AIM
Showcase
29 June - 1 July 2020
To celebrate the 25th anniversary of AIM, we’re hosting a unique three-day virtual showcase to explore in depth what the future holds for the world’s leading growth market
AIM
Showcase
An immersive virtual experience
investment presentations
What can you expect?
Bite-sized 5 minute clinics from investment providers on specific aspects of investment planning
25
Anniversary
of AIM
th
Supported by
Why now?
Why attend?
CPD
accredited
"Very informative, and the content and timings are both pitched at the right level.”
"A one-stop-shop for provider exposure.”
"An excellent way to meet and review a diverse group of providers in a time efficient manner.”
"Really good presenters who challenge the status quo.”
"Highly focussed and relevant - time well spent.”
"Very professionally run, well-spoken and interesting presenters."
If you have any questions about this event, contact: events@intelligent-partnership.com
?
Supported by
Hosting a virtual event means we can provide you with far more content and expert input than a one-day live event would be able to cater for. You can also claim CPD hours for attendance.
Every update and presentation will remain online for one month after the showcase, so you can absorb the information at your own pace.
A three-day event – all from your desktop
Registering gives you access to our digital resource library where you can view or download content from your own home, at a time that suits you and your work and family commitments.
Get answers to the critical questions: Which AIM sectors have performed the best and worst during the Covid-19 outbreak?
Which AIM sector has raised the most funds during the pandemic?
With intergenerational wealth planning such a critical issue, what are the tax planning ideas available through investments in AIM-quoted companies?
WHY NOW
WHAT CAN YOU EXPECT
WHY ATTEND
15-minute sessions from a selection of AIM investment providers
Exclusive AIM-focused content will include
AIM25 report
london stock exchange
AIM quartely update
Intelligent Partnership
economic impact of aim
london stock exchange
Event testimonials
Watch live presentations, ask questions of presenters, chat with other delegates, view pre-recorded content or book virtual meetings with investment managers. It’s just like attending
a three-day event, but with no travel hassles and with everything built around your personal schedule.
An unprecedented amount of content available to you
A resource library accessible from anywhere
Keep learning long after the showcase finishes
Ownership, length of time in the market and financial strengh.
provider details
Growth, income, or a combination of the two, and the targeted level of annual returns.
investment objective
Do you have a sector focus, or a generalist approach? What is the liquidity profile of your product?
underlying investments
Borne by both the investor and the investees during the product’s lifetime, including any performance fees and admin and/or deal fees. All potential fees should be covered.
details on charges
AUM in AIM (you can include different strategies on AIM), performance track record in AIM (overall)
and performance track record of the product you are discussing today (if you have more than one product).
your track record
What differentiates your product from the others in the market?
differentiation
Tutorials on key areas of AIM investment
tax-planning
bite-size clinics
Attend pre-arranged meetings with investment managers and providers
virtual booths
Find out what your peers think on the
week’s key issues
audience polling
Take part in Fantasy AIM stock-picking
interactivity
From Marcus Stuttard, CEO of AIM
keynote presentation
On demand presentation from Intelligent Partnership & MICAP
AIM MARKET UPDATE
In partnership with
Book your place
Book your place
How can AIM companies continue to deliver investment performance, economic growth and innovation and help drive the UK’s post-pandemic and post-Brexit recovery?
Agenda
response to Covid-19
Presentations from Brooks MacDonald, Fundamental, JM Finn and TIME Investments
AIM at 25
Marcus Stuttard, CEO of AIM, The London Stock Exchange
product presentations
from Brooks MacDonald, Fundamental, JM Finn, Octopus Investments and TIME Investments
question time
from Brooks MacDonald, Fundamental, JM Finn, Octopus Investments and TIME Investments
Positioning AIM portfolio from an investor’s perspective
from Brooks MacDonald, Fundamental, JM Finn, Octopus Investments and TIME Investments
aim investment planning ideas
• The use of risk controls in AIM investing and portfolio construction, Brooks MacDonald
• Why you should invest in AIM for growth and not just for tax, Fundamental Asset Management
• AIM investing as part of a strategic retirement plan, JM Finn
• Business Property Relief explained, Octopus Investments
• AIM ISAs and in particular the Additional Permitted Subscription (APS) allowance, TIME Investments
AGENDA
?
AIM at 25 - ambition, growth, resilience
Marcus Stuttard, CEO of AIM, The London Stock Exchange
?
MORE question time
from Brooks MacDonald, Fundamental, JM Finn, Octopus Investments and TIME Investments
Researching AIM Business Relief Services
MICAP
As it happened: Making sense of AIM movements during COVID-19
video content
expert commentary
AIM
Showcase
Click on a provider channel above!
go to website
Video content
back to homepage
Supported by
AIM at 25: What you need to know
london stock exchange
AIM at 25: ambition, growth, resilience
london stock exchange
The Head of AIM & UK primary markets at London Stock Exchange Group gives an update on AIM at 25, including some intriguing statistics and insights into the growth market's past and future.
A quick look at the impressive statistics AIM can boast on its 25th anniversary.
MICAP: Researching AIM Business Relief Services
micap
Positioning AIM portfolio investing with your clients from an investors perspective
ig
As it happened: Making sense of AIM movements during COVID-19
intelligent partnership
A look at what has happened to AIM since the outbreak of Covid-19 in the UK and what the market movements tell us about the index and investment managers who call it home.
Considering best practice when researching AIM focused investment managers and their Business Relief products.
Jeremy looks at what investors concerns and requirements when thinking about AIM investing, giving advisers an investors eye view of their thought processes.
View expert
commentary
Provider
Channels
AIM
Showcase
Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds under Management of £12.2 billion as at 31 March 2020.
Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts. The Group also provides financial planning as well as offshore investment management and acts as fund manager to a regulated OEIC providing a range of risk-managed multi-asset funds and a specialised absolute return fund.
go to website
response to covid-19
OFFER presentation
The use of risk controls in AIM investing and portfolio construction
go to website
go to website
Video content
back to homepage
Supported by
Brooks MacDonald's Senior Investment Director & Head of AIM reports on the impacts of Covid-19 on the company's AIM portfolios.
Brooks MacDonald's Scott McKenzie discusses their AIM Portfolio service with Senior Investment Director & Head of AIM Scott Lothian, outlining the tax efficient investment objectives and how they are achieved.
A discussion on the risk mitigations available to AIM portfolio managers, including diversification and target investee company factors.
Provider
Channels
AIM
Showcase
Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment.
Fundamental Asset Management undertake their own in-depth research, seeking out the best investment opportunities across UK and international stock markets.
They have an unrivalled knowledge of the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.
go to website
response to covid-19
offer presentation
Why you should invest in AIM for growth and not just for tax
go to website
go to website
Video content
back to homepage
Supported by
Fundamental's Joint CEO and Portfolio Manager, Christopher Boxall gives some enlightening insights into what effects Covid-19 have had on the company's AIM portfolio and how it has managed them.
Christopher Boxall, Fundamental's Joint CEO responsible for stock picking and research, describes the company's investment approach, the AIM investees it focuses on and how it focuses on real growth.
Stephen Drabwell, Fundamental's Joint CEO and Portfolio Manager examines why and how so much growth can be accessed on AIM and how tax efficiency is just one of the attractive elements of the market.
Provider
Channels
AIM
Showcase
JM Finn was founded in 1945 by their namesake, John M. Finn. Their bespoke, personal and dedicated approach to both client service and investment management allows them to build lifelong relationships with their clients. They manage over £9bn in client investments and have won a spectrum of industry awards.
go to website
response to covid-19
offer presentation
AIM investing as part of a strategic retirement plan
go to website
go to website
Video content
back to homepage
Supported by
JM Finn's Senior Investment Manager Andrew Banks answers questions on how the firm's AIM portfolio investee companies have responded to the challenges presented by Covid-19.
Senior Investment Manager Andrew Banks, and Business Development Manager Luke Powell, discuss JM Finn's AIM portfolio service, including how well they know their AIM investees, their bespoke approach and their investment criteria.
Simon Wong, JM Finn's Senior Wealth Planner, delivers a case study on using AIM investments to maximise family inheritance while the investor retains control of their funds.
Provider
Channels
AIM
Showcase
Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today they manage more than £8.6 billion on behalf of over 55,000 investors and have over 1000 employees.
Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, 6 years running.
go to website
response to covid-19
offer presentation
Business Property Relief explained
go to website
go to website
Video content
back to homepage
Supported by
Richard Power, Head of the Smaller Companies Team at Octopus gives an insight into the Covid-19 consequences for their AIM portfolios and how they have responded to them.
Richard Power of the Octopus Smaller Companies team discusses the Octopus AIM IHT Service, including its objectives, performance and fees and charges.
Why Business Relief exists, the types of businesses that typically qualify, and the key benefits and risks of Business Relief qualifying investments.
Provider
Channels
AIM
Showcase
TIME Investments offer market leading estate planning products and long income funds that consciously strive to achieve the best risk adjusted returns for investors. They concentrate on providing solutions that are backed by steady, income producing investments; investments that are focused on real assets such as infrastructure and property. They do this to generate long term, sustainable returns for their clients who are at the heart of everything they do.
TIME Investments support financial advisers, family offices and institutions and today manage over £3.5 billion of assets.
go to website
response to covid-19
product presentation
AIM ISA's and the Additional Permitted Subscription (APS) allowance
go to website
go to website
Video content
back to homepage
Supported by
Chris Cox from TIME's AIM investment team gives an insight into the Covid-19 consequences for TIME's AIM portfolios and how TIME has responded to them .
TIME's Product Specialist, Chris Cox, outlines the company's AIM portfolio service, including it's proprietary defensive screening process and regular portfolio rebalancing.
Henny Dovland reveals how AIM ISAs are IHT efficient, how the Additional Permitted Subscription can make them even more attractive and how to maximise it.
Provider
Channels
AIM
Showcase
go to website
Expert Commentators
back to homepage
Supported by
AIM at 25: What you need to know
View expert
commentary
The Head of AIM & UK primary markets at London Stock Exchange Group gives an update on AIM at 25, including some intriguing statistics and insights into the growth market's past and future.
A quick look at the impressive statistics AIM can boast on its 25th anniversary.
london stock exchange
AIM at 25: ambition, growth, resilience
london stock exchange
MICAP: Researching AIM Business Relief Services
micap
Positioning AIM portfolio investing with your clients from an investors perspective
ig
A look at what has happened to AIM since the outbreak of Covid-19 in the UK and what the market movements tell us about the index and investment managers who call it home.
Considering best practice when researching AIM focused investment managers and their Business Relief products.
Jeremy looks at what investors concerns and requirements when thinking about AIM investing, giving advisers an investors eye view of their thought processes.
As it happened: Making sense of AIM movements during COVID-19
intelligent partnership
Head of AIM & UK Primary Markets at the London Stock Exchange with 11 years at the helm of AIM.
marcus stuttard
Analyst at IG with 20 years experience reporting on market and business news from around the world for Bloomberg and the BBC.
jeremy naylor
Director of MICAP a qualified Chartered Tax Adviser (Ireland) Financial Adviser (Ireland) who previously worked for Independent Trustee Company Ltd (ITC).
ALAN SHEEHAN
Head of Financial Services Content at Intelligent Partnership with experience of working for investment providers and producing award-winning industry guides and reports.
Lisa best
