Learn from experts at the Mello Investment Trust and Funds Conference

This blog gives you the latest topical news plus some informal comments on them from ShareSoc’s directors and other contributors. These are the personal comments of the authors and not necessarily the considered views of ShareSoc. The writers may hold shares in the companies mentioned. You can add your own comments on the blog posts, but note that ShareSoc reserves the right to remove or edit comments where they are inappropriate or defamatory.

Educating investors is one of ShareSoc’s primary objectives. If you have not recently visited the ShareSoc Investor Academy then I recommend you do so. We continue to add to and improve the site. https://www.sharesoc.org/investor-academy/

One of the best ways to learn about investing is to listen to experts and the Mello Investment Trust and Funds Conference on 15th May is an excellent opportunity to do so.

Of particular interest may be the sector experts who can highlight the key performance indicators and the different business models that are working and not working in their sector of expertise.

Speakers you can learn from include:

Judith MacKenzie, Partner & Head of Public Equity at Downing LLP Judith manages the Downing UK Micro-Cap Growth Fund, and the Downing Strategic Micro-Cap Investment Trust plc.

Peter Pereira Gray, Managing Partner and Chief Executive Officer of Investments and works with a team managing Wellcome’s £20 billion multi-asset global investment portfolio. His responsibilities include overseeing Wellcome’s privately held assets (private equity, real estate, venture capital and private direct holdings).

Ben Rogoff, Lead manager of Polar Capital Technology Trust plc and co-manager of the Polar Capital Global Technology Fund. Ben joined Polar Capital in May 2003 and has been a technology specialist for 23 years.

Paul Marriage, Fund Manager at Tellworth Investments Paul launched Tellworth Investments in October 2017. The award-winning UK equity long-short strategy has a long track record with an annualised return +10.2% since launch in May 2005.

Chris Boxall, a co-founder of both Fundamental Asset management and Investor’s Champion.

Ian Simm, Founder and Chief Executive of Impax Asset Management Group plc. In 2018, Impax celebrated its 20th anniversary and is today one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy.

Dr Carl Harald Janson (CEFA, PhD, Medical Doctor), Lead Investment manager of International Biotechnology Trust plc.

Steve Clapham, the founder of Behind the Balance Sheet (https://behindthebalancesheet.com/), an investment research and training consultancy, which produces bespoke research for a small group of institutional clients.

Full price tickets are £49 and you can buy them here  Buy Your Ticket. Full members of ShareSoc can obtain a discount.

Another excellent educational event is the ShareSoc Masterclass which will take place at the end of the Mello Investment Trusts and Funds Conference on 15 May from 17.35 to 20.05: The theme will be “Mastering Investor Psychology” and you can find out more by going to https://www.sharesoc.org/events/sharesoc-masterclass-may19/ for more info and to purchase tickets.

Don’t forget that Full ShareSoc Members can get big discounts for the Mello Trusts and Funds Show AND the ShareSoc Masterclass. Discount codes have already been emailed to all full members but if you have lost the codes please contact the ShareSoc office.

Cliff Weight, ShareSoc Director

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