Two Day Investor Event
Confirmed Exhibitors For #MelloLondon
We are looking to host up to 60+ high-quality growth companies (small and mid-cap) at this event.
Here is a taste of a few of our confirmed exhibitors, but please visit our Mello London Exhibitors Page for a full list.
Gervais Williams joined Miton Group plc in 2011. He manages a number of funds and trusts that aggregate to over £1.5bn and 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. 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 2011, and his second book ‘The Future is Small’ was published in 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.
John Lee was a Conservative Minister through the 1980s before defecting to the Liberal Democrats.
Lord John Lee is best known for his investment success and long-term approach to investing. By investing via PEPs and ISAs Isas he became the country’s first Isa millionaire in 2003.
Judith MacKenzie joined Downing in October 2009. Previously she was a partner at Acuity Capital, a buy-out from Electra Private Equity, where Judith managed small company assets with an activist strategy. Prior to Acuity, Judith spent seven years with Aberdeen Asset Management Growth Capital as co-Fund Manager of the five Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas. Judith is a Certified Fellow of the Securities Institute and has held a number of public and private directorships.
Graham Neary 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 is the most prolific small cap analyst on the web. Razor sharp analysis, super speed, brutal honesty and occasional off-piste antics have earned him a huge following among private investors. He’s been a professional investor since 2002, prior to which he spent eight years as Head of Finance for a chain of 150 ladieswear shops. He previously trained as an accountant, but flunked his finals. Paul has passion for small caps but can be distracted by cars, politics, jogging, cycling, beer & wine.
Edward Page Croft, CFA, is the CEO & founder of Stockopedia.com – the award-winning stock selection & portfolio analysis platform for individual investors. Ed has a background in asset management, having managed ultra high net wealth private client accounts at Goldman Sachs and a family office. Ed is a committed educator and regular keynote speaker at investment conferences focusing on the benefits of systematic investing in countering common behavioural biases.
Melwin Metha first began investing while studying in 1995. He started his career at an investment magazine for private investors and then worked for the treasury department of a large manufacturing company.This experience gave him a view of how companies make decisions on sales, production, and operations. Since then he has worked for a private equity firm, a family office and a hedge fund, and has absorbed the slightly different approaches of each.
He is a bottom-up stock picker, particularly focusing on small companies.
Melwin is a member of the CFA UK Society of Investment Professionals and holds the Investment Management Certificate (IMC, UK).
Glen Arnold, PhD, used to be a professor of investing but concluded that academic life was not nearly as much fun, nor as intellectually stimulating, the markets. As a wealthy investor he now runs his equity portfolio from an office in rural Leicestershire. His main research focus explores the question ‘What works in investment?’, drawing on ideas of the great investors, academic discoveries and corporate strategic analysis. He does explain his investment choices and discusses investment ideas at newsletters.advfn.com/deepvalueshares. He is the author of many investment books, including the UK’s bestseller. – see www.glen-arnold-investments.co.uk
Jonathan Lander is the founder and CEO of Volvere plc, the turnaround investment company. Volvere’s net assets per share have grown at a compound rate of 17% annually for nearly 16 years and its share price has risen to 11x the price at which the company was admitted to AIM in 2002. Jonathan has 30 years’ experience in venture capital and investment banking, both as investor and adviser. He is also CEO of D2L Capital, a technology venture capital and advisory firm and manager of the KL Funds that invest in distressed US debt securities. He is the former chairman of Downing Enterprise, a fund for investing in start-ups at the University of Cambridge, and a director of EJF Capital, a $10bn hedge fund. He is Chartered Financial Analyst and holds an MA in Law from Downing, College, Cambridge.
Paul Kavanagh joined the City in the mid-80’s, in a research role. Having worked on a specific mandate to build a M&A database, he ended up working in this field, providing due diligence on potential acquisitions. It was through this connection that he met Paul Killik and Matthew Orr, of Killik & Co. He joined that firm, became Partner shortly after and enjoyed 21 years there. Paul’s role at the firm included managing clients and assisting the build of Killik Capital. Paul had an investment column in the Sunday Times for five years contributes to City debate on BBC, Sky and CNBC. Paul is a Fellow of the Securities Institute.
So why Patronus Partners? The financial services industry has witnessed many changes over the twenty years or so that Paul has been involved and technology has played a key part, determining the successful players.
