Speakers

Giles Beswick

Giles Beswick , Director - Select Property Group

Amethyst - 11.40

Director Giles Beswick has been working in the investment industry for over a decade and has played a key role in developing Select Property Group’s ongoing strategy across various economic climates.

 

Giles has been integral to the expansion of the Group and helped nurture its unique approach to property investment, developing investments around the end user and creating a fully managed model that can be an integral part of any diverse portfolio.

Mike Boydell

Mike Boydell , MD - Shares

Ruby - 10.25 , Ruby - 14.50

Mike is Managing Director of AJ Bell Media and has overall responsibility for the business, covering print, online, events and third party solutions. He was previously founding MD of ADVFN plc, which was floated on the London Stock Exchange in 2000. He has hosted and presented at hundreds of investment focussed events and has appeared on BBC Radio and TV, ITV, Sky, CNBC, Bloomberg, Al Jazeera and was a regular commentator on LBC radio.

Ulrico Bracci

Ulrico Bracci , CEO - Yard Charts

Emerald - 12.00

Ulrico earned an economics degree in 1990. In 1991 he moved to London to work as a futures broker at Barclays Capital, moving onto a career as a propriety futures trader at Kyte until 1996. Until 1999 he was a self-employed futures trader on bond/equity index futures, trading his own capital. From 2004, he began to develop Yard Charts software with a computer science engineer; focussing on how to have a computer recognise patterns along what was an already established manual process. From 2012 to 2015 the Yard Charts software was developed into a more user friendly platform.

Andrew Brown

Andrew Brown , Group Brand & Marketing Director - Real Good Food

Emerald - 11.45

Andrew has over 30 years’ experience in the food industry. He was Marketing Director of British Bakeries and Manor Bakeries working on iconic brands like Hovis and Mr Kipling. Subsequently he was Managing Director at Manor Bakeries and then RHM Cereals. He joined Real Good Food in 2008 as Managing Director of Napier Brown. In 2012 he moved into his current Group marketing role to help shape the business’s market-led agenda.

Graham Bull

Graham Bull , Technical Director - Union Jack Oil

Emerald - 11.30

Graham Bull is a geologist with 47 years of international hydrocarbon industry experience.

 

Following graduation from the University of Leicester with a BSc Hons Geology he worked in Canada for a number of companies including Chevron, Siebens and Poco.

 

On his return to the UK Graham held positions with Sovereign, Premier Oil, Oil Quest and EnCore joining Union Jack Oil plc in 2013.

 

Graham is a member of the Petroleum Exploration Society of Great Britain and Fellow of the Geological Society.

Daniel Coatsworth

Daniel Coatsworth , Editor - Shares

Ruby - 10.50 , Ruby - 12.15

Daniel Coatsworth is the editor at Shares and has written for the publication since 2005 where he has become one of the best known writers on the mining industry. He previously wrote for Teletext's finance and money pages and many of the UK's leading personal finance trade magazines. 

John Cronin

John Cronin , Executive Chairman - CyanConnode

Emerald - 11.00

John Cronin is a highly successful Chairman and CEO across international markets, in the Technology, Media and Telecommunications sectors including Smart Metering, IT Software, Telecommunications, Utilities and Managed Services. John’s contribution to high-tech industries includes key roles at Antenova, GCI Com, Aria Networks, Picochip, Arqiva, i2, Cambridge Networks, Netsource, Mercury (C&W). He has created significant value for shareholders with four company exits of Picochip, Azure Solutions, i2 and Netsource Europe totalling $600m.

Giovanni Daprà

Giovanni Daprà , CEO - MoneyFarm

Amethyst - 11.20

Giovanni is a great believer in technology and a lover of finance and believes that a better customer experience comes from these working together. It is with these principles that Giovanni co-founded MoneyFarm to deliver the best solutions to protect and increase an individual’s wealth over time. Giovanni is the CEO of MoneyFarm creating a culture of innovation that always starts from the customer. Prior to MoneyFarm, Giovanni worked in the Global Market Division at Deutsche Bank AG. Giovanni graduated from Bocconi University with a degree in finance and has an MSc in Mathematical Trading and Finance from Cass Business School.

