Andrew Adcock is Chief Marketing Officer at Crowd for Angels, an FCA regulated crowdfunding platform which is approved by HMRC to operate the Innovative Finance ISA and offers a range of crowd bonds to investors. For more information visit www.crowdforangels.com.
Ruzbeh Bacha is the founder and CEO of CityFALCON.com. CityFALCON is creating a level playing field for investors and traders by democratising access to financial news and tweets. CityFALCON sources and collate financial big data, and then using the power of social media and crowd curation, creates a comprehensive and timely resource for investors and traders.
Bill Blain is Strategist and co-head Special Situations Group at Mint Partners. Mint is a full service agency brokerage owned by, but independent of BGC, the leading financial brokerage. Bill is a regular commentator on fixed income and financial markets. He publishes a daily market comment - The Morning Porridge.
Robbie Burns - The Naked Trader has been a full-time trader since 2001 and has made in excess of a million pounds trading the markets. He’s also written three editions of his book “Naked Trader” and the “Naked Trader Guide to Spreadbetting” and runs day seminars using live markets to explain how he makes money. Robbie hates jargon and loves simplicity. Catch him at www.nakedtrader.co.uk.
Simon Calton is a founder and CEO of the Carlton James Group (CJG). He brings a wealth of industry experience and management skills to both the group and the funds it administers. During his time leading CJG, Simon has successfully sourced and packaged deals in the US and the UK, delivering investment returns that consistently outperform market expectations.
An experienced financier, Simon knows that extensive due diligence, risk management and the provision of adequate collateral are all required to identify and secure a strong investment. Following this mantra, Simon has built and maintained a professional and effective team around him, utilising a network of industry professionals across the globe that add considerable opportunity to his deal sourcing and execution. As a result of these efforts, Simon and his team have acted as an advisor on deals that have led to substantial financial gain, and continued to develop investment vehicles that are suitable for modern day market conditions.
He often contributes property and global economic investment insight and content to a number of internationally recognized publications, including Forbes, Investment News, US News and World Report, Bloomberg, and a number of magazines and news sites that cater to financial advisors and the high net worth clients they represent.
Connor joined Spreadex in November 2014 as part of a newly expanded Financial Analyst team, after graduating from the University of Southampton with an MA in English. His focus is on providing Spreadex’s customers with up-to-date and informative news, and is responsible for the market analysis found on the Spreadex website.
Al Chalabi is an entrepreneur with a diverse professional background who started his career as a systems engineer in Canada. Following this, he worked as a management consultant advising corporations across a number of industries, and more recently as the CFO for a real estate investment company. He currently runs CASP-R, a firm he co-founded in 2008 to provide independent real estate research and advisory services to investors and corporate occupiers across the Asia-Pacific region. He lives in Hong Kong with his partner Fiona and two young children.
John is semi-retired after 40 years in City research of one sort or another covering most sectors, and an earlier career in the MoD and management consulting. As well as institutional research he has also long taken an interest in research for private investors, editing the long established and top performing Investors Stockmarket Weekly in the ‘90s, and later Small Cap Shares. In the noughties he worked for seven years with Hardman and published his own research for institutions via his FourSquare Research. He believes it is scandalous that the FCA’s misplaced rules have denied quality research to private investors - leaving them at the mercy of bucket shops and tipsters.
Miles had a successful career in the City heading up investment fund teams at Bear Stearns and Teather and Greenwood before setting up FSA authorised Wine Asset Managers (WAM) LLP in 2005. For more examples of WAM research please view the Blogs on the website www.wamllp.com.
At 22, Caroline Drewett started an education business in London. After diversifying into the world of conservation, and the buy-to-let market, at 28 she now lives and works between Hong Kong, London and Ecuador overseeing the company’s projects. Clients include governments, foundations and private individuals. Her passion for nature, the outdoors, and exploring the world means Caroline spends much of her time travelling, experiencing new cultures, and identifying new opportunities whilst keeping abreast of global trends in real time. Caroline writes for our growing 'millennial' readership. Follow her on Instagram: @carodrewett.
Dave Evans is a market analyst and an editor of financial publications. His commentary has appeared in various publications from City AM to the Dow Jones newswire. His background is in psychology and previously practiced as a psychotherapist. He believes that as just as individuals can show mental bias when it comes to money, financial markets can show similar bias at certain extremes. Dave blends technicals with fundamental and political analysis on forex markets, while taking a primarily quantitative approach to trading stock markets.
