Capital Markets Event Webcast

This is the archive webcast of the presentation at 3PM GMT on Monday, 12 November 2018

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Investor PresentationInvestor Presentation
AgendaAgenda
Notes and disclaimerNotes and disclaimer
GovernanceGovernance
Robust corporoate governance and independenceRobust corporoate governance and independence
The Burford OpportunityThe Burford Opportunity
Burford's 5-year TSR is 1,292%Burford's 5-year TSR is 1,292%
Burford's historical performance suggests that income and cash metrics lag investment commitmentsBurford's historical performance suggests that income and cash metrics lag investment commitments
Familiarity and growth are highlighted in market researchFamiliarity and growth are highlighted in market research
Clients don't have enough free cash to invest in litigationClients don't have enough free cash to invest in litigation
Burford is the acknowledged market leaderBurford is the acknowledged market leader
Burford's competitors are all much smallerBurford's competitors are all much smaller
What do we do? Much more than litigation fundingWhat do we do? Much more than litigation funding
Meeting the needs of our clientsMeeting the needs of our clients
Questions often askedQuestions often asked
Three enormous areas of activity to address in considering Burford's marketThree enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's marketThree enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's marketThree enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's marketThree enormous areas of activity to address in considering Burford's market
Burford has unique advantages - moatsBurford has unique advantages - moats
Barriers to entryBarriers to entry
Pricing and profitability in law has remained relatively stablePricing and profitability in law has remained relatively stable
Competition and returnsCompetition and returns
The Burford teamThe Burford team
Increased regulation not a concernIncreased regulation not a concern
Flexible and reliable capital sourcesFlexible and reliable capital sources
Big picture trends - in addition to growthBig picture trends - in addition to growth
Investing In Opportunities - VideoInvesting In Opportunities - Video
Burford's Investment ScopeBurford's Investment Scope
Burford's Investment ScopeBurford's Investment Scope
Vision and pragmatismVision and pragmatism
Underwriting rigour across investmentsUnderwriting rigour across investments
Underwriting rigour across expanding teamUnderwriting rigour across expanding team
Consistent focus on risk-adjusted returnsConsistent focus on risk-adjusted returns
Consistent focus on risk-adjusted returnsConsistent focus on risk-adjusted returns
Litigation finance investments have the potential to generate similar gross profits with higher IRRsLitigation finance investments have the potential to generate similar gross profits with higher IRRs
Maintaining standards and client serviceMaintaining standards and client service
Petersen updatePetersen update
FinanceFinance
14 professionals; 8 qualified accountants14 professionals; 8 qualified accountants
Finance - VideoFinance - Video
Positioned for optimal risk-adjusted returnsPositioned for optimal risk-adjusted returns
Cash generated from our operations has generated more than 65% of our total cash used to dateCash generated from our operations has generated more than 65% of our total cash used to date
Since inception the investment portfolio has generated a cumulative 75% ROIC and 31% IRRSince inception the investment portfolio has generated a cumulative 75% ROIC and 31% IRR
The investment portfolio through the 2015 vintage returns a 39% ROIC and a 13% IRR even if one assumes all current outstanding investments through this vintage are full lossesThe investment portfolio through the 2015 vintage returns a 39% ROIC and a 13% IRR even if one assumes all current outstanding investments through this vintage are full losses
Strong returns across settled and adjudicated mattersStrong returns across settled and adjudicated matters
Burford's valuations are conservative and have historically been reliableBurford's valuations are conservative and have historically been reliable
Fair value accounting case studiesFair value accounting case studies
Legal & Compliance - VideoLegal & Compliance - Video
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Marketing & OriginationMarketing & Origination
Feeding the pipelineFeeding the pipeline
User & client segmentation and account tiering & planningUser & client segmentation and account tiering & planning
Current marketing-to-underwriting model worksCurrent marketing-to-underwriting model works
New hires significantly expand global business development reach New hires significantly expand global business development reach
Marketing & Origination - VideoMarketing & Origination - Video
The growing awareness that litigation funding is out there means that more litigants are seeking it outThe growing awareness that litigation funding is out there means that more litigants are seeking it out
70% of respondents whose organisations have not yet used litigation finance say they are likely to use it in the next two years 70% of respondents whose organisations have not yet used litigation finance say they are likely to use it in the next two years
Burford is my go-to providerBurford is my go-to provider
Winning hearts and minds in government & businessWinning hearts and minds in government & business
The Equity Project - an economic incentive to help close the gender gap in lawThe Equity Project - an economic incentive to help close the gender gap in law
Litigation Finance ManagementLitigation Finance Management
Growing team enables greater specialisationGrowing team enables greater specialisation
Managing The Portfolio - VideoManaging The Portfolio - Video
Dedicated teams guide process from initial sourcing through investment and monitoringDedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoringDedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoringDedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoringDedicated teams guide process from initial sourcing through investment and monitoring
Burford uses sophisticated financial modelling that leverages in-house expertise and proprietary data as a component of its underwriting and portfolio management process Burford uses sophisticated financial modelling that leverages in-house expertise and proprietary data as a component of its underwriting and portfolio management process
Robust internal portfolio management process to optimise each investment Robust internal portfolio management process to optimise each investment
Burford's expertise turns a loss into a winBurford's expertise turns a loss into a win
International Opportunities & ExpansionInternational Opportunities & Expansion
Burford's London hub has already driven real growthBurford's London hub has already driven real growth
London hub for global reach outside the AmericasLondon hub for global reach outside the Americas
International Growth - VideoInternational Growth - Video
Burford leading global position: scale, results, reputation and high value opportunitiesBurford leading global position: scale, results, reputation and high value opportunities
Burford's trusted partner status fuels repeat businessBurford's trusted partner status fuels repeat business
Burford will use London as a hub for its European networkBurford will use London as a hub for its European network
Asset Recovery - VideoAsset Recovery - Video
Burford will use London as a hub for its Australasia network with a local presence for sourcing opportunitiesBurford will use London as a hub for its Australasia network with a local presence for sourcing opportunities
Australia - AMP case studyAustralia - AMP case study
Singapore and Hong Kong - a bridgehead to AsiaSingapore and Hong Kong - a bridgehead to Asia
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A


