Monday 27th September 2021, 6pm – 9.30pm

Interview with CEO, Dorian Gonsalves, Belvoir Group plc 

David Stredder interview with Dorian Gonsalves, Chief Executive of Belvoir Group on the Property Market in 2021 and beyond.

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 – Jupiter Emerging & Frontier Income Trust Plc  (LON: JEFI)

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £60.3bn /$83.4bn /€70.3bn as at 30/06/2021.

Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.

Ross Teverson, Head of Strategy, Global Emerging Markets

Ross is a Fund Manager and Head of Strategy in the Global Emerging Markets team. He joined Jupiter in November 2014. Before joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity fund. Ross spent seven years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund and was a director of the business. He began his investment career in 1999. Ross has a degree in Geography and is a CFA® charterholder.

Company Presentation – Appreciate Group (LON:APP)

Appreciate Group is one of the UK’s leading gifting, pre-payment and engagement companies, and experts at creating joyful experiences and connecting people to the things in life they enjoy the most.  Everything Appreciate Group does is focused on creating more joy in the world, and it is proud to be trusted to help its customers create moments they can treasure and remember, whether they are giving, celebrating or rewarding.

Appreciate Group is a financial services business with a wide portfolio of brands which provide solutions for its consumer and business customers. Its consumer-facing brands meet a range of prepayment and gifting needs, while its business products help corporate customers reward and recognise their employees and clients. Appreciate Group is home to many of the country’s most-loved gifting, pre-payment and engagement solutions including Park Christmas Savings, highstreetvouchers.com and Love2shop, and we are fast-becoming the home of digital innovation in gifting.

Whether it’s saving towards the perfect family Christmas or celebrating with gift cards and vouchers, we create and supply products that millions of people trust when it comes to giving and receiving with family, friends or colleagues.

Park Christmas Savings: As the UK’s largest family Christmas savings club, Park Christmas Savings has helped over 2.7 million families budget for Christmas on a short-term or year-round basis.

Love2shop: Love2shop offers gift cards and gift vouchers available to spend at stores and attractions across the UK. They are also used through our Love2shop Business Services providing corporate partners with incentives and rewards for their employees and clients.

Appreciate Group plc’s shares are traded on AIM, a market operated by the London Stock Exchange.

The Park Prepayments Protection Trust is designed to increase protection for customers’ prepayments. The Trust has three directors, two of whom are independent of Appreciate. Details of the trust are set out here: https://www.getpark.co.uk/CORPORATE/declaration.pdf  

Tim Clancy, Chief Financial Officer

Tim was appointed to the Board on 28 August 2018 and is the CFO.  He is an Associate of the Chartered Institute of Management Accountants and joined the group from Assurant Europe where he was CFO.  Assurant Europe is the European subsidiary of Assurant Inc the US-listed global insurance provider.  His previous roles include, from 2011 to 2013, Finance Director of Lifestyle Services Group, an insurance administrator and outsourcing provider and, from 2009 to 2011, Commercial Finance Director of Shop Direct Group.  Before then he spent over 10 years in the travel industry in many finance and general management roles including Finance Director of Airtours and Managing Director of Going Places. 

Ian O’Doherty, Chief Executive Officer

Ian was appointed to the Board and became CEO on 1 February 2018.  He has a strong background in financial services, specifically in banking, payments and card services, having worked at MBNA for 26 years, most recently as Chairman and CEO of MBNA Limited in the UK, a position he held from 2008 to 2017.  From 2015 to 2017, Ian was Deputy Chair of the UK Cards Association, having been a board member since 2008, and he was a member of the Interim Main Board of UK Finance (New Trade Association) from 2016 to 2017.  He has an MBA from Carroll Graduate School of Management, Boston College, USA, and is a fellow of the Institute of Bankers in Ireland.  He is Chairman of Chester Race Company Limited and is a Governor on the Board of the King’s School, Chester.

Company Presentation – Galliford Try plc (LON:GFRD)

Galliford Try is one of the UK’s leading construction groups, working to improve the UK’s built environment, delivering positive, lasting change for the communities we work in on behalf of our clients.

Our business operates mainly under the Galliford Try and Morrison Construction brands, focusing on areas where we have core and proven strengths, namely in Building, Highways and Environment. We see long-term growth and appropriate margins in these markets.

Our company is founded on our values of excellence, passion, integrity and collaboration, and our vision is to be a people-orientated, progressive business, driven by our values to deliver lasting change for our stakeholders and the communities we work in.

Andrew Duxbury – Finance Director

Andrew Duxbury was appointed Group Finance Director in March 2019. Andrew joined Galliford Try in March 2012 as Group Financial Controller and from 2016, held a number of operational finance roles, including Finance Director of Linden Homes. Andrew is a Fellow of the Institute of Chartered Accountants and, prior to joining Galliford Try, he worked for PwC.

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

The MelloBASH features a mix of Fund Managers and Private Investors including Kevin Taylor, Edward Roskill and Jack Brumby.  They will be giving their verdicts together with the audience on listed companies selected by you…our Mello delegates.  Donations will be made to their chosen charities to show our appreciation of their excellent research and diligent coverage of the selected companies.  Do let us know which companies you’d like analysed in future MelloMonday BASH panels by emailing georgina@melloevents.com.

Kevin began his City career 27 years ago, training as an actuary with a focus on defined benefit pension schemes. In 1997 he moved over to Investment Banking and joined a structured finance team working on complex projects and debt finance for large corporates. During those 27 years of financial markets experience Kevin has been a keen small cap investor looking after his family’s portfolios and trading on both the long and the short side of markets. Kevin is one of the more sceptical member of our panel and likes to see proof that demonstrate management’s claims before investing in a management team.

I’m looking for compounding investments  

I started off in Leisure – a part of the market I still love, but an area where stocks can appear “cheap” for years without going anywhere. It made me realise that valuation is only one part of the puzzle. 

Now I sift through a much broader universe of stocks in search of small, high quality operators with large addressable markets, strong and maintainable margins, and clear share price catalysts. 

@jpbrumby

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