Speakers

Our successful choice of high quality speakers is what allowed Master Investor Show to build up such a loyal following.

For 2018, we upped the game yet again, signing up high profile speakers for our Main Stage, as well as a wide range of companies that were presenting themselves in the Gallery Suite, on our Rising Stars Stage and in the Auditorium.

Both in terms of the quality of our speakers as well as the number of companies presenting, Master Investor is the industry’s market leader.

Matthieu Bouyer

MATTHIEU BOUYER, INVESTOR RELATIONS MANAGER

Total | 10:30 – 10:50

Talk Title: Strategy and Outlook

Matthieu Bouyer is Investor Relations Manager at Total for a year. Before, he served Total E&P strategy and was in charge of market and portfolio analysis. He has about 15 years of experience in Upstream Oil & Gas with a track record of international assignments in project developments and operations across a number of different functions and geographies (Europe, Asia, Africa, Middle-East…).Total company profile

Victor Hill

VICTOR HILL

Panel Session | 12:00 – 12:30

Panel Participants:

Victor Hill (host)
Antonio Costanzo, Head of International Development, Nuuvera
Ed Mcdermott, Director, FastForward Innovations Ltd
Steve Moore, Executive Director, VolteFace

Talk Title: The Future of Marijuana: Opportunities and Challenges

Victor Hill: 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.

Antonio Costanzo: Currently Head of International Development at Nuuvera. Before joining Nuuvera, he was Head of Public Policy and Government Relations at Uber. He formerly spent 10 years in the online gaming industry, at bwin, as Director of International development and Regulatory Affairs. He served for 5 years as vice-Chairman and board Director at ESSA – Sport Betting Integrity. Before joining bwin he was Head of Editorial Development Italy for the Eurosport Group and worked on the conception and creation of Sportitalia, the first free-to-air terrestrial all-sport television network in Italy. He studied journalism in Paris.

Steve Moore: Steve is the Director of London based think tank VolteFace, curator of the Big Tent Ideas Festival and author of the upcoming Brain Boxes – how think tanks changed world. He has spent a career working across media, politics, public affairs and campaigning. He was was Director of David Cameron’s Big Society Network, founder of Britain’s Personal Best and strategic counsel to Channel 4 Television. Steve was born and raised in Belfast where he co-wrote and performed in the acclaimed satirical review ‘Now Before The Weather The War’ which toured the country to a mixture of rave reviews and mild bemusement. He joined the UK Government in 1987 and led a range of high profile employment and welfare initiatives under the pioneering Lord Young. He later advised on a series of large scale Government programmes including Tony Blair’s New Deal and the University for Industry. Steve has established and led three start-up businesses and been retained as an advisor to MIT, Microsoft, the RSA, PWC and the Department for Education and Skills, Enterprise UK, NESTA and UnLtd. He serves on the Board of Cage Cricket and writes on politics for Reaction Life.

Tom Stevenson

TOM STEVENSON, INVESTMENT DIRECTOR FOR PERSONAL INVESTING

Fidelity International | 13:30 – 14:00

Talk Title: 2018: Investment strategies for a more challenging market

Presentation Synopsis: Following a year of positive markets and low volatility, 2018 could provide a bumpier but still rewarding ride. That’s bound to create a wealth of opportunity for smart investors. Tom Stevenson highlights the key themes that he expects to drive investment returns this year and suggests the best way for investors to profit from them.

Tom joined Fidelity in 2008. A spokesman and commentator on investments, Tom is responsible for defining and articulating investment strategy for Fidelity’s Personal Investing business. Widely quoted in the national press and appearing regularly on radio and television, Tom is a sought-after expert on markets, investment trends and investment funds. He is a weekly columnist in the Daily Telegraph, and regularly appears on BBC News, Sky and major radio stations. Prior to joining Fidelity, Tom was a financial journalist working for publications including Investors Chronicle, the Independent and the Daily Telegraph.