Kealan Doyle

Kealan Doyle , CEO - Symvan Capital

Emerald - 10.40

Kealan is a partner in Symvan Capital, a venture capital company specialising in early stage technology companies seeking to disrupt their industry verticals. 

Symvan employs a life cycle approach to EIS investing.  We typically seed a company and utilise our network of angel investors to take companies to Series A financing rounds.   Kealan's long experience with North American and European technology companies fits in nicely with Symvan's 'California approach' to venture investing. Syman invests in a broad range of cutting edge technology companies covering areas as diverse as High Performance Computing, Big Data analytics, network security, HR recruitment and FinTech.

Mark Dunne

Mark Dunne , Reporter - Shares

Emerald - 10.25

Mark Dunne has been working in financial journalism for almost 15 years. He started his career reporting on UK deal activity for M&A Magazine before moving onto Business Report, where he examined the issues affecting companies in the West Midlands. He then moved to London where he reported on the capital markets in eastern Europe, the Middle East and Africa for EMEA Finance Magazine. After three years he joined Shares where he has been covering banks, real estate, insurance, pharmaceuticals, biotechnology and medical technology equities.

Catharine Flood

Catharine Flood , Client Service Director - Baillie Gifford

Ruby - 12.00 , Ruby - 12.15

Catharine graduated BA in Law from Clare College, Cambridge in 1999. She spent a short period working in China before being called to the Bar of England and Wales in 2003. Catharine joined Baillie Gifford in January 2008 and is the client contact for Scottish Mortgage Investment Trust PLC. Prior to this role, Catharine specialised in the firm’s EAFE Alpha and Diversified Growth strategies, servicing institutional clients in North America and the UK. Catharine is a Client Service Director in the Clients Department.

Steven Frazer

Steven Frazer , Online Editor - Shares

Ruby - 10.50 , Ruby - 14.10

Steven Frazer is Shares' online editor and technology writer, covering all the big tech themes from big data to mobile, microprocessors to new energy, with an investment slant. He's been writing about technology, business, investment and markets for 15 years and his off-diary stories, deeper think features and daily Tweets often move share prices. Steven is also Shares' Spurs obsessive, Ska junkie and Scuba funster. Find him at the Shares website (www.sharesmagazine.co.uk) or tweeting at @SharesMagSteve 

Simon Glover

Simon Glover , CEO - ITI Data Vision

Amber: Investment Centre from Selftrade - 13.30 , Amber: Investment Centre from Selftrade - 14.30

Simon was portfolio manager of a $1 billion + hedge fund for a division of AIG in the United States.

 

He subsequently founded The ITI Group in the UK – with a mission to transform the provision of financial services and provide a better outcome for retail investors.

 

He remains committed to financial education at every level from schools to the work place and at an academic level. He is a member of the London School of Economics North American Advisory Board. He is currently working on a project to better coordinate academic research into the sources and sustainability of Alpha (skill) based returns.

Karl Harder

Karl Harder , Co-founder & MD - Abundance

Amber: Investment Centre from Selftrade - 16.00

Karl Harder is co-founder and managing director of Abundance Investment.  Abundance was the UK first regulated peer-to-peer investment platform and focuses on renewable energy and infrastructure investment. The firm offers investment via SIPPs and ISAs. Abundance sat on the HM Treasury working group for the Innovative Finance ISA and recently launched the UK's first peer to peer ISA product.

Sandy Jadeja

Sandy Jadeja , Chief Market Strategist - Core Spreads

Amethyst - 14.40 , Ruby - 16.00

Sandy Jadeja is the Chief Market Strategist for CoreSpreads.com a leading financial spread betting and CFD broker based in London. Mr. Jadeja is a widely respected market analyst and trainer for trading strategies. He was voted in the Top 50 most influential traders in 2011 as well as having received several awards from 2003 – 2015 for Best Education in UK, Asia and Dubai. He is featured regularly on CNBC and major media channels providing key market commentary.