Steve Clapham is the founder of Behind the Balance Sheet (website www.behindthebalancesheet.com), an investment research consultancy, which produces bespoke research for a small group of institutional clients. Steve is also an analyst at Hardman & Co and has more recently started a training business which is focused on improving institutional equity investors’ analytical skills, and running courses for serious private investors. Steve is regularly in the press on City AM and on the Today programme on BBC Radio 4, talking about accounting issues at quoted companies.
Steve spent 20 odd years as an equity analyst at different investment banks, covering various sectors, and was consistently rated in the top 10 in his sector in Extel, II and Reuters surveys. He moved to the buy-side in 2005 and was a partner and head of research at two multi-billion dollar hedge funds, based in London; he specialises in using a deep dive research approach to identify special situation opportunities.
Keith Ashworth-Lord is a Chartered Fellow of the Chartered Institute for Securities & Investment, having formerly been an individual member of the Stock Exchange, and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals. His work has been rewarded with the accolade of winning three top-three sectoral, and one top-ten general, Thomson-Reuters StarMine stock-picking awards in 2008, 2009 and 2010.
Keith has had the privilege of meeting super-investors Warren Buffett and his investment partner, Charlie Munger on two separate occasions in Omaha. Learning from these masters transformed Keith’s understanding of investment philosophy and with it, his investment performance.
Keith was responsible for founding Sanford DeLand Asset Management Limited with the encouragement of a small group of businessmen who are now shareholders in the company.
Annabel Brodie-Smith is Communications Director at the Association of Investment Companies (AIC). Her role is varied but chiefly focuses on communicating the uses and features of investment companies to the media, opinion formers, advisers and private investors. She has been at the AIC for 21 years and regularly comments in the media on investment issues. Annabel also heads up the AIC’s training and information programme for advisers and wealth managers. This aims to increase awareness and understanding of investment companies through seminars, conferences and online training.
After obtaining a B.A in Geography from LSE/King’s College, and an M.A from Syracuse University in New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales. Prior to joining the AIC Annabel worked at Hill & Knowlton, the PR Agency, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997.
David Scott read physics at Manchester University and then trained and qualified as a Chartered Accountant with KPMG, Birmingham
He then worked for multi-national companies, implementing financial controls and adhesion to corporate governance and working at Financially Director levelembarking on his own business career. He built up a chain of pharmacies and generic drug wholesaling business which he sold to Lloyds Pharmacy.
David then became involved in property development, building offices and apartments in Birmingham, working in conjunction with Hong Kong investors.
Since the mid-1990’s, David has specialised in company turnarounds and business/brand development. He has been chairman of a quoted company and latterly rescued the Druckers Patisserie chain form insolvency, rolled out the brand to some 48 sites nationally, modernised the existing Bakery and offices, sold a dedicated Tesco supply bakery and effected the sale of the business to Patisserie Holdings Limited, owned by Risk Capital Partners. The combined company has since listed on AIM.
James Douglas is Deputy Fund Manager for the Polar Capital Global Healthcare Trust and also a senior analyst for the Healthcare team. He joined Polar Capital in September 2015 and has 19 years of industry experience. Prior to joining Polar Capital, James worked in equity sales specialising in global healthcare at Morgan Stanley, RBS and HSBC. James also has equity research experience garnered from his time at UBS, where he worked as an analyst in the European pharmaceutical and biotechnology team. Before moving across to the financial sector, he worked as a consultant for EvaluatePharma. James received a PHD and first class honours degree in Medicinal Chemistry from Newcastle University. Further to this, James also holds an ACCA diploma in financial management.
John McLean is a seasoned director, both as Chairman and as a Non-Executive (NED) with extensive public and capital market experience. John is Chairman of several China based companies, which includes China Resolutions LLP which specialises in resolving governance and financial disputes with international companies operating in China. In 2017 John chaired a report on corporate governance improvements between China and the UK for the British Embassy in Beijing and The Foreign and Commonwealth Office. John works closely with the City of London and is on the City board for the Institute of Directors (IoD).
In 2011, John was elected to the board of CBBC (China Britain Business Council) and has continued to contribute to the promotion of UK/China interests. In addition to these roles, John was a member of the Council of the International charity, VSO and also was chairman of VSO China. In the 2014 New Year’s Honours list, John was honoured with an OBE for services to British business interests and the development of civil society in China.
