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Alternative Thinking from GrowthInvest

Alternative Thinking from GrowthInvest

Author: GrowthInvest

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Alternative Thinking takes a deeper dive into the alternative investment marketplace & related topical issues. Melissa & Steve are joined by leading industry figures to tackle major themes & deliver valuable insights into UK tax-efficient investments & broader alternative market investments. With up to date market commentary on EIS, VCT & IHT investments, plus global Private Equity and Venture Capital.
This podcast is targeted at Professional Advisers only and none of the content should be construed as investment advice or a financial promotion.

Find out more at growthinvest.com
24 Episodes
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We’re excited to share Part 1 of our Private Market podcast series! In this episode, we welcomed Iain Baillie, Executive Chairman and Co-Founder at Asset Match, and Veronica Oswald, Commercial Director at JP Jenkins, to explore how private market venues are evolving to support companies and shareholders.Some of the key discussions included:• Trading Processes & Structures• Types of Companies Using Private Market Venues• Supporting Companies Beyond Trading• Innovative Technology & Cap Table ManagementA great insight into how private market venues are evolving to meet the needs of modern companies and shareholders!Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK. INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/Or sign up for a free demonstration of the GrowthInvest Platform at our website growthinvest.com#alternativeinvestments #taxefficient #wealthmanagement #ai #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #investors #adviser, #SEIS, #EIS, #IHT, #VCT, #iht #inheritance, #inheritanceplanning, #businessrelief #AIM #capitalmarkets #privateequity #privatemarkets, #AIM, #PISCES
In this episode, we were delighted to be joined by Marcus Stuttard, Head of AIM & UK Primary Markets at the London Stock Exchange, to explore the following key topics:• How the UK is working to build a seamless funding journey for businesses at every stage• The launch of the new Pisces framework and what it means for private companies• How this development sits alongside existing markets like AIM and the main market• The AIM market & Inheritance Tax changes• The importance of wider reforms and financial education in strengthening the UK’s market ecosystem It was a fascinating discussion about how regulation, innovation, and long-term planning are shaping the future landscape for UK companies.Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/ Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #ai #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #investors #adviser, #SEIS, #EIS, #IHT, #VCT, #iht #inheritance, #inheritanceplanning, #businessrelief #AIM #capitalmarkets #privateequity #privatemarkets, #AIM, #pisces
Join us for an in-depth conversation with Richard Penny of Oberon Investments, as we explore the current state of UK small and micro-cap stocks and the factors influencing this market.Following a multi-year selloff, twice as severe as the downturn during the Global Financial Crisis, Richard discusses his perspective on market conditions, the trends he’s observing, and why he considers this a notable moment for the sector. In this episode, topics discussed include:Why UK equities, especially small caps, are deeply undervaluedHow institutional outflows and global benchmarks have distorted pricesThe growing impact of buybacks, M&A, and foreign takeoversWhat role pension reform and regulation could play in revitalising UK marketsWhether you're an experienced investor or exploring how broader economic shifts are influencing UK markets, this episode delivers valuable insights and is packed with sharp analysis.Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.
Our latest Alternative Thinking podcast is now live! In the final episode of this series, guests Simon French and Kallum Pickering explore a growing sense of optimism around the UK’s capital markets and the opportunities that could lie ahead.They unpack key issues including the significant flow of UK pension funds into overseas markets, particularly the US, and how this trend may be undermining domestic growth potential. Years of underperformance have triggered a damaging cycle of outflows and low returns, but the conversation points to a path forward: revitalising UK public markets to improve productivity, restore effective price discovery, and attract fresh investment. The discussion also highlights the broader societal impact of low domestic share ownership, and makes the case for bold, coordinated policy reform that reconnects capital markets with the real economy and re-engages the public in the UK’s financial future. Listen now to hear why the tide may be turning for UK markets.Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong.CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #ai #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #investors #adviser, #SEIS, #EIS, #IHT, #VCT, #iht #inheritance, #inheritanceplanning, #businessrelief #AIM #capitalmarkets #privateequity
