Chair: Tamsin Eastwood, Partner, Stone King Contributors Matt Smith, CEO, Key Fund Helen Heap, CEO, Seebohm Hill Ged Devlin, Development Manager, and Naomi Sampson, Programme Manager, Power to Change Jason Nuttall, Programme Director, Crowdfunder Among all the hype around social investment, this session will look at where it can make a real difference to co-operative and social enterprise growth. What is the learning from experience to date? At what scale can place-based social investment be effective. Does it work for smaller towns as well as cities? When the local challenges are complex and need long-term interventions, how can social enterprises get access to patient capital? Tamsin has more than 25 years’ experience in corporate finance, banking and financial services. She was previously an equity partner in Dechert and was a consultant to the leading north west firm, Brabners LLP, for 20 years, joining Stone King in 2013 and became a partner in 2018. Tamsin has a thorough knowledge of company law; corporate finance, banking and financial services law; as well as a good understanding of property, employment and general commercial law. Her skillset and expertise have been applied for growth, structuring and restructuring, as well as addressing insolvency issues. Transactions and other matters where Tamsin has led include M&A: take-overs; joint ventures; MBOs/MBIs/LBOs; complex banking transactions: property finance; general corporate banking; syndicated bank facilities; equity injections and other fund raising exercises for quoted and private companies and collective investment schemes; debt finance; partnerships; financial services; shareholder arrangements; service agreements for senior executives; share option schemes and other management incentive plans. Applying her expertise with understanding pragmatism and practicality to assist clients achieve their objectives and deliver their chosen impact efficiently and effectively, Tamsin advises businesses, entrepreneurs, investors, impact ventures, social enterprises, borrowers, lenders and others. Matt originally joined the Key Fund in 2002 as an Investment Officer, but went on to hold a number of roles within the team, until he was appointed as Fund Manager in 2007; a position he filled for six years. In 2013 he was seconded to the Big Lottery Fund to work in their social investment team on the development of a number of new activities. He returned to Key Fund in 2015 and was appointed CEO in early 2016. Helen is a social investor, and the founder and CEO of Seebohm Hill Ltd, a Liverpool-based social investment consultancy. She spent more than 2 decades working in the financial services industry as an analyst, equity salesperson and investor mostly specialising in Japanese equities. Since 2011 Helen has worked with a number of social organisations, social investors and the Cabinet Office in roles involving the measurement and reporting of social value, investment due diligence and research of the social finance market. She has co-authored a number of papers and a book on social finance and has undertaken detailed research on the social economy of the Liverpool City Region and north west England. Helen is an experienced presenter on social investment and social enterprise. She is a Visiting Fellow at The Heseltine Institute for Public Policy & Practice, Chair of Governors for Studio@Deyes, a non-executive director of Lydiate Learning Trust and a Trustee of Local Solutions. Ged leads on the work of the Power to Change Foundation on their ‘Blended Finance’ Programmes and is responsible for overseeing Power to Change’s blended funding and supporting sustainable management and ownership of community assets. He has worked in the social economy for over a decade and helped establish new enterprises, developed existing businesses and – especially – engaged with organisations using new and innovative ideas concerning raising the right sort of capital. Prior to working in the social economy, Ged worked on a variety of projects for corporate financiers and banks, before taking a break in order to study at the University of Law. Naomi joined Power to Change in November 2018. She oversees the Community Shares Booster programme, which provides development grants and equity investments to community businesses running community share offers. She has over 17 years’ experience working within the community and voluntary sector and project management, predominantly within infrastructure organisations. Naomi led on community engagement with regeneration programmes in the North of Sheffield before moving to work for CVS’ in Greater Manchester, where she managed capacity building services including funding advice, mentoring and training programmes and developed new local grant giving brands and initiatives. She enjoys forming and managing effective partnerships to deliver contracts that improve lives and achieve wider social value. Jason is a poacher turned gamekeeper; having spent years securing grant and contract income for charities and social enterprises, in more recent times he’s been responsible for overseeing a number of large funding programmes for national funders. As Programme Director at Crowdfunder, he develops impactful partnerships with funders including the likes of NatWest, M&S, Sport England and Trust for London. Crowdfunder’s mission is to tackle society’s challenges by making ideas happen, and is the UK’s #1 community crowdfunding platform, having raised over £60million for projects across the UK.