Fidelity International company profile

Budapest Stock Exchange

DÁNIEL KÖRMÖCZI, DEPUTY CEO AND RÓBERT ÉSIK, PRESIDENT

Budapest Stock Exchange and Hungarian Investment Promotion Agency | 14:40 – 15:10

Talk Title: TBC

Daniel Kormoczi is the Deputy CEO of the Budapest Stock Exchange since February 2016.He moved to this current position from KBC Securities where he was heading the institutional equities trading and custody sales team of the Hungarian branch as Deputy CEO. Between 2010 and 2012. he was member of the supervisory board of KBC Equitas, the online brokerage firm. Previously for 2 year he was responsible for electronic equities trading and custody sales.

Prior to 2008, he held various capital market related positions at K&H Bank and Citi.

He was member of several committees of the Budapest Stock Exchange and the Central Securities Depository and he has been involved in several market development initiatives. Presently he is member of the Board of Directors of KELER CCP the Hungarian clearing house. He studied at the Budapest University of Economics.

Róbert Ésik is an economist and a finance & investment analysis expert. He graduated at the Corvinus University of Budapest and earned a master’s degree at the Université Panthéon Assas in Paris.

He spent almost 15 years in various positions at the largest ICT companies of the world, such as Alcatel, Siemens, Nokia and Amazon. As the country director of Nokia Solutions and Networks he played a key role in the Hungarian subsidiary becoming one of Nokia’s most important technology development centres. Since October 2014 he has been directing the Hungarian Investment Promotion Agency (HIPA). Róbert’s professional, as well as personal ambition is to further promote his homeland as a favourable investment location and by so doing contribute to Hungary’s economic and social development.

Budapest Stock Exchange company profile

Hungarian Investment Promotion Agency company profile

QuotedData Panel Session

EDWARD MARTEN, CEO

QuotedData Panel Session | 16:05 – 16:35

Panel Participants:

Edward Marten, CEO, QuotedData (host)
Alex Denny, Head of Investment Trusts, Fidelity International
Chris Tanner, Director, John Laing Capital Management
James de Bunsen, Portfolio Manager, Janus Henderson

Talk Title: Investment Companies – why are they the largest and fastest growing sector in the stock market?

Presentation Synopsis: Led by QuotedData CEO Edward Marten, the panel will examine why Investment Companies are one of the fastest growing sectors in the stock market, but remain one of the least known. Informative, lively discussion is guaranteed, rounding the day off with a bang.

Prior to founding QuotedData in 2013, Edward spent 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. After this, Edward set up a new equity agency broker in 2010 that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway.

QuotedData company profile

Jim Mellon

JIM MELLON

10:55 – 11:25

Talk Title: The latest investment predictions and leftfield ideas from one of the UK’s most successful private investors.

Ticketed session (£25); needs to be booked in addition to a Standard or Premium Ticket

Brought to you in association withVelocity Trade

Jim is an entrepreneur with a flair for identifying emerging global trends enabling him to build a worldwide business empire. He is amongst the top 10% in the “Sunday Times Rich List” (Britain’s equivalent to the Forbes list). He is often described as the British Warren Buffett and he predicted the Credit Crunch of 2007-08 in a book entitled “Wake Up! Survive and Prosper in the Coming Economic Turmoil”. Jim followed this with “The Top 10 Investments for the Next 10 Years” (2008) and subsequently “Cracking the Code” (2012), “Fast Forward” (2014) and, most recently, “Juvenescence” (2017). His monthly “Mellon on the Markets” column in Master Investor Magazine has gained him cult status among investors. He holds a master’s degree in Politics, Philosophy and Economics from Oxford University. He is on the Board of Trustees of the Buck Institute in California, a trustee of the Biogerontology Institute, and a Fellow of Oriel College, Oxford.

Richard Wolanski

RICHARD WOLANSKI, FINANCE DIRECTOR

Avation Plc | 11:25 – 11:45

Talk Title: Avation Plc: Aircraft Lessor achieves US$1 Billion in Fleet Assets

Mr Richard Wolanski, B.Com, ACA, is a Chartered Accountant and his qualifications include a Bachelor of Commerce from the University of Western Australia. Mr Wolanski has extensive professional experience in the international finance industry. He has provided corporate, strategic and financial advisory assistance to public companies in Australia, Singapore and the United Kingdom. Mr Wolanski has significant corporate experience during his career serving in a range of Executive Director Chief and Financial Officer Company roles. In his current role as Finance Director at Avation Plc he is primarily responsible for maintaining access to capital.