Click below for:

Investor Presentation
Governance
The Burford Opportunity
Burford's Investment Scope
Finance
Q&A
Marketing & Origination
Litigation Finance Management
International Opportunities & Expansion
Q&A
Slides
Search
Documents

Investor Presentation
Investor Presentation
Agenda
Agenda
Notes and disclaimer
Notes and disclaimer
Governance
Governance
Robust corporoate governance and independence
Robust corporoate governance and independence
The Burford Opportunity
The Burford Opportunity
Burford's 5-year TSR is 1,292%
Burford's 5-year TSR is 1,292%
Burford's historical performance suggests that income and cash metrics lag investment commitments
Burford's historical performance suggests that income and cash metrics lag investment commitments
Familiarity and growth are highlighted in market research
Familiarity and growth are highlighted in market research
Clients don't have enough free cash to invest in litigation
Clients don't have enough free cash to invest in litigation
Burford is the acknowledged market leader
Burford is the acknowledged market leader
Burford's competitors are all much smaller
Burford's competitors are all much smaller
What do we do? Much more than litigation funding
What do we do? Much more than litigation funding
Meeting the needs of our clients
Meeting the needs of our clients
Questions often asked
Questions often asked
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Three enormous areas of activity to address in considering Burford's market
Burford has unique advantages - moats
Burford has unique advantages - moats
Barriers to entry
Barriers to entry
Pricing and profitability in law has remained relatively stable
Pricing and profitability in law has remained relatively stable
Competition and returns
Competition and returns
The Burford team
The Burford team
Increased regulation not a concern
Increased regulation not a concern
Flexible and reliable capital sources
Flexible and reliable capital sources
Big picture trends - in addition to growth
Big picture trends - in addition to growth
Investing In Opportunities - Video
Investing In Opportunities - Video
Burford's Investment Scope
Burford's Investment Scope
Burford's Investment Scope
Burford's Investment Scope
Vision and pragmatism
Vision and pragmatism
Underwriting rigour across investments
Underwriting rigour across investments
Underwriting rigour across expanding team
Underwriting rigour across expanding team
Consistent focus on risk-adjusted returns
Consistent focus on risk-adjusted returns
Consistent focus on risk-adjusted returns
Consistent focus on risk-adjusted returns
Litigation finance investments have the potential to generate similar gross profits with higher IRRs
Litigation finance investments have the potential to generate similar gross profits with higher IRRs
Maintaining standards and client service
Maintaining standards and client service
Petersen update
Petersen update
Finance
Finance
14 professionals; 8 qualified accountants
14 professionals; 8 qualified accountants
Finance - Video
Finance - Video
Positioned for optimal risk-adjusted returns
Positioned for optimal risk-adjusted returns
Cash generated from our operations has generated more than 65% of our total cash used to date
Cash generated from our operations has generated more than 65% of our total cash used to date
Since inception the investment portfolio has generated a cumulative 75% ROIC and 31% IRR
Since inception the investment portfolio has generated a cumulative 75% ROIC and 31% IRR
The investment portfolio through the 2015 vintage returns a 39% ROIC and a 13% IRR even if one assumes all current outstanding investments through this vintage are full losses
The investment portfolio through the 2015 vintage returns a 39% ROIC and a 13% IRR even if one assumes all current outstanding investments through this vintage are full losses
Strong returns across settled and adjudicated matters