Our latest Alternative Thinking podcast is now live! In this episode, we dive into how the Labour Government's approach to foreign policy and trade, even as domestic reform remains complex. Key themes include:- Labour Governments’ approach to UK-EU cooperation in trade, defence, and regulation.- The long-term economic impact of Brexit and how closer ties with Europe could reduce trade friction.- Defence as a potential catalyst for deeper economic reintegration.- The Bank of England’s uncertain policy stance and its effect on investment confidence.- How immigration, if well-managed, could boost UK growth and scale over the long term.Listen in for a clear, finance-focused take on the UK’s evolving economic strategyDon't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #ai #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #investors #adviser, #SEIS, #EIS, #IHT, #VCT, #iht #inheritance, #inheritanceplanning, #businessrelief #AIM
Our latest Alternative Thinking podcast is now live! In today’s rapidly evolving global economic landscape, we’re excited to introduce the first episode in a three-part mini-series of our Alternative Thinking podcast, featuring Simon French and Kallum Pickering. This special series lays the groundwork for our new quarterly feature, offering clear, balanced insights into the key economic forces impacting both global and UK public and private markets. In this opening episode, we turn our focus to the global economy, examining the growing risks of a trade war and the potential return to 1930s-style tariffs. With expert analysis, we explore the impact of fractured supply chains, shifting dollar dynamics, and intensifying geopolitical pressures. From investor uncertainty and weakening multilateral trade systems to the rise of bilateralism and Europe’s potential defence-tech resurgence, this episode is essential listening for anyone looking to make sense of the changing economic tides.Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #ai #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #investors #adviser, #SEIS, #EIS, #IHT, #VCT, #iht #inheritance, #inheritanceplanning, #businessrelief #AIM #privatemarkets
Our latest Alternative Thinking podcast is now live! In this episode, we explore the latest developments shaping the financial and investment landscape as the tax year drew to a close. We begin with a review of tax season trends, highlighting the continued strength of VCT inflows which are a clear indication of sustained demand for tax-efficient investments in a challenging economic climate. The discussion also covers recent activity in the AIM market, offering insights into performance and opportunities for clients seeking growth or Business Relief. Looking ahead, we unpack the upcoming pension regulation changes set for 2026, outlining what financial advisers and their clients need to consider now to stay ahead. Whether you're an adviser, investor, or industry professional, this episode delivers timely insights and practical takeaways from a fast-moving financial environment.Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #ai #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #investors #adviser, #SEIS, #EIS, #IHT, #VCT, #IHT, #Businessrelief #inheritance, #inheritanceplanning
Our latest Alternative Thinking podcast is now live! In this episode, we explore the growing appeal of evergreen EIS funds, what sets them apart, how they’re structured, and why long-term investors are taking notice. Guests Mark Bower-Easton (Oxford Capital) and Andrew Aldridge (Deepbridge Capital) join us to discuss fund fees, transparency efforts with EISA, and how fee models impact investor returns.We also dive into liquidity and exit opportunities, examining current trends in the EIS market, challenges ahead, and the role of AIM and the LSE in providing exit routes for investors.Tune in now for expert insights and practical takeaways for investors, fund managers, and anyone interested in the future of EIS.Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-centre-welcome/Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #AI #investors #advisers #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #eis #iht #seis
Our latest Alternative Thinking podcast is now live! In this episode, we dive into the fascinating world of Artificial Intelligence and Big Data with two incredible guests, Prof. Andy Pardoe, Founder of VentureFlows, and David Walters, Investment Director at River Capital. From AI’s origins to its game changing impact today and where it might take us next, we explore the past, present, and future of this transformative technology. Don’t miss it!Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-ce...Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #AI #investors #advisers #vct #investing #vcthighlights #capitalmarlets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth
SEIS and Exits

