Programme
5.00 pm Mello welcome and Mello news
5.05 pm David Stredder interviews James Roberts and Ed Rimmer of Time Finance
5.30 pm Rosemary Banyard discusses her latest markets thoughts
6.10 pm Company presentation with EVO
6.40 pm Panel session; The Wandisco Inferno and other investment disasters analysed by Mark Simpson, David Stredder, Roger Lawson and Kevin Taylor.
Monday 13th March 2023, 5.00pm – 9.30pm
Rosemary Banyard, Fund Manager at Downing LLP, discusses her latest market thoughts
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.
A question from the webinar which Rosemary has subsequently answered:
What is your view on Games Workshop and Amazon?
Games Workshop announced on 12th December 2022 that it had reached agreement in principle with Amazon to license its intellectual property for use in film and tv productions and associated merchandise. Initially this relates to the Warhammer 40,000 universe. It appears that the announcement was forced upon GAW by the wish of Amazon to recruit writers and actors. It seems likely that this will be a high profile property for Amazon, attracting well-known actors and film director. It is likely that license fees will build slowly from an initial upfront amount and first series, with arguably a greater prize being the introduction of large numbers of new customers to trial the physical product in time. There is a rich seam of IP to mine. Long term this looks very exciting, but it will be slow burn and hard to attach numbers to at this stage.
Rosemary Banyard, Manager, VT Downing Unique Opportunities Fund
Company Presentation – Evo
Evo is a fusion of property professionals, skilled trades and simple technology that transforms the way property management, maintenance and repairs are reported and delivered. Evo’s digital platform connects tenants and landlords with skilled tradespeople in a convenient and transparent environment, allowing for issues to be resolved in the shortest possible time frame. This level of convenience allows issues to be raised and dealt with as they happen, ensuring tenants have a good experience, and landlords do not have a long-term build-up of issues or consequential property damage.
There are currently over 10 million rental homes in the UK’s £30 billion property management industry, and as people seek greater flexibility, renters are forecast to outnumber owners by 2039.
Evo’s technology automates a large part of the communication and administration process related to onboarding tenants, properties and the repair event itself, driving landlords costs down and delivering comprehensive property and portfolio information at the click of a button.
Evo also significantly improves the tenants experience by enabling them to report a problem in under 30 seconds, effortlessly track its progress, schedule the repair job at a convenient time as well as communicate directly with the trades person.
Evo currently works with private landlords, BTR, letting agents, housing associations and local authorities as part of its shared mission to support people’s access to decent quality housing. Evo for landlords who care.
Award winning CFO & COO having delivered 100x revenue growth in under 3 years for a B2B renewables business.
David brings with him over 25 years of technology, B2B and SaaS experience with a focus on delivering rapid growth for ambitious businesses. David is a fellow of the institute of chartered accountants and holds a first class honours BSc degree.
Dean is the problem solver. He designed the core platform functionality and UX. He now oversees the platform and Evo’s comms. He previously spent 10 years within the high-end home automation market, turning complex systems into simple solutions for some of London’s finest homes.
Company presentation – Time Finance
Time Finance plc provides 
finance to UK businesses helping them fund their businesses. It offers a multi-product range of funding solutions with a core focus on asset, loan and invoice finance. While focussed on being an ‘own-book’ lender and lending from its own balance sheet, it does retain the ability to broke-on deals where appropriate, enabling it to optimize business levels through market and economic cycles.
Ed Rimmer, Group CEO, has worked within commercial finance for well over 25 years holding many senior roles, including UK CEO of Bibby Financial Services. Ed has been involved with Time since 2017 having previously been Managing Director of the Invoice Finance Division and, more latterly, Group COO. Ed became Group CEO in June 2021.
James Roberts, CFO, qualified as an accountant with PwC and has worked in financial services for well over 20 years. He has held leadership positions with several AIM listed companies and has significant experience in mergers and acquisitions within fast-paced, growing businesses. James joined Time Finance as its CFO in May 2017.
Panel session; The Wandisco Inferno and other investment disasters analysed
Mark Simpson Private Investor
Kevin Taylor Private Investor
Roger Laswon, Private Investor
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