I’d love to offer the tax reliefs, but how do I account for the S/EIS risks?
Coffee, pastries, and CPD. Dive into the UK startup market data to discover strategies that enable S/EIS investments in a wider portfolio. This is a free, in-person event with limited spaces.
"I'd love to offer the tax reliefs, but how do I account for the S/EIS risks?"
Advisers ask us this question so often that we're hosting a breakfast session to answer it.
As a local adviser, we are delighted to invite you to join us for coffee, pastries, and valuable CPD that will equip you with the knowledge to confidently integrate Venture Capital assets into your client portfolios.
Among other areas, this will help to answer the question: “I’d love to offer the tax reliefs, but how do I account for the S/EIS risks?”.
Venue:
Tuesday 16 Dec, doors from 9am.
Barclays Eagle Lab, 28 Chesterton Road, Cambridge CB4 3AZ
Spaces are limited!
What You Will Learn
This session is designed to provide practical, data-driven insights that you can immediately apply to your clients Venture Capital portfolio construction.
You will learn:
- The Latest Startup Market (S/EIS) Trends: Cutting-edge data and insights into the current Venture Capital landscape.
- How to Balance the Risk of VC Assets: Proven strategies for diversification and understanding correlation to existing portfolio holdings.
- VC Portfolio Construction Strategies: Why the Power law must be adhered to when structuring VC allocations to maximise potential returns while managing risk.
About the Host:
SyndicateRoom is a fund manager that harnesses data, diversification, and experienced investor networks to achieve optimal growth for its investors.
Our primary fund, Access EIS, was built on optimising growth by building large, diverse portfolios and facilitating access to the best startups through co-investment with experienced angel investors whose track record of success met our strict criteria.
From 2024, we have begun to add additional funds to our product offering to develop our principle of diversification further. Our most recent additions are managed in partnership with Angel Academe and Carbon13 – and focus on female-founded tech EIS-eligible companies and climatetech SEIS-eligible companies respectively.
With the new funds we are adding to our offering, we enable investors to tap into new opportunities arising from the market and to focus their investment on these opportunities if they choose. Through this process, they develop diverse holdings across multiple sectors and stages and continuously develop their growth potential.
Authorised and regulated by the Financial Conduct Authority (FCA) SyndicateRoom's products have invested into over 250 startups across six funds and counting.
We have deployed over £77,000,000 into these startups with our members investing from as little as £1,000 up to our largest client who has invested £15,000,000.
Start building your venture position today.
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.