Monday 11th April 2022, 5.00pm – 9.30pm

Programme

5.00 pm Company presentation by Adept plc
5.35 pm An interview with Mark Chadwick of Dowgate Wealth
6.00 pm Company presentation by Wentworth Resources
6.30 pm Mello Bliss Q1 update – Tonight we reveal the top 40!
6.45 pm Company presentation by The Property Franchise Group plc
7.15 pm Mark Simpson ‘Staying rational in irrational times’
7.30 pm Company presentation by Duke Royalty plc
8.00 pm Mello BASH

Company Presentation – Dowgate Wealth

Dowgate Wealth is an employee-owned private company founded in 2020. The business is built from the ground up by a group of investment professionals moving against industry trends, who saw the need to put the client first, focusing on their objectives and delivering a high-quality service through a bespoke offering.

Our team of 20 professionals have over 430 years’ combined industry experience and has generated superior returns through a number of economic cycles. The core team received their education at Hargreave Hale, a boutique family-style investment house that was well known for its client service and focus on investing in smaller companies. Hargreave Hale was subsequently acquired by Canaccord Genuity Wealth Management in November 2017.

Dowgate Wealth are passionate about their active investment process and engagement with clients, it is embedded in our core values and the Firm’s culture. As an employee-owned business, our structure allows us to focus on generating sustainable returns over the long term, forsaking gathering assets to meet short-term commercial targets. We believe this creates complete alignment with our clients’ objectives. The inherent benefits of this approach are a product of our continued investment in our people, processes, and systems.

 

Mark Chadwick

Mark joined Dowgate Wealth in December 2020. He began his Investment Management career in 1994 at Hargreave Hale and subsequently moved to the Hargreave Hale London office in 1997 to work with Giles Hargreave. Mark worked with Giles on the Marlborough special situations fund and discretionary bespoke private client portfolios. He then took over sole management of these portfolios where he continued to grow them to approximately £250m before the takeover by Canaccord Genuity Wealth Management in November 2017. When investing, Mark looks for growth stocks, particularly in UK Mid/Small cap companies which is articulated in his role as Private Client Manager & Lead Fund Manager for the Dowgate Wealth UK Small Cap Growth Fund.

Company Presentation – The Property Franchise Group PLC

The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK. The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency. The Property Franchise Group’s brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties. Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013.

Gareth Samples, CEO

With 30 years’ industry experience, Gareth brings a wealth of Estate Agency, Financial Services and digital marketing knowledge to the Group.

In his 21 year career at LSL Gareth was appointed Managing Director of the Your Move brand, which was the largest single brand estate agency in the UK at the time. In this role he was responsible for Your Move’s franchise operation as well as having overall control of Financial Services and Lettings and the strategy of the brand.

Following his successful career at LSL, Gareth became Managing Director of Briefyourmarket.com where he gained significant digital marketing experience and knowledge and since 2014 he has served as Chairman of Legalforlandlords. Gareth formally joined the Group as CEO on 30 April 2020.

David Raggett, CFO

Since qualifying with PwC as a Charted Accountant David has spent his whole working life in franchising as franchisor and franchisee. Initially David held financial responsibility for several Ford franchises before, in the mid 90s, moving to Porsche’s UK headquarters. Here he held financial responsibility for its distribution, retails and financial services businesses at various times, as well as being their company secretary and, for several years, Head of Legal.

In 2007 David took up the role Finance Director for the Motability Scooter and Powered Wheelchair Scheme to restore its financial stability, to improve its offering and to expand its customer base. After successfully turning the scheme around and leading it into new ownership, David joined the Group in February 2013.

Company Presentation – Adept PLC

 

Established in 2003, AdEPT are an award-winning managed services and telecommunications provider with a mission of ‘uniting technology, inspiring people’. AdEPT offer proven and uncomplicated technology solutions to over 12,000 customers across the UK, including schools, hospitals, local and central government, and businesses of all shapes and sizes.

In a world where there is simply too much technology to choose from, AdEPT uses expertise and strategic partnerships with the likes of Dell, Google, Microsoft, Avaya and Ericsson-LG to ensure customers get the right solution to their individual requirements, not just an off the shelf option. By specialising in converging IT, unified communications and connectivity into an all-encompassing solution, AdEPT allows its customers to focus on what matters – running their organisation, rather than weathering technical concerns or obstacles.

