Bes 2009 26.11.09 Itc Intermediary Presentation

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Bes 2009 26.11.09 Itc Intermediary Presentation

  1. 1. ITC Presentation to Intermediaries<br />26th November 2009<br />2009 ITC Powerscourt Dynamic Portfolio<br />
  2. 2. New Environment<br />National debt at 7.30am this morning is €74,636,824,000<br />What will it be at 9am?<br />
  3. 3. Challenges<br /><ul><li>Government response?
  4. 4. Over exposure to property
  5. 5. Liquidity
  6. 6. Client confidence</li></li></ul><li>Clients<br />
  7. 7. Financial Planning<br />Tax relief<br />Asset class<br />50% better than AVC<br />
  8. 8. Why BES?<br />Tax relief between both parties (up to €300,000 in any one year).<br />All income.<br />On exit, tax is charged at CGT rate as opposed to income tax rate.<br />Early access to cash, i.e. 6 year target investment.<br />There are limited reliefs available going forward, Provides access to a private equity investment.<br />The tax break reduces the sum at risk.<br />
  9. 9. Why BES for you?<br /><ul><li>Access to an alternative source of business through meeting a client need
  10. 10. Helps to reduce the client’s effective tax rate
  11. 11. Provides a private equity investment play
  12. 12. Planning tool into a wider tax planning approach for the client</li></li></ul><li>Why Portfolio Approach?<br /><ul><li>Collective negotiation and due diligence
  13. 13. Access to expertise in private equity
  14. 14. Provides the ability to win new clients
  15. 15. Clear alignment with investor</li></li></ul><li>ITC is regulated by the Financial Regulator<br />
  16. 16. Conor Moran<br />Powerscourt Capital Partners<br />
  17. 17. Overview<br /><ul><li>Private equity and venture capital boutique
  18. 18. Sean Melly and Conor Moran
  19. 19. Philosophy of transparency and partnership
  20. 20. Rigorous approach to investment analysis</li></li></ul><li>Selection Process – 6 Steps<br />Potential Investment Companies submitted through website - http://www.powerscourtcapital.ie/<br />Detailed review and for appropriate companies an invitation to pitch<br />Clarification questions and additional meetings, if required<br />Draft heads of agreement<br />Due diligence<br />Legals and investment completion<br />
  21. 21. 2008 Investments<br />
  22. 22. Opportunities 2010<br />POTENTIAL INVESTEE COMPANIES<br /><ul><li>Pharmaceutical Technology
  23. 23. Fraud Prevention Technology
  24. 24. Semiconductor Technology </li></li></ul><li>Q & A<br />

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