Ethex Annual Gathering 2015

Explore positive investment at the Ethex Annual Gathering

Monday 8 June, Bristol - free event

  

Key details

Date: Monday 8 June Time: 10am to 4pm

Location: The Station, Silver Street, Bristol, BS1 2AG

Cost: This event is now FREE to everyone.

Space for this event is limited so please book early to make sure that you don't miss out.

  

How to Make Money Do Good

A fantastic line-up of speakers and workshops has been planned for the day and spaces are limited. So if you haven’t already, make sure you book your place soon.

Already got your ticket? Here’s an outline of the day.

We know you all have an interest in positive investing and using your money for social impact. But we also know that you are a diverse group of people, ranging from the experienced investor to those who struggle to work through the jargon.

That’s why we’ve planned a day to suit you all and you will be free to sign up to the workshops that are going to benefit you the most.

Programme

Registration and Stall Visiting

9.30 - 10.00

Visit an exciting set of stalls in our positive investment marketplace. A diverse range which will include Ethical Banks, Financial Advisors and Positive impact businesses spanning sectors such as Community Renewable Energy, Ethical Property and Fairtrade and more.

Welcome

10.00 - 10.20

Hear what Ethex has been upto over the last year. We'll also be reporting on how far the positive investment marketplace has come and what we can expect going forward.

Does Bristol lead the nation in positive investing?

10.20 - 11.00

Our latest Positive Investing Report 2014 identifies Bristol as a hotspot for positive investment in the UK. How has the city achieved this accolade? And what can we do to continue its success? On this topic, you'll hear from Backing our Bristol, Big Green Week and Triodos Renewables alongside Lisa Ashford, CEO of Ethex.

Mapping the Nation

11.00 - 11.30

Leading UK Social Entrepreneur and Ethex Founder, Jamie Hartzell, talks us through the first steps towards building a mass market in positive investment before "getting personal" and introducing you to a new concept - the Money Action Plan, a MAP to guide you on your positive investment journey. 

Morning coffee and Workshop Sign-ups

11.30 - 12.00

Workshops Round One 12.00 - 1.00

Workshop A: Do ethical funds have a positive social impact?

Assess the impact of ethical funds and the criteria used for positive impact vs. negative screening. You'll be joined by Seb Beloe from WHEB Specialist Sustainability Investors alongside Triodos Pioneer Fund, Barchester Green and SRI Services.

Workshop B: Is it possible to have an ethical current account?

Is there an ethical current account on the market? Figure out the options, the limitations and what might be best for you with Rob Harrison from Ethical Consumer, joined by Ecology Building Society, Triodos Bank and Bristol Credit Union.

Workshop C: The Positive Money Game

Experience live action role-play from real businesses currently making a positive impact on the Ethex site. How do you decide where to put your money? Are your decisions guided by values, returns or liquidity?

Whether your interest is community energy or fairtrade, this workshop will help you explore the finer details of investing. Led by Frome Renewable Energy and Mongoose Energy, Charity Bank, Ethical Property Company and Triodos Corporate Finance Team.

Lunch

1.00 - 2.00

Workshops Round Two 2.00 - 3.00

Workshop D: Working out Tax Relief for Positive Investment

How does the UK support positive investing through tax reliefs and how might you benefit? What is the role of tax relief in personal and social returns? This session will explore EIS, SEIS and the recent changes to SITR from a variety of perspectives, led by social businesses Clevedon Pier and Resonance alongside Grierson Dickens a serial positive investor and Ethex.

Workshop E: Can personal action transform the financial sector?

Addressing a question at the heart of what Ethex do, Anna Laycock from The Finance Innovation Lab leads a discussion around our ability as individuals to change the financial system for the better, with guest speakers from the New Economics Foundation, Rathbones Greenbank and Move Your Money UK.

Workshop F: The Positive Money Game (REPEAT)

Experience live action role-play from real businesses currently making a positive impact on the Ethex site. How do you decide where to put your money? Are your decisions guided by values, returns or liquidity?

Whether your interest is community energy or fairtrade, this workshop will help you explore the finer details of investing. Led by Frome Renewable Energy and Mongoose Energy, Charity Bank, Ethical Property Company and Triodos Corporate Finance Team.

Wrapping up: The Positive Investment Challenge

15.00 - 16.00

Helping us wind down from the day and focus our thoughts, we'll return to Ethex Founder, Jamie Hartzell, for some final thoughts on the positive investment challenge. After a creative day of debate and discussion with a range of individuals, businesses and leading thinkers and doers in the field, Jamie will ask: How far do we want to go with positive investment and what's stopping us?

Who will you hear from on the day?

Speakers:

  • Ecology Building Society - Paul Ellis, Chief Executive
  • Ethical Consumer - Rob Harrison, Director
  • Barchester Green - John Ditchfield, Director
  • Triodos Bank - Huw Davies, Head of Personal Banking
  • Bristol Credit Union - Mark Burton, Project Manager
  • The Finance Innovation Lab - Anna Laycock, Strategist
  • Grierson Dickens - James Dickens, Director
  • Ethical Property Company - Sue Ralphs, Managing Director
  • Resonance - Daniel Brewer, Founding Director
  • Clevedon Pier - Phil Curme, Director and Trustee
  • Charity Bank - Chapman Harrison
  • WHEB - Seb Beloe, Specialist Sustainability Investors
  • Backing our Bristol - Ed Rowberry, Director of Jon Pontin Trust
  • Bristol Pound / Big Green Week - Steve Clarke, Director
  • New Economics Foundation - Christine Berry, Researcher
  • Move Your Money UK - Fionn Travers-Smith, Campaign Manager
  • i for change - Russ Bubley, Director
  • SRI Services - Julia Dreblow, Director

A number of positive businesses will also be present to engage with in our positive investment marketplace (in addition to those listed above):

  • Frome Renewable Energy Co-operative and Mongoose Energy 
  • Low Carbon Gordano
  • Positive Money
  • Low Carbon Hub
  • Brighton and Hove Energy Services
  • Triodos Renewables
  • South Somerset Community Energy
  • Bristol Energy Co-operative

 Watch this space for further announcements.

 

Why Bristol?

As the European Green Capital 2015 and one of the UK’s top hotspots for positive investment, Bristol offers an inspiring setting for like-minded investors to come together. The Gathering will tap into local Bristol and wider South-West based networks for social enterprise alongside positive businesses listed on Ethex, making this a great opportunity for investors and businesses to come together to Make Money Do Good.

The Gathering is a great chance to better understand, and take ownership over, the role your money is playing in society and we hope you will be able to join us.

Sign up to the Ethex newsletter to receive updates on the programme for the day

Follow Ethex on twitter for news as it happens.

https://www.ethex.org.uk/savings--investments_16.html

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Need help?

The Ethex team are here to help from 9am to 5pm