With a staff of over 300, AdEPT has the depth and breadth of expertise to deliver, whilst still being able to care for its individual customers, which proudly include Great Ormond St, Coca-Cola, The Office Group, The London Grid for Learning, the House of Parliament and more.  To discuss your technology wants and desires with someone who will genuinely work to help, please don’t hesitate to get in touch – enquiries@adept.co.uk

John Swaite, CFO – John joined AdEPT in March 2008 as Group financial controller and was promoted to finance director and the Board in January 2009. Prior to joining AdEPT, John spent more than nine years with one of the UK’s leading accounting firms. In his role as senior corporate finance manager, John was responsible for all aspects of financial due diligence and transaction support on mergers, acquisitions, flotations and subsequent public offerings.

Over a 20 year career Phil has headed businesses within Xchanging, SSP, Sirius and Logica (formerly CMG). He has extensive and highly relevant experience of IT outsourcing and enterprise software, having led companies that deployed global, complex, mission critical solutions. Born in Cambridge and an Electronic Engineering graduate of Nottingham University, in 2000 Phil was awarded an MBA from Henley Management College. Phil was appointed to the Board as chief executive on 1 January 2019.

Company Presentation – Duke Royalty PLC

Duke Royalty is the leading corporate royalty finance provider in the UK and Europe, a finance solution widely used in America. The Company’s management team consists of royalty finance pioneers and specialists with over 75 years of direct royalty investing experience.

Listed on the London Stock Exchange, Duke Royalty (AIM:DUKE) is a long-term, flexible capital partner to established and profitable SMEs in the UK, North America and continental Europe. Duke Royalty provides shareholders with a high yielding quarterly dividend.

This is achieved due to the robust, predictable and long-term cash flows delivered from its diverse portfolio of mature, profitable SMEs. It provides partners with a lump sum of capital in return for a percentage of revenue on a term of 30+ years. Royalty finance (or revenue-based financing) is akin to a ‘corporate mortgage’ and the model, first popularised in North America, is proven to withstand economic cycles and offers SMEs an alternative, flexible form of financing. Unlike other lending options, Duke’s royalty finance model empowers business owners to realise their long-term business goals without compromising owner control or adding debt re-financing risk to the business.

The pandemic has forced a significant number of SMEs to take on unsustainable levels of debt and with banks tightening their lending criteria, there is heightened demand for alternative forms of finance.

Neil Johnson is Duke Royalty’s Chief Executive Officer with responsibility for the overall strategic direction and performance of the company. Working closely with the other Board members and the Investment Committee, he leads all deal origination, due diligence and structuring.

Mr. Johnson has approximately 30 years of experience in investment banking, merchant banking, and research analysis in both the Canadian and UK capital markets. In 2012 he co-founded and became Chief Executive Officer of Difference Capital Financial, a Canadian publicly listed merchant bank. For the previous 19 years he worked for Canaccord Genuity, first in Canada and later at Canaccord London rising to the positions of Head of Corporate Finance (Europe), Global Head of Technology, and a member of the Global Executive Committee.

Hugo Evans is responsible for all of Duke Royalty’s finance and treasury operations and has oversight of Duke Royalty’s corporate governance and UK plc responsibilities.

Prior to joining Duke, Mr. Evans spent two years as the Group Finance Director of Kingswood Wealth Group, an AIM-Listed retail wealth management business. Before KWG, Hugo spent six years at boutique fund management firm Ocean Dial Asset Management, where he set up the operational, financial and compliance infrastructure of the business. Mr. Evans qualified as a Chartered Accountant with Grant Thornton.

Company Presentation – Wentworth Resources plc

Wentworth Resources plc (AIM-listed: WEN) is a leading, domestic natural gas producer in Tanzania with a core producing asset at Mnazi Bay in the onshore Rovuma Basin in Southern Tanzania. The demand base in-country is growing and with an ambitious universal energy access target set by the Government for 2030, Wentworth has a vital role to play in driving up access by ensuring a reliable, affordable and growing supply of natural gas into the local market.

Following a new dividend policy launched in 2019, Wentworth is committed to responsible growth that maintains returns for shareholders. With revenues underpinned by long-term fixed price contracts, no debt and a limited work programme, Wentworth represents a resilient and sustainable investment opportunity for the near and longer-term.

Katherine Roe, CEO

Katherine has over 20 years of senior corporate and capital markets experience. Having worked as Chief Financial Officer for Wentworth following her role as Vice President Corporate Development & Investor Relations in 2014 – Katherine was appointed as CEO in January 2020. Prior to Wentworth, Katherine spent 11 years at Panmure Gordon & Co having moved from Morgan Stanley’s investment banking division. As well as our CEO, Katherine is an independent Non-Executive Director of ITM Power PLC and Longboat Energy PLC.

The Mello BASH (Buy, Avoid, Sell & Hold)

Damian Cannon Private Investor

Mark Simpson Private Investor

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