September 26th – How To Prosper in the Second Half of the 2020s
Bring A Guest To Our Next Live Event in London
Our recent Member Survey showed just how much you enjoy our live events. Why not share the secret and bring along a friend to enjoy the great content, superb food and wine and the unique opportunity to network with 150 other sophisticated and high net worth investors?
The event takes place in the swish surroundings of the 5 star Mayfair Hotel on Thursday 26th September from 6:00pm. Single tickets are £25 and for just a tenner more you can bring a guest. And any guest (other than your spouse) who is not yet a member will receive a signed copy of Graham’s latest book Diary of a High Net Worth Investor.
But hurry, we have a firm limit of 150 places and they are likely to sell out well before the event.
Why You Need To Be In The Room
With a socialist government starting its tenure by inheriting the highest level of taxes since World War 2, there will no doubt be more threats to our wealth for the remainder of the decade.
Expect more attacks on landlords, those with investment portfolios and business owners. In other words, the people who make up the Beaufort Society! For our second major event of 2024 we focus on strategies to enable our members to get their retaliation in first through carefully selected private equity investments, ingenious tax structures and a worldwide search for hidden pockets of value in the public markets.
With a socialist government starting its tenure by inheriting the highest level of taxes since World War 2, there will no doubt be more threats to our wealth for the remainder of the decade.
Expect more attacks on landlords, those with investment portfolios and business owners. In other words, the people who make up the Beaufort Society! For our second major event of 2024 we focus on strategies to enable our members to get their retaliation in first through carefully selected private equity investments, ingenious tax structures and a worldwide search for hidden pockets of value in the public markets.
Our Keynote Speaker – Swen Lorenz
We’re delighted to welcome as our keynote investment legend Swen Lorenz, a passionate public equity investor and the face of
Undervalued-Shares.com. With over 30 years of experience in investing, Swen has a knack of finding exciting investment opportunities in very unexpected places, which he discovers while travelling the globe. His trademarks include extensive, investigative reports which give investors plenty of inspiration and ideas to work with. Fresh from the success of his own Weird Sh*t Investment Summit, Swen will bring ideas that you would never have thought of nor read about in the financial press. He may also talk about living on the island of Sark if you are still searching for your Plan B.
Meet The Founders
We hope to have most of the founders of the companies in the Beaufort portfolio on stage to update you on progress and to answer your questions over a glass of wine during the breaks.
Meet The Experts
Part of prospering in the rest of this decade will be making sure you have the right tax structures in place and, perhaps, a second residency or citizenship. Our experts will be on hand to discuss your options.
Creating Your 5 Point Survival Plan
Beaufort chairman Graham Rowan will round out the evening by suggesting the key areas where you need to prepare as the clock ticks down on the first half of what has already been one of the most challenging decades of our lives.
Here’s the full agenda for the evening:
- 6:00pm – Welcome and canapes
- 6:30pm – Beaufort Portfolio Update
– Rebel Energy
– Quantum Group
– Green Eight Capital
– Azaries AI
– Hofmeister Beer
– Burlingtons Legal - 7:15pm – Preserving Wealth in Dangerous Times
– The Beaufort Family Trust with Martin Beadle
– A second residency or citizenship with Stuart Wakeling
– A second income with Jeremy Downing
– Investing in digital assets with Anthony Fernandez - 7:45pm – Food and Refreshments
- 8:15pm – Weird Sh*t Investing: Finding value & opportunity off the beaten path – Swen Lorenz
- 8:45pm – What’s Your Plan for Surviving the second half of the 2020s? – Graham Rowan
- 9:15pm – Prize Draw
- 9:20pm – Drinks and Networking
- 10:00pm – Close
Bring A Friend
We would like you to share the Beaufort ‘secret’ and bring someone with you who is the right profile to become a Beaufort member. That means they meet the FCA criteria for a high net worth or sophisticated investor and have an open mind to look at the kind of investments we provide.
Special Plus One Ticket
To make it as easy as possible to treat your friend to a night out we have a special price of just £35 for a Plus One ticket that admits you and your guest. Please note – your guest will need to self certify before the event so please ask them to use this link to do so.
Solo Ticket
If you’re coming on your own the price of entry is just £25
Graham Rowan
Chairman, Beaufort Private Equity
‘The 2020s will not be a repeat of the 2010s. Join Beaufort Society to learn how things have changed and how you can load the odds in your favour. Join me to learn how my own approach has changed and how you can load the odds in your favour.’
HIGH NET WORTH INVESTOR STATEMENT
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of alternative, unregulated, non-mainstream pooled investments. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:
∙ I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).
∙ I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:
(a) the property which is my primary residence or any money raised through a loan secured on that property; or
(b) any rights of mine under a qualifying contract of insurance; or
(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled; or
(d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.
I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.
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