Jim is an entrepreneur with a flair for identifying emerging global trends enabling him to build a worldwide business empire. He is amongst the top 10% in the “Sunday Times Rich List” (Britain’s equivalent to the Forbes list). He is often described as the British Warren Buffett and he predicted the Credit Crunch of 2007-08 in a book entitled “Wake Up! Survive and Prosper in the Coming Economic Turmoil”. Jim followed this with “The Top 10 Investments for the Next 10 Years” (2008) and subsequently “Cracking the Code” (2012), “Fast Forward” (2014) and, most recently, “Juvenescence” (2017). His monthly “Mellon on the Markets” column in Master Investor Magazine has gained him cult status among investors. He holds a master’s degree in Politics, Philosophy and Economics from Oxford University. He is on the Board of Trustees of the Buck Institute in California, a trustee of the Biogerontology Institute, and a Fellow of Oriel College, Oxford.

The man the Daily Mail dubbed “The King of the Short Sellers”, Evil Knievil (aka Simon Cawkwell) is Britain’s most feared bear-raider. A big man with a bigger reputation, Evil Knievil famously made £1 million by short selling shares in Northern Rock during its collapse. At this year’s show, Evil dons one of his panamas (he is a don after all) and considers documents that have gone across his desk over the last year.

Investment Specialist

Stewart joined Baillie Gifford in December 2019 and is an Investment Specialist for Scottish Mortgage Investment Trust PLC. Before joining, he was a Portfolio Director at Cazenove Capital where he worked for over 14 years. Stewart graduated MA in Political Economy and Management Studies from the University of Aberdeen in 2001.

Managing Director, J.P.Morgan Asset Management, The Mercantile Investment Trust

Guy Anderson, Managing Director, is a portfolio manager within the Unconstrained Portfolios sub-team of the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team in London. Guy is Head of UK Mid and Small Caps and manager of The Mercantile Investment Trust. Prior to joining the firm in 2012, Guy was an investment analyst at Breeden European Capital and at Pendragon Capital, having started his career at Oliver Wyman. He obtained an M.Eng (Hons) in Engineering from Oxford University and is a CFA charterholder.

CEO, Netwealth

Charlotte Ransom, Chief Executive Officer, Netwealth Charlotte is the co-founder and CEO of Netwealth, an award-wining UK wealth manager. Having started her career at JPMorgan, Charlotte spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division.

Head of Client Advisory, Netwealth

Matt Conradi, Head of Client Advisory, Netwealth Matt has over 10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing on behalf of high and ultra-high net worth private clients at Julius Baer and Merrill Lynch in London. Matt is a CFA charter holder

CEO, WiseAlpha

As founder and CEO Rezaah is responsible for driving the strategic growth of WiseAlpha. Rezaah is an entrepreneur who started his career in the M&A and Leveraged finance teams at Deutsche Bank. He helped structure and execute numerous multi-billion debt financing and advisory transactions. He then worked at a multi-billion hedge fund investing in senior secured loans, high yield bonds and distressed debt. Rezaah has also been a board director and strategic advisor to TeleColumbus, a large cable television business in Germany. Rezaah studied Economics at the University of Cambridge and Management at the Judge Institute, University of Cambridge.

CEO, QuotedData

Ed Marten, CEO, QuotedData Prior to founding QuotedData in 2013, Edward spent 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. After this, Edward set up a new equity agency broker in 2010 that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway.

Senior Vice-President, Investor Relations of Total, TOTAL

Ladislas Paszkiewicz has worked at Total for 35 years. From the Middle East to the American continent, he has a strong international experience. From 2016 to 2019, he was Senior Vice-President Strategy and Climate. In 2019, he was appointed Senior Vice-President, Investor Relations of Total.

CFA – Co-Founder of Agronomics, Agronomics Limited

Anthony commenced his career at ANZ Banking Group in Sydney, Australia where he worked in the banking, leveraged finance and private equity teams. In 2007, he moved to London to work for Burnbrae Group, where he was part of the direct investments team investing in life sciences, ageing research and more recently the nascent field of cultivated meat. He is a non-executive director of The Diabetic Boot Company, a medical device company, Repair Biotechnologies, an anti-ageing company and LegenDairy Foods, a next generation dairy company and a board observer of Insilico Medicine, a leader in the application of artificial intelligence to drug discovery. Anthony holds a Bachelor of Economics from the University of Sydney, and was awarded the CFA designation in 2010.

