A genuine chance to compare Managers:
Curated by Dan Kiernan, Research Director of Intelligent Partnership, the content of our BPR showcase is based upon our findings from surveying advisers for the annual BPR Industry Report. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:
In this way, anybody who attends will be able to review the products from the eight Fund Managers on a like-for-like basis and then engage directly with the Manager's adviser facing teams, saving the time and effort you would normally have to put into researching and sourcing these kinds of investments.
Why should you attend:
This Showcase is designed to give you the opportunity to review a representative sample of smaller company investment solutions in one half-day event, without having to undertake your own expensive and time consuming research, or committing to any further meetings with BDMs.
Get answers to questions like these:
'What is the underlying investment strategy?'
'What risks do i need to consider when investing in smaller companies?'
'How much experience do the investment providers have in this sector?'
'Are these investments contentious when it comes to qualifying for IHT relief?'
'What are the total costs to my client over the entire lifetime of the investment?'
'Ive already attended a BPR Masterclass'
Our BPR Masterclass events are purely educational - that’s why they are CPD qualifying. The speakers are there in their capacity as industry experts and thought leaders, and are under strict instructions to avoid overt sales pitches. The BPR Showcase turns that model on its head - it is ALL about sales pitches, but instead of the usual free-for-all Intelligent Partnership are curating the event to ensure that you will get the same key information about each investment opportunity.
Read what people have been saying about our events:
"I found the event to be very informative and access to the speakers to ask direct questions was very useful.I came away better informed.” Peter Bates, Ellis Bates Wealth Management
"In a busy schedule this is time well spent. It was great to see so many top quality knowledgeable speakers in one place which really made the event worthwhile." Mark Loydall, Cambourne Financial Planning
"A well organised event with some excellent speakers and very useful information. I will be sure to attend more in the future" Jonathan Willis, True Potential Wealth Management
"Well run with a diversity or speakers and topics" David Stone, Mansion House Capital
"One of the best events I’ve been to in recent years." Kevin Wilks, Financial Resolutions
Timings for the day:
After a free breakfast, you'll watch eight BPR investment providers speak for twenty minutes each. If you like what you hear, you can follow up with the fund representative in the breaks, but there's no obligation to speak to any of them if you don't want to.
We deliver accredited research, training and events to a community of financial services and investment professionals. IFAs and Wealth Managers make up the majority of our 5,000 subscribers, all of whom are interested or active in alternative investments.
Our aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole alternative investment universe.
Our content is delivered using digital and printed reports, via video and through live events – these are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered
Institute for Securities & Investment (CISI) and Personal Finance Society (PFS).
We are building a future where alternative investments are as easy to understand and access as mainstream assets. If we can do that we will create a much more open and efficient market for everyone.
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