000
DTEND;TZID=Europe/London:20231102T193000
DTSTAMP:20260425T080437
CREATED:20230927T153855Z
LAST-MODIFIED:20231002T074637Z
UID:296144-1698940800-1698953400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Oxford - Thursday 2nd November
DESCRIPTION:At Thatcher Business Education Centre\, Saïd Business School\, Lecture Theatre VI (Intesa Sanpaolo) we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Oxford – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, SFC Capital and Wellers
URL:https://www.pimfa.co.uk/event/ready-steady-grow-oxford-thursday-2nd-november/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Oxford.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231019T160000
DTEND;TZID=Europe/London:20231019T193000
DTSTAMP:20260425T080437
CREATED:20230927T153920Z
LAST-MODIFIED:20231002T074637Z
UID:296142-1697731200-1697743800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Belfast - Thursday 19th October
DESCRIPTION:At KPMG\, The Soloist Building\, 1 Lanyon Place\, Belfast\, BT1 6DH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Belfast – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, KPMG\, Octopus Ventures\, Ormeau Baths\, RW Blears and Sapphire Capital Partners
URL:https://www.pimfa.co.uk/event/ready-steady-grow-belfast-thursday-19th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Belfast.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231017T160000
DTEND;TZID=Europe/London:20231017T193000
DTSTAMP:20260425T080437
CREATED:20230927T153945Z
LAST-MODIFIED:20231002T074637Z
UID:296140-1697558400-1697571000@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Newcastle - Tuesday 17th October
DESCRIPTION:At Newcastle Helix\, Newcastle upon Tyne\, NE4 5TF we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Newcastle – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, CT Accountants Advisors\, Par Equity and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-newcastle-tuesday-17th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Newcastle.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231012T180000
DTEND;TZID=Europe/London:20231012T220000
DTSTAMP:20260425T080437
CREATED:20230927T154027Z
LAST-MODIFIED:20231002T074638Z
UID:296017-1697133600-1697148000@www.pimfa.co.uk
SUMMARY:Exclusive evening with Sir Ranulph Fiennes\, the world’s most legendary adventurer
DESCRIPTION:As the finance world faces a complex climb\, meet the man who’s climbed more mountains than most. \nWe would like to personally invite you to a unique opportunity to learn with Sir Ranulph Fiennes. This exclusive evening is being held by Industrial Thought Group in collaboration with our subsidiary Financial Software Limited on Thursday\, 12 October 2023 from 6pm at the Eight Club Moorgate. \nPlease RSVP here so we can confirm your place.
URL:https://www.pimfa.co.uk/event/exclusive-evening-with-sir-ranulph-fiennes-the-worlds-most-legendary-adventurer/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/IMG_0751.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231011T160000
DTEND;TZID=Europe/London:20231011T180000
DTSTAMP:20260425T080437
CREATED:20230927T154256Z
LAST-MODIFIED:20231002T074638Z
UID:296139-1697040000-1697047200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cambridge – Wednesday 11th October
DESCRIPTION:At Mills & Reeve\, Botanic House\, 100 Hills Road\, Cambridge\, CB2 1PH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Cambridge – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in Cambridge – Paul Sullivan\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Jan Fachot\, PEM \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Zickie Lim\, Mills & Reeve \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Tim Dickens – Octopus Ventures\, Ed Prior – SFC Capital\, Sunil Shah – o2h Ventures and Glen Stewart- Committed Capital \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29Aug) Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, o2h Ventures\, Octopus Ventures and PEM
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cambridge-wednesday-11th-october/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231010T160000
DTEND;TZID=Europe/London:20231010T193000
DTSTAMP:20260425T080437
CREATED:20230927T154100Z
LAST-MODIFIED:20231002T074638Z
UID:296137-1696953600-1696966200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Leeds - Tuesday 10th October
DESCRIPTION:At PwC\, Central Square\, 29 Wellington St\, Leeds\, LS1 4DL we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Leeds – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in the North West – Cat Smith\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, PwC speaker tbc \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Paul Christian\, Ward Hadaway \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin- Jenson Funding Partners\, Matt Nelson- Guinness Ventures\, Andrew Aldridge\, Deepbridge \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, Guinness Ventures\, Jenson Funding Partners\, PwC and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-leeds-tuesday-10th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Leeds.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231005
DTEND;VALUE=DATE:20231006
DTSTAMP:20260425T080437
CREATED:20230915T094623Z
LAST-MODIFIED:20231002T074638Z
UID:295526-1696464000-1696550399@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Our annual event will once again be a full day’s deep dive into sustainable\, responsible\, ethical and ESG investment. \nThis year’s keynote speakers are the FCA’s ESG Manager Sara Woodroffe\, who will be discussing SDR and related activity – and NGO Client Earth’s Joanne Etherton. Other expert speakers are UKSIF CEO and expert climate risk actuary Mike Clark. \nTheir sessions will be interwoven with fund managers panels where we will explore how leading managers deal with some of the most important and complex sustainability issues of our time. \nThe day qualifies for up to 6 hours of CPD and there will also be lots of time to mingle with old friends and new throughout the day and at the drinks reception into the evening. \nFor more information and to book your place click here. \nDate: Thursday\, October 5\, 2023\nTime: 9.30 for a 10:00 AM start\nDrinks reception: 5.30 – 8.30\nAddress: Christ Church\, Spitalfields\, Commercial Street\, E1 6LY \nThe event is designed for financial advisers\, planners and wealth managers.
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/09/SRI2023_Image-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231004T160000
DTEND;TZID=Europe/London:20231004T193000
DTSTAMP:20260425T080437
CREATED:20230927T154133Z
LAST-MODIFIED:20231002T074638Z
UID:296135-1696435200-1696447800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Manchester - Wednesday 4th October
DESCRIPTION:At KPMG\, 1 St Peter’s Square\, Manchester\, M2 3AE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Manchester – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, Patrick Molyneux \n4.35 Update on the early-stage market and recent commitments in the North West – Delyth Edwards\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Hannah Barraclough\, KPMG \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Valerie Whalley\, RW Blears \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – Patrick Molyneux \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin – Jenson Funding Partners\, Tim Dickens- Octopus Ventures\, Jess Jackson – Praetura Ventures \n5.25 Journey of a Start-up with Founder Nicola Weedall\, Hydr \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nTHANK YOU TO OUR SPONSORS: \nBritish Business Bank\, Charles Stanley\, Jenson Funding Partners\, KPMG\, Octopus Ventures and Praetura Ventures \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
URL:https://www.pimfa.co.uk/event/ready-steady-grow-manchester-wednesday-4th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Manchester.jpg
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END:VCALENDAR