Thursday 25th May Virtual Show
1 pm – 4.30 pm
1.00 pm A nostalgic interview with David Hornsby, ex Ideagen
1.30 pm Company presentation by Wise Alpha
2.00 pm Company presentation by Belvoir Group PLC
2.30 pm David Stredder interviews another Mello hero, Peter Harrison, CEO Bioventix
3.00 pm Company presentation by Frenkel Topping Group
3.30 pm Company presentation by Fintel plc
4.00 pm Gervais Williams presents ‘How can it be that UK-quoted microcaps might be one of the prime beneficiaries of the retreat of globalisation?’
Gervais Williams presents:
How can it be that UK-quoted microcaps might be one of the prime beneficiaries of the retreat of globalisation?
Fund Manager: The Diverse Income Trust plc, Miton UK MicroCap Trust plc, Premier Miton UK Multi Cap Income Fund, Premier Miton UK Smaller Companies Fund
Gervais Williams is Head of Equities at Premier Miton Investors and manages a number of funds and trusts that aggregate to over £1.5bn, he joined the group in 2011. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was Head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, and a board member of the Quoted Companies Alliance. He was a member of the Patient Capital Review panel with the Chancellor of the Exchequer six years ago where the recommendations were put into legislation in the subsequent budget. Gervais Williams has published three books, ‘Slow Finance’ in the autumn of 2011 (Bloomsbury), ‘The Future is Small’ published in November 2014 (Harriman House) and ‘The Retreat of Globalisation’ published in December 2016 (Harriman House).
Gervais Williams, Head of Equities at Premier Miton Investors
David Stredder conducts a nostalgic interview with David Hornsby
David has over 30 years’ experience in the B2B software sector most recently serving as Chief Executive Officer and then Executive Chairman of Ideagen a GRC software business listed on AIM for 12years from 2009-2021.
At Ideagen PLC, David delivered exceptional returns for shareholders growing the value of the company from less than $1million to over $1billion resulting in a 150x increase in the share price from initial investment
David is currently as investor and an advisor to Private Equity funds. Global Consulting firms and high growth technology companies. Organisations David had advised in the past 12 months include include Apax Partners, ETQ, BPEA and Boston Consulting.
David Stredder interviews Peter Harrison, CEO at Bioventix
Peter Harrison, CEO of Bioventix
I was born in 1958 and educated at Bristol Grammar School and Clare College Cambridge (1st Class Honours, Natural Sciences). After University, I worked for Shell Chemicals (UK) for five years in industrial chemicals marketing. From 1985-1991, I worked at Celltech (Slough, UK) commercialising various antibody technologies at Celltech. From 1991-2003, I worked with KS Biomedix developing sheep monoclonal antibodies for therapeutic applications. After the collapse of KS Biomedix, I led a management buy-out of antibody assets from KS Biomedix to form Bioventix in 2003. Since 2003, whilst acting as CEO of Bioventix, the company has identified niche applications for SMAs in human clinical diagnostics.
Company Presentation – Fintel plc
Fintel is the UK’s leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings, and Fintech business, Defaqto. Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions:
The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers.
The Distribution Channels division delivers market Insight & analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life & Pension companies, Investment Houses, Banks and Building Societies
The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features & benefits. Defaqto ratings help consumers compare and buy financial products with confidence.
For more information about Fintel, please visit the website: www.wearefintel.com
Neil has executive responsibility for Fintel’s ‘Intermediary Services’ and ‘Distribution Channels’ business (SimplyBiz) and leads the PLC’s operations and governance strategy. Alongside co-CEO Matt Timmins, he is responsible for the vision and strategy of the overall business. Neil joined SimplyBiz in 2003 and was appointed joint CEO of Fintel (formerly the SimplyBiz Group) in 2010.
He has worked as a management consultant in the UK and Europe and has an engineering degree from UCE and an MBA from Manchester Metropolitan University.
Matt has executive responsibility for Fintel’s Fintech and Research division (Defaqto) as well as the PLC’s Marketing strategy. Alongside Neil Stevens, he is responsible for the vision and strategy of the business. Matt joined SimplyBiz at inception in 2002 and was appointed joint CEO in 2010. Previous employment includes GE Capital, Misys and DBS Financial Management.
