Yet again, the EIS navigator team has got its all-star panel to discuss what happened in 2023 and how 2024 is shaping up.
Christiana Stewart-Lockhart, Director General of EIS Association, Neil Cole, Head of Private Markets Distribution at UBS Wealth Management, and Kealan Doyle, Founder and Director of Symvan Capital, join host Brian Moretta to pick through the events of the past year and the prospects for 2024.
We chat through many areas of interest:
And, as usual, we get our guests to look forward to 2024 and make some predictions.
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Visit the EIS Association website here.
Visit the Symvan Capital website here.
Visit the UBS Wealth Management website here.
Christiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER, a Brussels-based network of some of the most respected think tanks from across Europe. Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Children’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship.
Kealan Doyle is CEO and co-founder of Symvan Capital. He has worked with venture capital companies for 15 years, both in a corporate finance advisory capacity as well as a fund manager. He prefers to invest in a wide range of technology companies, but is also very interested in finding synergies within the Symvan portfolio of companies. Company interests include big data analytics, fintech, SaaS, 3D printing and network security. Before his involvement in venture capital investing, Kealan previously lead a structured equity products team at HSBC, and has worked at Deutsche Bank, Merrill Lynch and UBS. Together with Nicholas, he has since founded his own entrepreneurial businesses to focus on VC investing. Kealan holds degrees from the London School of Economics and the University of Toronto.
Neil Cole is the Head of Private Markets Distribution at UBS Wealth Management. He has responsibility for the Private Markets product range offered to UBS clients in UK and Jersey, which includes all of the tax efficient investment world including EIS, VCTs, inheritance tax, ISAs, and other relevant product types.
Disclaimer
Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.