Avation Plc company profile

Amanda van Dyke

AMANDA VAN DYKE, CEO AND FUND MANAGER

South River Asset Management | 12:55 – 13:05

Talk Title: The future of gold as an asset class

Amanda van Dyke is CEO and fund manager at South River Asset Management. She is a mining equity specialist and has been previously with the mining teams of GMP, Pareto, and Dundee Securities. She is also the former Chairman of Women in Mining UK, and a member of the advisory board of Mines and Money London. She has authored numerous research reports as well as articles on the mining sector. She is a professional gemmologist, and holds an MBA and MA in International Economics, from SDA Bocconi and China Europe International Business School.

Paul Mahoney

PAUL MAHONEY, FOUNDER AND MANAGING DIRECTOR

Nova Financial | 13:05 – 13:15

Talk Title: TBC

Paul is the founder and managing director at Nova Financial, an independent advisory company that specialises in property investment and finance. He is a qualified financial and mortgage advisor, a published author, keynote speaker and property expert/commentator. He is regularly featured in leading publications including news, radio and TV and he presents at 20-30 events a year across the UK and Australia. He is featured on the Expert Panel of Property TV’s – Property Question Time and he hosts a TV show called Proper Wealth which focusses on wealth creation strategies including Property Investment.

Nova Financial company profile

CHARLOTTE RANSOM, CHIEF EXECUTIVE OFFICER

Netwealth Investments | 13:15 – 13:25

Talk Title: Online investment management the Netwealth way: Taking control of your investments, getting better returns

Charlotte is the founder and CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.

Netwealth Investments company profile

Fishing Republic | 14:05 – 14:15

Talk Title: TBC

Fishing Republic company profile

Harry Braund

HARRY BRAUND, CHAIRMAN OF THE UKSA LONDON & SOUTH EAST REGION

London South East | 14:15 – 14:25

Talk Title: What the UK Shareholders Association can do for you: Representation, Policy, Meetings & Briefings

Harry Braund has been involved with the UK Shareholders Association for over 10 years – as a member of the UKSA board for 4 years & as UKSA representative to the EuroShareholders Association, now known as Better Finance. He has been a private investor for many years with a broadly based portfolio of FTSE 100/250 companies. Now retired, but still actively investing. Trained at Longbridge with British Leyland, he then held a senior management position in the automobile business with Jaguar in London before going abroad where he spent 12 years in the Middle East setting up & managing Toyota distribution & marketing operations in Oman & Saudi Arabia.

London South East company profile

eToro | 14:25 – 14:35

Talk Title: TBC

CHARLOTTE RANSOM, MERRYN SOMERSET WEBB, JIM MELLON

Netwealth Investments Panel | 15:35 – 16:05

Talk Title: TBC

Charlotte is the founder and CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.

Merryn Somerset Webb is the editor in chief of MoneyWeek, a regular contributor to the Financial Times, and is a sought-after speaker and commentator on financial matters. Merryn is a Netwealth advisory board member.

Jim is an entrepreneur with a flair for identifying emerging global trends enabling him to build a worldwide business empire. He is amongst the top 10% in the “Sunday Times Rich List” (Britain’s equivalent to the Forbes list). He is often described as the British Warren Buffett and he predicted the Credit Crunch of 2007-08 in a book entitled “Wake Up! Survive and Prosper in the Coming Economic Turmoil”. Jim followed this with “The Top 10 Investments for the Next 10 Years” (2008) and subsequently “Cracking the Code” (2012), “Fast Forward” (2014) and, most recently, “Juvenescence” (2017). His monthly “Mellon on the Markets” column in Master Investor Magazine has gained him cult status among investors. He holds a master’s degree in Politics, Philosophy and Economics from Oxford University. He is on the Board of Trustees of the Buck Institute in California, a trustee of the Biogerontology Institute, and a Fellow of Oriel College, Oxford.