Author and Behavioural Consulting Lead

"April has been studying the field of human behaviour for nearly a decade, and holds degrees in Psychology and Behaviour Change. She's a behavioural consultant at Cowry Consulting, where she helps global clients apply behavioural science in their organisations. Recently, April co-authored Ripple with Jez Groom, which brings to life how small nudges from behavioural science can snowball into big effects for businesses.

https://www.cowryconsulting.com/

www.ripple-book.com

VP, Head of Investor Relations, HarbourVest Global Private Equity

Charlotte Edgar joined HarbourVest in 2016 and focuses primarily on the activities of HarbourVest Global Private Equity Limited (HVPE), a closed-end investment company that invests in and alongside HarbourVest-managed funds. Charlotte is responsible for HVPE’s investor relations function, and in addition oversees the wider marketing, public relations, and communications efforts for HVPE. Charlotte joined the Firm after more than seven years with SVG Capital plc/SVG Advisers (latterly Aberdeen SVG) where she most recently served as a senior client relationship manager for the company’s private equity fund-of-funds business. Her previous experience also includes working as a PR manager at Lansons Communications where she focused on institutional and financial services clients. Charlotte received a BA in English and Drama from the University of Southampton in 2000. She holds the Certificate in Investor Relations from The Investor Relations Society.

CEO & Managing Partner, Hybridan LLP

CEO @ Hybridan LLP / Non-Executive Director / Corporate Finance & Corporate Broking Expert advising listed companies and SMEs.

Claire is a Senior Investment Banking Leader, Non-Executive Director and Corporate Finance / Broking Specialist, advising on commercially focused finance and business strategies for a range of listed companies to ensure investor readiness.

As Founding Partner and CEO of Hybridan LLP, a Corporate Broking company, she has built a profitable business from seed capital and has run it successfully for the last 15 years including through highly volatile financial markets. Alongside this executive experience she has started to build a NED portfolio that currently includes Deputy Chair of Quoted Companies Alliance (QCA) and Chairman of the Judging Panel for the Small Cap Awards.

Fund Manager of BlackRock Throgmorton Trust, BlackRock

Dan Whitestone, Fund Manager of BlackRock’s Throgmorton Investment Trust. He is also the head of the UK Small/Mid-Cap Team in the Fundamental Equity division of BlackRock's Active Equities Group with a research emphasis on the consumer industry. Dan is also the Portfolio Manager of BlackRock's BlackRock UK Emerging Companies Hedge Fund, and the BSF UK Emerging Companies Absolute Return Fund. He is also responsible for researching the consumer sector. Dan's service with the firm dates back to 2013. Prior to joining BlackRock, Dan worked for UBS, where he was the head of the UK small and mid-cap sales desk and ranked the number one salesperson in the Extel Small/Mid-Cap sales ratings in 2011 and 2012. Prior to working at UBS, Dan joined Noble and Co in 2006 as a UK small and mid-cap salesman. He began his career at Accenture, in 2003 as a strategy consultant. Dan earned a BA Hons degree in Combined Studies from the University of Newcastle-Upon-Tyne.

Managing Director, VectorVest UK

David Paul has been trading in the financial markets since 1982 and as a self-supporting trader since 1988. He is a qualified Mechanical Engineer with a PhD in applied Mathematics. His first job after University was with mining firm Anglo and was Head of Research for an Anglo subsidiary named Boart International prior to becoming a full time trader. In 1990 he began to move from unleveraged share trading to short term leveraged trading of the Ft100 contract and in the last 10 years to trading in the Foreign Exchange markets. His plan is to make cash from short term trading and to invest that cash in companies that are growing earnings both aggressively and safely. It’s the same model that Soros used in the Quantum Fund. In 1992 after speaking at an investment club he was asked to train a group of traders and this lead to a second career as a trading coach and mentor. Over the last 20 plus years he has done seminars in trading of stocks, futures and Forex all over the world. These seminars have been conducted at both retail and institutional level. In 2008 along with Tom Hougaard he started WhichWayToday. The company gives real time calls in stock indices and Forex markets. He still trades there and lends a hand when the full time traders needs a break. While in London during 2010 trading at Whichwaytoday he discovered the power of the VectorVest stock market trading program. He started there as a customer but became so happy with the product that he is, at the time of writing, the MD of VectorVest UK and VectorVest SA. He continues to trade short term for cash and to bank that cash into more solid longer term UK shares for both growth and dividend income using the VectorVest methodology.

