Alpha Growth Share Discussion Threads

[7rademark] 17/12/2018 08:58

The podcast could have been pulled for a number of reasons, we should find out this week imo.

[7rademark] 17/12/2018 08:57

Details of the pulled podcast over at lse chat.

[steve81860] 15/12/2018 14:56

Apparently it was posted early & they asked for it to be removed, should be available Monday or some time next week.

[lr4850] 15/12/2018 13:59

Perhaps Vox Markets was premature in posting the cast and Alpha picked up on it and asked for it to be removed?

[joeblogg2] 15/12/2018 13:33

Yes podcasts usualy post news

[7rademark] 15/12/2018 13:10

Possibly this interview was a follow up to news that was not released in time, Monday should be interesting. Regardless of timings we have a great little investment opportunity here, I intend to take full advantage.

[euclid5] 14/12/2018 21:36

This is interesting report by EY - It's a very short report - well worth reading over coffee - I think people have overlooked the potential of this product they have developed. see key benefits below in the Ernst & Young Report

If an insurer can structure its life settlements holding so that it can be treated as a negative liability under Solvency II rather than an asset, then under this regime it would be expected to:

• Improve its solvency position.

• Recognize a day one release of free assets not normally achieved with “typical” insurance company investments.

• Avoid any matching adjustment considerations. Such considerations may be relevant should the holding be structured as an asset.

The key reason for the benefits above is that internal rates of returns, relating the purchase price to the expected cash flows for life settlements assets, are usually in excess of 10%. This internal rate of return is significantly higher than an (adjusted) risk-free rate applied to a Solvency II balance sheet.

Not surprisingly, protection providers receive the greatest day one release of free assets from life settlements investment because such insurers experience diversification benefits from taking incremental longevity risk exposure.

[euclid5] 14/12/2018 21:29

SL Investment Management (SL) is a UK authorised and regulated Alternative Investment Fund Manager (AIFM). We specialise in providing investors with access to secondary insurance investments.

Founded in 1990, over the past 28 years we have collaborated with organisations such as Commerzbank AG, Credit Suisse, Allianz and HSBC. Creating over 30 funds investing in UK Traded Endowment Policies (TEPs) and US Life Settlements.

Our philosophy is to establish lasting relationships with institutional, family office and wealth management partners, applying our principal values of Service, Professionalism, Integrity, Respect, Innovation & Teamwork.

We are founding members of the Association of Policy Market Makers (APMM) and the European Life Settlement Association (ELSA).

[richardjohn10] 14/12/2018 21:21

Great info Euclid, keep them coming. All us invested here are finding it good reading.

[kaka47] 14/12/2018 21:18

You posting these articles is like saying invest in my business selling toiletries on Sunday market But if you want to see the potential of my business go and have a look at Tesco. Lol

[kaka47] 14/12/2018 21:13

Unbelievable Rampers Getting excited over Ramptastic interview.. THIS INTERVIEW IS A SURE SIGN PLACING IS COMING BCZNO REVENUES BURNING CASH

[euclid5] 14/12/2018 21:11

another good read from SL invsts:

When selecting a Life Settlement Fund or a Fund Manager, SL Investment Management recommends that potential investors always ask ten critical questions during their due diligence process to ensure a sound choice is made.

[euclid5] 14/12/2018 21:09

have any main highlights they mentioned form the interview please?

[euclid5] 14/12/2018 21:08

Look at BlackOak Invsts latest performance fact sheet in Nov 2018 - operated by SL Invsts

20% pa Performance fee over 8% pa

Management Fee 1.5% pa

The BlackOak Investors LP unit price as of 30 November 2018 is $21.7575. This represents annualised growth of 9.02% for the last 6 month period; and a 17.45% annualised return since fund inception in 2014.

Importantly, 71.4% of returns generated to date have been through realised gains - positive cash flows generated through policy maturities and trades.

[7rademark] 14/12/2018 21:06

The removal will just excite investors more, common sense to remove any predictions but I'm glad we saw it before it was removed.

[richardjohn10] 14/12/2018 21:02

Yes I see that, too much info given out?

[euclid5] 14/12/2018 20:46

seems they have removed the interview on Vox markets at 8m 40sec

[euclid5] 14/12/2018 20:44

Wonder if they will bring in their hybrid product as part of the investment into the JV open fund

[richardjohn10] 14/12/2018 16:21

https://www.voxmarkets.co.uk/articles/w-resources-alpha-growth-f82744c

[2prsimo] 14/12/2018 16:12

Looks like the Voxmarkets podcast has been pulled for some reason!

[2prsimo] 14/12/2018 15:33

And only three other funds of a similar type. All in the 1-2 billion range. Plenty to go at here.

[hoper1] 14/12/2018 15:23

I like the bit where he says: "The growth potential for Alpha is huge. It is a big market with limited players."

[ruedolf] 14/12/2018 14:47

"7rademark 14 Dec '18 - 14:38 - 1941


Ruedolf. That's why we are here, SLIM control multi billions, we are now part of that. Do you hold. "

Sure do . A nice bundle already and hope to add more when funds allow. Not much time left to buy cheap shares once January comes things should be hotting up.

[7rademark] 14/12/2018 14:38

Ruedolf. That's why we are here, SLIM control multi billions, we are now part of that. Do you hold.