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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20240220T100000
DTEND;TZID=Europe/London:20240220T110000
DTSTAMP:20260426T190418
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
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DTSTART;TZID=Europe/London:20240221T100000
DTEND;TZID=Europe/London:20240221T110000
DTSTAMP:20260426T190418
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
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DTSTART;TZID=Europe/London:20240228T100000
DTEND;TZID=Europe/London:20240228T110000
DTSTAMP:20260426T190418
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
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