EIS
Showcase
12 november 2020
The Enterprise Investment Scheme has been providing investors with generous tax incentives to invest in young companies for almost 25 years. The capital this directs towards SMEs is needed now more than ever, so we’re hosting a unique virtual showcase to show just what EIS could offer your clients.
An immersive virtual experience
investment presentations
What can you expect?
Bite-sized 5 minute clinics from investment providers on specific aspects of investment planning
Why now?
Why attend?
CPD
accredited
"It was very convenient being able to dip in and out of the presentations over the course of the day, and meant other work could continue if necessary.”
"It was a useful series of presentations from the leading managers in this space with updates on fund progress and how they have managed through the current Covid crisis.”
"Well worth attending and easy to get some information about the BPR from multiple firms at your desktop.”
"The format was very professional and worked well for me - particularly the ability to pause a presentation and watch them all over the course of the day, but at my convenience.”
"It is by far and away the best online event I have been to."
If you have any questions about this event, contact: events@intelligent-partnership.com
?
Hosting a virtual event means we can provide you with far more content and expert input than a live event would be able to cater for. You can also claim CPD hours for attendance.
Every update and presentation will remain online for one month after the showcase, so you can absorb the information at your own pace.
An event - all from your desktop
Registering gives you access to our digital resource library where you can view or download content from your own home, at a time that suits you and your work and family commitments.
Learn how EIS managers have adapted to ‘the new normal’ in their investment strategy
The answers to the key questions – how have EIS managers and returns coped with Covid-19
Where should EIS sit in your inheritance tax planning strategy?
WHY NOW
WHAT CAN YOU EXPECT
WHY ATTEND
15-minute sessions from a selection of EIS investment providers
Exclusive EIS-focused content will include
An Adviser's guide to eis
Intelligent Partnership
EIS quarterly update
A Professional’s Guide to Estate Planning
Event testimonials
Watch live presentations, ask questions of presenters, chat with other delegates, view pre-recorded content or book virtual meetings with investment managers. It’s just like attending an event, but with no travel hassles and with everything built around your personal schedule.
An unprecedented amount of content available to you
A resource library accessible from anywhere
Keep learning long after the showcase finishes
Ownership, length of time in the market and financial strengh.
provider details
Growth, income, or a combination of the two, and the targeted level of annual returns.
investment objective
Do you have a sector focus, or a generalist approach? What is the liquidity profile of your product?
underlying investments
Borne by both the investor and the investees during the product’s lifetime, including any performance fees and admin and/or deal fees. All potential fees should be covered.
details on charges
AUM in AIM (you can include different strategies on AIM), performance track record in AIM (overall) and performance track record of the product you are discussing today (if you have more than one product).
your track record
What differentiates your product from the others in the market?
differentiation
Tutorials on key areas of EIS investment tax-planning
bite-size clinics
Attend pre-arranged meetings with investment managers and providers
virtual booths
Ask the managers questions during their product presentations
live Q&A sessions
From key industry experts
keynote presentations
Presentations from Intelligent Partnership & MICAP
eis MARKET UPDATE
How have knowledge intensive funds impacted the EIS industry?
Agenda
investing in eis during a crisis
investment managers' product presentations
Visit the managers' virtual booths, book meetings and live chat them
networking & quesiton time
response to covid-19 presentations
5 minute presentations from each of the participating managers
networking & Question time
AGENDA
networking & question time
Accredited
Book your place
video content
Best Practice in Researching EIS Investments
MICAP
15 minute presentations from each of the participating managers
9.30
10.00
10.15
12.15
13.15
14.00
15.00
In partnership with
on demand from 10.00
How EIS/SEIS can help exciting UK companies and re engage with investors
Mark Brownridge, Director General, EISA
Insights from the latest EIS data
Henry Whorwood, Head of Research & Consultancy, Beahurst
How clients can benefit from the recent KIF rules
Neil Pearson, Partner, Mills & Reeve LLP
Bite-size Planning Ideas
10 minute presentations from each of the participating managers
Click on a provider channel above!
go to website
Video content
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how clients can benefit from the recent KIF rules
mills & reeve
beauhurst
Neil Pearson, Partner at Mills & Reeve, explains the ins and outs of EIS Knowledge Intensive Funds, including their benefits to investors, and the potential pitfalls.