Netwealth Investments company profile

PHIL THOMAS

London South East | 10:55 – 11:05

Talk Title: TBC

Phil created lse.co.uk back in 1998; working hard to make it the success it is today. Phil’s background is in financial software development, and specialises in data solutions and web development. He’s a part-time investor in UK equities, which helps guide him in ideas for new features on lse.co.uk. His pastimes include playing a variety of instruments, enjoying the gym, and spending time with his family.

London South East company profile

Annalisa Jenkins

ANNALISA JENKINS, M.B.B.S., F.R.C.P. CEO

PlaqueTec Ltd | 11:05 – 11:15

Talk Title: PlaqueTec a new paradigm in Cardiovascualr risk management

Prior to PlaqueTec, Dr. Jenkins was president and CEO of Dimension Therapeutics – acquired by Ultragenyx in November 2017 – and held R&D leadership positions at Merck Serono and BMS for 20 years. Dr. Jenkins was a medical officer in the British Royal Navy, achieving the rank of surgeon lieutenant commander. She is a committee member of the U.S. FDA Science Board, and sits on the boards of several biotech and life science companies. Dr. Jenkins holds a degree in medicine from St. Bartholomew’s Hospital at the University of London and trained in cardiovascular medicine in the U.K. NHS.

PlaqueTec Ltd company profile

MICHAEL CLIFFORD, MANAGING DIRECTOR

Zenith Minerals | 11:15 – 11:25

Talk Title: TBC

Michael Clifford is a geologist with over 29 years’ experience in the exploration industry. Mick held senior technical and business development roles and explored for most major metal commodities during a successful career with Billiton Australia, Acacia Resources and AngloGold Ashanti rising to the position of Regional Exploration Manager Australia. Mick was Managing Director of ASX listed PacMag Metals Ltd from 2005 until its takeover in 2010, when he co-founded private explorer S2M2 Coal Pty Ltd. He is experienced in international exploration, exploring for gold, copper and coal and has had exposure to mining and exploration in Australia, USA, Brazil, Indonesia, PNG, Angola, Democratic Republic of Congo, Mexico and Mongolia.

Zenith Minerals company profile

MICHAEL CLIFFORD, MANAGING DIRECTOR

Zenith Minerals | 11:25 – 11:35

Talk Title: TBC

Michael Clifford is a geologist with over 29 years’ experience in the exploration industry. Mick held senior technical and business development roles and explored for most major metal commodities during a successful career with Billiton Australia, Acacia Resources and AngloGold Ashanti rising to the position of Regional Exploration Manager Australia. Mick was Managing Director of ASX listed PacMag Metals Ltd from 2005 until its takeover in 2010, when he co-founded private explorer S2M2 Coal Pty Ltd. He is experienced in international exploration, exploring for gold, copper and coal and has had exposure to mining and exploration in Australia, USA, Brazil, Indonesia, PNG, Angola, Democratic Republic of Congo, Mexico and Mongolia.

Zenith Minerals company profile

Mark Billings

MARK BILLINGS, PRESIDENT

Auxico Resources | 11:35 – 11:45

Talk Title: Exploring for precious metals in Latin America

Mark Billings is the President and a Director of Auxico Resources Canada Inc., which has 100% ownership of the Zamora silver-gold property in the state of Sinaloa, Mexico. Since 2000, Mark has worked in investment banking, raising funds for companies such as Auxico, as well as taking companies public. He has also served as an officer or director of publicly traded resource companies. He has a Bachelor of Arts (Highest Honours) in Political Science from Carleton University (Ottawa, Canada), an MBA from the Harvard Business School and a Chartered Financial Analyst (CFA) designation.

Auxico Resources company profile

KIRAN MORZARIA, CEO

Cadence Minerals | 12:55 – 13:05

Talk Title: TBC

Kiran holds a bachelor of engineering (industrial geology) from the Camborne School of Mines and an MBA (finance) from Cass Business School. He has extensive experience in the mineral resource industry working in both operational and management roles. Kiran spent the first four years of his career in exploration, mining and civil engineering. He then obtained his MBA and became the finance director of Vatukoula Gold Mines and was part of the team that acquired and re-commissioned operations. He has served as a director of a number of public companies in both an executive and non-executive capacity.

