Tuesday 18th July 2023, 2 pm – 5 pm
2.00 pm Keynote presentation from Edmund Shing
2.30 pm Company presentation from Ocean Dial
3.00 pm Andrew Latto presentation on the latest trends in IT&Fs
3.30 pm Company presentation from International Biotechnology Trust
4.00 pm Investment Trusts & Funds specialist panel session with Reg Hoare, Mark Bentley, Edmund Shing and Andrew Latto, hosted by Karin Schulte
Karin Schulte, Investment Trusts and Funds specialist
Karin Schulte will be your host for this event. She has worked in global logistics, investment banking and private equity in Asia for a total of 25 years based in Hong Kong, Singapore and Australia. Karin is currently based in the UK and actively invests in listed and unlisted companies. Karin has extensive experience also in the not-for-profit sector both in the UK and internationally. Karin has a portfolio of roles and has a particular interest in the next generation of leaders.
Edmund Shing, Investment Trusts and Funds specialist
Edmund Shing – Global CIO at BNP Paribas Wealth Management
Edmund is currently based in Paris, after working for several years in London as Global Head of Equity Derivative Strategy in BNP Paribas Global Markets.
Edmund has previously worked at Barclays Capital (as Head of European Equity Strategy), BNP Paribas (as a Prop Trader), Julius Baer, Schroders and Goldman Sachs over a 26-year career in financial markets based in Paris and London. He also holds a PhD in Artificial Intelligence from the University of Birmingham. Follow him on Twitter @TheIdleInvestor and at https://wealthmanagement.bnpparibas/vow/en.html .
Company Presentation – Ocean Dial
Company summary: Ocean Dial is a FCA regulated investment firm specialising in India. We are bottom up investors who seek to deliver superior absolute returns over the long term. We operate in a market with historically strong and consistent earnings growth where elevated volatility has provided regular mispriced entry points. Our Mumbai based team conducts fundamental proprietorial research supported by an investment and operational risk infrastructure combined with a compliance function based in London. Ocean Dial is the Investment Manager for India Capital Growth Fund, a closed ended investment company registered in Guernsey and listed on the Main Market of the London Stock Exchange.
Presenter Bio: Gaurav Narain
is Co-Head of Equities at Ocean Dial, and Portfolio Adviser to the India Capital Growth Fund. He joined Ocean Dial in November 2011 and has been involved with the Indian markets for the past 25 years. He has held senior positions as both a Fund Manager and an equities analyst for New Horizon Investments, ING Investment Management India and SG (Asia) Securities India. He holds a Masters in Finance and Control and a Bachelor of Economics from Delhi University and is based in Mumbai.
Company Presentation – International Biotechnology Trust plc
International Biotechnology Trust plc (www.ibtplc.com) offers investors access to the fast-growing biotechnology sector through an actively managed, diversified fund. Its lead investment managers scientifically trained with over 35 years of experience in this specialist sector between them. As well as investing in a wide-ranging portfolio of global quoted biotechnology stocks, International Biotechnology Trust includes a small allocation to otherwise inaccessible earlier stage unquoted investments predominantly via two of SV’s venture funds. These investments have the potential to deliver additional returns over the long term. Excellent management teams, unique innovative products and strong potential for outperformance are the key criteria for inclusion in IBT’s diversified portfolio of assets.
Ailsa Craig, Lead Investment Manager
Managing IBT at SV since 2006. 15 years healthcare investing, 3 years as an analyst. Previously, at Baring
Asset Management as a research analyst and Insight Investment / Rothschild Asset Management
(merged 2003) within the Global/US investment team. BSc Biology Manchester University
Marek Poszepczynski, Lead Investment Manager
Managing IBT at SV since 2014. 17 years of international experience in the life sciences industry with a focus on licensing and financing. Marek has held management positions at several biotechnology companies and participated in two initial public offerings and several licensing deals. Msc Biochemistry & Industrial Management, Royal Inst of Technology, Stockholm.
Lucy Costa Duarte, Head of Investor Relations
Lucy has served as Head of Investor Relations for IBT since 2016. Prior to this, Lucy spent 13 years in Equity Capital Markets at Schroders and then Citi, specialising in IPOs and follow-on equity issuance for companies from the emerging markets of Europe, the Middle East and Africa. She holds a BA in Modern Languages (Russian/German) from Durham University.
Andrew Latto presents How categorising funds correctly can put investors on the right path and help in avoiding mistakes.
Founder and Editor – Andrew Latto, CFA founded this website with the objective of providing unbiased fund analysis and views. Andrew previously worked at an equity research house and a fund manager and follows the quality investing approach. He aims to use this background in equity research to “look under the hood” and consider the stocks that funds hold. Andrew has eight years experience at an equity research company, four years at a boutique fund manager. Qualifications held: Chartered Financial Analyst (CFA), Investment Management Certificate (IMC), Masters (MSc) Accounting & Finance, Masters (MSc) Economic History, LSE, Degree (BSc) Business Economics.
Founder message: “Stock investing is hard. Investment funds – active or passive – are the most appropriate vehicle for the vast majority of investors. However, fund research is often biased and of mixed quality (link). Fundhunter’s objective is to cover funds in an easy to understand manner.”
Investment Trusts and Funds Panel, including Reg Hoare, Mark Bentley, Edmund Shing and Andrew Latto, hosted by Karin Schulte
Reg Hoare – Private Investor specialising in Investment Trusts and Funds
Andrew Latto – Investment Trusts and Funds specialist and founder of Fund Hunter
Mark Bentley – ShareSoc Director and Private Investor