Chair: Tamsin Eastwood, Partner, Stone King Contributors Matt Smith, CEO, Key Fund Helen Heap, CEO, Seebohm Hill Ged Devlin, Development Manager, and Naomi Sampson, Programme Manager, Power to Change Jason Nuttall, Programme Director, Crowdfunder Among all the hype around social investment, this session will look at where it can make a real difference to co-operative and social enterprise growth. What is the learning from experience to date? At what scale can place-based social investment be effective. Does it work for smaller towns as well as cities? When the local challenges are complex and need long-term interventions, how can social enterprises get access to patient capital? Tamsin has more than 25 years’ experience in corporate finance, banking and financial services. She was previously an equity partner in Dechert and was a consultant to the leading north west firm, Brabners LLP, for 20 years, joining Stone King in 2013 and became a partner in 2018. Tamsin has a thorough knowledge of company law; corporate finance, banking and financial services law; as well as a good understanding of property, employment and general commercial law. Her skillset and expertise have been applied for growth, structuring and restructuring, as well as addressing insolvency issues. Transactions and other matters where Tamsin has led include M&A: take-overs; joint ventures; MBOs/MBIs/LBOs; complex banking transactions: property finance; general corporate banking; syndicated bank facilities; equity injections and other fund raising exercises for quoted and private companies and collective investment schemes; debt finance; partnerships; financial services; shareholder arrangements; service agreements for senior executives; share option schemes and other management incentive plans. Applying her expertise with understanding pragmatism and practicality to assist clients achieve their objectives and deliver their chosen impact efficiently and effectively, Tamsin advises businesses, entrepreneurs, investors, impact ventures, social enterprises, borrowers, lenders and others. Matt originally joined the Key Fund in 2002 as an Investment Officer, but went on to hold a number of roles within the team, until he was appointed as Fund Manager in 2007; a position he filled for six years. In 2013 he was seconded to the Big Lottery Fund to work in their social investment team on the development of a number of new activities. He returned to Key Fund in 2015 and was appointed CEO in early 2016. Helen is a social investor, and the founder and CEO of Seebohm Hill Ltd, a Liverpool-based social investment consultancy. She spent more than 2 decades working in the financial services industry as an analyst, equity salesperson and investor mostly specialising in Japanese equities. Since 2011 Helen has worked with a number of social organisations, social investors and the Cabinet Office in roles involving the measurement and reporting of social value, investment due diligence and research of the social finance market. She has co-authored a number of papers and a book on social finance and has undertaken detailed research on the social economy of the Liverpool City Region and north west England. Helen is an experienced presenter on social investment and social enterprise. She is a Visiting Fellow at The Heseltine Institute for Public Policy & Practice, Chair of Governors for Studio@Deyes, a non-executive director of Lydiate Learning Trust and a Trustee of Local Solutions. Ged leads on the work of the Power to Change Foundation on their ‘Blended Finance’ Programmes and is responsible for overseeing Power to Change’s blended funding and supporting sustainable management and ownership of community assets. He has worked in the social economy for over a decade and helped establish new enterprises, developed existing businesses and – especially – engaged with organisations using new and innovative ideas concerning raising the right sort of capital. Prior to working in the social economy, Ged worked on a variety of projects for corporate financiers and banks, before taking a break in order to study at the University of Law. Naomi joined Power to Change in November 2018. She oversees the Community Shares Booster programme, which provides development grants and equity investments to community businesses running community share offers. She has over 17 years’ experience working within the community and voluntary sector and project management, predominantly within infrastructure organisations. Naomi led on community engagement with regeneration programmes in the North of Sheffield before moving to work for CVS’ in Greater Manchester, where she managed capacity building services including funding advice, mentoring and training programmes and developed new local grant giving brands and initiatives. She enjoys forming and managing effective partnerships to deliver contracts that improve lives and achieve wider social value. Jason is a poacher turned gamekeeper; having spent years securing grant and contract income for charities and social enterprises, in more recent times he’s been responsible for overseeing a number of large funding programmes for national funders. As Programme Director at Crowdfunder, he develops impactful partnerships with funders including the likes of NatWest, M&S, Sport England and Trust for London. Crowdfunder’s mission is to tackle society’s challenges by making ideas happen, and is the UK’s #1 community crowdfunding platform, having raised over £60million for projects across the UK.