Why attend this event?

The Social Investment Academy® is accredited by the CISI and PFS and is a unique forum where you can gain insight and learn from leaders who are bringing social investment to the mainstream amongst private investors.

Over 100 financial planners, wealth managers, family offices and investment managers will explore the current landscape and trends in this dynamic sector as well as inspiring business development opportunities.

In 2014 the Government introduced SITR, in 2015 the first advised clients started to invest in SITR funds which are open for investment now. Attendees will hear from fund managers of the two live funds, one of which has achieved its first close of £1.3mn.

In attending this morning event, we believe you will gather the market intelligence and contacts you need to help move social investment forward in your business.

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FULL AGENDA

Registration (Tea/Coffee)

Welcome and introduction - Gavin Francis

Sir Harvey McGrath - Chair of Big Society Capital offering an investors perspective.

Richard Monks - Head of Prudential, Protection, Governance & Investments / Policy Division / Strategy & Compliance, FCA regarding FCA's ‘call for input’.

Rob Wilson MP - Minister for Civil Society, Cabinet Office

Expert panel discussion on regulatory issues
Facilitated by Matthew Vincent - (Deputy Companies Editor, FT) with: Richard Monks (Head of Prudential, Protection, Governance & Investments / Policy Division / Strategy & Compliance, FCA), John Spiers (Director, EQ Investors), David Ingram (Director, Aim Two Three) and Rob Hewitt (Senior Policy Advisor, Social Investment & Finance Team, Cabinet Office)

Live audience survey on regulation. Facilitated by Matthew Vincent.

Neil Pearson - Director, Neil Pearson Consulting Ltd. to offer high-level overview of Social Investment as it currently stands.

Matt Fountain - Founder, Freedom Bakery to bring a social entrepreneur’s perspective on SITR.

Mid-morning coffee break

Incubator Sessions:
1) Simon Chisholm Investment Director, Resonance

2) Annika Tverin Director, Social Finance and

3) Whitni Thomas Investor Relations Manager, Triodos Bank

Advisers practical experience of advising on SITR (with Q&A)

Lee Dunn (Director, Paradigm Norton), Murray McEwan (Director, Flowers McEwan), Simon Brown (Director, BPH Wealth Management), Tim Page (Director, Page Russell) and Jason Flynn (Account Executive), Stackhouse Poland

Cemal Ezel & Jattinder Budwala - Co-Founder of Old Spike Roastery & Beneficiary from Change Please initiative

Closing comments and thanks - Gavin Francis

Networking Lunch

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Who was at our last event?

There was a high proportion of private wealth advisors in attendance along with investment providers, sector influences, social enterprises/charities and other attendees such as press etc.

The Social Investment Academy always aspires to bring participants together to inform, equip and inspire.

See below for the results of last year's feedback:

Inform:

See the results of when our attendees were asked how well informed they felt about SITR on scale of 0-10 (where 0 is 'not well informed' and 10 is 'completely informed') both before (Rating: 5.9) and after (Rating: 9.1) the event

“Talking to the providers to understand how the returns are actually generated” Tim Page - Director, Page Russell, Accredited and Chartered Financial Planners

“I really enjoyed the panel session - you chose the line up brilliantly. All three got the audience thinking, and ...I learned so much from it” Matthew Vincent - Deputy Companies Editor, Financial Times

Equip:

When asked what was the most valuable aspect of the event, themes of the survey responses centred around the quality and variety of attendees and speakers in addition to technical knowledge acquired through the incubator sessions.

"It was good to have both providers and the regulator" Portfolio Director, Cazenove

“I think it is important for our readers to be informed about this area - including understanding this is neither philanthropy or a form of tax planning - before they are presented with the inevitable rush of promotions as the investment limits increase.” Adam Palin - Reporter, FT Money, Financial Times

Inspire:

“Really good event today, excellent organisation and quality of delegates. Thanks for involving me” John Spiers - CEO, EQ Investors

“Networking with like minded people” Jason Butler - Wealth Consultant

“I just wanted to say a huge thanks to you and the team for putting on a wonderful event today. It was great to see so many old and new faces and also to feel the warmth that seemed to emanate from the participants. You've defined the benchmark for social investment events and thought leadership.” Executive Director, UBS Wealth Management

Social entrepreneur’s perspective on SITR – bringing social enterprise to life!