Investment Club

St. George's Day Investment Club 2022

Presentations

Presentation materials and recordings where available
Keynote
Thought Leadership
Africa
Tim Morris | Keynote | 27/04/22
Tim Morris | Keynote
Ambassador Partnership
Tim Morris
Keynote
Asset Management - Large
Digital Assets
Invesco - Crypto | 27/04/22
Invesco - Crypto
Invesco
Justin Yagerman, Dr Christopher Mellor
Keynote
Asset Management - Large
Emerging Markets
Capital Group - Emerging Markets | 27/04/22
Capital Group - Emerging Markets
Capital Group
Richard Carlyle
Keynote
Private Company
Software, Retail & Leisure
Athlo | 27/04/22
Athlo
Athlo
Matt Mansell
Keynote
Venture Capital
Technology
Deeptech Labs | 27/04/22
Deeptech Labs
Deeptech Labs
Miles Kirby
Keynote
Asset Management - Boutique
UK
Kernow Asset Management | 27/04/22
Kernow Asset Management
Kernow Asset Management
Alyx Wood

Speakers

Personal bios and useful information
Tim Morris
Ambassador Partnership
The African Opportunity - Who stands to take advantage of it?
Tim Morris was British Ambassador to Morocco, Mauritania, South Sudan and Head of Mission to the Democratic Republic of Congo. His last posting was as Senior Trade Advisor for Africa in the Foreign and Commonwealth Office, where he built links between the private sector and Government development policy. His earlier career was spent largely in Western Europe and on international organisations, and eleven years on Japan, one task of which was running the UK’s inward investment programme from Japan. Tim is now a private sector consultant specialising in investment in Africa.
Keynote
Thought Leadership
Africa
Justin Yagerman, Dr Christopher Mellor
Invesco
Curious About Crypto?
Justin leads a variety of global functions, including product development and structuring, client and market strategy, business development, investor relations, and fundraising across the private capital business. His focus is on the growth of Invesco’s venture capital, emerging manager, and other private capital activities. Prior to joining the firm, he held senior positions at Aegean Marine Petroleum Network Inc, J.P. Morgan Asset Management, Bear Stearns, Wachovia Securities and Deutsche Bank Securities Inc. Justin holds a degree in Government from Cornell University and holds the Series 7, 63, 66, 86, and 87 registrations. Chris leads the EMEA ETF equity & commodity product management team at Invesco, responsible for providing support and analysis for our range of equity ETFs. Before joining Invesco he worked as an investment strategist, focusing on market timing and tactical allocation across regions, sectors and styles for Sunrise, State Street Global Markets, Credit Suisse and Societe Generale. Chris holds a DPhil in Inorganic Chemistry from Balliol College, Oxford. He is a charterholder of the CFA Institute.
Keynote
Asset Management - Large
Digital Assets
Richard Carlyle
Capital Group
Lessons learnt from over 35 years of EM investing
Richard Carlyle is an equity investment director and vehicle portfolio manager at Capital Group. He has 40 years of investment industry experience and has been with Capital Group for 16 years. Prior to joining Capital, he was head of equities for Henderson Investors. Before that, he was a fund manager for Morgan Grenfell Asset Management, a pension fund manager for British Petroleum, and an analyst for Equity & Law Life Assurance Society. He holds a bachelor’s degree in economics with honors from Leicester University. Richard is based in London.
Keynote
Asset Management - Large
Emerging Markets
Matt Mansell
Athlo
Your passport to fitness
Having graduated from Bath University in Sports Science & Psychology he turned to professional rugby. Matt subsequently helped raise and grow a financial start-up to over 24M under management and moved in-house for a Family Office. Having worked with numerous start-ups from both sides of the table he has a refined eye for an opportunity. Substantial experience in business development, investor relations, growth strategy, and sales across a diversified marketplace provides him with a unique and cutting edge approach.
Keynote
Private Company
Software, Retail & Leisure
Miles Kirby
Deeptech Labs
Investing in Deeptech Innovation
Miles is the CEO of DeepTech Labs based in Cambridge. DeepTech Labs is a global accelerator and VC fund connecting the Cambridge ecosystem of leading researchers, tech organisations and entrepreneurs to build world-changing DeepTech companies. Prior to DeepTech Labs Miles was Managing Director of AV8 Ventures, a €150m financial fund investing in Europe and the US. The fund focuses on investments at Seed and Series A in Next Generation Mobility, Big Data and AI, Digital Health and Cybersecurity. Miles was Managing Director at Qualcomm Ventures ($500M corporate fund with a portfolio of over 130 companies), leading Qualcomm’s investments in Europe. At Qualcomm Ventures Miles lead investments such as Iridigm (acquired by Qualcomm, 10x return), A123 (IPO’d and went on to a $2B valuation), ChargeMaster (acquired by BP), Formula E and Voluntis. While at Qualcomm Miles formed and ran an internal incubator and developed Qualcomm’s effort in Augmented Reality, Wireless Charging and Machine learning and holds 34 patents. He also spent a number of years setting up and running Product Management teams for Mobile Phones and Display groups at Qualcomm. Miles holds an BA in Electronics and Communication Engineering from Bristol University and an MBA from University of California, Irvine.
Keynote
Venture Capital
Technology
Alyx Wood
Kernow Asset Management
Why the UK Finally!
Alyx is the Chief Investment Officer of Kernow and is responsible for trading and investment research. He has been investing since the age of fifteen and considers himself fortunate to be able to describe this fascinating activity as his job. Kernow is the realisation of a lifelong dream to work alongside talented people in applying their aggregated investment knowledge in an uncompromised form. Previously Fund Manager at Downing LLP, Vice President at Deutsche Bank AG and Management Consultant at KPMG LLP. Qualified Chartered Accountant (ICAS) and holds the Investment Management Certificate and a BA in Accounting and Economics.
Keynote
Asset Management - Boutique
UK

