What Will an Investment Portfolio Look Like in the Next Decade?

24
  • date post

    19-Oct-2014
  • Category

    Business

  • view

    146
  • download

    0

description

What is the future of return and investments? Darren Westlake will talk trends and the future of investment portfolios.

Transcript of What Will an Investment Portfolio Look Like in the Next Decade?

Page 1: What Will an Investment Portfolio Look Like in the Next Decade?
Page 2: What Will an Investment Portfolio Look Like in the Next Decade?

Darren Westlake, CEO

@dazwest

@Crowdcube

What will an investment portfolio look like in the next decade?

Page 3: What Will an Investment Portfolio Look Like in the Next Decade?

Everyday Investor Savings account PensionSome risk and sophistication Primary stock marketsDiversified and high sophistication Private company investments (angels) More diverse asset classes

Old World Investment Portfolio

Page 4: What Will an Investment Portfolio Look Like in the Next Decade?

Best investments for elite and wealthiest Offline, paper based process,

intermediaries/advisors, high minimums

Old World

Page 5: What Will an Investment Portfolio Look Like in the Next Decade?

Crowdcube and AltFin approach

Page 6: What Will an Investment Portfolio Look Like in the Next Decade?

Investments open to anyone regardless of wealth or connections (v. low minimums)

New innovative structures for investment without historic bureaucracy, overheads – hence faster and at a lower cost

Direct investments Available online, anytime, anywhere Global basis Range of really diverse investment asset

types

New World

Page 7: What Will an Investment Portfolio Look Like in the Next Decade?

Equity Debt P2P P2B Property Racehorses Wine Art Athletes/Sports stars Bands Films Others….

Asset Classes available

Page 8: What Will an Investment Portfolio Look Like in the Next Decade?

Property

Page 9: What Will an Investment Portfolio Look Like in the Next Decade?

Debt based

Page 10: What Will an Investment Portfolio Look Like in the Next Decade?

Athletes/Sports stars

Page 11: What Will an Investment Portfolio Look Like in the Next Decade?

Racehorses

Page 12: What Will an Investment Portfolio Look Like in the Next Decade?

Niche/vertical investment platforms

Others……Film, Fine art, Jewellery, High end cars

Proliferation and then consolidation

Page 13: What Will an Investment Portfolio Look Like in the Next Decade?

Geographic diversity

Page 14: What Will an Investment Portfolio Look Like in the Next Decade?

Global Equity Crowdfunding Platform

Page 15: What Will an Investment Portfolio Look Like in the Next Decade?

Aggregators and API’s

How will deals be accessed and managed?

Page 16: What Will an Investment Portfolio Look Like in the Next Decade?

Aggregators and API’s

Page 17: What Will an Investment Portfolio Look Like in the Next Decade?

Up Investments

Page 18: What Will an Investment Portfolio Look Like in the Next Decade?

Crowdwatch

Page 19: What Will an Investment Portfolio Look Like in the Next Decade?

Crowdwatch

Page 20: What Will an Investment Portfolio Look Like in the Next Decade?

Trends towards aggregation

Exceptions – market consolidation

Page 21: What Will an Investment Portfolio Look Like in the Next Decade?

Aggregators and API’s

API

Others

Page 22: What Will an Investment Portfolio Look Like in the Next Decade?

Portfolio

Page 23: What Will an Investment Portfolio Look Like in the Next Decade?

Portfolio 2024

True democratisation True diversification

Different asset classes Sectors Stages Geography

Accessed by mobile/tablet

Page 24: What Will an Investment Portfolio Look Like in the Next Decade?

Darren Westlake, CEO

@Crowdcube@dazwest

www.crowdcube.com