Beauhurst’s Henry Whorwood gives an update on the EIS investment landscape, using the latest data.
Investing in EIS during a crisis
intelligent partnership
micap
Gain a broad market overview of the EIS market place in recent years from Jonathan Minter, senior editor of financial services at Intelligent Partnership.
MICAP's director, Alan Sheehan discusses best practice when researching EIS.
View expert commentary
Provider Channels
Mark Brownridge, Director General of the EISA takes a look at what has happened with EIS investors and investees during the global pandemic and what the EISA is doing to help both.
EISA
Blackfinch Group is an independent investment specialist with a heritage dating back over 25 years. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. Across the Group we work for a positive impact and a more sustainable future as an Environmental, Social and Governance (ESG) investor. Blackfinch Ventures is our early stage business, working with a technology mandate. Our team of technology specialists and entrepreneurs invests in fledgling companies with great ideas and strong teams. We’re supporting firms set to disrupt their market and make a difference to people’s lives.
response to covid-19
offer presentation
Hear how Blackfinch's #isolationintern helped connect isolated students with start ups to the benefit of both.
Dr Reuben Wilcox, Head of Ventures, gives an overview of Blackfinch's EIS fund, including a look at how its venture partners add extra value to companies.
Blackfinch Investment's Executive Business Development Manager Gorden Pugh shows what EIS can offer landlords
Disposal of Buy-to-let: Managing out your CGT allowance with an EIS
Committed Capital Limited is a technology venture capital business, investing in EIS qualifying, growth stage, post revenue (£1m+), UK based companies across a number of tech sectors. Since 2001 Committed Capital has achieved an average 2.4x ROI (excluding tax reliefs) giving an IRR of 41% to investors. Sitting on the boards of our investee companies we are very hands on. We believe it is this approach together with careful selection and the breadth and depth of our transparent due diligence that has led to our exceptional track record. We have invested in 33 EIS qualifying companies, made 19 exits and 2 substantial partial exits, of which 20 have been profitable and just 1 has made a partial loss.
OFFER presentation
The basics of EIS and tax planning for entrepreneurs selling their business
Steve Harris looks at Committed Capital’s 5 phase approach to ensuring its underlying portfolio performed well through the Covid crisis.
Committed Capital’s Steve Harris explains why their EIS fund is worth your consideration.
Glen Steward looks at how EIS could be a tax efficient product for entrepreneurs selling their business.
Formed in 2010, Deepbridge was founded with the aim of building an investment team that could redefine the growth capital market. Our purpose is to provide reassurance to investors by enabling them to invest alongside our team of passionate, experienced and fair-minded specialists. A genuine blend of people who know what it’s like to run a business and who have a balanced approach between being good investors, strong managers and practical operators. Our ambition is to help their businesses achieve their full potential and thereby provide the best possible outcomes for our investors.
Trigger points - Utilising investments for tax planning
Simon Tutton gives an overview of Deepbridge’s Technology Growth EIS and Life Sciences EIS, and what they look for in a company.
Donna Battersby, North West Regional Manager at Deepbridge, looks trigger points for advisers to introduce tax advantaged investments to clients, and what tools are available to them.
SFC is a leading early-stage investment firm providing capital and support to British startups. By combining its Angel Network and Seed Funds, SFC has created a unique model that allows investors to get exposure to SEIS and EIS eligible businesses, either directly or through a diversified portfolio curated and managed by our expert team. Backed by an impeccable track record and recognised by Pitchbook as the UK's most active VC, SFC has partnered with the likes of British Business Investments to bring innovation forward.
How to secure sustainable growth or income whilst mitigating an IHT liability
Joseph Zipfel, Chief Investment Officer at SFC Capital takes us through the adjustments made by SFC Capital to meet the challenges of Covid-19.
SFC Capital's Chief Investment Officer, Joseph Zipfel, gives an overview of SFC Capital, it's history, investments and staff, including how it has developed the most active SEIS fund in the UK.
SFC Capital's Chief Investment Officer, Joseph Zipfel, considers why diversification is such an important aspect of SEIS and EIS investing, including an examination of how the number of portfolio companies impacts risk and return.
