Thank you for registering for the Astute Investor – Meet the Providers Lunch, to be held in the beautiful surroundings of the Members Room in One Moorgate Place, Chartered Accountants Hall, 1 Moorgate Place, London EC2R 6EA. Registration is from 12:30pm.
Chestnut Tree House
We are pleased to run this exclusive event in support of Chestnut Tree House. This is a children’s charity providing hospice care services and community support for children and young people with progressive life-shortening conditions in Sussex and Hampshire.
Donations can be made by visiting: https://www.justgiving.com/fundraising/astuteinvestorclub
We thank you in advance for your kind and generous donations to this fantastic charity.
Lunch will be served in the Small Reception Room. Please email any special dietary requirements to email@example.com by 22nd January and we will endeavour to accommodate your requests.
Order of the Day
Please make every effort to attend the venue for the opening of registration at 12:30pm. The first presentation will commence at 1:15pm sharp.
12:30 Registration – guests arrive, refreshments
13:00 Call to take seats
13:05 Welcome Paul Beard
13:10 Introduction Paul Beard
13:15 Nicola Horlick part 1 2018 Macro Outlook
13:45 Nicola Horlick part 2 Debt vs Equity for company expansion
14:05 Break for buffet lunch
14:35 Andrew Mitchell – Godwin Developments
15:00 Andrew Johnson – Excel Pensions, secrets of a SSAS revealed
15:45 Final Q&As – Avantis Wealth Closing
16:00 Libations and networking
16:30 Event ends
Copies of all the presentations will be made available after the event, either by hard copies or to download inside the member’s area of the Avantis Wealth website. The presentations will also be filmed, and made available to watch inside the member’s area of the Avantis Wealth website.
All attendees of the event will be automatically entered into a free prize draw. The winner will receive a £500 voucher that can be redeemed against the Service Fee for any investment made from 25th January to 30th June 2018, subject to a £50,000 minimum investment.
The nearest mainline railway stations are Liverpool Street and Cannon Street, 10 and 15 minutes to walk respectively.
The nearest London Underground Stations are Moorgate and Bank stations, both less than 10 minutes to walk.
Plan your journey
Date: 24th January, 2018
Time: Registration: 12:30pm End: 4:30pm
Venue: ICAEW, Chartered Accountants’ Hall Moorgate Place London EC2R 6EA
If you have any questions about the event, please call Gavin O’Brien on 01273 022032 or email firstname.lastname@example.org
Biographies of the speakers
Nicola Horlick, CEO of Money & Co and Chairman of Rockpool Investments LLP.
Nicola has a wealth of experience running successful businesses. One of the most high-profile women in Britain’s financial industry, Nicola has turned-round companies and created highly successful teams.
In 1983, she joined S.G. Warburg as a graduate trainee. She worked with Leonard Licht, one of the leading fund managers in the City during the 1980s, and together, they built up the Specialist Equity team of what became Mercury Asset Management, and Nicola was appointed a director when she was only 28 years old.
In 1991, Nicola moved to Morgan Grenfell Asset Management (now Deutsche Asset Management) and she was appointed Managing Director of the UK business in 1992. Over the following five years, funds under management increased from £4 billion to £22 billion and Morgan Grenfell became recognised as one of the leading managers of UK pension funds.
In 1997, Nicola left Morgan Grenfell and set up SG Asset Management for the French bank, Societe Generale. The initial target for funds under management was £5 billion in five years. This target was reached after two years and within three years, funds under management had reached £7 billion.
Andrew Mitchell, Group Investment Director, Godwin Developments.
Andrew has held senior appointments within GKN PLC and was a senior management consultant with Saatchi & Saatchi. As a venture capitalist with Capital Ventures, he raised equity finance for property and other businesses. He was a Director of the Commission for the New Towns, managing land and property inward investment offices domestically and internationally. Over the last 15 years, he has put together equity and debt packages for property companies and was a partner with Beer & Partners, the private equity firm.
Andrew Johnson, Excel Pension.
Andrew has over 30 years’ experience in the banking and financial services sector, with the last 10 years providing structural advice to company directors on the advantages of a Small Self-Administered Scheme (SSAS), type pension. Andrew has helped many companies and their directors to reduce the corporation tax they pay, assist with the purchase of commercial property, and help create highly tax efficient family trusts to secure members future. Andrew is also part of a team of professional trustees to the SSAS schemes that are administered by Excel Pensions Ltd, which provides the on-going help and guidance to members.
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