David is responsible for financial strategy of Fintel, overseeing all aspects of financial planning and reporting and management of financial risks.
David joined Fintel in April 2021 as CFO, bringing with him a broad range of commercial and management experience. David is a qualified chartered accountant and has held senior public practice and industry roles, gaining exposure to a variety of commercial and technical issues.
Most recently, he has been the CFO at AIM-listed Smart Metering Systems (SMS), after being promoted from group and divisional finance director in 2017. He has also held a number of senior finance positions at Energetics Utility Group, Johnston Carmichael and PwC.
Company Presentation – Belvoir Group PLC
Belvoir Group PLC – UK-wide property franchise group
Founded in 1995 and listed on AIM in 2012 (BLV.L), Belvoir operates a nationwide property franchise Group with 487 offices across seven brands specialising in residential lettings, property management, residential sales and property-related financial services. With its Central Office in Grantham, Lincolnshire, the Group manages 75,500 properties and reported record revenues of £33.7m in 2022 marking Belvoir’s 26th year of unbroken profit growth.
Dorian has extensive experience in the property industry having spent seven years with Countrywide before joining Belvoir in 2005 as Business Development Manager. Appointed Sales Director a year later and subsequently Chief Executive Officer, Dorian also spent five years as a director of The Property Ombudsman. Dorian has a deep understanding of franchising and the strategic vision to deliver a successful franchise operation.
Company Presentation – WiseAlpha
WiseAlpha has built one of the first digital Fractional Corporate Bond Trading marketplaces in the world, allowing private investors and wealth managers to affordably access institutional corporate bonds. It also licenses its technology to banks and other finance institutions globally. Normally, corporate bonds are issued in sizes of £100,000, WiseAlpha fractionalises these bonds in sizes of £100, so that investors can build a diversified portfolio of bonds. They have an online portal whereby sophisticated and high-net worth individuals can access their product.
Their technology encompasses a client management portal that serves the UK wealth management market, enabling wealth managers to create client accounts and trade bonds on behalf of their clients. WiseAlpha also have a portfolio service called, Robowise, which empowers the client or wealth manager to create a diversified portfolio that can be tailored to their ethical preferences and the algorithm then equally weights this portfolio, by buying and selling on a continual basis.
As a SAAS provider, they white label their technology to banks and other financial institutions, providing the much sought after technology for the bond market. Their product offering encompasses all of the tools needed for a bank, from back-office to front-office solutions enabling a full integration of their services into the bank’s infrastructure.
Rezaah is an internationally recognised and renowned leading corporate bond expert. Having studied economics and financial crises at the University of Cambridge he started his career in the No.1 Debt finance team in Europe at Deutsche Bank before working in the hedge fund industry. He has invested in every major asset class, public and private and has also led a number of high-profile corporate restructurings. He has also been on the board of a EUR 1bn cable television business in Germany, Telecolumbus. With a unique and broad skill set that sets him apart from other finance professionals he is committed to revolutionising the bond market by democratising access to a previously elitist asset class which has demonstrated superior risk-adjusted returns over the last 20 years.
Rezaah Ahmad, Executive Director
Company Presentation – Frenkel Topping Group (LON: FEN)
Frenkel Topping Group is a long-established family of businesses who are tried, tested and trusted. Always available to provide advice and technical support to our legal clients and those they represent. We support lawyers and their clients with a concierge approach to anything they may need throughout the litigation journey. Our services include expert witness reports, advice from our specialists on welfare benefit entitlement and personnel injury trusts, cost management, holistic financial planning, fund management, accountancy advice, care & case management, talent planning and training. Our approach is bespoke and delivered with care, compassion, and integrity.
Richard Fraser, CEO
I have been a part of Frenkel Topping for 28 years having joined as a director in 1991. I am currently chief executive officer for the company, and my main role is managing the strategy of the group and the innovation, development and profile of the business.
The most rewarding part about working at Frenkel Topping for me is being able to both help our clients and build strong relationships with the staff.
My brother broke his back falling out of a window at university in 1986, when he was only 18. He has been paralysed from the waist down ever since. To this day my mum cannot look at a photograph of Andy pre-accident. This has given me a good insight into the effect a catastrophic injury can have on an individual and their family. This gave me the drive to make sure Frenkel Topping delivers the best, most transparent service possible to our clients.