Nick Brind joined Polar Capital in September 2010 following the acquisition of HIM Capital, and is co-manager of the Polar Capital Global Financials Trust plc and also fund manager of the Polar Capital Income Opportunities Fund. He has 24 years’ investment experience across a wide range of asset classes including UK equities, closed-end funds, fixed-income securities, global financials, private equity and derivatives. Prior to joining HIM Capital, Nick worked at New Star Asset Management. While there he managed the New Star Financial Opportunities Fund, a high-income financials fund investing in the equity and fixed-income securities of European financials companies, which outperformed its benchmark index in all six years that Nick managed it. Previously, Nick worked at Exeter Asset Management and Capel-Cure Myers. At Exeter Asset Management, Nick managed the Exeter Capital Growth Fund from 1997 to 2003 which over this period was in the top decile of the IMA UK All Companies Sector. Nick has a Masters in Finance from London Business School.
Nigel Hawkins is the Utilities sector analyst at Hardman & Co.
Nigel is responsible for analysing the UK Utility companies, including those prioritised in the 1980s and 1990s, as well as newer arrivals in the sector. He has been involved in the Utilities sector since the late 1980s, as a feature writer at Utility Week magazine and as an analyst at Libertas Capital. Prior to that, he was the Telecoms analyst at Williams de Broë. Between 1989 and 1995, he worked at Hoare Govett as the Water and Electricity analyst.
Between 1984 and 1987, Nigel was the Political Correspondence Secretary to Lady Thatcher at 10 Downing Street.
Andrew Brode qualified as a Chartered Accountant and worked with Arthur Andersen and Rothschilds. He entered the business publishing arena as Managing Director of Croner Publications which he built up and sold to Wolters Kluwer. He was subsequently appointed CEO of Wolters Kluwer (UK) PLC and expanded this to UK sales of £80 million in the 1980’s.
He acquired Eclipse Publications via an MBI in 1990 which became a leading subscription based journals and conference organiser, being sold to Reed Elsevier in 2000. He was appointed as non-executive Chairman of Axco Insurance Information Services by 3i and sold it to Wilmington plc in 2010. Today, he is the Executive Chairman and major shareholder in RWS Holdings PLC, Europe’s largest technical translations group which he acquired in 1995 and floated on AIM in late 2003.
In June 2008 he negotiated the purchase of Epic Group PLC, the UK market leader in e-learning from Huveaux plc. Epic listed on AIM in November 2013 as part of Learning Technologies Group plc and Andrew is its non-executive Chairman. He occupied a similar role at Electric Word plc, also AIM listed, until its sale in August 2017. In late 2012 he became a non-executive director and investor in IT Governance Ltd, the leading provider of information in the cyber security space. The company floated on AIM in March 2018 as GRC Group International PLC.
Francis Wyburd divides his time between investing and advising firms on go to market strategy. He also likes teaching/mentoring start-ups. Francis founded and run several businesses over the years, was a marketing director at a tech firm and now consult at Where You Stand, his advisory firm specialising in customer segmentation, pricing, distribution, branding, messaging and go to market planning. Francis mentors and teaches at Allia and Startupbootcamp’s Fintech and Insurtech programmes. Finally, he invests a family fund in listed and private companies he knows and likes. He has a deep interest in human behaviour and psychology and love helping firms understand customers better. He lives in London with his wife, five children, one dog, three cats and a snake.
Ian Simm is the Founder and Chief Executive of Impax Asset Management Group plc, which in 2018 celebrates its 20th anniversary and is today one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy. Impax currently manages ca. £12.6 billion in listed equity, private equity and fixed income strategies, primarily for institutional owners. In 2014, the firm became the first investment manager to win the Queen’s Award for Sustainable Development.
Prior to Impax, Ian was an engagement manager at McKinsey & Company advising clients on environmental strategy. Between 2013 and 2018 Ian was also a board member of the Natural Environment Research Council (NERC), the UK’s leading funding agency for environmental science; he is currently a member of the Steering Committee of the UK’s Green Finance Institute. Ian has a first-class honours degree in physics from Cambridge University and a Master’s in Public Administration from Harvard University.
