The Mello Team is pleased to announce the return of Mello Monday, the dinner where our network first originated at the Mello restaurant in Beckenham. With current restrictions on social distancing, we will be holding this virtually, via Zoom and it will take place on Monday 28th September 2020 from 6pm to 9pm.

Our guests will be Paul Marriage and John Warren the highly respected fund managers. They are about to launch an Investment Trust called the Tellworth British Growth and Recovery Trust. It is going to be a concentrated portfolio of best ideas from Tellworth across the market cap spectrum but focused on the best British companies – across three pillars; British Global Market Leaders, British Tech and British Recovery. They will be presenting on this and conducting a Q&A session for all of you to join on the evening.

Paul and John have been top rated small cap fund managers for many years; working at Cazenove, Schroders and now running their own boutique fund management company named Tellworth. They returned over 400% vs 114% against the benchmark, in the 11 years they ran their Dynamic UK Small cap fund which is staggering out performance. Their style is highly likely to resonate with the vast majority of our Mello investors. Just like me, they tend to avoid biotechs, oil and gas stocks and highly speculative situations and strongly believe in meeting management teams and focus on companies with four key factors: Differentiated products; that are market leaders; with good and growing margins; and strong, incentivised management teams. They also throw in the odd turnaround play too.

John Warren, Fund Manager

John launched Tellworth Investments, with Paul Marriage, in October 2017. John joined Cazenove Capital in 2010, moving to Schroders in 2013 after the acquisition of Cazenove. Prior to this, John worked at UBS and Investec Bank and before this, he worked at PriceWaterhouseCoopers where he qualified as a Chartered Accountant. He has over 16 years of investment experience. John graduated from Loughborough University with a degree in Economics and Accountancy.

Paul Marriage, Fund Manager

Paul launched Tellworth Investments, with John Warren, in October 2017. Paul worked at Cazenove Capital from 2005 and then became Head of UK Dynamic Equities at Schroders in 2013 after the acquisition of Cazenove. During this time Paul managed one of the most successful UK Smaller Companies Funds – returning investors 430% vs the index return of 113% from Jan 2016 to July 2017. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management. He has over 20 years of investment experience. Paul graduated from University College, Oxford University with a degree in Modern History.

Additionally in this first virtual Mello Monday we will have a session on analyst meetings and our ‘Insider’ will tell us about the companies that have held them during September and the nuggets that were revealed.

In the MelloBASH this month we will have the ever popular Paul Scott, Alan Charlton, Leon Boros and one more panelist giving their verdicts on five listed companies selected by you…our Mello audience. Not to be missed !

Steve Clapham will do a 10 minute session on accounting red flags and investing top tips from his Behind the Balance Sheet training courses. Steve runs a Forensic Accounting Courses for some of the biggest investment institutions and hedge funds and he is a former partner and head of research at two multi-billion hedge funds himself, so he knows what he is talking about. Expect some practical tips which you can immediately put into practice and help avoid losers (accounting red flags) and identify winners (investing tips). You can read more about Steve and check out his blog on his website.

Added to that we have a company presentation by SimplyBiz which is a company that many of you follow since their first appearance at Mello 2018 in Derby over two years ago. There will also be a Q&A session after that presentation.

In our five minute ‘What’s new? session we will feature investor tools, market strategies and new investment ideas put forward by any of our Mello members.

So lots to look forward to on Monday 28th September

David

" I created Mello Events to connect the private investor with companies. My aim has always been to ensure the retail investor gets the same exposure to companies as institutions. Everyone behind Mello Events is, themselves, also a private investor, and we strive to bring the best quality companies to our events "
David Stredder
Founder, Mello Events.

Our Speakers

The quality of our events can be understood when looking at the great panels and keynotes that offer to speak at Mello.

We are able to secure great headline investment industry speakers and highly respected private investors who are willing to impart their knowledge and views to our audiences. The speakers above are often attending or presenting at Mello Events.

From billion-pound fund managers, professional investors to the UK’s most popular share bloggers and writers, we are always able to offer something new and fresh at our events.

This short clip is a window into the two day event that was held in 2018 in Derby. We hope it inspires you to join us.

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