Welcome to SuperSeed Ventures, here is our Investment Thesis: We target the number 1 killer of start-ups, poor product market fit. We like to prove market demand before investment, often actually selling the prospective investee’s products before investment. We are entrepreneurs investing in entrepreneurs - In the US 60% of VC s are entrepreneurs, in the UK it is only 8%. We know what it takes to be successful - the partners have 8 exits under their belts already as investors and entrepreneurs. We are hyper focused - we use our first-hand knowledge to select companies that have what it takes to grow revenue rapidly on a pathway to exit We invest early - we select investments based on our deep sector expertise and invest pre-Series A when valuations are still attractive.
The Importance of Start ups Post Crisis and the Statistical Evidence for Premium Post Crisis VC Investment Returns
SuperSeed Ventures Investment Principal, James Sore considers what Covid-19 has meant for the SuperSeed portfolio companies.
Mads Jensen, Founder & Managing Partner at SuperSeed Ventures gives an overview of SuperSeed's approach to investing, its team and investments.
James Sore, Investment Principal at SuperSeed Ventures considers the opportunities created by crises and what that can mean for EIS and SEIS investing.
We're a group of entrepreneurs who put our heart and soul into helping visionary founders grow their ventures. It's what we love to do, and we believe it's the best way to build value for our EIS investors. We invest in various industries, with a special interest in funding innovation that could make a big difference to sustainability challenges. Our approach is based on our own experiences as entrepreneurs. We foster creativity and help founders to shape their teams, products and strategies. We know how to manage growth in the good times. And when times are hard, we stick by our founders, working tirelessly to help them find the best path forward.
Sustainability: vital to your clients' portfolios and the planet
Jasper Smith, CEO, explains how supporting companies now is setting the stage for Post Covid expansion.
Director James Faulkner compares Vala's EIS Portfolio with its new Sustainable Growth EIS.
George Robinson explains why there isn't a trade off between sustainable investing and financial performance in EIS.
BR
Velocity looks to provide its investee companies with an unfair advantage beyond the provision of pure funding. Velocity are active, not passive investors bringing to bear their own experience as entrepreneurs, financiers, marketeers on the businesses we support, but also additional services provided through our extensive networks including alliance partnerships, accounts, legal, consumer research, brand strategy, co-funding and grants.
Business Relief Solutions when a power of attorney is in place
CEO of Velocity Credit Ventures Rupert Strachwitz discusses how Velocity has reacted to the Covid-19 crisis
Although a young Business Relief offering, Velocity Credit Ventures team has lots of experience. CEO Rupert Strachwitz explains why this could benefit your clients
Understand the issues to consider when considering Business Relief for a client using a power of attorney, with Rupert Strachwitz, CEO of Velocity Credit Ventures
AIM
Expert Commentators
Supported by
AIM at 25: What you need to know
The Head of AIM & UK primary markets at London Stock Exchange Group gives an update on AIM at 25, including some intriguing statistics and insights into the growth market's past and future.
A quick look at the impressive statistics AIM can boast on its 25th anniversary.
london stock exchange
AIM at 25: ambition, growth, resilience
MICAP: Researching AIM Business Relief Services
Positioning AIM portfolio investing with your clients from an investors perspective
ig
A look at what has happened to AIM since the outbreak of Covid-19 in the UK and what the market movements tell us about the index and investment managers who call it home.
Considering best practice when researching AIM focused investment managers and their Business Relief products.
Jeremy looks at what investors concerns and requirements when thinking about AIM investing, giving advisers an investors eye view of their thought processes.
As it happened: Making sense of AIM movements during COVID-19
Head of AIM & UK Primary Markets at the London Stock Exchange with 11 years at the helm of AIM.
marcus stuttard
Analyst at IG with 20 years experience reporting on market and business news from around the world for Bloomberg and the BBC.
jeremy naylor
Director of MICAP a qualified Chartered Tax Adviser (Ireland) Financial Adviser (Ireland) who previously worked for Independent Trustee Company Ltd (ITC).
ALAN SHEEHAN
Head of Financial Services Content at Intelligent Partnership with experience of working for investment providers and producing award-winning industry guides and reports.
Lisa best