Cadence Minerals company profile

FastForward | 13:05 – 13:15

Talk Title: TBC

FastForward company profile

Antonio Constanzo

ANTONIO COSTANZO, HEAD OF INTERNATIONAL DEVELOPMENT

Nuuvera Inc. | 13:15 – 13:25

Talk Title: TBC

Currently Head of International Development at Nuuvera. Before joining Nuuvera, he was Head of Public Policy and Government Relations at Uber. He formerly spent 10 years in the online gaming industry, at bwin, as Director of International development and Regulatory Affairs. He served for 5 years as vice-Chairman and board Director at ESSA – Sport Betting Integrity. Before joining bwin he was Head of Editorial Development Italy for the Eurosport Group and worked on the conception and creation of Sportitalia, the first free-to-air terrestrial all-sport television network in Italy. He studied journalism in Paris.

Nuuvera Inc. company profile

BENJAMIN BELL, MANAGING DIRECTOR

Australian Mines | 14:05 – 14:15

Talk Title: TBC

Ben loves cars. He dreams of being the next Lewis Hamilton or Stirling Moss. But he is also a realist. At 47 years old, the chances of him ever touching a race car let alone driving one is highly remote. Fortunately, Ben also likes rocks. Which is a good thing given that he is a geologist and geophysicist. Rocks containing cobalt and nickel are his favorite. Why? Because as Managing Director of Australian Mines, he is running a company that will soon be a key supplier of the cobalt and nickel used to power the next generation electric vehicles.

Australian Mines Limited company profile

MARK CHILD, CHAIRMAN & CEO

Condor Gold Plc | 14:15 – 14:25

Talk Title: Building the next Gold mine in Nicaragua and proving a major Gold District

Mr. Child was commissioned as an officer in the 2nd King Edward VII’s Own Gurkha Rifles and served in the British Army for 4 years. He joined Condor’s Board in May 2006 and became CEO in July 2011. He acquired the concessions that comprise La India Project and has raised the finance and developed the Project into what it is today.

Mr Child has 20 years of equity capital markets experience, as an institutional stockbroker and in corporate finance/private equity, mainly in emerging markets. At board level Mr. Child has been an executive director of Hong Kong listed Regent Pacific Group, an emerging market fund manager and private equity group, which spun off Charlemagne Capital Limited. He has board level experience of AIM listed and private companies.

Condor Gold Plc company profile

Michael Johnson

MICHAEL JOHNSON, CEO

Rhinomed | 15:15 – 15:25

Talk Title: TBC

Michael Johnson is an experienced leader and innovator who has specialised in the successful commercialisation of emerging technologies and brands for over 20 years. Michael has worked in and for a wide spectrum of companies from ASX300 through to start-ups in Life Sciences, Cleantech, Financial Services, Energy and Utilities, and Manufacturing, Marketing and Communication. Michael’s most recent work has focused on helping companies envision and create new growth and innovation, manage and grow technology platforms and achieve sustainable growth through business model innovation.

FABIAN BAKER, PRESIDENT & CEO

Tethyan Resources | 15:25 – 15:35

Talk Title: TBC

Mr. Baker is a geologist with significant experience in the Western Tethyan Mineral Belt. Previously as Chief Geologist at Lydian International’s newly discovered Amulsar gold deposit in Armenia he lead the resource definition of 5 million ounces of gold, the mine is now in construction and will become the largest tax payer in the country. He also served as Exploration Manager for Royal Road Minerals in Turkey. Mr Baker founded the private company that was subsequently acquired by Tethyan and led to the Company’s entry into the Balkan region in 2016, where he has successfully acquired and advanced significant exploration assets, built a highly capable team and established the Company as a key player in the region.

Tethyan Resources company profile

THOMAS WAGENHOFER, EXECUTIVE DIRECTOR

Curzon Energy Plc | 15:35 – 15:45

Talk Title: TBC

Mr. Wagenhofer is a petroleum engineer and oil and gas executive with over 20 years’ international industry experience. He is former chairman of AIM listed Magnolia Petroleum plc, which has assets in the United States. He is also the president of Gate Energy, a UK based oil and gas consulting firm as well as a founder partner of Giant Capital, an oil and gas investment specialist. Prior to founding Giant Capital and Gate Energy, Mr. Wagenhofer served as Senior Managing Director of Macquarie Bank’s oil and gas investment division in London.

