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FACTA Affected, Quantitative Funds, Selection, EIS Selection, Debt Markets

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The Lowry Hotel

50 Dearmans Place

Chapel Wharf, Salford

Manchester

M3 5LH

United Kingdom

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Seminar Invitation - Manchester and North West

Brook Green and Beacon Global Group
Financial Education Seminar
Date: Thursday 13th July
Time: 8:30am - 11:00am

Brook Green and Beacon Global Group are hosting a series of seminars where we will be providing financial education across a broad range of sectors, aimed at financial advisers and wealth managers.
This is our second seminar, located at The Lowry Hotel in Manchester and will feature Beacon Global Group, Clever, Mercia and Blu.
The seminar will be covering the following topics:
  • Beacon Global Group discussing how financial advisers can identify and manage FATCA affected individuals.
  • Clever, who will be discussing quantitative fund selection and their portfolio monitoring service
  • Mercia Fund Management will be explaining the benefits of building a portfolio of high growth EIS and the risk diversification effect that this has.
  • Blu Family Office will be discussing the private debt markets as part of a multi-asset strategy.

Beacon Global Group

Beacon Global Group is uniquely positioned at the center of a series of global relationships with banks, accountants, lawyers, tax specialists and international financial planners, all with the desire to grow their businesses through serving the unique needs of FATCA affected individuals across the world.
Beacon will be discussing their proposition for advisers and wealth managers.

Clever Adviser

Clever Adviser have a unique fund selection proposition which has the following features:
- Less risk
- Improved investment performance
- More frequent contact with clients
Clever will be discussing quantitative fund selection and portfolio monitoring service. Clever currently has c.£1Billion of FUM.

Mercia Fund Management

Mercia are an AIM listed fund management group with £330m of funds under management, with a unique secondary market, providing potential liquidity for investors, targeting 2x capital return.
Mercia, will be discussing investing into a portfolio of North West based businesses and how using an EIS portfolio of high growth companies can help to mitigate risk, along with an overview of Mercia's unique Share Exchange - providing potential liquidity for investors.

BLU Family Office BLU are a London based family office who invest across asset classes. In their search for yield and their desire to minimise financial market exposure, BLU have a particular depth of experience in the private debt markets. In their presentation they will talk about the case for private debt, as well as some pitfalls to avoid.
http://www.blu-fo.com

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The Lowry Hotel

50 Dearmans Place

Chapel Wharf, Salford

Manchester

M3 5LH

United Kingdom

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