info@melloevents.com

Mello 2019 Speakers and Keynotes

We are proud to announce the following speakers and headline keynote presenters to attend the Mello 2019 Event.

Judith MacKenzie

Downing LLP

Paul Marriage

Tellworth Investments

Leon Boros

Equity Strategies

Stephen English

Head of AIM Stocks Blankstone Sington

Lord Lee

Renowned Private Investor

Gervais Williams

Miton

Paul Scott

Graham Neary

Gavin Rochussen

Chief Executive, Polar Capital

Melwin Mehta

Please check back frequently as more speakers are being agreed and added to this page.

Judith Mackenzie

Judith is a Partner of Downing LLP, an investor in UK Smaller Companies. Judith has been investing and involved in Small Cap for over 20 years, having been a Co-Fund Manager of the Aberdeen Asset Growth Capital Venture Capital Trusts and Partner at Acuity Capital, the buy-out
of Small Company Funds from Electra Partners. Judith is Head of Public Equities, and is Manager of the flagship and award winning Micro-cap fund, MI Downing Micro Cap Growth, and the Downing Strategic Micro Cap Investment Trust. The philosophy that Judith applies to investment in UK micro cap investments is conviction led, bottom up and more akin to a private equity investment process than traditional fund management.

Stephen English

Head of AIM stocks, Blankstone Sington

Stephen English, CFA, joined the investment management firm, Blankstone Sington, in 2002 where he has evolved his own, truly unconstrained investment strategy employing the rigour
of an institution with the freedom of a boutique manager. To Stephen all that matters is what works. Now Head of AIM stocks Stephen is responsible for selecting investments for the firm’s award winning Inheritance Tax Portfolio, which he has been successfully managing since its inception in 2010. Featured on Sky News as well as the Financial Times and Investors Chronicle, he remains deeply passionate about investing and has enunciated his investment
philosophy which can be found on this page.

 

Lord John Lee

Politician, Writer and Investor

John Lee was born in 1942 and educated at William Hulme’s Grammar School in Manchester.
He entered the House of Lords in 2006 and sits on the Liberal Democrat benches. He is Chair of the All-Party Parliamentary Tourism Group. Lord Lee is a company director, investor and financial journalist. He is the Chairman of Wellington Market Plc and a non-executive Director of
Emerson Developments (Holdings).

Gervais Williams joined Miton Group plc in 2011. He manages a number of funds and trusts that aggregate to over £1.5bn. He is also Senior Executive Director at Miton Group plc. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was
head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, chairman of the Quoted Companies Alliance and a board member of The Investment Association. He is also on the EU Taskforce reviewing why the number of smaller IPOs has declined over recent decades. Gervais Williams published his first book ‘Slow
Finance&’ in the autumn of 2011, and his second book ‘The Future is Small’ was published in November 2014. His most recent book ‘The Retreat of Globalisation’ was published in December
2016. Gervais was awarded Fund Manager of the Year 2014 by What Investment.

Leon Boros

ISA Millionaire and Investor

Leon Boros is a Chartered Accountant who trained with Ernst & Young and is a founding director of Equity Strategies, a deal origination corporate finance firm. He is an active private investor and both he and his wife are ISA millionaires. He has achieved an annualised return on his investments of 18.5% p.a. over 25 years. His investing style has a particular emphasis on companies generating high profit margins, strong cashflow and high returns on tangible assets.

Paul Marriage

Fund Manager at Tellworth Investments

Paul launched Tellworth Investments in October 2017.

The award-winning UK equity long-short strategy has a long track record with an annualised return +10.2% since launch in May 2005. As specialists in UK small and mid-cap stock picking, the Tellworth team aim to build on previous success and strive to deliver strong investment returns.

Graham Neary, Investor & Analyst

Graham is a full-time investor and independent analyst. He spent seven years in the financial markets in london both as an analyst and as equity portfolio manager for an international financial services organisation. Afterwards, he spent a year studying mandarin in northeast China before returning and joining the team with Paul Scott at Stockopedia. He is a CFA charterholder, also holding the investment management certificate and the STA diploma in technical analysis. He graduated in mathematics from Trinity College, Dublin.

Paul Scott, Small Caps Investor

After training as an accountant, Paul ran the finances of a retail chain for 8 years, leaving in 2002 to become a professional small caps investor.

Gavin Rochussen, Chief Executive

Gavin joined Polar Capital in July 2017 and was previously Group Chief Executive at J O Hambro Capital Management Limited (JOHCM). Prior to JOHCM, Gavin was Group Chief Executive at Fleming Family & Partners Limited, a pre-eminent European multi-family office, relocating from South Africa to take the position. Gavin qualified as a Chartered Accountant in 1983 in South Africa and held roles before moving to the UK in 2002 which included Group Finance Director at Allied Electronics Corporation Limited, a JSE listed group, and Denel Informatics, a state owned technology group. Post his qualification, Gavin was a founding partner of Anderson Rochussen Crisp Inc, a professional services practice, where he led the firm between 1984-1996. Gavin is adviser to Amigona Holdings Inc, an investment holding company, an Independent Adviser to James Hambro & Partners LLP, a wealth management boutique and a Governor at Tonbridge School in Kent.

 

Melwin Mehta, Portfolio Manager

Melwin manages the MI Discretionary Unit Fund, a UK Fund that has multiplied investor capital 900x in 55 years. For him the most important feature is “management calibre”, hence he meets over 250 companies, in-person, every year. Outside work, he is involved in saving bees. 

 

Close Menu