March 7th – Learning From The Investment Legends

Bring A Guest To Our Next Live Event in London

Our first live event of 2024 takes place at the newly refurbished Cumberland Hotel in Marble Arch in the heart of London’s West End. As with all Beaufort Society events we can promise an evening of great content and great networking accompanied by superb food and wine.

Beaufort Society LogoUKBAA Logo

We have three keynote speakers to entertain and inform you.

Justin Urquhart Stewart

Justin Urquhart Stewart is the UK’s best known stock market pundit. With his red bow tie and braces he has been a fixture on our TV screens since the 1980s. He also played a key role in the Big Bang stock market changes including the founding of the AIM market for smaller companies. He founded Seven Investment Management and is also campaigning for the return of regional stock markets that invest in local businesses. This evening he will talk about the lessons we can learn from the world’s best known investor, Waren Buffet and his recently deceased partner Charlie Munger.

Tim Price

Tim Price is one of those rare people who combines managing a £250 million fund with the ability to write compelling prose about the goings on in the financial and political world. A former Money Week writer, he how publishes regular commentary for Price Value Partners where he implements the strategies learned from his hero Benjamin Graham. Regarded as the father of value investing, Tim will share the lessons he and we can learn from Graham at a time when value investing is looking more attractive than at any time since the 2008 Financial Crisis.

Graham Rowan

Graham Rowan – as well as giving an update on the Beaufort portfolio and all the plans for the Beaufort Society in 2024, for the first time ever we will be launching a new investment opportunity at a live event. You need to be in the room to hear it first and demand is likely to be high for an opportunity which could surpass the growth of anything we’ve previously brought to Beaufort Society members.

Floyd and Shaa will be at the event
Floyd and Shaa will be at the event

Also present at the event will be our Advisory Board of Floyd Woodrow MBE, Shaa Wasmund MBE, Justin Urquhart Stewart and Andrew Hammond. We also expect to have the co-founders of Hofmeister and Quantum Group in the room.

We have just 120 seats available and they are being reserved very quickly. Here’s what you can expect on the night:

  • 6:00pm – Networking, wine and canapes
  • 6:30pm Beaufort Society Update  – Graham Rowan will share news of progress with the investments in the Beaufort portfolio as well as other news about the Society.
  • 6:50pm Keynote 1 – Benjamin Graham and the Art of Value Investing – Tim Price
  • 7:30pm – Food, wine and networking
  • 8:00pm Keynote 2 – Warren Buffet & Charlie Munger – The Greatest Investors of the 20th Century? – Justin Urquhart Stewart
  • 8:30pm New Launch! Beaufort portfolio update and our biggest ever opportunity – Graham Rowan
  • 9:00pm Prize Draw – some great gifts including a weekend for two in Portugal
  • 9:10pm – Wine and networking
  • 10:00pm – Close
Serial investor David Rouse chats with Graham on stage
Serial investor David Rouse chats with Graham on stage
Time for wine and canapes before we begin
Time for wine and canapes before we begin

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.

Live event networking

Solo Ticket

If you’re coming on your own the price of entry is just £25

Graham Rowan, Chairman, Beaufort Private Equity

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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