Masterclass 1: Shares v Loan Notes 

Discussion led by Alan O’Driscoll & Diann Cannon of Flynn O'Driscoll

Alan O’Driscoll (Corporate Partner at Flynn O’Driscoll) and Diann Cannon (Senior Associate at Flynn O’Driscoll) consider the various options investors have, share their experience and outline the advantages and disadvantages of each type of investment instrument (ordinary shares, preference shares and convertible loan notes). 

Masterclass 2: Getting Deals Done

Discussion led by Barry Brennan & Brian McDonald, Moderated by Julian Seymour

Leading angel investment deals is a time-consuming task. Over the last 3 years, the number of syndicated deals has increased significantly and the number of angels in each syndicated deal has also increased. In addition, the number of additional investors party to a seed round has grown (Many rounds now comprise of Seed VC’s, Other Privates, EI, and HBAN Angels).

At Pre-legal stage, companies can often be underprepared for due diligence and promoters often have excessive valuations which can often be revised upwards after initial contact. When deals move into legal, the presence of multiple parties all pushing for preferable conditions, coupled with multiple legal representatives acting for each of the respective parties can bring progressing the deal to a standstill.

Taking this into account leading a deal can be time-consuming and demanding experience. This masterclass features two experienced HBAN investors and deals leads, sharing their insights and lessons learned in making investment

Masterclass 3: Tax efficient investments

Discussion led by Laura Lynch of Laura Lynch & Associates

Laura Lynch, Strategic Tax Advisor to a number of HBAN Investment Syndicates, will address key considerations on the most tax efficient ways to make, manage and exit investment, and give an overview of the syndicate investment process. She will cover issues such as:
•    Who should make the investment
•    The tax treatment of different investment structures and instruments, including tax issues on exit
•    Recent changes in pension investments
•    Recent EIIS tax relief changes from the investor’s perspective
•    Aligning the investment with your personal wealth and succession plan
•    An overview of the syndicate investment process from the investor’s perspective