VCT  SHOWCASE

Meet up to eight providers of VCT 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 up to eight leading investment providers 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

LONDON

8 Feb 2022

BOOK NOW

What can you expect


VCT MARKET UPDATE
A presentation from Nick Britton of The AIC,
on the current market landscape


INVESTMENT PRESENTATIONS
20-minute presentations from a selection
of VCT investment providers


NETWORKING EXHIBITION
Scheduled breaks allow you to network with investment
specialists from each provider on their stands

 

The content is based upon feedback from providers and attendees over what they want to hear discussed. Each presenter is asked to cover the same key issues that we know are top concerns for advisers:

THE INVESTMENT PROVIDER: ownership, length of time in the 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: How will they generate returns and how is liquidity achieved? What is the process to identify suitable investments

DETAILS ON ALL CHARGES: charges both the investor and the investees face during the product’s lifetime, including performance, admin, and deal fees

COVID-19: How they’ve dealt with the fall out from the pandemic including underlying investments, the impact on performance, and actions taken

DIFFERENTIATION: What differentiates the product from others in the market

ADVISER/INVESTOR SUPPORT: How advisers/investors are supported on the due diligence and investment journey into the product

What advisers have said about our previous Showcase events

Our VCT Showcases are supported by investment experts from

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Blackfinch

Tax Efficient

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Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.

www.blackfinch.com

16/81

Calculus Capital

Tax Efficient

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Our diligent process, record of profitable exits and focus on capital appreciation distinguishes us from other managers. The Calculus investment strategy has remained consistent for the past 8 years, together with our structured investment process, strong risk management and very close monitoring of portfolio companies, we have been able to produce significant results for our clients.

http://www.calculuscapital.com/

30/81

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.

65/81

Seneca Partners

Tax Efficient

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Seneca is an independent investment management and corporate advisory business for High Net Worth individuals and SMEs. We have truly achieved our aim of becoming a home for SMEs where companies and entrepreneurs can access invaluable support and opportunities.

Our team brings together decades of success in providing bespoke investment and advisory solutions for our clients across a multitude of financial areas.

http://senecapartners.co.uk/