Corporates

Company backgrounds and useful links.
Ambassador Partnership
Tim Morris
The African Opportunity - Who stands to take advantage of it?
The Ambassador Partnership LLP is an international consultancy of former Ambassadors, (currently 41 senior diplomats from 14 countries), each with his/her own networks in numerous countries. We offer a unique network of networks, with a global reach and strong reputation. We are legally established as an English limited liability partnership, and we are Registered Lobbyists with the UK Office of the Registrar of Consultant Lobbyists. We are dispute resolution specialists and political risk experts. Access. Engagement. Resolution.
Keynote
Thought Leadership
Africa
Invesco
Justin Yagerman, Dr Christopher Mellor
Curious About Crypto?
Exposure to the rapidly growing market of crypto and blockchain based decentralized technologies and the ecosystem being developed around them may present an attractive investment opportunity. We will explore how to approach this new asset class across both public and private markets. Invesco is a global investment firm with US$1.5 trillion in AUM. We are one of the few firms to offer an extensive range of active and passive investment solutions across all major asset classes. We consciously and continually evolve our investment and service capabilities, and we believe diversity of thought is vital to see all possibilities without bias for the benefit of our clients.
Keynote
Asset Management - Large
Digital Assets
Capital Group
Richard Carlyle
Lessons learnt from over 35 years of EM investing
Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research provided by our global network of experienced investment analysts forms the backbone of our approach. Capital Group has an integrated global research network of more than 400 investment professionals and its portfolio managers have an average of 26 years of investment experience. Today Capital Group works with financial intermediaries and institutions to manage more than US$2.7\* trillion in long-term assets for investors around the world. \*All data as at 31 December 2021 and attributed to Capital Group, unless otherwise stated.
Keynote
Asset Management - Large
Emerging Markets
Athlo
Matt Mansell
Your passport to fitness
ATHLO is an on-demand membership marketplace providing everyone access to their ideal health club at membership rates. Through ATHLO gym members are able to rent their membership to fellow ATHLO users. ATHLO is the worlds first member-centric technology business focused on combating the Health & Fitness sectors ever-growing attrition battle.
Keynote
Private Company
Software, Retail & Leisure
Deeptech Labs
Miles Kirby
Investing in Deeptech Innovation
Twice a year, our cohort of startups are embedded in a powerful network of successful entrepreneurs, expert practitioners, leading researchers, and deeptech organisations worldwide.
Keynote
Venture Capital
Technology
Kernow Asset Management
Alyx Wood
Why the UK Finally!
Kernow is a contrarian investment manager focused on All Cap UK equities on both the long and short side. We seek opportunities with highly asymmetric return characteristics where the investment thesis is differentiated relative to consensus. Our independent business is based on traditional values informed by a contemporary approach to managing investments. We operate in the widening market gap between short-term quant-orientated traders and closet indexers.
Keynote
Asset Management - Boutique
UK