SEIS and Exits

2025-03-1132:40

Our latest Alternative Thinking podcast is now live! On this episode, we’re joined by Kealan Doyle, CEO & Co-Founder of Symvan Capital, and Jeffrey Faustin, Managing Partner & CIO at Jenson Ventures, for an insightful discussion on SEIS, exits, and liquidity. We explore the key differences between SEIS and EIS, the benefits of running separate funds, and the realities of exits in today’s economic climate. How long should investors realistically expect to wait for exit proceeds? Is there a trade-off between maximising exit value and returning capital sooner?Tune in now for expert insights and forward-looking perspectives!Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at https://growthinvest.com/knowledge-ce...Or sign up for a free demonstration of the GrowthInvest Platform at our website.#alternativeinvestments #taxefficient #wealthmanagement #vct #investing #vcthighlights #capitalmarkets #fundingoptions #governmentpolicy #founders #entrepreneurship #growth #eis #seis #startups
The next episode of our Alternative Thinking Podcast isnow live, and we are delighted to welcome our guest Sam Smith, founder of Cavendish Financial, author of The Secret Sauce and champion of entrepreneurship in the UK, with her exciting new venture, Superscalers. The podcast takes a deep dive into the UK start up ecosystem, from the roots of founding businesses to the vital part of superscaling to over £50m revenue. We discuss the importance of capital markets, funding options, government policy, the challenges for founders, particularly underrepresented, and the huge part entrepreneurship plays for UK growth.
Our latest Alternative Thinking podcast is now live! Join us as we welcome Paul Davidson from Octopus Ventures, Will Fraser-Allen from Albion Capital, and Paul Mattick from Mercia and the Northern VCTs as we explore the VCT market past, present and future, to commemorate the 30th anniversary of VCTs!
On this week's Alternative Thinking episode we welcome regular guest Dr Paul Mattick, Head of Sales & Private Investor Relations at Mercia Asset Management, as well as Andrew Baird, Strategic Partnerships at Downing to discuss the recent Autumn Budget and the US election, and their effects on tax efficient products.
We were delighted to have this week as our guest Kallum Pickering, Chief Economist at Peel Hunt, for an insightful episode of the 'Alternative Thinking' podcast. This episode dives into the recent U.S. election result and explores its macro implications for both global and UK markets, along with discussions on the recent fiscal changes in the Autumn Budget.
On today’s episode of our ‘Alternative Thinking’ podcast we welcome Stuart Beaver, Wealth Planning Director atCazenove Capital. On this episode, Stuart talks to us about asset allocation, the cyclical nature of the markets and navigating them, where alternatives feature in investor portfolios and the need for technology and platforms.
This episode of our 'Alternative Thinking' podcast focuses on the upcoming Autumn Budget and the potential impact to the tax efficient investment landscape. We welcome back our regular guests Paul Mattick from Mercia and the Northern VCTs and Nick Priest from Downing, who join our hosts, Melissa Griffiths and Steve Dobson, as they delve into possible tax changes affecting capital gains, inheritance, carried interest and pensions.
Exploring EISA

Exploring EISA

2024-08-1934:58

On today's 'Alternative Thinking' podcast we welcome Christiana Stewart-Lockhart, Director General at the Enterprise Investment Scheme Association (EISA) and Luke Barnett, Chair of the Research and Education Committee at EISA and Head of Tax Advantaged Investments at St. James’s Place Wealth Management along with our hosts Melissa Griffiths and Steve Dobson to discuss EISA, the importance of EIS/SEIS schemes, industry trends and challenges.
On today’s ‘Alternative Thinking’ podcast we welcome special guest Lee Coates OBE, Director at ESG Accord along with our hosts, Melissa Griffiths and Steve Dobson where we discuss the recent introduction of the anti-greenwashing rules, the imminent arrival of the Fund Sustainability Labels accompanied by the sustainability disclosures requirements and what this means from a Wealth Manager's perspective.
On today’s ‘Alternative Thinking’ podcast we welcome special guest Lee Coates OBE, Director at ESG Accord along with our hosts, Melissa Griffiths and Steve Dobson where we discuss the recent introduction of the anti-greenwashing rules, the imminent arrival of the Fund Sustainability Labels accompanied by the sustainability disclosures requirements and what this means from a Fund Manager's perspective.
On today’s  ‘Alternative Thinking’ podcast we welcome special guest Simon French, Chief Economist and Head of Research at UK investment bank, Panmure Gordon along with our hosts, Melissa Griffiths and Steve Dobson where we discuss the current state of the nation.
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