Darren Westlake, CEO
@dazwest
@Crowdcube
What will an investment portfolio look like in the next
decade?
Everyday Investor
 Savings account
 Pension
Some risk and sophistication
 Primary stock markets
Diversified and high so...
 Best investments for elite and wealthiest
 Offline, paper based process,
intermediaries/advisors, high minimums
Old Wor...
Crowdcube and AltFin approach
 Investments open to anyone regardless of wealth
or connections (v. low minimums)
 New innovative structures for investm...
 Equity
 Debt
 P2P
 P2B
 Property
 Racehorses
 Wine
 Art
 Athletes/Sports stars
 Bands
 Films
 Others….
Asset ...
Property
Debt based
Athletes/Sports stars
Racehorses
Niche/vertical investment platforms
 Others……Film, Fine art, Jewellery, High end cars
 Proliferation and then consolidat...
Geographic diversity
Global Equity Crowdfunding Platform
Aggregators and API’s
 How will deals be accessed and managed?
Aggregators and API’s
Up Investments
Crowdwatch
Crowdwatch
Trends towards aggregation
Exceptions – market
consolidation
Aggregators and API’s
API
Others
Portfolio
Portfolio 2024
 True democratisation
 True diversification
 Different asset classes
 Sectors
 Stages
 Geography
 Ac...
Darren Westlake, CEO
@Crowdcube
@dazwest
www.crowdcube.com
What Will an Investment Portfolio Look Like in the Next Decade?
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What Will an Investment Portfolio Look Like in the Next Decade?

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

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  • Need to look at the way investments were made in the old world, then the transformations that are happening in the financial services sector and then finally to look at what investments people might hold in 5 to 10 years from now
  • Realty mogul is accredited only. Fundrise is open to anyone. They have 20k+ members and have recently had VC investment of $31m. Property moose raised £170k on Crowdcube.
  • OK, so theres a proliferation of sites that offer a wide range of investment opportunities….
  • So, to summarise, we have an incredibly exciting decade ahead of us. One where investment is truly democratised and the man on the street gets to get a piece of the attractive investment deals that had previously only been available to the wealthiest and best connected. And those investments will be super diversified…
  • What Will an Investment Portfolio Look Like in the Next Decade?

    1. 1. Darren Westlake, CEO @dazwest @Crowdcube What will an investment portfolio look like in the next decade?
    2. 2. Everyday Investor  Savings account  Pension Some risk and sophistication  Primary stock markets Diversified and high sophistication  Private company investments (angels)  More diverse asset classes Old World Investment Portfolio
    3. 3.  Best investments for elite and wealthiest  Offline, paper based process, intermediaries/advisors, high minimums Old World
    4. 4. Crowdcube and AltFin approach
    5. 5.  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
    6. 6.  Equity  Debt  P2P  P2B  Property  Racehorses  Wine  Art  Athletes/Sports stars  Bands  Films  Others…. Asset Classes available
    7. 7. Property
    8. 8. Debt based
    9. 9. Athletes/Sports stars
    10. 10. Racehorses
    11. 11. Niche/vertical investment platforms  Others……Film, Fine art, Jewellery, High end cars  Proliferation and then consolidation
    12. 12. Geographic diversity
    13. 13. Global Equity Crowdfunding Platform
    14. 14. Aggregators and API’s  How will deals be accessed and managed?
    15. 15. Aggregators and API’s
    16. 16. Up Investments
    17. 17. Crowdwatch
    18. 18. Crowdwatch
    19. 19. Trends towards aggregation Exceptions – market consolidation
    20. 20. Aggregators and API’s API Others
    21. 21. Portfolio
    22. 22. Portfolio 2024  True democratisation  True diversification  Different asset classes  Sectors  Stages  Geography  Accessed by mobile/tablet
    23. 23. Darren Westlake, CEO @Crowdcube @dazwest www.crowdcube.com
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