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EIS & VCT Showcase for financial advisers and wealth managers | Bristol

Intelligent Partnership

Thursday, 26 January 2017 from 09:30 to 14:00 (GMT)

EIS & VCT Showcase for financial advisers and wealth...

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Type End Quantity
Register for Free 26 Jan 2017 Free  

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Event Details

Meet eight providers of EIS and VCT investments and services in one morning

 

Attend our EIS & VCT Showcase to:

  • Hear eight leading Fund Managers talk about their investment solutions

  • Network with their investment specialists without having to commit to any further meetings

  • Learn about tax planning ideas based upon EIS and VCTs

  • Find out about the underlying investment strategies

  • Compare key investment information, including charges and levels of risk and return

  • Leave confident that you have reviewed a representative sample of the principle solutions in the market



A genuine chance to compare Managers:

Curated by Dan Kiernan, Research Director of Intelligent Partnership, the content of our EIS & VCT showcase is based upon our findings from surveying advisers for the annual EIS & VCT Industry Reports. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:

  • Details of Fund Manager: ownership, length of time in the market and financial strength

  • Investment objective of the product: growth, capital preservation, income, or a combination of all three, and the targeted level of annual returns

  • Details on the proposed underlying investments: how will they generate returns and how is liquidity achieved

  • Details of all the charges: borne by both the investor and the investees during the product's lifetime, including any performance fees and admin and/or deal fees

  • Differentiation: what differentiates the product from others in the market

 

In this way, anybody who attends will be able to review the managers' tax-efficient investment offers on a like-for-like basis and then engage directly with their adviser facfing 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?'

'What are the total costs to my client over the entire lifetime of the investment?'

 



‘I’ve already attended an Intelligent Partnership Masterclass'

Our 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 EIS & VCT 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 Showcase events:

"There is little enough education on this highly technical area of the market, so when you do have a chance to learn from and speak to 8 different providers at the same event, on the same day why wouldn't you attend? A well-structured, informative and well run conference, which was an excellent use of my time." Gareth Tregidon, Stafford House Investments

"What a great and succinct way to meaningfully compare providers and get an understanding of what they do, how they do it and what they charge for doing so." Graham Tiffin, Clairville York

"Like a website comparison site for BPR providers but in the flesh." Julian Hanrahan, Crowe Clark Whitehall

"A very well run event giving exposure to a large number of top providers in the BPR sector. Well worth attending if you are looking to research providers or increase knowledge in this area." Ian Paginton, Fraser Wealth Management  

 


 
Timings for the day:

After a free breakfast, you'll watch eight of EIS & VCT investment offers 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.

09.00 - Registration & breakfast
09.30 - Opening remarks
09.35 - Fund Manager presentations (Part 1)
11.05 - Coffee break & networking
11.40 - Introduction to the second session
11.45 - Fund Manager presentations (Part 2)
12.45 - Q&A with the Fund Managers
13.00 - Lunch & networking
14.00 - Event ends

Do you have questions about EIS & VCT Showcase for financial advisers and wealth managers | Bristol? Contact Intelligent Partnership

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When & Where


Aztec Hotel & Spa
Aztec West
BS32 4TS Almondsbury
United Kingdom

Thursday, 26 January 2017 from 09:30 to 14:00 (GMT)


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Organiser

Intelligent Partnership

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.

  Contact the Organiser
EIS & VCT Showcase for financial advisers and wealth managers | Bristol
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