ALTAROC ROADSHOW
>
Lille
Visit
Wednesday, November 5
from 9:30 a.m. to 3 p.m.
Come and meet our Altaroc experts to discuss practical cases, in a privileged setting, with other professionals from the region.
Register at
Thank you for registering.
You'll receive a registration confirmation e-mail in a few moments. We look forward to working with you to develop Discovery .
Share it with your contacts
Share this event with your professional network
Thank you for registering! Be alerted in real time to innovations on Discovery
Hermitage Gantois
Lille
224 rue Pierre Mauroy, 59000 Lille
Wednesday, November 5
9h30
→
15h
Talk to our experts during this special event
Extend your Discovery experience with our experts, during a morning of discussion dedicated to you.
Your questions, our answers: our experts will tell you all you need to know about the product, its distribution, its integration into life insurance and PER.
2 hours of structured discussion: a presentation by our product engineers to help you understand Discovery and its benefits.
A complete team on site: business expert, development manager and regional contact for direct dialogue.
Dimitri Bernard
Chief Investment Officer
Thibaut Mortelecq
Key Account Offer Manager
Maxime Averso
North and East Partnership Manager
Cyril Hourdry
Development Director
Altaroc Roadshow
Program
10h
→
10h15
Meet the Altaroc experts
10h15
→
11h
Discover the 3 Altaroc ranges
Benefit from a presentation of our different ranges: Odyssey (diversified and international strategy), Re-Up (reinvestment program) and Discovery (our new 100% secondary range available in life insurance and PER). A concrete overview of our wealth management solutions, with a focus on added value for your customers.
11h
→
11h15
Coffee break
11h15
→
12h
Integrate private equity into your clients' wealth management strategies
Discover real-life case studies, with concrete insights into the benefits in terms of diversification, performance and inheritance. Take part in a guided discussion on the new expectations of wealth management clients and how we can better support them.
12h
→
15h
Networking cocktail lunch
Two years of R&D to simplify distribution and access to Private Equity
A 100% Private Equity product accessible via life insurance & PER
Proposed by an independent French management company
An Evergreen investment solution for all private customers
Already integrated into life insurance contracts
Disclaimer
- Long-term investment. Capital and income not guaranteed.
- The figures given are for information only. They in no way constitute a contractual commitment.
- Past performance is no guarantee of future results.
- The sequencing of calls and distributions is based on historical data and on the smoothing provided by a fund-of-fund strategy. Adverse market conditions may render these assumptions null and void.
- Any entry fees charged by distributors have not been taken into account in these calculations.
Investing in private equity involves a number of risks:
Liquidity risk
The fund invests mainly in the securities of unlisted companies. These securities are not liquid, and there is no secondary market to facilitate transactions. The fund may therefore find it difficult to sell its holdings at the desired price or within the desired timeframe. In addition, as sales of fund units are limited in accordance with Article 9, it will be difficult for investors to sell their units.
Underlying company risk
The investor bears an entrepreneurial risk, linked to the unlisted companies held directly and indirectly by the fund. By their very nature, SMEs are generally riskier than larger companies. Furthermore, the valuation of unlisted securities held by the fund is carried out directly by the management companies on the basis of estimated market prices ("Fair Market Value") and not directly by an organized market.
Performance risk
Investment objectives express an expected result, but there is no guarantee that such a result will be achieved. Depending on market conditions and the macroeconomic environment, investment objectives may become more difficult to achieve.
Risk of capital loss
The risk of capital loss is notably linked to investment in unlisted securities. As the fund offers no capital guarantee, the capital invested may not be returned in full or in part.
Valuation risk
It can be difficult to find appropriate price references for unlisted investments. This difficulty may have an impact on the valuation of the fund's investment portfolio.
This communication is produced by Altaroc Partners SAS, a French Société par Actions Simplifiée with share capital of 1,097,808 euros. Registered office: 61 rue des Belles Feuilles - 75116 Paris 309 044 840 RCS Paris, approved by the Autorité des marchés financiers (the "AMF") under number GP97022 as a portfolio management company
, for the management of alternative investment funds.
, for the management of alternative investment funds.
