Speakers

Mike Boydell

Mike Boydell , MD - Shares

Conference agenda - 13.25

Mike is Managing Director of AJ Bell Media and has overall responsibility for the business, covering print, online, events and third party solutions. He was previously founding MD of ADVFN plc, which was floated on the London Stock Exchange in 2000. He has  hosted and presented at hundreds of investment focussed events and has appeared on BBC Radio and TV, ITV, Sky, CNBC, Bloomberg, Al Jazeera and was a regular commentator on LBC radio.

Daniel Coatsworth

Daniel Coatsworth , Editor - Shares

Conference agenda - 16.30

Daniel Coatsworth is the editor at Shares and has written for the publication since 2005. He previously worked at Teletext writing about the UK stock market and money matters; and has also appeared in many of the UK's leading newspapers, news websites and personal finance magazines. He is an expert on equities and funds and is also one of the leading commentators in the field of financial education for the retail investment market.

Frazer Fearnhead

Frazer Fearnhead , Founder & CEO - The House Crowd

Conference agenda - 16.50
Frazer started his career as a lawyer in the music industry. He has been investing in property since 1994 and working with other investors since 2003, helping them invest over £100,000,000 in property along the way. 
 
He is the founding director of The House Crowdwww.thehousecrowd.com – one of the UKs leading property crowdfunding platforms.
 
He is the Number 1 Amazon bestselling author of “The Alternative Guide To Property Investment” and a regular contributor to Right Move’s property blog. He has written articles for City AM, This is Money, Investors’ Chronicle and other leading publications on property investment and crowdfunding.
 
 
 
Simon Gergel

Simon Gergel , Portfolio Manager - The Merchants Trust

Conference agenda - 13.50

Simon joined AllianzGI in 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management where he was involved in all aspects of UK equity fund management. He graduated from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals.

Dominic Keen

Dominic Keen , Founder & CEO - The British Robotics Seed

Conference agenda - 15.30

Dominic Keen manages the the British Robotics SEIS/EIS funds.  Having previously floated the software business that he founded on the London Stock Exchange, he now works with fast growing UK-based businesses to maximise their potential returns for investors.  

Amy Lazenby

Amy Lazenby , Investment Director - Close Brothers Asset Management

Conference agenda - 16.10

Amy is an Investment Director at Close Brothers Asset Management, Head of Discretionary Management Service and a key member of the Multi Asset Class (MAC) Committee investment team deciding our house asset allocation. Amy runs many different risk rated portfolios as well as some of the firm’s largest individual mandates, trusts, charities and socially responsible investment portfolios. Amy is a Chartered Wealth Manager and a Fellow of the Securities Institute. She sits on the editorial panel for the Securities and Investment Review.  

Andrew Lister

Andrew Lister , Senior Investment Manager, Aberdeen Emerging Markets Investment Company - Standard Life Aberdeen

Conference agenda - 14.10

Andrew Lister, Co-Chief Investment Officer, joined Advance Emerging Capital in October 2000 and has 13 years’ experience investing in emerging and frontier markets. Since joining, he has been involved in all aspects of investment analysis and selection and portfolio management. His specific focus is on markets and investments in Africa and Latin America. Andrew graduated from the University of Exeter with a BA in Geography. He completed the Investment Management Certificate in 2001 and qualified as a technical analyst in 2005.

Ian Price

Ian Price , Divisional Director - St. James’s Place Wealth Management

Conference agenda - 14.30
Ian has spent over 40 years working in the Pensions industry. He joined St. James's Place in September 2004 as Head of Pensions, he is now a Divisional Director.
 
His role involves all aspects of Pensions including corporate pensions, and he presents widely throughout the UK. Ian maintains an understanding of all aspects of the legislative changes affecting pensions in order to ensure that clients of St. James's Place are fully aware of current rules and guidelines.
 
Ian regularly comments on and writes for the industry press on all pension issues. He spent four years on the Pensions & Savings Committee of the ABI.
 
 
 
Toby Ross

Toby Ross , Manager of The Scottish American Investment Company P.L.C. (SAINTS) - Baillie Gifford

Conference agenda - 13.30

Toby joined Baillie Gifford in 2006 and is Co-Head of the Global Income Growth Team and Co-Head of The Scottish American Investment Company P.L.C. (SAINTS). He spent time previously at Baillie Gifford as a Global Sector Specialist and as an Investment Manager in the UK Equity Team. Toby graduated MA in English Literature from the University of Cambridge in 2006. Toby is a CFA Charterholder.

Tom Selby

Tom Selby , Senior Analyst - AJ Bell

Conference agenda - 15.50

Tom is a pensions expert and commentator whose views are sought by national journalists across print and broadcast media. He regularly appears on BBC Radio 4’s weekly ‘Moneybox’ programme to discuss retirement issues and has been a central figure in the campaign to tackle pension scams. In a previous life Tom was a financial journalist for adviser trade publication Money Marketing.

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