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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

Gavin Rochussen

Chief Executive, Polar Capital

Leon Boros

Equity Strategies

Stephen English

Head of AIM Stocks Blankstone Sington

Graham Neary

Investor and Analyst

Lord Lee

Renowned Private Investor

John Stepek

Executive Editor, Moneyweek

Chris Boxall

Fundamental Asset Management

Paul Scott

Small Caps Investor and Blogger

Melwin Mehta

Portfolio Manager, MI Discretionary Unit Fund

Mark Crossman

Retired Managing Director & Private Investor

Milan Radia

Milan Radia, Technology research analyst, Hardman & Co

Nigel Hawkins

Utilities Analyst

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).

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.

 

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. for more than 25 years. His investing style has a particular emphasis on companies generating high profit margins, strong cashflow and high returns on tangible assets.

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.

Melwin Mehta, Fund Manager, MI Discretionary Fund, Sterling Investments

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. 

 

Mark Crossman

Mark started his career with a passion for trading on the LIFFE (London international financial futures exchange), before being caught up in the corporate world (as the major banks bought the small trading firms to enter the global equity trading markets).  From there, he developed into the market making scene and was responsible for the trading platform for brewing and hotels with NatWest.  As the research engine developed and the UK banks fought for customer liquidity globally, he was given the opportunity to build and develop the trading platform in Japan. 

After four years of Asia travel, he was sentenced to New York to reconstruct a tiring UK/European ADR product.   NatWest after a short time became the number one global ADR trading firm ahead of the likes of Morgan Stanley and Merrils.  But, clearly could not match them on a retail basis.  As Y2K came in and the big bank mergers (another shake for the markets) he sought to develop my extensive market making knowledge into the retail world and joined a newly formed Knight Equity group, which we developed into the largest NASDAQ trading platform with over one million retail trades a day.

Milan Radia is a leading Technology research analyst, focusing on coverage of European data centre operators, software vendors, payments processors and IT services providers.

He has 25 years of equity market experience at major investment banks and in asset management, and has worked on many high-profile successful IPOs and other capital markets transactions. In recent years, Milan has won several significant awards. In 2017, he was ranked the number one earnings estimator in the UK for his sector in the Thomson Starmine Awards. This followed number one Starmine rankings for Europe in 2010 and 2011, and a number two ranking in the UK in 2011. In 2015, Milan and his team were ranked number one in the Extel Awards by corporate management teams for UK Small & Mid-Cap technology research. Milan has also been techMARK Analyst of the Year, and achieved top three Institutional Investor sector rankings for his coverage of the software and telecoms sectors. Milan started his career at Prudential Portfolio Managers, where he was latterly a fund manager responsible for portfolios worth in excess of £350m. Milan is a regular presenter and panellist at major industry conferences and is a long-time member of the voting panel for the UK Tech Awards.

Milan joined Hardman & Co in 2018. He holds a First Class MA (Hons) degree in Economics from the University of Cambridge.

Nigel Hawkins, Utilities Analyst

Nigel is responsible for analysing the UK Utility companies, including those privatised 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.

Nigel joined Hardman & Co in February 2016. He holds a BA (Hons) in Law, Economics and Politics from the University of Buckingham. He is an associate of the Institute of Chartered Secretaries and Administration and a senior fellow of the Adam Smith Institute.

 

Chris Boxall

Chris is a co-founder of both Fundamental Asset management and Investor’s Champion. He qualified as a Chartered Accountant in 1989 and was formerly with Deloitte & Touche. At Washington Financial Group he was a key member of the investment management team of the Washington US Fund Ltd, a successful long/short equity fund.

 

John Stepek

John is the executive editor of MoneyWeek and writes our daily investment email, Money Morning. John graduated from Strathclyde University in 1996, and went straight into a career writing about business and finance.

He has worked for a number of financial magazines and newsletters, including Families in Business, Shares magazine and the business section of the Sunday Times. In 2003 he took a job on the finance desk of Teletext, where he spent two years covering the markets and breaking financial news. John joined MoneyWeek in 2005.

 

 

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