Fund Manager, Global Financials Team, Polar Capital

George joined Polar Capital in September 2010 and works closely with John Yakas on the Polar Capital Financial Opportunities Fund and the Polar Capital Asian Opportunities Fund. He has over 10 years’ experience analysing Europe, Asia and emerging markets. Prior to joining Polar Capital, he was an analyst at HIM Capital from 2008 where he completed his IMC.

Augmentum VC

Bio

Partner at Pantheon and manager of PIP

Joined Pantheon in 2004; 31 years of private equity experience. Helen is Head of Pantheon’s European Investment Team and is responsible for managing the activities of PIP. She chairs the European Investment Committee, and is a member of the International Investment Committee and the Co-investment Committee. Prior to joining Pantheon, Helen held senior positions at Russell Investments in Paris and at the Caisse de dépôt et placement du Québec in Montréal. Helen is a past Chair and member of the Council (Board) of the British Private Equity and Venture Capital Association (BVCA). She has also served as a Board member of Invest Europe and is a co-founder and Board member of Level 20. Helen is based in London.

Founder & CEO, Boring Money

Holly has worked in finance since 1999. She is a financial expert, a commentator on investment markets and the founder and MD of Boring Money. She passionately believes that we can explain things better, and that investments shouldn’t just be for “The Old Boys”.

Holly is a regular speaker at conferences and is also a seasoned hand at chairing events and hosting panel discussions. She's often asked to engage with the boards of major financial brands who are looking for advice on how to create better products and understand their customer.

Author of Own It! How our generation can invest our way to a better future

Iona Bain is a financial journalist, speaker and author who founded the pioneering Young Money Blog in 2011 and has since become the UK's go-to voice on young personal finance.

Young Money Blog has won plaudits from across the financial industry for its innovative, witty, down-to-earth but clear-eyed approach to finance. The blog was named Money Blog of the Year by Santander Banking Group and Iona was shortly after named Freelancer of the Year in 2018 by IPSE, the leading association for the self-employed. Iona was also was named one of the most influential women in finance by Onalytica in 2019 and shortlisted for the prestigious Georgina Henry Prize at the UK Press Awards in 2020.

Iona is one of the most high profile financial journalists in broadcast media today, frequently speaking and presenting on TV and radio. She has presented special editions for Radio 4's Moneybox programme on topics like financial education and fraud, is a regular pundit on BBC News and recently became Radio 1's Money Hacker, where she advises young listeners on the station's flagship advice programme Life Hacks. She also joined the economist Paul Johnson for a special four-part Radio 4 series ‘The Austerity Audit’ in 2020 and other appearances have included Question Time, Newsnight, ITV Tonight and Woman's Hour.

Iona writes regularly for print and online media, recently becoming a writer for the Financial Times Personal Finance section, and has also fronted major campaigns for clients including Lloyds Banking Group, Post Office and Scottish Investment Trust. She wrote and published her first book, a guide to the millennial money basics called Spare Change, through Hardie Grant in 2016.

https://www.harriman-house.com/ownit

Managing Director and Chairman, Dart Mining Limited

James has been involved in financial and commodity markets over a thirty-year period and presently sits on three ASX listed company boards, including as chairperson on two Audit and Risk committees. James began his commodities fund management career in Melbourne but has worked extensively in overseas markets such as London and Hong Kong. Establishing his own asset management company in 2002, James has been involved in capital raising and investment across Asia Pacific. In 2008 at the height of the GFC James’ fund was ranked 1st place out of 495 funds investing across the Asia Pacific region and returned 30% for his investors that year. James joined Dart Mining in 2011 and has since been fully focused on Dart’s projects within the proven gold endowment of Central and North Eastern gold regions of Victoria

Editor in Chief, Master Investor UK Ltd.

James Faulkner is the Editor in Chief of Master Investor. Having started investing in his teenage years, James started his career in the City as a market commentator and researcher. He eventually rose to become editor of several investment publications including Small Cap Shares and T1ps.com, before becoming Editor of Master Investor in 2014. James holds the IMC designation and is a member of the CFA Society of the UK.

James Ferguson has 30 years of financial market experience, working in London and Tokyo at investment banks Nomura, Robert Fleming, SBC Warburg, Dresdner Kleinwort Benson and MUFJ. A regular contributor to Money Week since 2004, James has made over a hundred appearances on radio and TV including BBC, Sky, Channel 4, Bloomberg and CNBC.