David Jones

David Jones , Chartist - Shares

Ruby - 16.00 , Ruby - 16.30

David Jones has worked in financial markets for almost 20 years, starting off as a currency technical analyst. He has worked as Chief Market Strategist for ten years in the retail derivatives business, at the two market leading  brokers IG and CMC. A qualified technical analyst since 1995, David has run educational programmes for thousands of individual and institutional clients - from a basic introduction to more advanced trading techniques. He is the author of the best-selling book "Spread Betting the Forex Markets".  More recently, David works as a freelance financial journalist, writing the chartist and foreign exchange columns for Shares magazine.  

Online: https://twitter.com/jonesthemarkets

Andrew Keegan

Andrew Keegan , Portfolio Strategist, Multi-Asset Strategies Group - BlackRock

Amber: Investment Centre from Selftrade - 13.30

Andrew is a portfolio strategist within BlackRock’s Multi-Asset Strategies group, which is responsible for developing and managing investment solutions involving multiple strategies and asset classes. Prior to moving to BlackRock, Andrew was a research analyst with Merrill Lynch’s Global Chief Investment Office where his focus was on multi-asset portfolio construction and risk management for discretionary and advisory wealth clients. Andrew graduated from the Smurfit Business School, University College Dublin, where his postgraduate thesis was on the topic of active versus passive investing.

Cormac Leech

Cormac Leech , Director - LendingWell

Amber: Investment Centre from Selftrade - 15.30

Cormac Leech: director / cofounder of Liberum Alternative Finance. Over the past three years he has been focused on the online lending sector- helping some of the leading platforms raise equity and debt capital as well as raising over $2bn in capital for direct lending investment trusts including P2PGI, Ranger Direct Lending and Honeycomb. Cormac has been a banks analyst for over a decade at various institutions including JPMorgan and ABN Amro. Previously Cormac worked at McKinsey & structuring derivatives at Citigroup. 

Paul Mahoney

Paul Mahoney , MD & Founder - Nova Financial

Amethyst - 14.20

Paul is the Managing Director at Nova Financial; an industry leading property investment and finance advisory company offering an end to end advisory service for Buy to Let investors. He is a financial, property and mortgage advisor, he and his advisory team have over 100 years of combined experience in the property and financial services industry and have assisted thousands of investors in the UK and abroad on how best to achieve their lifestyle and financial goals through property investment.

Dr. George Morris

Dr. George Morris , COO - Valirx

Emerald - 11.15

George has over 25 years' experience in biological and medical research, and financial services. As a Research Scientist, he is an author of numerous books and articles on refereed papers, and an inventor of multiple patents.


Russ Mould

Russ Mould , Investment Director - AJ Bell

Ruby - 10.30

Russ Mould has 25 years' experience in the capital markets. He started at Scottish Equitable in 1991 as a fund manager and in 1993 he joined SG Warburg, now part of UBS investment bank, where he worked as an equity analyst covering the technology sector for 12 years. Russ joined Shares in November 2005 as technology correspondent and became  Editor of the magazine in July 2008. He was appointed as Investment Director in summer 2013 following AJ Bell's acquisition of Shares' parent company, MSM Media.

Guy Myles

Guy Myles , CEO - Flying Colours

Amethyst - 14.00

Guy founded Flying Colours, in 2014 out of a belief that quality financial advice and investment management should be better value and accessible to more people. In 2000 Guy co-founded Octopus Investments, a UK fund management company with over £5bn of assets under management, before leaving in July 2014. Before that, he was a fund manager for Mercury Asset Management between 1994 and 2000. At Flying Colours he is joined by a team with many years’ experience in the financial advice and investment industry.

