ShareSoc Investor Masterclass @ Mello 2018

Peter Higgins – Lord Lee – Leon Boros – Phil Oakley- Graham Neary

 

We have an incredible, all-star panel for our next MasterClass, which will take place at the Mello 2018 private investor event (www.mello2018.com) at the Derby Conference Centre, on Friday 27th April.

Our Investor Masterclasses are intended for investors with all levels of experience. A panel of expert investors discusses topics of general interest to our audience. Topics will be covered both at a basic level for the beginner, and in depth for the more experienced investor. There will also be an opportunity for you to quiz the panel and share your own views. No matter what your level of expertise, we’re sure you’ll find something of interest and value from the discussion with our panel. One of the joys of investing is that it is a constant learning process, and this is a great opportunity for you to hone your skills.

The MasterClass will run from 15.30 to 17.30 with a first-class panel including Lord Lee (ISA millionaire and author of “How To Make A Million Slowly”, Leon Boros (ISA millionaire) , Phil Oakley (Sharescope) and Graham Neary (Stockopedia) looking at risk and red flags in investing (see more in depth profiles of the panellists below).

Leon Boros will start the first half of the session with a presentation on Risk in general terms.

The panellists will then talk about their general approach to market risk, and the implications for how they structure their portfolio.

In the second half of the session, we will move on to look at assessing individual shares for danger signs. Phil Oakley will give a presentation on the red flags to look out for, with other panellists contributing their insights on the danger signs of which they are wary.

There will be an opportunity for you to pose questions and make your own comments, including a closing general Q&A.

ShareSoc Member Discounts for Mello 2018:

The ShareSoc MasterClass is being held at the Mello 2018 event, although Mello 2018 is a separate event and purchasing a MasterClass ticket does not allow entry into Mello 2018 before 2pm on Friday.

Mello 2018 is an investment event created for investors, by investors. High quality small and mid-cap companies will have stands at the events, and luminaries of the investment world will be speaking (see www.mello2018.com for further details)

ShareSoc members can purchase tickets to Mello 2018 separately and full members enjoy a fantastic discount (if you are a full member contact our office for details of how to obtain your discount). Tickets for Mello 2018 are £99 for two days (£69 for full ShareSoc members), £69 for one day (£49 for full ShareSoc members). Tickets are limited due to venue capacity restrictions so please act quickly to avoid disappointment.

Important Notice:

The Masterclass will run from 1530 to 1730 with registration from 1500. There will be a break of 10 minutes half way through – refreshments are not provided within the Masterclass, although refreshments are available to purchase elsewhere in the Conference Centre.

Pre-booking is essential. Please register online using the form below, or by post, with your details as per the form below and including a cheque for the appropriate ticket cost, to ShareSoc Masterclass Tickets, Suite 34, 5 Liberty Square, Kings Hill, WEST MALLING, ME19 4AU.

Our Panel

Panel Chairman – Peter Higgins

Peter Higgins, well known on Twitter as @conkers3,  is an entrepreneur, mentor, coach, presenter, interviewer and a self-taught private investor with more than 25 years’ experience of investing across the FTSE, AIM and global markets. He has many notable investment successes including ARM Holdings (1703% return), Burford Holdings (1371% return), Skyepharma (> 1000%) and several more. Peter is passionate about learning from investment experts and has interviewed many investors for his “Conkers Corner” podcasts including David Stredder, Leon BorosPhil Oakley, Jim Mellon, Chris Bailey.

 

 

 

Lord Lee

John Lee is one of the UK’s most successful private investors. Beginning with an investment pot of £125,000 in the early 1980s, by 2003 he had turned this into a thriving portfolio of over £1 million, and it has significantly increased in value since then. Using efficient investment methods, as well as pursuing a winning “buy and hold” strategy, he was the UK’s first ISA millionaire.

 

 

 

 

Leon Boros

Leon Boros is a Chartered Accountant who trained with Ernst & Young and is a founding director of Equity Strategies, a deal origination corporate finance firm. He is an active private investor and is an ISA millionaire despite having invested only a fraction of his annual allowance. He has achieved an annualised return on his investments of 16.1% p.a. over 21 years. His investing style has an emphasis on companies generating high profit margins, strong cashflow and high returns on tangible assets.

 

 

 

Phil Oakley

Phil Oakley is an investment analyst for Ionic Information, the makers of leading private investor software products ShareScope and SharePad. Phil spent 13 years as a professional investment analyst working for City investment banks and fund managers. He was also senior investment writer for MoneyWeek.

 

 

 

 

 

 

Graham Neary

Graham is a full-time investor and independent analyst. He spent seven years in the financial markets in London both as an analyst and as equity portfolio manager for an international financial services organisation. Afterwards, he spent a year studying Mandarin in Northeast China before returning and joining the team with Paul Scott at Stockopedia. He is a CFA charterholder, also holding the Investment Management Certificate and the STA Diploma in Technical Analysis. He graduated in mathematics from Trinity College, Dublin.

 

 

 

 

Register for the Masterclass

Please use the form below to register. Tickets to the Masterclass are priced at £29.50 for full members of ShareSoc, who have paid their annual subscription, and £54.50 for others. The full member price is available for the member and one partner or guest, if required. Please do not attempt to order more than two full member tickets, as that will cause your purchase to be rejected.

Please select the appropriate ticket type according to your membership status, which we will verify before issuing the tickets.

Add to calendar
Event Details:
  • Location Name: Mello 2018, Derby Conference Centre
  • Address: London Road, Alvaston
  • City: DERBY
  • Postcode: DE24 8UX
  • Country: UK
  • Date of Event: April 27, 2018
  • Event Start: Masterclass begins at 3:30pm
  • Agenda Title: ShareSoc Masterclass @ Mello 2018
  • Agenda Description: An all-star panel discusses risk and red flags for investors.

USE THIS FORM TO REGISTER FOR THE EVENT

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  • Price: £ 29.50 Quantity:
  • Price: £ 54.50 Quantity:
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A telephone number is only requested in case of query. It can be omitted if preferred. A postal address is required but will only be used in exceptional circumstances. Communication will normally be via email.

IMPORTANT: You should receive confirmation via email of your registration within 48 hours of submitting it using the above form. If for any reason, that does not arrive, please let us know immediately by telephoning 0333-200-1595. Running order and companies presenting are subject to change so please check this web page nearer the date if you have an interest in a particular company.

Add to calendar
Event Details:
  • Location Name: Mello 2018, Derby Conference Centre
  • Address: London Road, Alvaston
  • City: DERBY
  • Postcode: DE24 8UX
  • Country: UK
  • Date of Event: April 27, 2018
  • Event Start: Masterclass begins at 3:30pm
  • Agenda Title: ShareSoc Masterclass @ Mello 2018
  • Agenda Description: An all-star panel discusses risk and red flags for investors.

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