Investment Club

St. George's Day Investment Club 2024

Presentations

Presentation materials and recordings where available
Keynote
Insignis Cash | 25/04/24
Insignis Cash
Insignis Cash
Lionel Ross
Keynote
Serreus Global Technology | 25/04/24
Serreus Global Technology
Serreus Global Technology
Keith Loose, Mike Gill
Keynote
Qantara Asset Management | 25/04/24
Qantara Asset Management
Qantara Asset Management
James Kuate
Keynote
Katch Investment Group | 25/04/24
Katch Investment Group
Katch Investment Group
Laurent Jeanmart
Keynote
Keynote by Justin Crump | 07/11/24
Keynote by Justin Crump
Sibylline
Justin Crump

Speakers

Personal bios and useful information
Lionel Ross
Insignis Cash
Insignis Cash - Effortless Cash Management
Lionel was appointed as Insignis' Head of Corporate Clients in October 2023, to lead the business’ efforts in establishing relationships with corporate and institutional clients. With a career spanning 20 years in the banking industry, Lionel has a proven track record for building and scaling deposit businesses within this market. 
Keynote
Keith Loose, Mike Gill
Serreus Global Technology
Best in Class AI Asset Management System
Keith Loose has worked in technology as a Developer, Security Analyst and Head of Engineering for major financial institutions such as JP Morgan, HSBC, CLSA to name a few. Keith has been CTO for several firms and he has detailed industry knowledge that underpins all of the development work we do at Serreus. Co-Founder of Serreus. Mike Gill known to many within the Family Office network. Principal of the Gill Family Office based in Mayfair and controls family assets in excess of £1.8 Billion. Global portfolio with a number of operating businesses. Expert fields in MedTech, BioTech and FinTech. Co-Founder of Serreus.
Keynote
James Kuate
Qantara Asset Management
The first “long-only” Fixed income Fund in Hard Currencies dedicated to Africa
25 years’ experience as proprietary trader & Fixed income fund manager. James began his career as fixed income quantitative trader at CPR France in 1997, in yield curve arbitrage on various fixed income products. Then he was Convertible Bonds proprietary trader for 10 years with ING Paris and FORTIS BANK London before joining GENERALI INVESTMENTS, in 2009 as a fixed income fund manager. James was Head of Convertible Bonds management at ABN AMRO in Paris for 4 years before joining the Fixed Income and Convertible Bonds management team at CANDRIAM in 2018.He left CANDRIAM in 2022 to create Qantara AM.
Keynote
Laurent Jeanmart
Katch Investment Group
Unlocking Portfolio Diversification: Leveraging Litigation Finance for Uncorrelated Returns
Laurent has over 20 years of investment experience in alternative asset management. His previous experiences include responsibilities at Fidelis Insurance Holdings Ltd., a London and Bermuda-based insurance company where he was group chief investment officer managing $1.5bn of assets. Before that, he was Global Head of Investment at Platinum Capital Management Ltd., a global asset management platform, where his responsibilities included overseeing the firm’s actively managed funds (hedge funds, equities, volatility, and commodities). Laurent’s early career included spells at BNP Paribas SA, Lazard LLC, GLG Partners LP, and Signia Wealth. He graduated from Institut d’Etudes Politiques and Institut d’Administration des Entreprises, both in France, from INSEAD (France-Singapore). He has successfully passed all three levels of the CFA Charter holder exam.
Keynote
Justin Crump
Sibylline
Justin is a military veteran with nearly 30 years of full and part time experience. He was initially a corporate finance and private banking analyst at JP Morgan Chase & Co before being called up for military service after 9/11. This started a security focused career that led to founding Sibylline. He continues to serve as a Challenger 2 Main Battle Tank commander with the Royal Wessex Yeomanry, and as a tactics instructor for new commanders. His focus areas are global jihadism, the evolution of cyber and technical threats, and the creation of innovative and effective risk models. He is an acknowledged authority on business intelligence, global risk analysis and governance and regularly appears in broadcast and print media, including flagship current affairs programs.
Keynote

Corporates

Company backgrounds and useful links.
Insignis Cash
Lionel Ross
Insignis Cash - Effortless Cash Management
Insignis Cash is a trusted and award-winning platform that provides an effortless connection to competitive deposit rates from a range of investment grade and unrated banks in the UK. Through a simple, one-time sign-up process, you can diversify your deposits, align with your liquidity requirements, and enhance returns - all without the hassle of establishing and maintaining bank relationships. We are committed to building a platform ecosystem between banks, clients, and partners to provide the best cash management service in the UK. 
Keynote
Serreus Global Technology
Keith Loose, Mike Gill
Best in Class AI Asset Management System
Serreus Global Technology created out of necessity for our Family Office. Headed by Keith Loose and Mike Gill. Supported by a world class team at Serreus Global Technology with a depth of knowledge. Serreus is a multi asset portfolio management system, AI/ML driven with multiple automation processes to assist in controlling your complete Asset portfolio. Serreus covers all asset classes including liquid and illiquid assets, operating businesses, providing real time information, AI analytics, KPi's, benchmarking and much more. We pride ourselves in our customisation features as we know all clients have individual needs.
Keynote
Qantara Asset Management
James Kuate
The first “long-only” Fixed income Fund in Hard Currencies dedicated to Africa
Qantara Asset Management is an African-focused asset management company based in Paris created in April 2022. QANTARA AM was licensed as a portfolio management company by the Autorité des Marchés Financiers on 2023-01-04. Its registration number is GP-20230002. Qantara has launched the first Fixed income “long-only” fund in Hard currency dedicated to Africa.
Keynote
Katch Investment Group
Laurent Jeanmart
Unlocking Portfolio Diversification: Leveraging Litigation Finance for Uncorrelated Returns
Katch Investment Group is a dynamic asset management boutique offering innovative investment solutions in a constantly changing and challenging financial market environment. The group was founded by three partners who combine in-depth financial market knowledge, a history of consistent outperformance, and strong analytical skills. We focus on areas where the capital supply is scarce that offer relatively high and stable returns for investors.
Keynote
Sibylline
Justin Crump
Keynote