Fund Manager of Standard Life Investments Property Income Trust Limited, Aberdeen Standard Investments, Aberdeen Standard Investments

Jason Baggaley manages the Guernsey registered and London-listed Standard Life Investments Property Income Trust. Jason, who joined Standard Life Investments in 1996, also manages a major segregated property mandate. He has 28 years' industry experience and is a Member of the Royal Institution of Chartered Surveyors. Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.

President, Director, Quebec Precious Metals

Mr. Meilleur is President and was Chief Executive Officer of the Company from May 2017 to June 2018. He was instrumental to the M&A transaction and all fundings rounds since 2013. Also, he is a Managing Partner and co-owner of PE Partners, investing successfully in the small-cap sector for 17 years. His many accomplishments include playing a key management role in project development, strategic marketing and management leadership. He contributed successfully to different growth strategies and project funding. Mr. Meilleur holds a Bachelor’s Degree from the HEC business school (Hautes Études Commerciales) in Montreal, with a specialization in marketing and finance.

Mamafurfur

Jennifer Kempson is an award-winning UK Finance & Prosperity Money Educator born and raised in Glasgow, Scotland. Over the past 2.5 years, her Youtube channel has grown to over 46k subscribers with a published book, weekly podcast, courses and digital products all to help others with their money mindset and financial success journey ahead. She has a background in Engineering working in the IT industry still full time, and when not sharing her passion for smarter personal finance and investing, she can be found enjoying life with her two young boys, husband and 2 cats.

CEO, The Humble Penny and Financial Joy Academy

Ken Okoroafor is the CEO of The Humble Penny and Financial Joy Academy, platforms with the core mission of helping at least 10,000 families to achieve Financial Independence this decade. Together with his wife, they also run a popular YouTube Channel with over 30,000 Subscribers over at The Humble Penny. He is a Chartered Accountant (ACA, ICAEW) and holds an MBA from the University of Cambridge. He has over 12 years experience as a Chief Financial Officer in the Investment Business in London, and took the leap in April 2020 to begin running his own business full time together with his wife, Mary Okoroafor. He is deeply passionate about helping families and professionals to live by design and create a life of Financial Independence.

www.thehumblepenny.com

www.financialjoyacademy.com

Chief Investment Officer, Seedrs

Kirsty is a qualified lawyer who joined Seedrs from Freshfields Bruckhaus Deringer LLP. As a corporate lawyer Kirsty focused on mergers and acquisitions, with experience in London, Singapore and Australia. As Investment Director, Kirsty now manages the investment process from campaign review, through to deal execution and post-investment management.

CEO, Jubilee Metals Plc

A qualified chemical engineer, Mr. Coetzer was with Anglo American Plc for 20 years, 16 of which with Anglo Platinum where he held various technical and operational managerial roles. He holds several board positions on operational and technical entities. Mr. Coetzer is a member of the advisory board for the chemical engineering faculty at both the University of Pretoria and University of Stellenbosch and is also a member of the South African Institute of Mining and Metallurgy, and the South African Institute of Directors.

Chartered Financial Adviser & Author, Ladies Finance Club

After 8 years as a financial adviser, I realised that most households, no matter what their income, face very similar dilemmas when it comes to money. The motivation to set up Miss Lolly came when I fell pregnant and started to think more seriously about my own financial future. I realised how lucky I am to have the knowledge and tools to put in place everything I need to ensure that my new family will be financially secure. I also noticed that a few hints and tips are all most clients need to restore their confidence to tackle their day to day finances by themselves. When helping clients with their financial foundations, I was being asked very similar questions, so thought it would be useful to share how I help them.

By day I work at a wealth management firm in the City of London. I am a Chartered Financial Adviser and also a Fellow of the Personal Finance Society (PFS). This is the highest qualification a financial adviser can hold and less than 2% of PFS members have reached this. I am also a member of MENSA – the high IQ Society with an IQ of 148. In my spare time, I enjoy socialising with my friends, trying out new restaurants, keeping fit and playing Sudoku. I live in South West London and I am the proud mum of Baby Lolly and Lollypop.

