MelloMonday, 7th November 2022, 5pm - 9pm
5.00 pm Mello welcome and interview with Judith MacKenzie from Downing
5.40 pm Company presentation by Sanderson Design Group
6.20 pm WheelieDealer discusses his income portfolio and the state of current markets
6.45 pm Company presentation by Trident Royalties
7.25 pm Mello BASH
Interview with Judith MacKenzie, Fund Manager, Downing LLP
Judith MacKenzie, Partner & Head of Private Equity
Judith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent nine years as a senior investment manager with Aberdeen Asset Management Growth Capital as Co-Fund Manager of the five Aberdeen VCT, focusing on technology and media investments in both listed and private companies. Judith is a non-executive director of the Quoted Companies Alliance and is an active member on boards both in the private and public arenas. Judith founded Downing Fund Managers in 2010, the boutique investment arm of Downing LLP.
Company Presentation – Trident Royalties plc
Trident Royalties Plc, is a growth-focused diversified mining royalty and streaming company listed on the AIM market of the London Stock Exchange (Ticker TRR). Trident is managed by an experienced team of mining finance professionals seeking to provide investors with exposure to a mix of base and precious metals, bulk materials (excluding thermal coal) and battery metals in resource-friendly jurisdictions. Trident is represented in London, Perth and Denver.
Adam Davidson has over 10 years of experience in the natural resources sector, most recently with Resource Capital Funds, a leading mining-focused private equity firm. Prior to RCF, Adam held positions with BMO Capital Markets in Metals & Mining Equity Research and with Orica Mining Services in Strategic Planning. He has extensive mining capital markets experience across a breadth of jurisdictions and commodities. Adam began his career with T. Rowe Price and also served in the U.S. Marine Corps.
Adam is a graduate of the Australian Institute of Company Directors and previously served as a Non-Executive Director of private gold producer RG Gold. He earned his MBA from the College of William & Mary and completed a post-graduate in Mining Studies from the University of Arizona.
Company Presentation – Sanderson Design Group plc
Sanderson Design Group PLC is an international luxury interior furnishings company that designs, manufactures and markets wallpapers and fabrics together with a wide range of ancillary interior products.
In 2020, we brought our portfolio of brands home to Sanderson Design Group PLC, evoking the combined longevity and prodigious creative history of our brands. ‘Sanderson Design Group’ describes the ebullience of our past endeavours. The group is home to 7 quintessentially British luxury interior consumer brands, of which 3 are heritage powered, 3 contemporary and 1 B2C; and 2 manufacturing brands.
At Sanderson Design Group we are Sanderson, Morris & Co., Zoffany, Harlequin, Clarke & Clarke, Scion, Archive, Standfast & Barracks and Anstey Wallpaper Company.
Our purpose is ”To bring the Beautiful into People’s Homes and Lives”. This has defined and shaped our brands since our very earliest days. The oldest brand in our arsenal, from where we derive the namesake of our group, begun life in 1860, as an importer of fine French wallpapers to London. Early success led to displaying designs at London’s finest showroom, at Berners Street. Around this time in 1924, Arthur Sanderson & Sons Ltd were awarded The Royal Warrant.
The first tentative steps to becoming the Sanderson Design Group that we are today were taken in 1940, with Sanderson’s acquisition of the Arts and Crafts movement pioneer, Morris & Co. Sanderson and Morris & Co. are historically intertwined giants of British interior design.
The burgeoning design family was bolstered by new members, Zoffany and Harlequin, with the formers’ acquisition by Walker Greenbank PLC in 2003. The acquisition, brought consumer brands Zoffany and Harlequin, as well as manufacturing brand Anstey Wallpaper Company. Walker Greenbank’s shift to the interiors market was consolidated with the acquisition of British fabric printing brand Standfast & Barracks in 2000, along with Sanderson and Morris & Co. in 2003, making the design family unique placed in the market due to its entirely British manufacturing base.
More brands were added to the family in 2012. Scion brought to life playful characters such as ‘Mr. Fox.’, filling our homes with joy and personality. Created in 1999, Clarke & Clarke joins the Sanderson Design Group family in 2016 as a prime example of fabulously eccentric British interior design.
Blowing the doors off our historic archive, new-brand-on-the-block ‘Archive By Sanderson Design’ promises a fresh (and boisterous) relationship with classic past designs.
We are proud to Bring the Beautiful into People’s Homes and Lives. We are Sanderson Design Group.
Lisa Montague, Group Chief Executive Officer
Lisa Montague Chief Executive Officer Lisa joined the Group in March 2019 as an Executive Director and became Chief Executive Officer on 10 April 2019. Her significant experience of leading and developing brand-based businesses with integrated manufacturing and multi-channel distribution includes previous roles at Madrid-based brand Loewe SA, a Spanish luxury fashion house owned by the LVMH Group, Aspinal of London Group Ltd and Mulberry Group plc. Lisa is a Trustee of the Queen Elizabeth Scholarship Trust (QEST), which supports training and education of talented, aspiring craftspeople, and a Non-Executive Director of The Royal Mint.
Mike Woodcock, Group Financial Officer
Mike joined the Group in October 2021 and became Chief Financial Officer in November 2021. Mike qualified as an accountant at KPMG and has significant experience of international luxury and consumer brands in the quoted and private sectors. Prior to joining the Group, Mike was at Richemont Group, where his increasingly senior roles included CFO of Alfred Dunhill and CFO of Montblanc. Since leaving Richemont Group Mike has served as CFO in a number of private equity backed companies.
The Mello BASH (Buy, Avoid, Sell & Hold)
Damian Cannon Private Investor
Chris Boxall Private Investor
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