Strong returns across settled and adjudicated matters
Burford's valuations are conservative and have historically been reliable
Burford's valuations are conservative and have historically been reliable
Fair value accounting case studies
Fair value accounting case studies
Legal & Compliance - Video
Legal & Compliance - Video
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Marketing & Origination
Marketing & Origination
Feeding the pipeline
Feeding the pipeline
User & client segmentation and account tiering & planning
User & client segmentation and account tiering & planning
Current marketing-to-underwriting model works
Current marketing-to-underwriting model works
New hires significantly expand global business development reach
New hires significantly expand global business development reach
Marketing & Origination - Video
Marketing & Origination - Video
The growing awareness that litigation funding is out there means that more litigants are seeking it out
The growing awareness that litigation funding is out there means that more litigants are seeking it out
70% of respondents whose organisations have not yet used litigation finance say they are likely to use it in the next two years
70% of respondents whose organisations have not yet used litigation finance say they are likely to use it in the next two years
Burford is my go-to provider
Burford is my go-to provider
Winning hearts and minds in government & business
Winning hearts and minds in government & business
The Equity Project - an economic incentive to help close the gender gap in law
The Equity Project - an economic incentive to help close the gender gap in law
Litigation Finance Management
Litigation Finance Management
Growing team enables greater specialisation
Growing team enables greater specialisation
Managing The Portfolio - Video
Managing The Portfolio - Video
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Dedicated teams guide process from initial sourcing through investment and monitoring
Burford uses sophisticated financial modelling that leverages in-house expertise and proprietary data as a component of its underwriting and portfolio management process
Burford uses sophisticated financial modelling that leverages in-house expertise and proprietary data as a component of its underwriting and portfolio management process
Robust internal portfolio management process to optimise each investment
Robust internal portfolio management process to optimise each investment
Burford's expertise turns a loss into a win
Burford's expertise turns a loss into a win
International Opportunities & Expansion
International Opportunities & Expansion
Burford's London hub has already driven real growth
Burford's London hub has already driven real growth
London hub for global reach outside the Americas
London hub for global reach outside the Americas
International Growth - Video
International Growth - Video
Burford leading global position: scale, results, reputation and high value opportunities
Burford leading global position: scale, results, reputation and high value opportunities
Burford's trusted partner status fuels repeat business
Burford's trusted partner status fuels repeat business
Burford will use London as a hub for its European network
Burford will use London as a hub for its European network
Asset Recovery - Video
Asset Recovery - Video
Burford will use London as a hub for its Australasia network with a local presence for sourcing opportunities
Burford will use London as a hub for its Australasia network with a local presence for sourcing opportunities
Australia - AMP case study
Australia - AMP case study
Singapore and Hong Kong - a bridgehead to Asia
Singapore and Hong Kong - a bridgehead to Asia
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A

Download files in PDF

 Download Capital Markets Event Slides
 Download 2018 Litigation Finance Survey