MelloMonday Christmas Special, 9th December 2024, 6pm - 9.00pm
Programme
6pm Interview with Stephen English, Stellar Asset Management
6:30pm “Where are the markets going in 2025” Fund Manager panel featuring Judith MacKenzie, Downing, Rosemary Banyard, Downing, Gervais Williams, Premier Miton and Stephen English, Stellar Asset Management
7:30pm Mello BASH (Buy, Avoid, Sell, Hold) panel featuring Mark Simpson (Brave Bison), Damian Cannon (Tatton Asset Management) and Kevin Taylor (AJ Bell)
Stephen English, Investment Director, Stellar Asset Management
Stephen English, Investment Director, Stellar Asset Management
Stephen is an Investment Director at Stellar Asset Management, responsible for running their AIM IHT fund. He believes in trying to give back to the investor community, having delivered keynote addresses at past Mello conferences.
Panel Session: ‘Where are the markets going in 2025’ featuring Judith MacKenzie, Downing, Rosemary Banyard, Downing, Gervais Williams, Premier Miton and Stephen English, Stellar Asset Management
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 President 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).
Rosemary Banyard began her career with James Capel & Co where she was a senior investment analyst for 12 years before becoming a fund manager at AIB Govett. She rose to prominence and developed a reputation as one of the leading female fund managers in the UK after she joined Schroders in 1997. For almost 20 years she was known for running the acclaimed Schroder UK Smaller Companies Fund with Andy Brough, and was for many years lead manager of the award-winning Schroder Mid Cap Fund PLC as well as heading up several other segregated UK equity mandates, managing total assets of circa £1 billion.
In 2016 she joined Sanford DeLand to launch and manage the Free Spirit Fund. The Schroder UK Mid Cap trust returned 17%* p.a. while she was manager and in her two and a half years managing money at Sanford DeLand the Free Spirit Fund returned 31%**, placing it in the top decile of the IA UK All Companies sector. She joined Downing in March 2020 to launch the VT Downing Unique Opportunities Fund.
Judith MacKenzie is the current Chairperson at The Quoted Companies Alliance and a Non Executive Director at Real Good Food plc. Judith also serves as a Partner and Head of Downing Fund Managers at Downing LLP. In the past, Judith has been a Fund Manager at Aberdeen Asset Management and an Institutional Analyst at Brewin Dolphin Securities, specializing in tech, media, and telecoms.
The Mello BASH (Buy, Avoid, Sell & Hold)
Kevin Taylor, Private Investor
Damian Cannon, Private Investor
Mark Simpson, Private Investor