Curzon Energy Plc company profile

KEITH ALLAUN, CEO

Powerhouse Energy Plc | 15:45 – 15:55

Talk Title: TBC

Mr. Allaun has recently assumed the CEO role within PowerHouse Energy Group, plc – the UK pioneer in Waste-to-Hydrogen systems. With over 25 years in the Silicon Valley, and nearly 10 years in the Alternative Energy Industry, Mr. Allaun brings a wealth of leading-edge, high-growth, leadership expertise to the Company. Under his guidance, the Company aims to become the leader in distributed small-footprint waste eradication, distributed electrical generation from waste, and most importantly, distributed production of high-quality, low-cost hydrogen to fuel our future. PowerHouse Energy – efficient, economical, and environmentally sound solutions.

Powerhouse Energy Plc company profile

DR ANDREW BOTHAM, CO-FOUNDER & CSO

TestCard.com | 15:55 – 16:05

Talk Title: The at-home Health Revolution that will change EVERYTHING

In addition to Dr Andrew Botham’s role as co-founder and CSO of TestCard.com, he is also head of point of care testing for a leading NHS Trust. Andrew was formerly Head of Research & Development for ACM Global Laboratory, later moving to become the Head of Laboratory testing at the department of blood sciences within the NHS.

Testcard.com company profile

Evil Knievil

EVIL KNIEVIL

10:00 – 10:50

Talk Title: Panama Papers

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. At this year’s show, Evil dons one of his panamas (he is a don after all) and considers documents that have gone across his desk over the last year.

Richard Hickman

RICHARD HICKMAN

HarbourVest Global Private Equity | 10:55 – 11:05

Talk Title: Passive investing: what’s the alternative?

Richard joined HarbourVest in 2014 to focus on the activities of HarbourVest Global Private Equity Limited, a closed-end investment company that invests in and alongside HarbourVest-managed funds.

He joined the firm after seven years with 3i plc, where he served as a manager in the business planning and analysis group. Richard’s experience also includes working as a manager in Deloitte’s finance and operations management team in London. Richard is a member of the Chartered Institute of Management Accountants and received a BSc in Economic History from the London School of Economics and Political Science in 2001.

HarbourVest Global Private Equity company profile

Charlie Nicol

CHARLIE NICOL, RETIREMENT SPECIALIST

Fidelity International | 11:05 – 11:35

Talk Title: Getting to grips with retirement

Presentation Synopsis: The introduction of pension freedoms in 2015 gave us more choice, but also more complexity. Charlie delves into the current landscape and discusses what you should be thinking about in the run-up to retirement, and how you could make the most of your hard-earned cash in retirement.

Charlie joined Fidelity in 2014, having previously worked for Annuity Direct retirement income specialists. An expert in the ‘at retirement’ market and frequent speaker at retirement events, Charlie assesses the ever changing landscape for pensions and retirement opportunities, helping customers make sense of the complex issues they face when looking to turn their pensions into an income.

Fidelity International company profile

Mark Taylor

MARK TAYLOR, CHIEF CUSTOMER OFFICER FOR EQUINITI

Selftrade | 11:35 – 11:45

Talk Title: TBC

Mark has recently moved into the newly created role of CCO and is a member of the Equiniti Group Executive, looking after 25 million customers.

Since joining Equiniti in 2009 with overall responsibility for its regulated business including Selftrade, Mark’s new role will see him focusing on consumer proposition and customer experience.

Mark has over 30 years’ experience in the financial services industry and was previously Director at Virgin Money and has held senior positions at Fidelity and Charles Schwab.

Selftrade company profile

Rajan Dhall

RAJAN DHALL

London South East | 12:50 – 13:20

Talk Title: Using technical indicators to pick stocks

Presentation Synopsis: A bespoke way to filter hundreds & thousands of stocks to find potential trading opportunities for both the long and short term. Rajan Dhall will explain a simple method using technical and fundamental analysis to show you how to find opportunities and avoid pitfalls within the UK stockmarkets.

