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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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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