Social Investment Academy – Changing the Course of History

Another great opportunity for me to explore with the specialists in Social Impact Investments with the Social Investment Academy and their seminar Changing the Course of History

This whole area of investment is rapidly moving to mainstream and this is another step in the process that enables long-term experienced advisers like me to keep up and ahead.

SocInvAcademyLogoThis gathering of the profession’s innovators at the the Social Investment Academy, the leading forum for financial planners incorporating social impact investment advice into their financial planning process.

We focus on Social Investment Tax Relief (SITR) with our best line up to date.

The line up

Keynote: Nick Jenkins – the new Dragon in BBC’s Dragons’ Den and the founder of the online retail

Following the sale of the business in 2011, Nick set up his own charitable foundation and has spent the past four years involved in the social sector as a grant giver through his foundation, as a trustee of the educational charity Ark and as a member of the Investment Committee of Impact Ventures UK. Along this work he continues to invest in early stage businesses.

Danny Kruger – David Cameron’s former adviser and speechwriter as well as a previous Daily Telegraph leader writer speaks on the social economy from a unique perspective.

Danny left politics to launch London-based social enterprise, Only Connect, which pilots innovative social enterprise models bringing hope and opportunity to ex-offenders and youth at risk.

Financial Times Deputy Companies Editor, Matthew Vincent, hosts a Q&A discussion with the panel:

Nick Jenkins : Danny Kruger

John Spiers (EQ investors) – John became a well known industry name building a leading business advising clients on tax sheltered products. He’s reported to have made £100 million from the sale of Bestinvest to 3i in 2007. John returned to wealth management recently buying a financial planning business with £500 million of client money and branded it EQ. John has a keen interest in social impact investment.

Nick Temple (SEUK) – Nick is Deputy CEO of Social Enterprise UK. Before joining SEUK, he was working as an independent consultant with organisations including The Guardian, British Council and the London School of Economics.

Nick is on the board of the SROI Network and was previously the Director of Policy & Communications at the School for Social Entrepreneurs.

Additionally, incubator sessions will be run by  HMRC and HM Treasury

Cathy Wilson – Head of Policy and Venture Capital Schemes at HMRC

Anna Longman – Senior Policy Adviser, Social Investment Tax Relief scheme, HM Treasury

Wyndham North – Head of Enterprise Investment, HM Treasury

Rockpool Investments – a private equity investment firm

Resonance – a specialist impact investment manager

A published poet, formerly homeless, John Smallshaw who graduated from the House of St Barnabas Employment Academy, will share his journey from homelessness to hope.

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