EIS Masterclass | March 2015 | Full Agenda
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