Charles Lamport-Beale MSc.

Prism is an award-winning corporate finance and broking boutique that specialises in buying and selling technology businesses. The Prism team has years of combined experience and uses this to confidently advise clients on every aspect of buying or selling from essential pre-sale advice or acquisition preparation through to successful deal completion My role includes: • Compilation of information on client businesses and incorporation into e.g. Information Memoranda, Options Reviews etc • Producing financial overviews and analysis on client businesses and markets • Researching background information on potential new clients • Identifying potential target companies for live projects using in house and subscription databases and the internet • Reviewing and recording Mergers & Acquisition activity, keeping on top of current market trends • Researching markets and businesses as required • General office duties and administration • Preparation for, and attendance at client/prospect business meetings • Assisting the Directors of Corporate Finance, and Corporate Finance Executives as required • Other duties as required

TAM is a multi-asset award-winning discretionary investment fund manager, providing forward-thinking investment solutions tailored to client needs. TAM’s main portfolio models include Core Active, Sustainable World, Enhanced Passive and Sharia Investment portfolio models. My role included: • Discretionary investment fund manager, specialising in FoF IM, with key Sustainable and Sharia-compliant portfolio offerings with £650 million in AUM • Sourced and researching potential alternative or additional funds that could be included into the portfolio. • Produced a substantial research report on a selection of Sustainable Impact Funds • Assisted with ad hoc research and report requests, and produced macro-economic analysis covering the implications of asset allocation choices, evaluating investment decisions and risk management. • Attended relevant Fund Manager meetings providing key insight into a fund sales pitch and the attention to detail required in evaluating its merits from a buy-side investment perspective

Studying ideas and reading intellectually demanding literature has be immensely rewarding and fulfilling, whilst also providing ample opportunity to refine transferable, analytic skills for the workplace. I am read in Logic, Metaphysics, Continental Philosophy, Ethical Theory, Political Theory, and specialised in Continental Philosophy (Hume, Rousseau, Nietzsche), Ethical Theory (Bioethics), Political Theory (Marx & The Frankfurt School) and produced a dissertation on Environmental Philosophy. I completed my degree whilst often in Full and/or Part Time employment.

CFA-affiliated degree, modules included: - Accounting and Financial Management - International Financial Reporting (ACCA-accredited) - Corporate Financial Management - International Corporate Governance - Advanced Investment and Risk Management - Other business related modules

My Erasmus experience provided a break from the rigorous structure of my degree in York, but it also provided the most incredible opportunity to expand my intellectual horizons. In the Humanities Department at Lund University I undertook modules in Swedish Film, Religion & Politics, Globalisation in the Pre-Modern World, as well as philosophy modules in Language, and Morality. Swedish Film was certainly my favourite module, allowing me to gain an understanding of Swedish culture and history, how it changed with the innovation of new filming technology, and how socio-political and economic issues influences themes and trends within the Swedish Film Industry. It was a natural love-affair for a self-confessed "film buff". My time in Sweden was brought to an abrupt end with the emergence of the Covid-19 Pandemic in March 2020.

Comprised of two units: 1) Corporate Finance Regulation (UK regulatory environment, FCA COBS, Takeovers & Mergers) 2) Technical Foundations (Financial Statement Analysis, Capital Structure, Business Valuations, Corporate Transactions)