A true stockmarket anorak, James Faulkner began investing in the stock market in his early teens. James is a devotee of the PEG-based growth investing model pioneered by Jim Slater in his seminal book, The Zulu Principle, while also being t1ps.com’s resident economic ‘guru’. James is an Associate of the Chartered Institute for Securities & Investment and holds the CISI Certificate in Investment Management.
Richard Gill is an investment analyst with almost a decade of experience of analysing small/mid cap equities. Richard qualified with the Chartered Financial Analyst (CFA) designation in 2012 and was awarded PLUS Markets Financial Writer of the Year at the 2008 PLUS Awards. He has been a judge at the Small Cap Awards from 2013 to 2017
Chief Executive Officer with 9+ years’ experience in research at leading financial institutions, including the European Central Bank, Burnbrae Group and Stockhub. Imperial College graduate, and passed both levels 1 and 2 of the CFA, the most respected investment management qualification in the World. Featured in the press, including CityAM, Bloomberg and Master Investor.
Anna Clare Harper is a Property Investment Strategist and CoFounder of Anglo Residential, a UK residential fund that has secured seed funding to build a £100m+ portfolio of high yielding housing. Anna’s specialism is designing and refining UK residential property strategies. She works with a small number of private clients looking to build a long term residential portfolio and grow wealth in this complex market. She hosts one of the highest-rated podcasts in the UK ‘property investment’ space on iTunes. Her upcoming book will share what she has learned across many millions of pounds worth of deals and strategies, in 10+ years focused on the property industry leading her own investment and development business, and as a professional consultant at Deloitte.
Victor is a financial economist, consultant, trainer and writer, with extensive experience in commercial and investment banking and fund management. His career includes stints at JP Morgan, Argyll Investment Management and World Bank IFC.
David Jones qualified as a technical analyst in 1995 and started his City career as a currency analyst. He then went on to work for trading companies CMC Markets and IG Group as Chief Market Strategist. Since leaving the industry in 2013 he has been a presenter on BBC5Live's Wake up to Money programme and the Chartist for Shares magazine. He is an active trader and private investor.
A well-travelled Londoner, Adrian has had many incarnations: accountant, programmer, musician, international layabout, poker player, political and social agitant, comedy performer/promoter, cunning linguist and shit tennis player. He's refurbished more than one house for himself and is a decent electrician, plumber and a better plasterer. Never trusting tradespeople or professionals to do things properly he's picked up a lot of skills along the way. As a result, he's been studying investing, as well as doing it, for many years. Having so much varied experience he tends to analyse things in a different, even abstract way, which is a good lens through which to see markets and the world.
John Kingham is an experienced private investor, investment blogger and newsletter publisher. His professional background is in computer software for the insurance industry, where he worked for clients ranging from Lloyd's syndicates to some of the world's largest general insurers. In 2011 John left the computer software industry and began publishing UK Value Investor, a monthly investment newsletter for defensive value investors. His website can be found at: www.ukvalueinvestor.com.
The man the Daily Mail dubbed “The King of the Short Sellers”, Evil Knievil (aka Simon Cawkwell) is Britain’s most feared bear-raider. A big man with a bigger reputation, Evil Knievil famously made £1 million by short selling shares in Northern Rock during its collapse. He also uses his knowledge and experience to buy shares, often resulting in the same devastating effect. Evil now writes exclusively for Master Investor Magazine.
Andrew Latto, CFA is an independent analyst who writes for Cube.invest- ments. He recently founded www.FundHunter.co, which is set to launch soon. Fundhunter uses asset allocation (where is best to invest) and fund selection (active and passive). Andrew previously worked for an invest- ment manager and a research company.
Roger is currently Deputy Chairman of ShareSoc (the UK Individual Shareholders Society”) which promotes the interests of private investors. He has been an active stock market investor for many years; written numerous articles on stock market investment for a wide variety of publications; and has been actively involved in a large number of campaigns on “problem” companies. His previous career was mainly as a director of IT companies and he has done some “business angel” investments in early stage companies. He is a Member of the British Computer Society, has a Masters Degree in Business Administration and a first class degree in Engineering.
Jim Mellon is an entrepreneur and former fund manager. With a substantial international property portfolio and interests in a variety of companies, Jim is a highly experienced and successful investor.
