Tuesday 25th April 2023, 2 pm – 5 pm
2.00 pm Emma Bird, Head of Investment Trust Research at Winterflood Securities gives an overview of the challenges of 2022 on Investment Trusts and the new opportunities for 2023
2.30 pm Company presentation from International Biotechnology Trust plc
3.00 pm Company presentation from JPMorgan Global Growth & Income (JGGI) portfolio manager James Cook
3.30 pm ShareSoc Director Amit Vedhara presents Shareholder Rights Campaign
3.40 pm An introduction to Mello2023 Investment Trusts and Funds our in-person event in Chiswick
3.45 pm Investment Trusts & Funds specialist panel session with David Stredder, Reg Hoare, Mark Bentley and Emma Bird
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.
Emma Bird gives an overview of the challenges of 2022 on Investment Trusts and the new opportunities for 2023
Emma Bird, Head of Investment Trust Research, Winterflood Securities
Emma joined the Investment Trust Research team at Winterflood Securities in September 2015, after working for the Wealth Management Association for a year, and became Head of the team in August 2022. She graduated from the University of Nottingham in 2014 with an Economics degree and is a CFA® Charterholder. Emma leads the team’s research on the Property sub-sector and also covers a range of equity investment trusts.
Company Presentation – International Biotechnology Trust plc
Ailsa Craig, Lead Investment Manager
Ailsa joined SV Health Investors in November 2006, where she is part of the public markets focused team. Ailsa was appointed as Joint Lead Investment Manager of the Trust in March 2021.
Previously, Ailsa worked as a research analyst, covering pharmaceutical and biotechnology stocks.
Ailsa has a BSc (Hons) in Biology from the University of Manchester. She was awarded the IMC in 2002 and the Securities Institute Diploma in 2007.
Marek Poszepczynski, Lead Investment Manager
Marek joined SV Health Investors in 2013, working as a portfolio manager for IBT. Marek was appointed Joint Lead Investment Manager of the Trust in March 2021.
Marek has more than 15 years of experience in the life sciences industry with a focus on business development. He held management positions at Handelsbanken (2010-2012) as lead equity analyst, VP Business Development at Karolinska Development AB (2008-2010) and Licensing Director at Biovitrum AB (2002-2008). Marek received the Swedish Entrepreneurial Distinction in 2015.
Marek holds a MSc in Biochemistry and MSc in Business Management from the Royal Institute of Technology, Stockholm, Sweden.
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.
Company presentation by JPMorgan Global Growth & Income plc.
JPMorgan Global Growth & Income plc provides the best of both worlds. The manager focuses on investing in the best ideas from across the world’s stock market, whilst the Company delivers a predictable quarterly income distribution – set at the beginning of its financial year.
- Key points:
- Expertise – Tapping into the local proprietary analysis of JPMorgan’s award winning and experienced global research team.
- Portfolio – A global best ideas – go anywhere – portfolio, with the manager focused on identifying companies that will provide the best total returns.
- Results – Provides the best of both worlds – predictable quarterly income and long-term growth from the best global ideas.
- Key points:
James Cook, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2007, James joined the firm as a graduate trainee. He was previously a research analyst and also assisted with managing the strategic beta strategies. He holds a BSc (Hons) in Economics from University College, London and is a CFA charterholder.
Don’t forget to sign this critical petition: Companies no longer know who their shareholders are and can’t communicate with them, because UK law is outdated. Let’s change it.
Increased us of ISAs, SIPPs, Pensions and share accounts via digital platforms is great, but it places an unacceptable communication block between listed companies and us, as owners / shareholders. Because most digital shareholders are collectively lumped together into amorphous and anonymous “Nominee” accounts. Companies are largely unaccountable to their invisible owners. The consequences of this are clear. Even if you wanted to vote against, or for, takeover proposals, strategy, exec remuneration, ESG etc.. it’s a struggle if not nigh on impossible for most, unless we fix the nominee issues.
To correct this serious and uniquely British flaw, M&S Chair Archie Norman, ShareSoc and UKSA jointly wrote to Business Secretary, The Rt Hon Kemi Badenoch MP, urging the Government to modernise the Companies Act to allow electronic (ie digital) communication with and between shareholders and web-based access to AGMs and General Meetings*.
Please support this initiative by signing the petition to UK Government, so that this gets fixed!
Amit Vedhara has been a Director of ShareSoc for 4 years. His background is in Marketing and Consultancy. With over 30 years experience as a Marketing Director and interim consultant. He has a track record of driving profitability gains and unlocking growth in many sectors in listed and private equity/VC backed firms. Amit has been investing his entire adult life and takes a mix of contrarian and risk-weighted approaches to his stock picking in both quoted and unquoted companies.
Investment Trusts and Funds Panel, including Reg Hoare, Mark Bentley and Emma Bird hosted by Karin Schulte
Reg Hoare – Private Investor specialising in Investment Trusts and Funds