We are joined by Matthew O'Kane from Nexus Ventures. Nexus are thematic investors and we discuss how to find and invest in good themes. Matthew gives a couple of examples, showing how he built an investment thesis and how these have worked out.<a href="https://www.nivl.co.uk/" rel="noopener noreferrer" target="_blank">Nexus Ventures website</a><a href="https://www.scaleupfund.co.uk/" rel="noopener noreferrer" target="_blank">Scale-up Fund website</a>Matthew's suggested books:<a href="https://www.amazon.co.uk/Dexys-Midnight-Runners-Young-Rebels-ebook/dp/B0030V0P5G/ref=sr_1_2?dchild=1&keywords=history+of+dexys+midnight+runners&qid=1595495204&sr=8-2" rel="noopener noreferrer" target="_blank">Dexy Midnight Runners: Young Soul Rebels - Richard White</a><a href="https://www.amazon.co.uk/Second-Bounce-Ball-Turning-Opportunity/dp/0753824361/ref=sr_1_1?crid=2RV6OYTBXZ7LY&dchild=1&keywords=second+bounce+of+the+ball&qid=1595494873&sprefix=second+bounce+o%2Caps%2C151&sr=8-1" rel="noopener noreferrer" target="_blank">Second Bounce of the Ball - Ronald Cohen</a>As always, further show notes <a href="https://www.hardmanandco.com/podcast/" rel="noopener noreferrer" target="_blank">here</a>.

We are joined by Matthew O'Kane from Nexus Ventures. Nexus are thematic investors and we discuss how to find and invest in good themes. Matthew gives a couple of examples, showing how he built an investment thesis and how these have worked out. Nexus Ventures website Scale-up Fund website Matthew's suggested books: Dexy Midnight Runners: Young Soul Rebels - Richard White Second Bounce of the Ball - Ronald Cohen As always, further show notes here.

We are joined by Matthew O'Kane from Nexus Ventures. Nexus are thematic investors and we discuss how to find and invest in good themes. Matthew gives a couple of examples, showing how he built an investment thesis and how these have worked out.<a href="https://www.nivl.co.uk/" rel="noopener noreferrer">Nexus Ventures website</a><a href="https://www.scaleupfund.co.uk/" rel="noopener noreferrer">Scale-up Fund website</a>Matthew's suggested books:<a href="https://www.amazon.co.uk/Dexys-Midnight-Runners-Young-Rebels-ebook/dp/B0030V0P5G/ref=sr_1_2?dchild=1&amp;keywords=history+of+dexys+midnight+runners&amp;qid=1595495204&amp;sr=8-2" rel="noopener noreferrer">Dexy Midnight Runners: Young Soul Rebels - Richard White</a><a href="https://www.amazon.co.uk/Second-Bounce-Ball-Turning-Opportunity/dp/0753824361/ref=sr_1_1?crid=2RV6OYTBXZ7LY&amp;dchild=1&amp;keywords=second+bounce+of+the+ball&amp;qid=1595494873&amp;sprefix=second+bounce+o%2Caps%2C151&amp;sr=8-1" rel="noopener noreferrer">Second Bounce of the Ball - Ronald Cohen</a>As always, further show notes <a href="https://www.hardmanandco.com/podcast/" rel="noopener noreferrer">here</a>.

4 - Matthew O'Kane on thematic EIS investing

For those interested in the venture capital, particularly in the UK and investors through the Enterprise Investment Scheme, EIS, Seed Enterprise Investment Scheme, or SEIS, and Venture Capital Trusts. 

Guests are leading people in the industry, whether fund managers, company founders or experts from other service providers. The aim is to dig deeply into topics, getting away from the promotional material that  predominates elsewhere. Venture capital investing is a long-term endeavour and we will focus on topics that are relevant at any time. New episodes come out every two weeks (although we do take holidays!)

Your host, Brian Moretta, is Head of Tax Advantaged Services at Hardman & Co. The latter supplies independent research in the industry and he has examined many EIS funds, VCTs and companies. His background is an actuary turned fund manager who then moved into equity research. He also has some academic chops, being an Honorary Fellow at Heriot-Watt University where he does some lecturing. He has always had a strong interest in getting underneath companies, getting beyond the superficial and understanding how they really work and finds this space fascinating. Some of this is because transparency is hard, some because the industry is not well understood. This podcast is an attempt to shine a bit more light on what is going on.

Every episode has show notes at https://hardmanandco.com/podcast. If you want to contact us or give feedback, whether about the podcast or anything else you can email us at enquiries@hardmanandco.com. Any feedback from listeners is welcome as well as suggestions for future guests. We really hope you enjoy the podcast!

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For those interested in the venture capital, particularly in the UK and investors through the Enterprise Investment Scheme, EIS, Seed Enterprise Investment Scheme, or SEIS, and Venture Capital Trusts. Guests are leading people in the industry, whether fund managers, company founders or experts from other service providers. The aim is to dig deeply into topics, getting away from the promotional material that predominates elsewhere. Venture capital investing is a long-term endeavour and we will focus on topics that are relevant at any time. New episodes come out every two weeks (although we do take holidays!) Your host, Brian Moretta, is Head of Tax Advantaged Services at Hardman & Co. The latter supplies independent research in the industry and he has examined many EIS funds, VCTs and companies. His background is an actuary turned fund manager who then moved into equity research. He also has some academic chops, being an Honorary Fellow at Heriot-Watt University where he does some lecturing. He has always had a strong interest in getting underneath companies, getting beyond the superficial and understanding how they really work and finds this space fascinating. Some of this is because transparency is hard, some because the industry is not well understood. This podcast is an attempt to shine a bit more light on what is going on. Every episode has show notes at https://hardmanandco.com/podcast. If you want to contact us or give feedback, whether about the podcast or anything else you can email us at enquiries@hardmanandco.com. Any feedback from listeners is welcome as well as suggestions for future guests. We really hope you enjoy the podcast!

For those interested in the venture capital, particularly in the UK and investors through the Enterprise Investment Scheme, EIS, Seed Enterprise Investment Scheme, or SEIS, and Venture Capital Trusts. 

Guests are leading people in the industry, whether fund managers, company founders or experts from other service providers. The aim is to dig deeply into topics, getting away from the promotional material that  predominates elsewhere. Venture capital investing is a long-term endeavour and we will focus on topics that are relevant at any time. New episodes come out every two weeks (although we do take holidays!)

Your host, Brian Moretta, is Head of Tax Advantaged Services at Hardman &amp; Co. The latter supplies independent research in the industry and he has examined many EIS funds, VCTs and companies. His background is an actuary turned fund manager who then moved into equity research. He also has some academic chops, being an Honorary Fellow at Heriot-Watt University where he does some lecturing. He has always had a strong interest in getting underneath companies, getting beyond the superficial and understanding how they really work and finds this space fascinating. Some of this is because transparency is hard, some because the industry is not well understood. This podcast is an attempt to shine a bit more light on what is going on.

Every episode has show notes at https://hardmanandco.com/podcast. If you want to contact us or give feedback, whether about the podcast or anything else you can email us at enquiries@hardmanandco.com. Any feedback from listeners is welcome as well as suggestions for future guests. We really hope you enjoy the podcast!

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4 - Matthew O'Kane on thematic EIS investing

4 - Matthew O'Kane on thematic EIS investing

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