THE INTUITIVE TRADER... CEO of Clever Games UK (www.clevergamesuk.com), Andre Minassian started trading as a retail investor 11 years ago. Some six months into his trading, he discovered that conventional methods of predicting the stock markets, i.e the technical and the fundamentals alone, simply did not help him make profitable trades . According to Andre, whatever news and data that is put out there to the public and almost all market calls by the big players is simply to move the retail investor in the direction which they want him/her to move. Consequently, he decided to ignore all broker forecasts, most market data - in short all noise created out there - and look for the macro geopolitical & economic Game Plans and Agendas which, according to him, control and decide market directions.
Zak Mir was born in Glasgow, Scotland in 1966. After attending Harrow School, in the early 1990s Zak was a derivatives broker at various companies such as Sucden, Union Cal (later part of Man Group) and Berkeley Futures. From 2000 the opportunities afforded by the internet and the growth of Technical Analysis in the UK led to Zak being Shares Magazine's first Technical Analysis Editor. Since then Zak has written for the Investors Chronicle, T1PS.com, and Vox Markets, as well as hosting the CityAM Podcast and presenting the finance show on TipTV.
Claire, Hybridan’s founding partner and CEO, was previously at Nomura in the UK Small Cap Life Sciences and Technology Sales and Trading team, and prior to joining Nomura, Claire was a mid cap equity analyst at Lazard, with a significant involvement in IPOs and capital market transactions. Claire started her career as an analyst and consultant at Datamonitor covering large cap companies. Claire is on the Board of the Quoted Companies Alliance as a non executive Director and is also Deputy Chairman of the QCA Board. Claire also heads up the Small Cap Awards judging panel of investors and advisors as Chairman. Claire has a Double Honours Degree from Manchester University, where she also undertook some postgraduate studies. She is fluent in French and German, and actively involved in a number of groups and government initiatives to empower women in the workforce and on Boards. Claire remains a mentor at Manchester University.
Adam is an economist from the UK, currently living in Brazil where he is founder of a valuation fintech and partner in a corporate finance office. He has previously worked in the UK Parliament, various investment practices and HSBC Brazil. Adam's research focus is on political economy, infrastructure investment, Brazilian financial markets and asset valuation. He read politics at Leeds and economics at the University of London as well as studying at the CISI. Adam also holds an MBA Finance from the Federal University of Paraná, Brazil.
After completing his MBA at Birmingham University in 1993, Simon joined the corporate finance team at Singer & Friedlander working on small and mid-cap mergers and acquisitions. In 1997, he joined the senior banker team at ABN AMRO before moving into their corporate finance department in 1999, where he specialised in private equity. He then became head of investment management at Strutt & Parker’s Real Estate Financial Services before becoming a director of Topland, one of Europe’s largest private investment companies. In 2008, he set up Brookville Capital, a capital-raising business which subsequently won mandates with, amongst others, Bunge, the Bank of China (Suisse) and Fleming Family & Partners. Brookville provides him with daily contact with institutions such as pension funds, sovereign wealth funds, private banks and family offices seeking to deploy capital in real assets such as agriculture and gold. He has previously written two newsletters, Metals & Miners for Moneyweek and Gold Speculator for Agora. He now writes the Brookville Capital Newsletter which covers gold and silver mining stocks.
Tim Price is manager of the VT Price Value Portfolio and author of 'Investing Through the Looking Glass: a rational guide to irrational financial markets'. To find out more, visit www.pricevaluepartners.com.
Filipe has been a contributor to SBM since the earliest years. His specialisation is monetary policy, macro issues and behavioural finance where he allies the practical experience of several years of trading with academic credentials. Filipe in fact teaches courses on Financial Markets and Monetary Economics at the University of Oporto Faculty of Economics, helping traders maximise profits and better manage risk.
Having completed his Economics BSc Degree in Manchester, Samuel Rae quickly discovered that the retail Forex industry was for him. His personal trading style combines classic candlestick analysis with a simple, logical and risk management driven approach to the financial markets - a strategy that is described and demonstrated in his best selling book, Diary of a Currency Trader.
Oto is the head of Research and Development at Blue Sky Binary, a London based financial technology company that creates algorithms and provides education for the binary options and FX sector. Visit Blue Sky Binary at www.blueskybinary.com.
