EIS Showcase 2021 | Yorkshire
Attend our EIS Showcase to:
Hear leading Fund Managers talk about their investment solutions
Network with their investment specialists without having to commit to any further meetings
Learn about tax planning ideas based upon EIS
Find out about the underlying investment strategies
Compare key investment information, including charges and levels of risk and return
Leave confident that you have reviewed a representative sample of the principle solutions in the market
A genuine chance to compare Managers:
The content of our EIS Showcase is based upon our findings from surveying advisers for the annual EIS Industry Update. Each presenter is asked to cover the same core issues that we know are key concerns for advisers:
Details of the investment provider: ownership, length of time in the market and financial strength and the investment team
Investment selection: types of companies invested in, including their stage of business, and criteria used to assess business models and management teams
Deal flow: Where they source their deal flow from, whether they have access to proprietary deal flow or deal flow not available to other managers
Details of all the charges: borne by both the investor and the investees during the product's lifetime, including any performance fees and admin and/or deal fees
Track record: their exit record from companies that would be expected to meet HMRCs risk-to-capital condition and the performance of their portfolio
Covid-19: how theyve 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
In this way, anybody who attends will be able to review the managers' tax-efficient investment offers on a like-for-like basis and then engage directly with their adviser facing teams, saving the time and effort you would normally have to put into researching and sourcing these kinds of investments.
Why should you attend:
This Showcase is designed to give you the opportunity to review a representative sample of investment solutions in one half-day event, without having to undertake your own expensive and time consuming research, or committing to any further meetings with BDMs.
Get answers to questions like these:
Where does EIS fit in the Chancellor's 'investment-led recovery'?
Are stealth taxes driving EIS demand?
The EU state aid regime has been scrapped. So what now for EIS?
Read what people have been saying about our Showcase events:
"There is little enough education on this highly technical area of the market, so when you do have a chance to learn from and speak to 8 different providers at the same event, on the same day why wouldn't you attend? A well-structured, informative and well run conference, which was an excellent use of my time." Gareth Tregidon, Stafford House Investments
"What a great and succinct way to meaningfully compare providers and get an understanding of what they do, how they do it and what they charge for doing so." Graham Tiffin, Clairville York
"Like a website comparison site for BPR providers but in the flesh." Julian Hanrahan, Crowe Clark Whitehall
"A very well run event giving exposure to a large number of top providers in the BPR sector. Well worth attending if you are looking to research providers or increase knowledge in this area." Ian Paginton, Fraser Wealth Management
Timings for the day:
After a free breakfast, you'll watch up to eight EIS investment providers speak for twenty minutes each. If you like what you hear, you can follow up with the fund representative in the breaks, but there's no obligation to speak to any of them if you don't want to.
08.30 - Registration & breakfast
09.00 - Opening remarks & market update
09.15 - Investment providers presentations (Part 1)
10.35 - Coffee break & networking
11.00 - Investment provider presentations (Part 2)
12.20 - Q&A Panel with all of the providers
12.35 - Lunch & Networking
13.35 - Event End
By registering to this event you agree for your email to be passed on to the managers speaking at the event. If you do not wish to be contacted by the sponsors after the event please get in contact with email@example.com.