Richard is a Senior Fund Director at Oberon Investments based in London. He has been managing the TM Oberon UK Special Situations Fund, the TM Oberon UK Core Fund since 2018 and the TM Oberon UK Smaller Companies Fund since 2022.

Richard previously worked at Legal & General Investment Management for 15 years where he managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Prior to LGIM he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management.

Richard has a master’s degree in Engineering and Economics from Oxford University.

accesso is the leading global provider of patented and award-winning technology solutions that redefine the guest experience, drive increased revenue, streamline operations and support data-driven business decisions for leisure & entertainment operators. Currently serving over 1,000 venues worldwide, accesso invests heavily in research and development to provide venues with technology that empowers them to deliver unforgettable guest experiences Staffed by a team of attractions, cultural venue and ski industry veterans, accesso partners with venues to increase their range of on-and off-site guest engagement to drive increased revenue through intuitive ticketing, point-of-sale, virtual queuing, distribution and experience management technology

Steve Brown, CEO

As Chief Executive Officer at accesso, Steve Brown leads the day-to-day operations of the company

Like many attractions industry veterans, Brown's early theme park career began during college as an hourly employee at the Walt Disney World Resort in Orlando. After a break to pursue his MBA, he returned to Disney where he held a variety of roles with increasing responsibility in financial planning and pricing strategy including development of revised multi-day admission offerings to incorporate the opening of Disney's Animal Kingdom. In 1999, Brown was named Director, Walt Disney World Ticketing where he led all aspects of the Resort's ticketing process across its nine gated attractions including pricing strategy, fulfillment operations, training and financial management

In 2002 he was named Vice President, Revenue Management for the Disneyland Resort in Anaheim, California. Brown successfully drove dramatic growth in park admissions and hotel revenues through significant changes to strategic and promotional pricing, the introduction of new ticket options and by leveraging technology to expand sales distribution channels. In this broad-based executive role, he held primary financial accountability for the Resort's hotel and ticket revenues, led all promotional and strategic pricing efforts, and managed the attendance forecasting and visitation research functions. In 2005 his role was expanded to encompass line-of-business responsibility for the Disneyland Annual Passholder program including acquisition and renewal marketing, passholder experience optimization, CRM and pricing strategy. Brown's contributions were key to the Disneyland Resort's 2005-2006 record financial performance during the celebration of the landmark attraction's 50th anniversary.

Prior to joining accesso, Brown served as the corporate Vice President of Ticket Strategy and Sales for Six Flags. While at Stx Flags, he led a 220-person sales force responsible for driving nearly 35% of the company's admissions revenue. Brown championed an overhaul of the company's eCommerce process, which doubled the already significant online sales and established Six Flags national partnerships with major distributors including Expedia, Travelocity, Best Buy Reward Zone and Costco. He led a comprehensive, research-based review of the company's ticket pricing and developed the strategic plan for 2007 price adjustments across the company's North American theme parks and water parks. The implementation of this plan contributed significantly to 2007 attendance growth and the company's positive cash flow results for the first time in its history.

Brown received his MBA from the Goizueta Business School at Emory University in Atlanta and graduated with a BS in Marketing from the University of South Florida in Tampa

Matthew Boyle, CFO

Appointed to the Board on 26 September 2024, Matthew Boyle is an experienced practitioner who joined the Group in 2019. His expertise in financial reporting, commercial analysis, and business leadership support the Group in making informed strategic decisions, driving growth, and ensuring financial stability. Prior to accesso, he was with BDO UK LLP for 8 years, serving large international groups and AIM listed businesses in both the audit and transaction services functions. 

Matt graduated with First-Class degree in Accounting and Finance from the University of Southampton and is a member of Institute of Chartered Accountants in England and Wales (ICAEW).

Personal Group Holdings Plc is a workforce benefits and health insurance provider. Its vision is to be the champion of affordable and accessible insurance and benefits, keeping businesses and their employees happy, healthy and protected. The Group is proud to support the health and wellbeing of c. 1.25 million UK employees.

The Group's insurance provides employees with access to affordable, individual policies for hospital, recovery and death benefit plans. The Group's award-winning benefits platform, Hapi, brings together extensive employee benefits, discounts and rewards, in one responsive platform. As well as being sold direct to employers, the Hapi platform supports Sage's Employee Benefits offerings for SMEs.

This comprehensive range of offerings, powerful platform and unique sales model of face-to-face, one-to-one engagement with employees, provides Personal Group with a strong market position from which to grow. 

Head-quartered in Milton Keynes, the Group has built an extensive blue-chip customer list over its 40-year history, including Airtanker, B & Q, Barchester Healthcare, British Transport Police, Merseyrail, Office of National Statistics, Randstad, Royal Mail Group, The Royal Mint, Stagecoach Group plc, and The University of York.

Paula Constant, CEO

Paula joined Personal Group as CEO in August 2023. Paula is a highly experienced CEO, with over 20 years of telecoms, banking and outsourcing experience, including executive roles at National Australia Bank, Mitie, BT, Vodafone, Accenture and Woven. She has a strong track record of delivering growth through enhancing distribution and improving customer service in B2C and B2B organisations.

Sarah Mace, CFO

Sarah joined Personal Group in January 2014 as Group Financial Controller and Company Secretary. Previously Head of Finance for private equity owned Chicago Leisure Ltd she also has experience in a broad range of industries including roles at large communications firm Cable and Wireless and various life and pensions companies.

