BPR Showcase

MEET EIGHT PROVIDERS OF BPR QUALIFYING INVESTMENTS IN ONE MORNING

 

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.

tick-44HEAR eight leading fund managers talk about their investment solutions

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

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

tick-44LEAVE confident that you have reviewed a representative sample of the solutions in the market

Showcase locations (May 2017)-13


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Showcase locations (May 2017)-15

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Showcase locations (May 2017)-17

What will the event cover

Curated by Dan Kiernan, Research Director of Intelligent Partnership, the content 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:

THE FUND MANAGER: ownership, length of time in the BPR market, relevant AUM, performance track record and financial strength

INVESTMENT OBJECTIVE: growth, capital preservation, income, or a combination of the three, and the targeted level of annual returns

UNDERLYING INVESTMENTS: What are they, how will they generate returns and how is liquidity achieved?

CHARGES BORNE: charges both the investor and the investees face during the product’s lifetime, incl. performance, admin, and deal fees

“SUCCESSFUL DEATHS OF THE PRODUCT: how many estates have successfully claimed for relief from HM Revenue and Customs

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What advisers have said about our previous Showcase events

How is it different from

..a BPR Masterclass?

Our BPR 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 BPR 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 opportunity, allowing you to easily compare like for like.

…reading the BPR Report?

While our industry report is a comprehensive overview of the market, this event will focus in on specific Fund Managers 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 BPR Showcases are supported by investment experts from

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Close Brothers

Tax Efficient

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Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.

We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.

https://www.closebrothersam.com/

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Deepbridge Capital

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Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. Deepbridge operates across four principle divisions: disruptive technology, sustainable technologies, life sciences and renewable energy. Take a look through our website to find out how we could help you.

http://www.deepbridgecapital.com/

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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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Foresight Group

Tax Efficient

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Foresight is a leading, independent infrastructure and private equity investment manager owned by its partners, who together have combined investment experience of over 200 man years across a wide variety of sectors. Foresight’s three investment teams operate on a collaborative basis with a pro-active and pragmatic investment style.

With current assets under management of over £1.5 billion, raised from UK and international private and high net-worth individuals, family offices, pension funds and other institutional investors, Foresight strives to generate increasing dividends and capital appreciation for our investors over the long term.

http://www.foresightgroup.eu/

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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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Oxford Capital

Tax Efficient

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Oxford Capital aims to make EIS investments accessible, easy to understand and hassle-free for investors and their financial advisers. The firm has two distinct EIS strategies – Investment in high growth companies from a range of industries and investment in companies which own infrastructure assets. The Oxford Capital Growth EIS portfolio backs established businesses to support their expansion. Oxford Capital builds each investor a portfolio of around 8-10 companies, providing the tax advantages of the EIS whilst mitigating some of the risk of smaller company investments through diversification. The Oxford Capital Infrastructure EIS invests in companies which own and operate infrastructure assets, such as renewable energy installations, earning revenues through long-term contracts. Because the investments are asset-backed, the Infrastructure EIS has a lower risk profile than some other EIS investments.

www.oxcp.com

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PUMA Investments

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Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.

Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.

http://www.pumainvestments.co.uk/

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Strata

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Strata Residential Finance PLC (‘Strata’) is a business that specialises in providing mezzanine finance to developers with track record in the South of the UK. Strata was founded by evolve Fund Services Ltd (‘evolve’) and Davon Ltd (‘Davon’), two businesses that specialise in the property sector in the UK.

Strata was formed with investment from private investors. These investors were attracted not only by the potential income and capital growth returns, but also a spread of risk between a number of developments in the South of the UK and a professionally managed business.

http://www.strataplc.co.uk/

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TIME Investments

Tax Efficient

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TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 19 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.

http://www.time-investments.com/

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Triple Point

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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/