In September 1984, John left university with a degree in Zoology and started work in the City of London. Over the next twenty five years most of John’s career involved managing UK equity portfolios with Fleming Investment Management and Henderson Global Investors, for corporate and local authority defined benefit pension schemes as well as the reserve fund of a well-known charity. During 2009 he left full time employment and decided to take time out to consider the next stage of his career, whilst putting his years of experience to good use investing the family savings. John thoroughly enjoyed the freedom of investing from home and in January 2012 set up www.JohnsInvestmentChronicle.com.
Wendy Salisbury is a London-based antique dealer, author and broadcaster with a passion for collecting eclectic objets d’art for investment. “I’ll buy anything I can fit into the boot of my car if I think there’s a profit in it!”.
Carl is a seasoned commentator on financial matters and one of the minds behind Just Mortgage Brokers. He has worked in the mortgage industry for over 20 years, first working for a high street lender, before departing to setup and run his own branch of mortgage brokers 15 years ago.
Ranjeet Singh, the CEO of FCA regulated stock broking firm, London Stone Securities has been trading for over 20 years in equities, bonds, forex and derivatives. He began his working career at Lloyds Bank, before moving onto RBS-Natwest Markets as a foreign exchange trader and then finally onto Deutsche bank. He now runs his own company in the City of London and performs many roles from a qualified stockbroker to accomplished technical analyst, with a focus on UK and overseas equities. He uses complex derivatives and options to protect and enhance client investment portfolios. Ranjeet has also appeared on numerous TV financial programmes including CNBC, Reuters and BBC News. As a father of three young children his time is scarce, but he always makes time to fulfil his role as a trustee and founder of a UK based charity to help social cohesion within different multi-cultural communities.
Vince Stanzione is a self-made Multi-Millionaire financial trader and entrepreneur with over 30 years’ experience. He is the New York Times best-selling author of ‘The Millionaire Dropout, fire your boss, do what you love & reclaim your life’ (Wiley) and has been featured in the Guardian, Times, Sunday Express, Daily Telegraph, CNBC, New York Times, Investors Chronicle and Shares Magazine. He is one of the best know Financial Spread Traders in the UK and wrote the first edition of ‘Making Money from Financial Spread Trading’ in 1997. Find out more at www.finbets.com.
Alan Steel rose to prominence in the financial sector after being the first person to put pen to paper to accuse Equitable Life of rampant mis-selling. A true champion of the ordinary saver/investor, Alan founded Alan Steel Asset Management in 1975, and now has £900 million under management. Visit the company website at www.alansteel.com.
Robert Stephens, CFA, is an Equity Analyst who runs his own research company. He has been investing for over 15 years and owns a wide range of shares. Notable influences on his investment style include Warren Buffett, Ben Graham and Jim Slater. Robert has written for a variety of publications including The Daily Telegraph, What Investment and Citywire.
Nick Sudbury is an experienced financial journalist who has written extensively for a range of investment publications aimed at both private and institutional investors. Before moving into journalism he worked both as a fund manager and as a consultant to the industry. He is a fully qualified accountant and has an MBA with finance specialism.
Analytical Surveyor has worked for over 40 years in the City and West End of London as a real estate investment manager, an equity analyst, a multi-manager, a fund manager and as a researcher and strategist. In his area of expertise, he is highly regarded and currently works as a consultant.
A City veteran with a career stretching all the way back to 1967, Robert’s experience encompasses fund management (including a directorship at County Bank Investment Services), stock broking analysis and advisory, and investment research (notably as head of Quartz Capital Partners, a pan European investment bank). At Master Investor Magazine, Robert provides comment on the UK blue chip and mid cap sectors.
James Tuckett is a full-time crowdfunding evangelical and founded investUP in 2012. From an aerospace engineering and accountancy background, James has seen the power of the alternative finance sector at first hand. He is a keen believer that crowdfunding represents the new order in the finance sector.
Laura Turner is an analyst at the AIM-listed investment company Agronomics, which targets life science investments such as the emerging alternative food technology. She graduated from the University of Oxford, with a Master’s degree in Chemistry.
Director of SQC Research and Author of mw-m.com.
Mark, who has over fifty-five years’ experience in the UK stock market, established SQC Research in 1993. He previously worked as a dealer for four stockbroking firms and an investment fund management business. Prior to SQC Research, which provides investment information and comment on smaller quoted companies, he published financial and investment magazines and newsletters.