Ed Page Croft

Ed Page Croft , CEO - Stockopedia

Ruby - 10.50 , Ruby - 12.35 , Emerald - 14.00 , Emerald - 14.35 , Emerald - 15.15

Edward Page Croft is the CEO and founder of Stockopedia.com.  His background is in wealth management and engineering, having worked as a private client broker at Goldman Sachs before founding Stockopedia. He graduated from Oxford University with first class honours and is a Zend Certified PHP Engineer. Edward writes regularly for This is Money, Business Insider and the London Stock Exchange’s Private Investor Magazine. He is the author of several books and often holds talks on data­driven investing and behavioural biases. 

Joe Parkin

Joe Parkin , Head of UK Wealth - BlackRock

Amber: Investment Centre from Selftrade - 14.00

Joe Parkin is Head of the UK Wealth Sales team within iShares where he is responsible for relationships with Global Private Banks, Wealth Managers & Private Investment Offices. This includes the distribution of iShares ETFs and BlackRock Index Funds.  

Mr Parkin's previous roles at BlackRock included acting as Chief of Staff for the iShares business in EMEA, and overseeing and coordinating iShares' relationships with key financial institutional clients across EMEA, including bank and insurance groups.

Prior to joining BlackRock in April 2012, Mr Parkin worked at Goldman Sachs for 6 years. During that time he worked within Private Wealth Management (PWM), where he assisted in building out Goldman Sachs' footprint in the emerging markets, and Goldman Sachs Asset Management, where he was in UK Discretionary Sales.

Mr Parkin has a BA in Economics & Philosophy from Leeds University.

Richard Penny

Richard Penny , Senior Fund Manager - Legal & General UK Special Situations Trust and the UK Alpha Trust

Ruby - 11.45 , Ruby - 12.15

Richard started his investment career in 1992, working at M&G Investment Management and Scottish Amicable, before he joined LGIM in 2002. Most recently Richard was appointed manager of the Legal and General UK Special Situations Trust, where he has delivered strong absolute and relative performance since Q2 2014. The Fund is a concentrated stock picking fund that looks to identify undervalued opportunities, mispriced by the market. It uses a mix of value and strong growth strategies, with a mid-cap focus.

Sam Plumptre

Sam Plumptre , CEO - CoInvestor

Ruby - 14.50

Sam is an ex-fund manager and corporate financier with extensive experience advising, investing in and starting growth companies. Plumptre has previously worked as a fund manager at Livingbridge, co-managing the listed investments for the Baronsmead VCTs and Wood Street Microcap Fund, and in investment banking for Société Générale and Evolution Securities (bought by Investec). He is CIMA qualified and holds an MBA from London Business School.

Ryan Rogowski

Ryan Rogowski , ‎Head of Cross Asset Distribution Sales, UK & Ireland - Societe Generale

Amethyst - 11.00

Ryan Rogowski joined Societe Generale in 2009 and is part of the Cross Asset Solutions Team.  Ryan’s team manages SG’s LSE listed product offering alongside the direct coverage of discretionary fund managers and private banks in the UK & Ireland.  Ryan has over 15 years of industry experience, formerly the head of Harewood Solutions at BNP Paribas.  Prior to joining BNP Paribas Ryan spent almost 6 years at HSBC Global Markets in London in charge of third party structured investments.

Stewart Sanderson

Stewart Sanderson , Head of Relationship Management - Seven Investment Management

Amethyst - 10.40

Stewart joined in March 2013 to run the 7IM Discretionary Relationship Management team. Stewart was previously a Director at Coutts & Co Wealth Management and brings over 20 years of experience gained from his time as an Independent Financial Adviser, Private Banker and Regional Director across the UK Private Banking and Wealth Management landscape. He is responsible for day to day management of the relationship management team at 7IM as well as developing and running relationships himself. 

Tom Selby

Tom Selby , Senior Analyst - AJ Bell

Ruby - 14.30

Tom Selby is a multi-award winning former financial journalist specialising in pensions and retirement issues. He spent almost six years at adviser trade magazine Money Marketing, initially as pensions reporter before becoming head of news in 2014.

