Investment Club

Michaelmas Investment Club 2021

Presentations

Presentation materials and recordings where available
Keynote
Thought Leadership
Keynote | Robert Buckland MP | 24/11/21
Keynote | Robert Buckland MP
The Rt. Hon. Robert Buckland QC MP
Keynote
Asset Management - Large
Thematic
Thematics AM | 24/11/21
Thematics AM
Natixis Global Asset Management
Sam Richmond Brown
Keynote
Private Company
Agriculture, Cannabis
Change Agronomy | 24/11/21
Change Agronomy
Chrystal Capital
Shawn Babcock, Darren Frank, Kingsley Wilson
Keynote
Asset Management - Boutique
Global
Blue Whale Growth Fund | 24/11/21
Blue Whale Growth Fund
Blue Whale Capital
Stephen Yiu
Keynote
Alternative Investment Fund
Commodities, Derivatives, Oil & Gas, Hedge Funds
Philipp Oil | 24/11/21
Philipp Oil
Philipp Oil
Andrew Philipp Dodson
Keynote
Alternative Investment Fund, Venture Capital
Venture Capital, India, Technology, SaaS
Iron Pillar | 24/11/21
Iron Pillar
Iron Pillar
Anand Prasanna & Pavan A. Gupte

Speakers

Personal bios and useful information
The Rt. Hon. Robert Buckland QC MP
Defending the rule of law: challenges and opportunities - The Rt. Hon. Robert Buckland QC MP
Keynote
Thought Leadership
Sam Richmond Brown
Natixis Global Asset Management
Why Thematic investments in a post-pandemic world make increasing sense for global equity investors.
Sam RICHMOND-BROWN joined Thematics Asset Management in March 2020 as Client Portfolio Manager. Prior to that Sam joined Natixis in 2006 and has held a variety of product development and product management roles based in London, Paris and Boston. Sam relocated back to Paris in 2017 and most recently oversaw business development at the group’s outsourced trading desk before joining Thematics AM. He holds a BA in modern languages and international business and an MA in finance and fiscal law from ESA Lille, France.
Keynote
Asset Management - Large
Thematic
Shawn Babcock, Darren Frank, Kingsley Wilson
Chrystal Capital
Change Agronomy Whole Plant Sustainability
Shawn is a seasoned senior executive, advisor and thought leader with more than 25+ years of success across several Fortune 100 technology companies and agricultural industries. Broad areas of expertise include business development, equity raising, sales management, and scaling businesses. Darren has over 30 years of experience in the grain and agriculture business across North America advising hundreds of clients to market and sell their crops profitably. Kingsley co-founded Chrystal Capital in 2009 with James Innes. He has spent the past 14 years advising companies on raising over $1.5bn of capital across over 100+ public and private transactions.
Keynote
Private Company
Agriculture, Cannabis
Stephen Yiu
Blue Whale Capital
Blue Whale Growth Fund
Stephen Yiu is the Chief Investment Officer at Blue Whale Capital and Lead Manager of the Blue Whale Growth Strategy. Stephen co-founded Blue Whale Capital with Peter Hargreaves, co-founder of Hargreaves Lansdown, in 2016. He started his career at Hargreaves Lansdown, before working with Tim Steer as a co-manager at New Star Asset Management (now Janus Henderson) and Artemis Investment Management. Most recently, Stephen worked under Martin Taylor and Nick Barnes at Nevsky Capital, a global long-short equity hedge fund.
Keynote
Asset Management - Boutique
Global
Andrew Philipp Dodson
Philipp Oil
A multi-generational alpha event in commodities
Andrew is Managing Partner and Chief Investment Officer of Philipp Advsiors LLP. Previously he was partner and senior portfolio manager at Millennium Partners where he managed the Macro Oil proprietary fund, the cornerstone of the $600m commodities platform and before then he was Global Head of Oil trading and Banco PTG Pactual and book leader at Arcadia Petroleum.
Keynote
Alternative Investment Fund
Commodities, Derivatives, Oil & Gas, Hedge Funds
Anand Prasanna & Pavan A. Gupte
Iron Pillar
Iron Pillar Fund; Growth Capital for Global Cloud/SaaS Companies 'Built from India'
Anand Prasanna is co-founder and Managing Partner of Iron Pillar. He is an Investment Committee member of the firm and sits on the board on FreshToHome, Servify, CureFoods and Skill-Lync. Anand has been investing in technology companies for over 16 years with firms like Sequoia Capital, Morgan Creek and Squadron Capital before starting Iron Pillar. He worked with McKinsey & Co. in their India office before starting his investing career. Anand earned his PGDBM from Fore School of Management, New Delhi and a BBA from University of Kerala. Pavan A. Gupte has been on various Investment and Management Committees at Adams St. Partners, Gartmore Private Equity / Hermes and CVCI for RBS Pension Plan, British Telecom Pension Scheme, Nationwide Insurance & Citi Private Bank and advising Ontario Teachers Pension Plan, Pantheon Ventures and Family Offices on private investments. He has built global principal investing firms in Mumbai, London, Singapore and Dubai. Pavan earned his Bachelors & MBA degrees from Mumbai University and has various courses from the CFA Society, UK & Harvard Business School, US
Keynote
Alternative Investment Fund, Venture Capital
Venture Capital, India, Technology, SaaS

