TIME

SPEAKER

TITLE

OVERVIEW

09.15

Daniel Kiernan

Intelligent Partnership

Welcome

What to expect from the morning

09.20

Sarah Wadham

EISA

Why EIS investing is a “socially useful activity”

A positive reminder of the social good that EIS does, and a look at the importance of SMEs to UK economy

09.30

Tony Mudd

St James’s Place

Tax planning using EIS

09.50

Matt Taylor

Rockpool Investments

Diviersification Vs Conviction: why you should take a portfolio approach

Explore the advantages to taking a portfolio approach and the methods you can use to ensure you have diversification in your portfolio or Buffet like conviction in your stock picking

10.10

Odi Lahav

AllenbridgeIS

Panel games – how to put the perfect panel together for your business

Learn how to outline a compliant panel selection process, and why you should even have one at all

10.30

Eddie Grant

Ingenious Investments

Where to draw the line on client suitability

Helping advisers understand which clients are suitable for EIS

10.50

Questions Panel

Questions Panel

A panel session with Tony Mudd, Matt Taylor, Odi Lahav and Eddie Grant.

11.05

BREAK

11.25

Chris Siddle

Tolly

Getting qualified – the EISA diploma

An overview of the Tolly diploma – why you should take it, and how, as well as what topics will be covered

11.35

Andrew Sherlock

Oxford Capital Partners

It’s all about timing: Why EIS doesn’t have to be seasonal and planning exits for income

An outline and overview of the possible strategies that advisers may not have previously considered

11.55

Gillian Roche-Saunders

Bovil

Client files – what does good look like?

The ultimate checklist to make sure you have a perfect client file

12.15

Henny Dovland

TIME Investments

The end of renewables?

Are renewables still worth looking at and do investors need to worry about the sector at all? A chance to look into some current concerns and hear some sector predictions

12.35

Questions Panel

Questions Panel

A panel session with Andrew Sherlock, Gillian Roche-Saunders and Henny Dovland

12.50

Daniel Kiernan

Closing Remarks

13.00

LUNCH

14.00

CLOSE