ALTERNATIVE FINANCE Showcase

MEET UP TO SIX PROVIDERS OF ALTERNATIVE FINANCE INVESTMENTS IN ONE MORNING

 

Review a representative sample of investment providers of P2P loans, Debt-Based Securities and IF ISA products in one half-day event, without having to undertake your own time consuming research.

tick-44HEAR leading managers talk about their investment solutions

tick-44NETWORK with their investment specialists without having to commit to any further meetings

tick-44LEARN about the underlying investment strategies

tick-44COMPARE key investment information, including charges and levels of risk and return

What will the event cover

Each presenter is asked to cover the same five issues that we know are key concerns for advisers:

DETAILS OF MANAGER: structure, length of time in the market and financial strength

INVESTMENT OBJECTIVE: target investment return and length of investment

DETAILS ON UNDERLYING INVESTMENTS: how will they generate returns

DETAILS OF ALL CHARGES: borne by both the investor and the investees during the product’s lifetimes

DIFFERENTIATION: what differentiates the product from others in the market

What advisers have said about our previous Showcase events

How is it different from

..an Alternative Finance Masterclass?

Our Alternative Finance Masterclass events are purely educational, That’s why they are CPD accredited. The speakers are there as industry experts and thought-leaders, under strict instructions to provide impartial education without pitching their products. The Alternative Finance Showcase turns that model on its head. Fund managers give product pitches, but in a structured environment, instead of the usual free-for-all. Intelligent Partnership curate the event to ensure that you get the same key information about each investment wrapper and opportunity, allowing you to easily compare like for like.

…reading the AIR Reports?

Unlike the Alternative Investment Report (AIR) series, this event will focus entirely on specific Investment Providers and their offers. We won’t spend long discussing generalities and basic information or the history and development of the market. The intention is to hear about some of the leading investment solutions without repetition or deviations into irrelevant side issues.

The Innovative Finance ISA Showcase is supported by investment experts from

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Downing LLP

Tax Efficient

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At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.

In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.

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Octopus Investments

Tax Efficient

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Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.

We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.

At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.

http://www.octopusinvestments.com/

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Triple Point

Tax Efficient

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We are an established private partnership founded in 2004. As an expert investment company, we build innovative products for investors and offer attractive financing solutions to a range of businesses and organisations in both the public and private sector.

http://www.triplepoint.co.uk/

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Goji

Alternative finance

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Goji

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RateSetter

Tax Efficent

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RateSetter was founded in 2010 by Rhydian Lewis and Peter Behrens to give people the opportunity to earn more on their money. They wanted to address the investment gap between cash and shares and make better returns accessible to everyone in a simple and modern way.