• Demystifying Investment 12th April 2017: 2pm to 5pm ‘Our expert panel will make investment simple, approachable & give constructive advice on how to secure it’ RBS – 250 Bishopsgate, London Book Now

This conference will cover LEGAL: the common mistakes made by start-ups and how to avoid making these or alternatively resolve them now as you seek investment or scale up, capitalise on your IP and how to impress an investor.

You will hear directly from INVESTORS about what they look for when deciding whether to invest, what puts them off and how you can secure their investment.  You will hear from ENTREPRENEURS about the lessons learned by those that have struggled, but are now succeeding.  There will be an array of experts to discuss all FUNDING and FINANCING options available to you; learn how to refine your pitching skills and take your business to the next level.

Who should attend: Anyone starting a business seeking investment or anyone operating a business ready to begin scaling up or seeking investment to launch/grow/merge into the market.

Meet the Investment Experts

Five successful candidates will have the opportunity to pitch to the expert panel

Kevin Ronaldson


Fintech Start-up Wealth Kernel


Previously of Hambro Life, Allied Dunbar and Zurich Financial Services, Kevin’s two most recent successes have been the capital raise and establishment of both Intrinsic Financial Services and Bellpenny – leading both as CEO. In each case, he raised over £25m and grew the businesses to over 300 employees over a three year period with an annual turnover of over £100m and funds under management of over £3bn. Currently Kevin is Chairman of fintech start-up Wealth Kernel Ltd and has a small portfolio of other businesses. He will impart his experience on how to get investment & make the most of it when you get it.

Alia Ali


Head of Company and Commercial Law at A City Law Firm

Alia is an experienced company solicitor that manages an innovative team of commercial lawyers. The firm won Most Innovative Law Firm, London 2016 and Best Start-up Business Law Firm 2017 as a result of their proactive work. She is an expert in investment, IP & growing businesses , having assisted with growth, exit and investment. Her team have recently structured a EIS business plan for 5 million and a corporate bond for 20 million. Alia will discuss the common mistakes made on start-up and how to avoid and address these before you expand or take on investment.She advises daily on how you get yourself ready for investment and will offer her practical tips to you.

Lex Deak


Founder of QVentures & OFF3R


Lex is one of the UK’s leading experts on investment, he is listed in the Top 10 City AM Alternative Finance Powerlist and is Entrepreneur of the Year 2016 for Western Europe in Alternative Finance by European CEO magazine. He runs a leading investment network thats raised over £50m million for 38 companies. He is partnered with The Quintessentially Group. Lex is also the founder of OFF3R, the leading marketplace for alternative investments. The platform aggregates opportunities from over 40 of the leading equity crowdfunding, p2p and property platforms for over 8,000 investors. Lex is also an Ambassador for The Supper Club, a membership club exclusively for fast-growth founders and CEOs.

Jeff Hankin


MD of a large investment group


Jeff has been responsible for creating & distributing amongst other things private company corporate bonds. These bonds range from 5 to 80 million. This allows a company to raise funding without giving away its equity. He has invested monies into UK funds and power stations. Talking through Owl Capital he will advise you on alternative debt financing options for larger investment needs. Jeff can explain the benefits; market rates and terms you can set and how you control your investment and your company.

His company has a regulated and unregulated arm which collectively manages over £750M.

Dan Hubert



CEO & Founder of AppyParking


Dan secured his first round of investment in 2016 and now they are the proud winners of Best British Start-Up – Credit Suisse 2017 and Best British Mobile Start-Up 2016 – KPMG. A recent accolade is that it is the 15th most disruptive company in the world.

His company developed an awarding winning free parking App that covers all of the UK. This is the first App that is on and off-street standardised parking data set, drivers gain complete choice and peace of mind about any destination using Last Meter Navigation ™.  This saves time, money , fuel for drivers and saves cities from congestion, traffic and pollution.

He will discuss the pitfalls and successes he faced on his journey to success.

David Brookes


Director of ThinkingHatPR

ThinkingHatPR is a unique PR agency who specialise in helping game-changing brands raise awareness and generate buzz. David and his colleagues have worked with hundreds of brands and entrepreneurs – from startups to household name businesses. They love working with passionate, driven founders who want to make a dent in the world. As part of our conference David will share his top PR tips and the dos and don’ts – he will also talk more broadly about how PR can help enhance your credibility and influence investment.

Katrina Cruz


  • Head of Private Investor Relations
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Katrina helps catalyse angel investor’s engagement into early stage impact businesses. Within this role , she supports ClearlySo Social Angels, a members only group of ClearlySo proactive and dedicated lead impact angel investors. Katrina advises ClearlySo’s early stage ventures on angel investor engagement and providing insight to entrepreneurs to aide their capital raise.

Katrina joined ClearlySo in 2011 and has broad intelligence across deal distribution and building relations with all major funders in the impact investment market beyond angel investors, including institutional investors and corporates.

Bringing impact to investment they are the UK’s leading network of high-net-worth individuals focused on creating social and environmental impact alongside financial return. Members of Clearly Social Angels meet, collaborate and co-invest in the most exciting and investible entrepreneurs and businesses in the country. Shortlisted for two awards as part of the Green Innovation & Finance Awards 2017 and the Digital Agenda Impact Awards.

Paul Hughes


Tax Partner Barnes Roffe LLP

The firm has been around since 1899 and has a vast wealth of knowledge across many sectors. Paul is an experienced expert in tax efficient investment structures SIS/EIS. Making your business specifically attractive to UK tax investors whilst satisfying HMRC. He is also very experienced advisor in R & D reliefs for technology companies. Paul will consider all the options available to you, and assist you presenting your business, to an investor, in the most tax efficient manner .

Paul is also the man behind Barnes Roffe’s appearances at the Cannes Film Festival and the American Film Market and is the man to turn to for advice on creative industry tax reliefs. The company prides themselves on being a local friendly firm, but with a large national presence.

Ben Botes


Ben Botes

Group Chief Marketing officer for Caban Capital Plc

Ben is an experienced company director and marketer with a strong track record as Chief Marketing officer in a range of technology and financial technology (Fintech) orientated organisations, may of which pushing the boundaries of available offerings in the Fin-Tech sector. He has spent a large proportion of his career with early stage firms where valuable experience was gained in brand development, investor relations, above and below the line marketing channel management and the importance of working within budgetary restrictions and clearly defined KPIs.


The Plan

  • Short introductions from the panel of experts
  • 5 successful businesses will each give a 5 minute pitch for investment on their inspiring new business
  • Panel members will give constructive feedback so that a ‘successful pitch’ can be identified & critiqued
  • Hear from each expert about their experience & top tips on how you can secure investment & options open to you
  • There will be plenty of time to have your questions answered
  • Enjoy the after conference networking with the experts, investors & businesses

How to pitch your business at this event…

Once you have paid for your ticket and/or received confirmation of your booking you will be invited to submit your pitch for consideration.

Please note that only 5 will be selected to pitch to the panel on the night.

All entries must include:
A detailed business plan, details of the investment sums required & intended use.

Full Name, contact details & company details
You will be advised if successful 2 weeks before the event and be granted 5 minutes (which will be timed).

Please note there is no guarantee of investment at this event.

Free Consultation

All visitors will receive a free consultation with our hosts and most of the experts if booked within a week of attendance.

Book your place NOW for this exclusive event “Demystifying Investment”. The Venue: 250 Bishopsgate, EC2M 4AA

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