Designation

JOHN LEE is regarded as one of the UK’s leading private investors having bought his first shares sixty years ago. He was one of the earliest to recognise the long-term potential of PEPs, the forerunner of ISAs when they were launched in 1987 and was judged to be the first ISA “millionaire” in 2003. He has written over 250 articles for FT Money and has given numerous lectures and interviews on his investment philosophy as a long-term “value” investor. In 2014 Pearsons published his well-received How to Make a Million – Slowly: my guiding principles from a lifetime of successful investing. He is a Chartered Accountant with a wide experience of investment banking and business and is Patron of ShareSoc, the leading body lobbying and campaigning on behalf of private investors. From 1979-92 he was a Member of Parliament, during this period he was both a Defence and Tourism Minister. A former High Sheriff of Greater Manchester, he sits as a member of the House of Lords as Lord Lee of Trafford and lives in Richmond, Surrey. In 2019 he published Yummi Yoghurt: A First Taste of Stock Market Investment! which is aimed at teenager/novice investors. http://bit.ly/YummiYoghurt

Founder, Dura Society

Bio

Chairman and CEO, Condor Gold PLC

Chairman & CEO: Chairman 14 years, full time CEO 8 years, re-positioned Condor in Nicaragua in 2008. Versatile, entrepreneurial senior executive, 20 years finance prior to joining Condor. Raised US$60M via placements, overseen 60,000m drilling, PFS studies, successful permitted the mine, acquired 12 concessions totally 580 sq km.

Mark, who has over fifty-five years’ experience in the UK stock market, established SQC Research in 1993. He previously worked as a dealer for four stockbroking firms and for an investment fund management business. Prior to SQC Research, which provides investment information and comment on smaller quoted companies, he published financial and investment magazines and newsletters.

Full-time Equity Trader

Michael Taylor has traded his own capital in the market on a full-time basis since 2016. He is a long and short trader of UK stocks and has a trading column at Investors Chronicle.

Michael is well-known in the private investor community and regularly gives talks at various events. He is the founder of Shifting Shares, a website dedicated to providing information on trading and investing, and the author of How To Make Six Figures In Stocks.

www.shiftingshares.com

Director, ShareSoc

Mike Dennis is a chartered engineer by profession who worked firstly for Shell and then later for BOC, the industrial gas business. In the latter part of his time there he moved into sales, marketing and business development and ultimately spent several years as a board director for BOC’s UK businesses. Since 2012 Mike has been running his own consultancy business and spending time developing his own investment portfolio. Mike is also a STEM (Science, Technology, Engineering and Maths) ambassador and spends time encouraging students to take in interest in STEM related careers.

Money Coach, Ladies Finance Club

Molly is a financial expert and trained money coach, she is passionate about empowering women about finances. Molly has worked for the FCA before setting up The Ladies Finance Club in the UK and Australia

Portfolio Manager of Finsbury Growth & Income Trust

Nick Train began his career as an Investment Manager at GT Management in 1981, having graduated from Queen’s College, Oxford with a second class honours in Modern History (1977–1980). He left GT in June 1998, after 17 years, on its acquisition by INVESCO. At his resignation he was a Director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. He joined M&G in September 1998, as a Director of M&G Investment Management. In June 1999 he was appointed as Head of Global Equities at M&G. He left M&G in April 2000 to co-found Lindsell Train Limited. He is investment adviser to the Worshipful Company of Saddlers.

CEO, MindGym

"Octavius Black is CEO of Mind Gym which he founded in his kitchen with Dr Seb Bailey on 01/01/01. Mind Gym use behavioural science to transform the performance of companies and the lives of people who work in them. 61% of FTSE 100 and 55% of S&P 100 have adopted Mind Gym to help them transform productivity, sales, customer service, inclusion, ethical behaviour, engagement and a host other business priorities.
Octavius speaks a lot (sometimes even on platforms such as TEDx) and writes extensively in the Financial Times, Times, Sunday Telegraph, City AM and plenty more. Seb and Octavius have written four books, the first of which, ‘Mind Gym: wake your mind up’, got to no.2 on amazon.co.uk behind Harry Potter.
Octavius co-founded Parent Gym, which delivers free parenting programmes in socially challenged areas across UK. Parent Gym is funded entirely by Mind Gym and has won Business in the Community’s prestigious ‘Big tick’ three years in a row.
Octavius has an MA in Philosophy, Politics and Economics from Oxford University"

Co-founder and CEO, Repair Biotechnologies, Repair Biotechnologies

Reason is co-founder and CEO of Repair Biotechnologies, a biotech startup working on means of rejuvenation of the thymus and reversal of atherosclerosis. He is the founder and writer of Fight Aging!, which has been a leading voice in the longevity biotechnology and patient advocacy communities for more than fifteen years. Reason is also an active angel investor in the rejuvenation biotechnology space, and has for many years led and aided non-profit fundraising for academic research into rejuvenation via repair of molecular damage.