 

Tom joined AJ Bell as senior analyst in April this year. He has a degree in economics from Newcastle University.

Tom Sieber

Tom Sieber , Deputy Editor - Shares

Amber: Investment Centre from Selftrade - 10.55 , Amber: Investment Centre from Selftrade - 12.00 , Amber: Investment Centre from Selftrade - 13.30

Tom Sieber has more than eight year's experience working in journalism and is the oil and gas specialist for Shares. He started his career at the award-winning regional newspaper, The Chester Chronicle and joined Shares more than six years ago - covering a number of sectors during that time including banking and insurance.
Follow @SharesMagTom

Vivian Slattery

Vivian Slattery , Director - Monetary Solutions

Amber: Investment Centre from Selftrade - 11.30 , Amber: Investment Centre from Selftrade - 13.30

Vivian Slattery is Director of Monetary Solutions, an all female adviser IFA practice in Purley. She founded the company in 2002 although she has been in the industry since the late 80’s. It’s a sector where females are a rarity and each adviser has over 20 years’ experience in financial services.

Tim Slesinger

Tim Slesinger , CEO - LendingWell

Amber: Investment Centre from Selftrade - 15.30

Tim is CEO of LendingWell and is passionate about Direct Lending. He has built up a deep knowledge of the industry through being a significant Lender on many of the leading P2P lending platforms.   Prior to his involvement in the Direct Lending sector, Tim had founded and built the market leading document and data management operation in Central & Eastern Europe, operating in 8 countries and 37 cities.

Mark Taylor

Mark Taylor , CEO - Equiniti Financial Services

Amber: Investment Centre from Selftrade - 11.00

Mark joined Equiniti in 2009. He has overall responsibility for Equiniti’s regulated business including Selftrade, wealth management services and international payments.

Mark has over 30 years’ experience in the financial services industry with a track record in managing start-ups and turnarounds in the retail investment space. He was previously Director at Virgin Money and Egg Invest and has held senior positions at Fidelity and Charles Schwab.

Mark is also a NED for Abundance, the UK’s first regulated social investment platform.

Dr. Richard Theo

Dr. Richard Theo , Co-founder & CEO - Wealthify

Amethyst - 12.00

Dr. Richard Theo is co-founder and Chief Executive Officer of Wealthify, a new online investment service that makes investing easy and affordable for everyone. Richard is a serial entrepreneur with a passion and enthusiasm for technology that has driven him to establish a series of successful companies including, most notably, ActiveQuote. Richard gained a Ph.D. in Computing at university and software has been core to the success of all his businesses. An award-winning entrepreneur, Richard was recognised at both the Cardiff Business Awards and Wales Entrepreneur Awards in 2015, and was a proud recipient of The Queen’s Award for Innovation in 2016.

Malcolm Whyte

Malcolm Whyte , Head of Dealing - Alliance Trust Savings

Amethyst - 13.40

Malcolm joined Alliance Trust Savings in May 2015 as Head of Dealing. He has 22 years of experience as a dealer, starting work on the dealing desk at Stocktrade in 1994. Since the purchase of Stocktrade by Alliance Trust Savings the dealing teams of both businesses have been merged. Malcolm now heads up a combined team of 19, dedicated to providing the most efficient service possible for all our clients.

Liz Wright

Liz Wright , Director – UK Intermediary Distribution - ETF Securities

Amethyst - 13.20

Liz Wright is Director of UK Intermediary Distribution at ETF Securities. In her role Liz is responsible for promoting the use of ETPs within the adviser community and expanding ETF Securities’ IFA client base. Liz has close to 10 years of experience in finance in the UK and was most recently at Barclays Wealth and Investment Management, where she was Strategic Distribution Manager and worked within the group’s Intermediaries, International and Direct division. Prior to working for Barclays, Liz worked for UBS Wealth Management where she integrated IFAs on to the UBS External Asset Management business.

Liz has a Bachelor’s degree in Psychology from Mount Saint Mary’s College (Los Angeles, California)