E3M Finance for Growth Seminar, 4 November 2014

Logo_E£Mlogo

10.00 – 16.30 London | 4 November 2014

Scandinavian House, 2-6 Cannon Street, London EC4M 6YH

A one-day seminar organised by Social Business International in partnership with:

- Bates Wells Braithwaite

- University of Northampton

- Unity Trust Bank

- Baker Tilly

Event  Sponsors – Big Society Capital, CaSE Insurance

Download the outline programme FLYER_ Finance for SE Growth Seminar 4 NOV

This one-day seminar focused on the needs and interests of established social businesses  seeking finance on acceptable terms to grow their operations and impact.

The seminar was designed to equip participants with the practical information and knowledge about financial models that can support successful growth strategies and the relevance of finance being offered by specialist fund managers. It  provided inspiration with stories of what is possible and gave some much-needed insight into lessons learned. It included a unique “reverse dragon’s den” where social enterprise leaders quizzed fund managers about the how the products they offer may be of use to social enterprises seeking to grow.

Uniquely starting from the perspective of the social business, this event cut through the hype about social investment and provided a practical overview of the different financial models that can finance growth. It explored a range of debt and equity solutions that relate to different levels of risk, with a series of presentations from experts and with practical case studies.

Those who attended included: senior staff of social businesses responsible for raising capital (CEOs, Finance Directors, Business Development Directors) and others interested in the growth of social enterprise.

 

PRESENTATIONS

Introduction

Scanning the landscape, Baker Tilly

Bond Issues

– Golden Lane Housing – Case Study

– GLL – Case Study

Legal Considerations, Bates Wells Braithwaite

Quasi-equity and Mixed Deals

– CASA – Case Study

Homes for Good – Case Study, Impact Ventures UK

Social Investment Moving Forward

Development of a Social Investment Market, Big Society Capital

Relevant Social Impact Papers referenced by Jim Clifford

– Pioneer’s Post article on G8, Jim Clifford

Social Impact Investment Taskforce Reports – established by UK’s presidency of G8

– SII Taskforce reports

– SII Taskforce subject reports

– Building the capacity for impact 

Share Issues

– Energy4All – Case Study

Legal Perspectives, Bates Wells Braithwaite

Tax Relief

– Bonds, SITR and CITR, Triodos Bank

Social Investment Tax Relief, ClearlySo

– Tax Relief – Legal Perspectives, Bates Wells Braithwaite

Dragons on the Run – Funder Offers

– Big Issue Invest  Web: bigissueinvest.com

– Unity Trust Bank Web: www.unity.co.uk

– Bridges Ventures Web: www.bridgesventures.com

– Impact Ventures UK Web: www.lgtvp.com/impactventures

– Social & Sustainable Capital, Web: socialandsustainable.com

– The FSE Group, Web: www.thefsegroup.com