Managing Director, Good Money Guide

Richard founded the Good Money Guide (previously Good Broker Guide) in 2015 and has been a broker for 20 years most recently at Investors Intelligence and previously a multi-asset derivatives broker at MF Global (Man Financial). Richard started his career working as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson) after interning on the NYMEX oil trading floor in New York and London IPE in 2001 & 2000.

Director, Investment and Operations, HVPE

Richard Hickman joined HarbourVest in 2014 to focus on the activities of HarbourVest Global Private Equity Limited (HVPE), a closed-end investment company that invests in and alongside HarbourVest-managed funds. Richard is responsible for the day-to-day management of the company, including communications with HVPE stakeholders. He joined HarbourVest after seven years with 3i plc, where he progressed through a number of roles, latterly serving as a manager in the business planning and analysis group. His experience also includes working as a manager in Deloitte’s finance and operations management team in London. Richard is a member of the Chartered Institute of Management Accountants and received a BSc in Economic History from the London School of Economics and Political Science in 2001.

CEO, Urban Logistics REIT PLC

Previously an Executive Director at CBRE, where he was Head of the UK Industrial team, Richard has over 25 years’ experience of the UK Industrial and Logistics markets. He has an in-depth understanding of the market’s dynamics, credibility with owners and operators of real estate assets, a thorough understanding of owner and tenant

Property Analyst, QuotedData

Richard started his career as a journalist and his work has been published in many of the UK national newspapers. He has been covering the real estate market for more than five years, most recently as news editor at leading real estate trade publication Property Week. Richard has an in-depth knowledge of the property sector with a focus on the industrial and retail markets, and has vast experience in writing news, analysis and comment on the real estate sector. He has regularly chaired panel debates at industry events including at international property conference MIPIM.

Finance Director, Avation Plc

Mr Richard Wolanski, B.Com, ACA, is a Chartered Accountant and his qualifications include a Bachelor of Commerce from the University of Western Australia. Mr Wolanski has extensive professional experience in the international finance industry. He has provided corporate, strategic and financial advisory assistance to public companies in Australia, Singapore and the United Kingdom. Mr Wolanski has significant corporate experience during his career serving in a range of Executive Director Chief and Financial Officer Company roles. In his current role as Finance Director at Avation Plc he is primarily responsible for maintaining access to capital.

PhD, Founder and CEO, Kineta, Inc.

Dr. Shawn Iadonato serves as Kineta’s Chief Executive Officer. He has nearly twenty years of experience leading startup biotech companies. Dr. Iadonato is a co-founder of Kineta and initially served as Chief Scientific Officer. Under his leadership at Kineta, the company established a proprietary screening platform for identifying small molecule innate immune modulators and has advanced novel drug programs in immuno-oncology, neuroscience and biodefense. The company also established strategic partnerships with Pfizer, Genentech and the Wellcome Trust. Prior to founding Kineta, Dr. Iadonato co-founded and served as CSO of Illumigen Biosciences, Inc. At Illumigen Biosciences, he pioneered a patented drug discovery platform which relied upon recruitment and screening of healthy populations and elucidation of their shared “wellness” genes. Dr. Iadonato also led the successful discovery and preclinical development of Illumigen’s anti-hepatitis C drug, which ultimately led to the sale of the company to Cubist Pharmaceuticals (now part of Merck & Co.) in 2007. Before Illumigen, Dr. Iadonato managed the Human Genome Center at the University of Washington. He is co-inventor on more than 35 U.S. patents or patent applications. He is Principal Investigator or co-Investigator on numerous government grants and contracts. Dr. Iadonato received a PhD in Genetics from the University of Washington and is a graduate of the University of Pennsylvania.

Managing Director

The author of a weekly report that helps investor get exposure to commodities (particularly silver and gold). It predominantly provides ideas for gold and silver mining companies - but also covers the wider commodity space.

