IMG_9571IMG_9484v2IMG_0145v2IMG_9734IMG_9836IMG_9665v2IMG_9518v2IMG_9421

What will I achieve

One day at the Summit will deliver value for your entire year.

Navigating the expanding universe of alternative investments has never been more challenging – or potentially rewarding – as it offers the prospect of additional sources of return, diversification, tax savings and the opportunity to put money to work in SMEs and social enterprises.

But advisers still face barriers when it comes to investing their clients’ money because alternatives can be hard to understand, hard to value, illiquid and expensive. It requires time and effort for advisers to get their arms around the whole-of-market and feel confident in their ability to select the right products for the right clients, at the right time.

The Alternative Investment Summit will address that – with a wealth of insight from industry thought-leaders.


Organiser

Intelligent Partnership is the UK's leading provider of research, reports and training on Alternative Investments.

We aim to help independent financial advisers evidence whole of market research and understanding of this investment sector.

Our reports and training are accredited by the Chartered Insurance Institute(CII) and the Institute of Financial Planning(IFP) and advisers can earn CPD when they engage with our education programmes.

We regularly speak at industry events and organise seminars and conferences on the topic of alternative investments.

Find out more >


Accreditation

CII accreditedPFS accreditedIFP

Latest News

Adviser attitudes to Alternative Investments

We used the interactive polling tool Sli.do to survey our audience in real time at the #AISummit on … Continue Reading

Insights from the Alternative Investment Summit

An insightful and enjoyable day at the Royal Institute of British Architects for 218 delegates at … Continue Reading

Summit for everyone on 22 october

A packed speaker programme promises insights on the expanding universe of alternative investments on … Continue Reading

The FCA stance on alternative investments

The FCA's view on the suitability of the alternative investments explored throughout the Summit will … Continue Reading

Latest Tweets

  • "The new Principles Based Approach identifies lower-risk businesses. It talks about a reasonable person’s view, but… ,
  • “There’s a big hurrah for the doubling of investment limits into knowledge-based businesses. However, if I were a t… ,
  • RT : Find out what I thought of the and it's impact on tax planning through investments. ,

Speakers

Caroline Mitchell(big)Justin_Urquhart_Stewart (big)David StevensonWN photoDanGillian Roche-Saundersrodney-schwartz-square-pngLouise Beaumontbrendan-llewellyn (small)Goncalo de Vasconcelos (small)Dermot Campbellevita zanusoandrew marrismike baliman (small)LAWRENCE GOSLINGKH_Jo_IMG_3500IMG_1759 (small)Bloch-Danby-MM-Peach bigPaul Latham 02 (big)EdwardIan Currie_Chris TaylorKC (small)Kieran OGormanChristopher Downsimon from resonanceJamesChu2015Steve_Findlay Picture-Colour1CL headshot- blackMarcus Bonnell

view full speaker profiles > >

More industry thought leaders are being added every week. Check back for the latest update.


Sponsors

logos GIA web Oxford capital-13deepbridge-capital largeoctopusSENECA-partnersFIMLGBRStanley gibbonsMICAP LOGO

Media Partners

Professional_AdviserInvestment_Week

Supporters

UKCFA_LogoMatrix_Solutions_LogoCitigate_Dewe_Rogerson_Logoeis (1)