Richard Parris is the Founder and former Chairman & CEO of Intercede Group plc. He currently serves on the Board of Intercede as a non-executive director. Between 1992 and March 2018, Richard led the Intercede Group through all stages of its growth, including raising seed capital, an IPO on the London Alternative Investment Market (AIM) in 2001, public company fund raising, striking significant OEM deals, opening successful US operations, securing major partnerships in the Middle East, managing investor relationships over a 20-year period and defending against vexatious patent and trade mark litigations in the US. Richard is an Anglo-American technology entrepreneur who is passionate about building great companies, developing smart people and creating value based on innovation and excellence. He has extensive experience in the cyber security industry where he is a recognised expert in strategic technology sales, business development and technology innovation. His special areas of interest include cyber security, digital trust, identity management, IOT and block chain.
Chris Spencer-Phillips is the owner and MD of First Flight and has considerable experience of recruiting at Board level and specialises in Chair and Non-Exec Director projects. Chris has written many articles on Corporate Governance and Boardroom topics and is a qualified personal profile and psychometric analyst with Thomas International. Chris has also worked successfully on many MBI projects and pioneered the concept of investing Non-Executive Directors. Chris has a background in advertising (Young & Rubicam, in the US) and the graphics industry (Letraset) as well as starting two publishing companies (Doverlodge and Datateam). He is a keen golfer (Rye and St Enodoc), racehorse breeder (champion sprinter in Ireland) and was a Council Member of the Racehorse Owners Association for 16 years.
Hugh Aldous is Chairman of Downing Strategic Micro-Cap Investment Trust plc and of SPL Guernsey ICC Ltd. He is a director of US quoted Innospec Inc, where he chairs the corporate governance committee, and of Elderstreet Draper Esprit VCT plc and he was a director of Polar Capital Holdings from 2007 to 2018. He chaired AIM listed Melorio plc before its sale to Pearson in 2010, he was chairman of venture capital backed companies from 2000 to 2014 and was a director of two listed investment companies. He was a partner in Grant Thornton UK LLP, a DTI Company Inspector and a Member of the Competition Commission.
Location and Travel Questions
Q. Where is the event located?
A. Clayton Hotel Chiswick, located in the heart of West London W4, is a newly refurbished 4-star hotel offering 8 purpose-built, state-of-the-art meetings and events spaces. The address is 626 Chiswick High Road, London, W4 5RY.
A. You can plan your route via this CityMapper link for public transport.
Q. I am travelling by train, where is the nearest London station?
A. Clayton Hotel Chiswick has a convenient location and is accessible by a range of transport links. Bus routes H91, 237, 267 & 391 all depart from outside the hotel towards Hammersmith, Ealing, Richmond, Brentford & Hounslow. Gunnersbury Station is only 2 minutes walk from the hotel where you will find the District Line together with overground lines towards Central London. Kew Bridge Station is a 10-minute walk from the hotel, bringing you to London Waterloo in less than 30 minutes. Taxis can also be arranged by hotel reception upon request.
Venue and Facilities Questions
Q. Will there be food and drinks available to purchase?
A. Yes, there is a restaurant facility inside the Hotel as well as a bar which sells drinks and bar food within the Exhibitor area.
Q. Can we park our car on-site and how much will it cost?
A. Yes, there are 90 car parking spaces on-site and it costs £2.20 per hour & £17 overnight.
Q. What are the start and finish times of the conference?
A. Delegate registration is from 8.15am, there is networking between 8.15am and 9.00am when the conference starts (both days). The event will finish around 6pm both days but we may have some post conference networking get-togethers, to be confirmed.
Q. I would like to stay at the Clayton Hotel overnight, is that possible and what is the cost?
A. Yes, rooms are available. The cost for B&B per night is
Sunday 25th November – £155.00
Monday 26th November – £185.00
Tuesday 27th November – £205.00
Q. How do I book a Hotel room?
A. The code to book is Mell251118 and the Reservation Manager, Yasmin, direct dial is 0208 996 5214.
Q. Are there other options for hotels in the area?
A. Yes, the following hotels are nearby:
Premier Inn Chiswick is a 4 minute cab ride away (or 29 minute walk if you are feeling active!) and rooms start from £26.50 per night
Novotel London Brentford is a 4 minute drive away (or 23 minute walk) and rooms are from £92
Best Western Chiswick is a 6 minute drive away (or 25 minute walk) and rooms start from £98