Andrew McHattie runs The McHattie Group, an independent financial media firm based in Bristol.  He is the editor and publisher of the Investment Trust Newsletter, now in its 29th year.  He is the author of the book ‘Investment Trusts – A Complete Guide’ and is a regular contributor to the Money Makers podcast and YouTube live streaming videos on the subject.  He has also written three books on warrants and one on sports shares.  Andrew has a degree in economics from the University of Cambridge.

Jonathon Brachle

Jon Brachle, Managing Director, is an Analyst in the US Small Cap Equity team at J.P. Morgan Asset Management, based in New York. Jon has 19 years of experience in the industry, having started their career in July 2007 at J.P. Morgan. In this role, Jon is responsible for technology, real estate and select industrial coverage. Prior to this, Jon held the position of Research Associate at J.P. Morgan, where they were responsible for research support for US Large Cap Core software analyst. Jon obtained a BSc in Business Administration from the University of Colorado Boulder and they hold a professional certification, Chartered Financial Analyst (CFA).

EJF Investments Ltd (“EJFI” or the “Company”) is a closed‐end fund that trades on the Specialist Fund Segment of the Main Market of London Stock Exchange plc under the symbol “EJFI.” EJFI’s objective is to provide shareholders with attractive risk adjusted returns through regular dividends and capital growth over the long term. EJFI generates exposure primarily to a diversified portfolio of loans issued by US financial institutions.

Neal Wilson

Mr. Wilson currently serves as the Chief Executive Officer of EJF Investments Manager LP. Mr. Wilson is a founding member of EJF Capital ("EJF") and serves as its Co-Chief Executive Officer and as a Co-Chief Investment Officer of EJF’s private markets products. In addition to serving as the Co-Chief Executive Officer for EJF, Mr. Wilson also serves as a member of EJF’s Risk Committee and EJF’s Valuation Committee. Prior to forming EJF, Mr. Wilson served as a senior managing director for both the Alternative Asset Investments and Private Wealth Management groups at FBR. Prior to joining FBR, he was a senior securities attorney at Dechert LLP and a Branch Chief in the Division of Enforcement at the U.S. Securities and Exchange Commission in Washington, D.C. He is a member of the Milken Institute’s Executive Council for Inclusive Capitalism in Asset Management. He served on the Boards of Trustees of Sidwell Friends School (Washington, D.C.) and Hood College for five and nine years, respectively. He chaired the endowment investment committee at Hood during his entire tenure on the Board and served on the endowment investment committee of Sidwell Friends for over 10 years. He also served as a member of the Board of Trustees for the Montgomery County (Maryland) Public Schools Employee Pension for nine years until 2013 and in 2014 received a Distinguished Service Award from Montgomery County for his contributions. He received his BA from Columbia University and his JD from the University of Pennsylvania.

Nick is in charge of research projects and content at the AIC. He works closely with journalists, financial advisers, wealth managers and investors, as well as overseeing the AIC’s education and training programme to promote the benefits of investment companies. Nick is a CFA charterholder, holds the Investment Management Certificate and is a member of the Chartered Institute for Securities and Investment (CISI).

Phoenix Asset Management Partners is an employee-owned value investor, founded in 1998 and based in Barnes, with a long-term record of outperformance. It has achieved this by investing as a business owner would: in a small number of companies, each known in depth through primary research, and with a process grounded in behavioural psychology. Aurora UK Alpha is the London-listed investment trust through which private investors can invest alongside Phoenix. It pays no management fee: Phoenix is rewarded only when its shareholders have outperformed the market.

Kartik Kumar

Kartik Kumar is a portfolio manager and member of the investment team at Phoenix. He joined Phoenix in 2024 following the merger of Aurora and Artemis Alpha Trust.

Prior to joining Phoenix, he spent 12 years at Artemis Investment Management where he managed various funds including the Artemis Alpha Trust (UK equities) and Strategic Assets Fund (long/short developed markets).