Portfolio Manager, Manager of The Merchants Trust, Allianz Global Investors

Simon Gergel is Chief Investment Officer, UK Equities at Allianz Global Investors and manages The Merchants Trust PLC and the Allianz UK Equity Income Fund. He joined AllianzGI in April 2006 from HSBC Halbis Partners, where he was Head of Institutional UK Equities. Prior to HSBC, Simon was an Executive Director at Phillips & Drew Fund Management Ltd (a subsidiary of UBS), where he spent 14 years as a portfolio manager. Simon graduated from Cambridge University in 1987 with an MA (Hons) in Mathematics. He is an Associate of the CFA Society of the UK.

Founder, Behind The Balance Sheet

Stephen or Steve is the founder of Behind the Balance Sheet (https://behindthebalancesheet.com//), an investment research and training consultancy, which produces bespoke research and runs training courses for a select group of institutional clients. Steve’s Forensic Accounting Training Programme launched in June 2018, and in its first two years some 300 professional investment analysts and portfolio managers at some of the biggest funds in the UK took the course, which has been enthusiastically received. The course is unusual in that it looks at the issue of financial manipulation from a practitioner’s perspective, and has over 150 real life examples of accounting chicanery from around the world. Steve spent some 20 years as an equity analyst at different investment banks, covering various sectors, and was consistently rated in the top 10 in his sector in Extel, II and Reuters surveys. He moved to the buy-side in 2005 and was a partner and head of research at two multi-billion dollar hedge funds; he specialised in using a deep dive research approach to identify special situation opportunities. Steve trained as an accountant and lives in London; he enjoys reading, yoga, and skiing and is interested in investment theory, wine and classic cars. He is regularly featured in the press, including the Financial Times, the Times, Sunday Times, Telegraph and City AM. Steve also frequently appears on podcasts, including Bloomberg Odd Lots and the Acquirer’s Podcast as well as on the Today programme on BBC Radio 4 and on Real Vision, talking about accounting issues at quoted companies. His book, The Smart Money Method, outlines his research process and is published on November 24.

Partner, Oakley Capital Investments

Steven joined Oakley Capital in 2017 and has more than 18 years of investment banking experience. Steven’s focus is fund raising, communications and investor relations for Oakley and its portfolio companies. Prior to joining Oakley, Steven was a founding partner of investment bank Liberum Capital. Over 9 years he raised equity capital for hundreds of companies and advised on public market listings. He began his career in 1997 at Collins Stewart, where he held equity research and sales roles. Steven holds a BSc (Hons) in Banking and Finance from Loughborough University.

Principal at Pantheon and responsible for managing the investment activities of PIP

Joined Pantheon in 2004; 16 years of private equity experience. Tanu is a senior member of Pantheon’s European investment team and has responsibility for managing the investment activity for PIP. Tanu, who spent four years in Pantheon’s San Francisco office, also has responsibility for the origination and execution of secondary investments. Tanu joined Pantheon from Deutsche Bank AG, where he worked as an M&A adviser in the investment banking division. Tanu is based in London.

Director, Price Value Partners

25+ years in the capital markets; 15 years as a discretionary multi-asset portfolio manager and Chief Investment Officer at three successive firms: Henry Ansbacher (2000-2005); Union Bancaire Privée (2006-2007); PFP Group (2007-2015). Shortlisted for five consecutive years in the UK Private Asset Managers’ Programme; Winner in 2005 in the category of ‘Defensive Investing’. Columnist for MoneyWeek magazine.

Head of Investor Relations for PIP

Joined Pantheon in 2016; Vicki is Head of Investor Relations for PIP. She is also a member of the UK Investor Relations Society Policy Committee. Vicki has over 11 years of investor relations and communications experience with publicly listed companies. Prior to joining Pantheon, she held senior roles at FTSE 100 and FTSE 250 companies as well as at a Dutch-listed investment trust. Vicki is based in London.

Host speaker and Contributor, Master Investor

Victor is a financial economist, consultant, trainer and writer, with extensive experience in commercial and investment banking and fund management. His career includes stints at JP Morgan, Argyll Investment Management and World Bank IFC.

FCA, CFA – Portfolio Manager, BlueBox Asset Management

"William de Gale co-founded BlueBox Asset Management in 2017, having spent 20 years at BlackRock and its predecessor companies (Mercury & Merrill Lynch) covering the technology sector. A portfolio manager since 2000, from 2008 to 2017 he was the sole PM for BlackRock’s offshore global technology fund, achieving top decile performance, and he is now continuing this successful strategy with the BlueBox Global Technology Fund.
Prior to BlackRock, William served in the British Army. He had already started his career in finance by previously qualifying as a Chartered Accountant with Coopers & Lybrand."