Corporates

Company backgrounds and useful links.
The Rt. Hon. Robert Buckland QC MP
Defending the rule of law: challenges and opportunities - The Rt. Hon. Robert Buckland QC MP
The Rt Hon Robert Buckland QC was Lord Chancellor and Secretary of State for Justice from July 2019 to September 2021. He was Minister of State at the Ministry of Justice from May 2019 to July 2019. He was previously Solicitor General. He was elected the Conservative MP for South Swindon in 2010. Robert was born in Llanelli in 1968. He went to Hatfield College, Durham, graduating in Law in 1990. Robert attended the Inns of Court School of Law, where he was a prize winner for Advocacy and was Called to the Bar at Inner Temple in October 1991.
Keynote
Thought Leadership
Natixis Global Asset Management
Sam Richmond Brown
Why Thematic investments in a post-pandemic world make increasing sense for global equity investors.
Thematics AM is based in Paris and currently manages over $ 4 billion of client assets across a focused range of global active thematic equity strategies. The firm was set up by 6 partners in early 2019, 5 of whom are highly experienced portfolio managers that have an established reputation and proven track record in thematic equity investing. We manage investment strategies focused on AI & Robotics, Safety, Water, Subscription Economy and Wellness that all have the potential to provide investors with differentiated and compelling growth opportunities.
Keynote
Asset Management - Large
Thematic
Chrystal Capital
Shawn Babcock, Darren Frank, Kingsley Wilson
Change Agronomy Whole Plant Sustainability
Change Agronomy is a vertically integrated sustainable industrial hemp business that combines world-class genetics with leading agronomic techniques and infrastructure to provide full-service industrial hemp products to multiple global end markets. We are committed to become the global leading sustainable low-cost producer of whole plant hemp products. We harness hemp to help solve multiple greenhouse emission and pollution issues. Change Ag's vision is to provide investors with a profitable business model to drive measurable solutions to climate change.
Keynote
Private Company
Agriculture, Cannabis
Blue Whale Capital
Stephen Yiu
Blue Whale Growth Fund
Blue Whale Capital LLP is a London-based, boutique asset management firm. It was co-founded in 2016 by Peter Hargreaves and Stephen Yiu, who have known each other for almost 20 years. The firm is committed to delivering significant outperformance for investors. The Blue Whale Growth Strategy is the firm’s only offering, with onshore and offshore structures available. The LF Blue Whale Growth Fund was launched in September 2017 surpassed £1.1bn in assets under management in October 2021.
Keynote
Asset Management - Boutique
Global
Philipp Oil
Andrew Philipp Dodson
A multi-generational alpha event in commodities
Philipp Advsiors LLP was established 2018 as the management company of the Philipp Oil Fund. The strategy looks to exploit the persistent, and growing, inefficiencies in global oil market. Oil market fundamentals and the supply/demand economics are underpinned by boundary conditions which are readily defined allowing the strategy to take advantage of relative value trades and directional opportunities as they occur.
Keynote
Alternative Investment Fund
Commodities, Derivatives, Oil & Gas, Hedge Funds
Iron Pillar
Anand Prasanna & Pavan A. Gupte
Iron Pillar Fund; Growth Capital for Global Cloud/SaaS Companies 'Built from India'
Iron Pillar is a venture growth investor specializing in mid-stage technology companies “Built from India”. Founded in January 2016, Iron Pillar provides growth capital and active help in global business expansion to companies in the enterprise and consumer technology sectors. The Fund backs founding teams who want to create $1B+ enterprise value companies that are built to last.
Keynote
Alternative Investment Fund, Venture Capital
Venture Capital, India, Technology, SaaS