The Property Franchise Group PLC (AIM: TPFG) is the UK's largest multi-brand property franchisor, with a network of over 1,946 lettings and estate agency businesses including 65 across Europe, Africa, Asia and Australia delivering high quality services to residential clients, combined with an established Financial Services business.

The Company was founded in 1986 and has since strategically grown to a diverse portfolio of 17 brands operating throughout the UK and overseas, comprising longstanding high-street focused brands and two hybrid brands. The Property Franchise Group also includes one of the UK's leading networks for mortgage intermediaries, Mortgage Advice Bureau.  The Property Franchise Group's brands are Belvoir, CJ Hole, Country Properties, Ellis & Co, EweMove, Fine & Country, Hunters, Lovelle, Martin & Co, Mr and Mrs Clarke, Mullucks, Newton Fallowell, Nicholas Humphreys, Northwood, Parkers, The Guild of Property Professionals and Whitegates.

Gareth Samples, CEO

With over 38 years’ industry experience, Gareth brings a wealth of Estate Agency, Lettings, Financial Services and digital marketing knowledge to The Property Franchise Group (TPFG).

During his 21 year career at LSL, Gareth was appointed Managing Director of the Your Move brand, which was the largest single brand estate agency in the UK at the time. In this role he was responsible for Your Move’s franchise operation as well as having overall control of Financial Services and Lettings and the strategy of the brand.  Following his successful career at LSL, Gareth became Managing Director of Briefyourmarket.com where he gained significant digital marketing experience and knowledge, along with a number of Non-Exec roles within the industry as well as starting a successful restaurant chain.

Gareth joined TPFG in February 2020 and became CEO on 30 April 2020.  As CEO of TPFG, Gareth has overseen significant growth of the business acquiring Hunters Estate Agency in 2021, and more recently Belvoir Group followed by The Guild and Fine & Country in the first 6 months of 2024.  The combined group now operates 18 recognised brands across 1900+ locations including 65 international locations making it the largest estate and lettings agent in the UK.

Ben Dodds, CFO

Ben joined The Property Franchise Group in October 2024 and became Chief Financial Officer in January 2025. Ben was previously Chief Financial Officer at Lotus Cars and was integral to the flotation of the Lotus Technology business on NASDAQ at a value of $5.4 billion. At Lotus he was also heavily involved in developing the growth plan under the current owners and returning the business to profitability in 2023. Prior to Lotus, Ben was Director of Strategy and Commercial Finance at Sunseeker International where he oversaw the restructuring and return to profitability. He is a Chartered Accountant, having qualified with PwC.

Aurrigo is a leading international designer and developer of fully integrated smart airside solutions for the aviation industry, including automated vehicles, systems and software. The Group’s proprietary, award-winning autonomous technology and secure management system supports some of the world’s most advanced international airports and airlines and is recognised as a specialist in automated ground handling technology solutions for baggage and cargo operations.

The Group currently has strategic partnerships with Schiphol Group, Changi Airport Group and IAG, with testing of Aurrigo's vehicles underway at Changi, Schiphol, Stuttgart, Munich and Cincinatti airports. Earlier this month, Aurrigo announced the launch of Auto-Cargo®, its largest autonomous aviation vehicle to date. This marks the latest development following a project initiated in September 2023 in collaboration with UPS.

With a heritage spanning over 30 years, the Group also designs and supplies highly advanced, innovative product and system solutions to premium vehicle OEMs and global Tier 1 manufacturers.

David Keene

Founder & CEO of Aurrigo International plc, with 40 years of experience in the automotive industry, including the past 31 years leading Aurrigo. He founded RDM Group in 1993 after 11 years at Rover Group, where he started on the graduate recruitment and development programme and left at senior management level. David holds a BSc. in Electronics Electrical Engineering and is a Fellow of the Institute of Engineering and Technology (FIET) and the Royal Society of Arts, Manufactures and Commerce (RSA). He sits on the board of the UK Automotive Council and Warwick Manufacturing Group (WMG). In 2016, David was awarded visiting Professor in Autonomous vehicles at Coventry University.

https://aurrigo.com/investor-relations/

BASH is an acronym for Buy, Avoid, Sell and Hold a share in a company to be discussed during each panel.

Panellists:

Kevin Taylor

Kevin is an experienced small-cap investor having invested his own and family money for over 30 years.  He began his City career in 1993, training as an actuary with a focus on defined benefit pension schemes.  In 1997 he moved over to Investment Banking, joining a structured finance team that created bespoke financial solutions, and provided debt finance, for large corporates.  

After leaving banking in Feb 2021 Kevin worked for two years as CFO of a small software business that he helped to rescue from administration.  He is now a full-time professional Investor.  Kevin is one of the more sceptical panel members and likes to see proof that demonstrates management’s claims before investing in a management team.  He invests on a long-term basis but also trades short-term trends on both the long and short side of markets.

Damian Cannon

Damian is an experienced private investor who has tried almost every successful strategy, and many that weren't, over the last 20 years. During that time, he has published deep-dive analysis of individual companies, blogged a monthly trading journal and established the StockSlam social investor event. He probably could have saved a lot of time by sticking with the Zulu Principle from the beginning but where's the fun in that?