12
THANK YOU
TO ALL OUR
SPONSORS,
PARTNERS AND
SUPPORTERS FOR
MAKING THIS
EVENT HAPPEN.
Puma Investments is a subsidiary of Shore Capital Group Limited, an AIM
listed company with a 30 year history. Shore Capital has a network of five
offices including London, Liverpool and Edinburgh. One of its divisions
is a leading market-maker on AIM and an advisor to a large number of
AIM listed companies. The asset management division of Shore Capital,
which incorporates Puma Investments, manages approximately £800m.
Puma investments specialises in VCTs, Inheritance Tax Services and EIS.
Puma has raised over £225m in tax efficient investments.
Since the launch of its first VCT in 2005, Puma has adopted a proven
asset-backed investment strategy primarily investing in established
businesses in the form of ordinary equity offered together with senior-
secured loans. Puma’s principal focus is on capital preservation,
generating stable returns for investors whilst seeking to offer robust
downside protection by identifying businesses and opportunities with
substantial asset-backing, including in the form of real estate, stock and
contracted receivables.
The Association of Investment Companies (AIC) is the trade body for
the closed-ended fund industry, including investment trusts, VCTs and
offshore investment companies. The organisation runs an education
and training programme for finance professionals, helping to increase
levels of understanding and knowledge of investment companies. This
includes online training as well as face-to-face seminars, participation
in industry conferences and bespoke training for individual firms. The
AIC also works with the media and opinion-formers to engage investors
and financial advisers, as well as lobbying on behalf of its members to
develop the best possible tax and legal environment for them and their
shareholders.
The AIC’s website,
, contains up-to-date information
and data on investment companies, as well as news, opinion and tax and
regulatory updates. A special section of the site for financial advisers
carries training materials and details of upcoming events, while a
monthly newsletter, Spotlight, keeps advisers informed of important
new developments in the closed-ended industry.
Eliot Kaye
0207 408 4050
Ian Sayers
020 7282 5555
DWF is a business law firm with a distinctive approach. We are attentive
listeners and problem solvers, and we always tell it like it is – providing
useful, practical advice that cuts through to the results you need.
We want to deliver the best legal service for all our clients. We work hard
at it. Everything we do is based on developing a thorough understanding
of your needs and what you value. We want to exceed your expectations.
We grow with you and your business, as changes arise. We collaborate and
communicate.
We know that when you are choosing your legal experts, quality,
commerciality, value for money and consistency are some of the most
important things. That is why we take time to talk to you, to make sure that
you have access to the right client partner, lawyers and resources to suit
your needs and ways of working.
Will Bateman
020 7645 4111
