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. Please register here

Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. Date: Wednesday 21st February Time 11.00am-12.00 midday The webinar is open to both EISA members and non-members. During the webinar, you'll learn: ✅ Details of the Seed Enterprise Investment Scheme (SEIS) ✅ An overview of what investing in an SEIS fund looks like ✅ Last minute tips ✅ Key things to consider ✅ Examples of investee companiesThe webinar is fully CISI CPD qualifying for attendees. This event is fully CPD qualifying for attendees Speakers Jeffrey Faustin (Jenson) Ed Prior (SFC) Fred Soneya (Haatch) Christiana Stewart-Lockhart (Director General, EISA) Chair Jeffrey 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. Ed 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. Fred 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. 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 Haatch, Jenson Funding Partners, and SFC Capital. Please register here