Rajan Dhall is an experienced Market Analyst, who has been trading professionally since 2007; managing various funds producing exceptional returns. He works for the Society of Technical Analysts (STA) – holding the prestigious MSTA designation, and is also a Chartered Financial Technician with the International Federation of Technical Analysts. Rajan has vast experience of research, developing, and testing complex trading systems which focus on the equity, futures, and foreign exchange (FX) markets. He also provides market commentary services to many dedicated investors and traders as well as financial institutions.

London South East company profile

David Paul

DAVID PAUL

VectorVest | 13:30 – 14:00

Talk Title: Seven easy steps to investment success with VectorVest

David Paul has been trading in the financial markets since 1982 and as a self-supporting trader since 1988. He is a qualified Mechanical Engineer with a PhD in applied Mathematics. His first job after University was with mining firm Anglo and was Head of Research for an Anglo subsidiary named Boart International prior to becoming a full time trader. In 1990 he began to move from unleveraged share trading to short term leveraged trading of the Ft100 contract and in the last 10 years to trading in the Foreign Exchange markets. His plan is to make cash from short term trading and to invest that cash in companies that are growing earnings both aggressively and safely. It’s the same model that Soros used in the Quantum Fund. In 1992 after speaking at an investment club he was asked to train a group of traders and this lead to a second career as a trading coach and mentor. Over the last 20 plus years he has done seminars in trading of stocks, futures and Forex all over the world. These seminars have been conducted at both retail and institutional level. In 2008 along with Tom Hougaard he started WhichWayToday. The company gives real time calls in stock indices and Forex markets. He still trades there and lends a hand when the full time traders needs a break. While in London during 2010 trading at Whichwaytoday he discovered the power of the VectorVest stock market trading program. He started there as a customer but became so happy with the product that he is, at the time of writing, the MD of VectorVest UK and VectorVest SA. He continues to trade short term for cash and to bank that cash into more solid longer term UK shares for both growth and dividend income using the VectorVest methodology.

VectorVest company profile

Andrew Johnson

ANDREW JOHNSON

Avantis Wealth | 14:05 – 14:35

Talk Title: The Secret One Million Pound Tax Free Investment Allowance

Presentation Synopsis: In my presentation I will reveal how you can utilise your £1 million tax free investment allowance, together with strategies to reduce your short and long-term tax liabilities.

Andrew has over 30 years’ experience in the banking and financial services sector, with the last 10 years providing structural advice to company directors on the advantages of a Small Self-Administered Scheme (SSAS), type pension. Andrew has helped many companies and their directors to reduce the corporation tax they pay, assist with the purchase of commercial property, and help create highly tax efficient family trusts to secure members future. Andrew is also part of a team of professional trustees to the SSAS schemes that are administered by Excel Pensions Ltd, which provides the on-going help and guidance to members.

Avantis Wealth company profile

Alex Denny

ALEX DENNY, HEAD OF INVESTMENT TRUSTS

Fidelity International | 15:15 – 15:45

Talk Title: Why are investment trusts still relevant after 150 years?

Presentation Synopsis: As we enter into the 150th year of Investment Trusts, Alex Denny discusses the relevance investment trusts have to investors in today’s world of innovative tech startups and disruptive business models, and how they have kept up with the changing times.

Alex joined Fidelity in 2005 and is Head of Investment Trusts and a trustee of the FIL Pension Plan. Alex is responsible for the distribution and product management of Fidelity’s five closed-ended Investment Trust funds, totalling £3.5 billion pounds (June 2017). He has over ten years’ experience in Investment Management, with broad experience in Business Management, Sales, Marketing, Project Management and Customer Service. Alex is also a trustee of the UK Charity, MARINElife and a member of the Nautical Archaeology Society.

Fidelity International company profile

Dominic Holland

DOMINIC HOLLAND, STAND-UP COMEDIAN

Sponsored by Alan Steel Asset Management | 15:45 – 16:15

Talk Title: TBC

Dominic Holland has made countless TV appearances including The Royal Variety Show and Have I Got News For You. He is described by The Telegraph as ‘a top notch stand-up who everyone should see’, he has published six books, four radio series for BBCR4 and had columns in most national dailies.