This webinar explores everything from what it means to be an Angel Investor to building a diverse, successful portfolio of early stage investments.

Dorset Business Angels (DBA) offer this free to attend, online event, as part of our Encouraging More Women into Angel Investing initiative. A UK Business Angels Association (UKBAA) backed program to educate and increase awareness of angel investing to women.

The proportion of women angel investors is very low compared to their male counterparts and there is a vital untapped source of equity finance to support the growth of entrepreneurs, especially women entrepreneurs.

The concept of a dedicated national or regional level forum for women offering peer to peer support and exchanging experiences on angel investing is felt by many to be more useful than encouraging women-only investing groups.

DBA is partnering with UKBAA to deliver the A-Z of Angel Investing. Jenny Tooth OBE, CEO of UKBAA will present the online webinar on May 18th, starting at 10.00AM GMT.

The event will be delivered via Zoom, incorporating expert professional partner advice and inputs from our sponsors:

Investec Wealth & Investment: Want to know how much you could commit to Angel Investing? Can you retire early? Will I have an Inheritance Tax liability? Financial Planning Director, Amanda Cook, will explain how Financial Planning at Investec aligns your needs, your values and your personal goals with every aspect of your finances to give you a complete picture of where you are now, and where you can get to in the future..

Following Amanda, you will hear from Senior Investment Director, Hannah Dampney, on how she works with Financial Planners to take into consideration a complete financial situation to tailor a bespoke portfolio to meet clients exact, yet flexible, requirements and attitude to risk. If you are, or are looking to become an Angel Investor, Hannah will explain how that will be allowed for when constructing your portfolio.*

Ellis Jones Solicitors: Partner, Kate Brooks will discuss how partnering with a trusted legal team is essential as an angel investor.

Saffery Champness Chartered Accountants: Partner, Liz Brierley will give a presentation about how important it is 'Having the right team with you on your journey'.

* The value of your investments can go down as well as up and you may not get back the full amount invested. Your capital may be at risk. The content of the presentation will not constitute a formal recommendation or personal advice and no action should be taken, or not taken, on account of the information provided.

A-Z of Angel Investing - May 18th 2021, Event Schedule

10:00  Welcome from Don McQueen, DBA Chairman

10:05  Liz Brierley, Saffery Champness - Having the right team with you on your angel investing journey

10:15  Jenny Tooth OBE, CEO of UKBAA - Main Presentation - A-Z of Angel Investing

11:15  Jenny Tooth in conversation with Bridget Connell, experienced female investor -  'My journey and approach as a female investor'

11:30  Kate Brooks, Ellis Jones Solicitors - How partnering with a trusted legal team is essential as an angel investor

11:35  Amanda Cook & Hannah Dampney of Investec - How working with a financial planner aligns your needs

11:40  Q & A session with all presenters taking part

11:55  Closing words from Peter Eales, DBA Director

12:00  Event close

Aims of the event:

• Provide an overview of angel funding

• Discuss what to look for in a pitch

• Talk about building your investment strategy

• Explain the risk awareness journey - the point being, this is a considered business process

• Review your opportunities and challenges as a female investor

Who is this event suitable for?

This event is for those who would like to understand more about angel investing. Those looking to take their first steps or to affirm what they have learnt so far.

The webinar is a step in the process of encouraging more women into angel investing. The path to angel investing for women (who are more risk aware than men), highlights where support from professional bodies and further due diligence will be required.

The process works equally well for all risk aware investors and is one that has evolved with regulation, better research and professional support.

DBA commitment:

• We will fully support women in their journey towards angel investment.

• We will provide a comfortable and welcoming environment to all members.

• We will increase understanding among members about how women and men might differ in their angel investing approach.

• We will ensure a balanced representation of pitches that are appealing to all members.

What happens after the event?

Attendees of the event who would like to know more about Dorset Business Angels as an angel investment organisation will be invited to meet with members of the team on an informal basis for a Q&A session.

Following that, it is our intention to hold an online Female Focus Pitch Event – women entrepreneurs pitching to women investors where, supported by some of our core existing and experienced members, attendees of the A-Z event may attend and take their first steps towards Angel Investing.

This online event is not suitable for:

• New business networking
• Finding new clients
• Entrepreneurs considering a future pitch to investors

Professionals who want to personally invest or, who have a portfolio of clients to whom Angel investing may be of interest are very welcome to attend this online event. If you have a specific requirement to attend or if you are unsure whether this event is right for you, please email contact@dorsetbusinessangels.co.uk and we will be pleased to assist.

DISCLAIMER

Any information provided on the website or other communication is for information purposes only. The website and other communications and their content are not, and should not be deemed to be an offer of, or invitation to engage in any investment activity. The website and other communications should not be construed as advice, or a personal recommendation by Dorset Business Angels Network Limited (Dorset Business Angels/DBA). DBA is not authorised and regulated by the Financial Conduct Authority (FCA). The content of any DBA promotion is not authorised under the Financial Services and Markets Act 2000 (FSMA). Reliance on a DBA promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the investment. UK residents wishing to participate in this promotion must fall into the category of sophisticated investor or high net worth individual as outlined by the Financial Conduct Authority (FCA).

 How can I contact the organiser with any questions?

If you have any issues booking your ticket. Please email our Events Manager: Debbie Frith debbie@thepassionatepa.co.uk