MASTER INVESTOR SHOW 2025

09:50

Show Opening

09:55 – 10:25

Panel Discussion

Talk Title: Future-proofing your portfolio: Technologies of the future to invest in today

11:25 – 11:55

The Mercantile Investment Trust plc

Talk Title: Perception versus Reality – UK Mid-Caps Today
The Mercantile Investment Trust aims to achieve capital growth through investing in a diversified portfolio of UK medium and smaller companies. It pays quarterly dividends and aims to grow its dividend at least in line with inflation. Portfolio manager, Guy Anderson will explain why small and medium sized companies in the UK offer a compelling opportunity to investors today.

12:00 – 12:40

Jim Mellon

Talk Title: Jim Mellon in conversation with Wilfred Frost

14:10 – 14:40

JPMorgan Global Growth & Income plc

Talk Title: Take a Global Perspective
JPMorgan Global Growth & Income plc (JGGI.LN) is a global, unconstrained, best ideas investment trust; drawing on the micro insights of JPMorgan Asset Management’s research analysts based around the world. Portfolio Manager, James Cook, will dive into the how he and the team pick stocks and bring it together to create an award-winning* global portfolio.
*correct as at November 2023

16:20 – 16:50

Money Matters: Building Wealth and Future-proofing your Finances

Talk Title: 3 things the next gen need to hear from you about money

Talk Title: How to bridge the investment gender gap

• What is the Investment Gender gap
• Why is it a problem
• How to improve / bridge the gap

Talk Title: How to make £1m in 4 steps

16:50 – 16:55

Closing Remarks and ‘MIS 2024 Treasure Hunt’ Prize Draw

10:55-11:25

QuotedData Panel Discussion

Talk Title: Investment strategies – what works?
We’ll look at the past and then offer insight into a few strategies for the future. Absolute return, growth, value and income with CG Asset Management’s Chris Clothier, Polar Capital’s Nick Brind, Blackrock’s Daniel Whitestone and QuotedData’s Edward Marten.

09:30 – 09:50

NextEnergy Capital

Talk Title: NextEnergy Solar Fund “Once in a generation dividend yield opportunity, portfolio update, and growth strategy”

10:30 – 10:50

J.P. Morgan Asset Management Panel Session

Talk Title: Have your cake and eat it – targeting both income and growth
A panel of three highly experienced portfolio managers highlight the different ways in which their respective investment trusts target both attractive dividend levels and long-term capital growth. This will cover UK equities (William Meadon – JPMorgan Claverhouse plc), European equities (Alexander Fitzalan Howard – JPMorgan European Growth & Income plc), and Emerging Markets equities (Issac Thong – JPMorgan Global Emerging Markets Income plc).

10:55 – 11:15

Witan Investment Trust plc

Talk Title: Witan Investment Trust. A Share in Global Growth
In his presentation, James Hart, Investment Director of Witan Investment Trust, will discuss the trust’s multi-manager strategy, portfolio positioning, and outlook for the rest of 2024.

Witan is an equity investment. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

12:50 – 13:10

abrdn

Talk Title: Murray International Trust: The Global Macro Outlook for 2024
Martin will be discussing the elements of the current global macro backdrop – the last mile on inflation and Central Banks preparing to cut rates. He will also discuss the outlook for Murray International Trust, how the trust is currently positioned and where the team are seeing opportunities.

13:15 – 13:35

WS Blue Whale Growth Fund

Talk Title: A High Conviction Approach in an Uncertain World
In 2024, investors will continue to grapple with significant concerns surrounding global macroeconomic and geopolitical challenges. In this session, Stephen will discuss the crucial need for exposure to structural growth catalysts and highlight specific opportunities in AI and Reshoring that could prove advantageous in times of uncertainty.

13:40 – 14:00

CT UK Capital and Income Investment Trust PLC

Talk Title: From The Magnificent Seven to A Fistful of Dollars (or Pounds)
UK Equities may be out of favour at present, particularly compared to the US Magnificent Seven, but the UK market is not the same as the UK economy and current valuations could be a precursor of attractive returns.

14:45 – 15:05

QuotedData

Talk Title: How to play the recovery in renewables and infrastructure stocks

15:10 – 15:30

Columbia Threadneedle Investments, Global Managed Portfolio Trust

Talk Title: CT Global Managed Portfolio Trust
An introduction to CT Global Managed Portfolio Trust and outlook for 2024.

15:35 – 15:55

Polar Capital

Talk Title: Technology in 2024: Tackling the AI opportunity
On the back of a strong run for the technology sector in 2023, and with the interest rate backdrop becoming more favourable, join Alastair Unwin, Deputy Manager of the Polar Capital Technology Trust, to hear why AI (artificial intelligence) has the potential to transform the world and how the team approaches investing in the technology sector.

15:55 – 16:15

Quantinuum

Talk Title: Quantinuum: Growth of a $5 billion company

• Lifecycle of deep tech companies in the UK.
• The convergence of AI and Quantum computing.
• Next gen AI, both scary and exciting.

16:20 – 16:50

Tips from the Experts

09:30 – 09:50

Beaufort Society

Talk Title: Exploding the ESG Myths and Looking for Real Innovation in the 2020s
Private investors have been misled by hype from major financial institutions pushing a political agenda. In this potentially controversial talk Graham Rowan will demonstrate the shortcomings of ESG and give some examples of companies whose innovation will provide great returns to investors while making the world a better place. Those attending the talk will receive a free copy of Graham’s latest book Diary of a High Net Worth Investor.

10:30 – 10:50

Vietnam Enterprise Investments Limited

Talk Title: Access to a rapidly growing economy
Vietnam has a young, well-educated population of 100m and is experiencing a period of rapid economic growth averaging 5.8% pa over the past decade. The country’s growth is supported by a virtuous circle of factors, including: accelerating investment by foreign companies in the manufacturing sector as supply chains shift out of China; rising household wealth leading to the emergence of a middle-class consumer; and rapid urbanisation, similar to earlier Asian tigers, buoying spending on infrastructure, real estate and services. VEIL is a London-listed fund providing exposure to Vietnam’s growth story through an actively managed portfolio run by an experienced, well-resourced investment manager

10:55 – 11:15

Shojin

Talk Title: The benefits of real estate investing in 2024
2023 was tough for the property sector, but by investing in real estate development projects in 2024, you can capitalise on the potential returns in a rate cut environment over the next 2-3 years.

Shojin’s fractional investment platform offers private investors lucrative opportunities in the mid-market development space while supporting UK house builders.

12:50 – 13:10

Oxford Technology Management Ltd

13:15 – 13:35

London Stone Securities

Talk Title: Stock ISA & SIPP Investors – Proven Strategy helping investors make up to 50% more Dividend Income AND 30% more Capital Growth!

13:40 – 14:00

Bolt Angels
and Lead Investor in JAAQ.ORG and Cudo Compute

Talk Title: The Art and Science of Angel Investing: Seven Strategies to Outperform the Odds
In this entertaining, fast-paced and highly informative presentation, multi-exited entrepreneur, veteran investor, best-selling author and key-note speaker, Steve Bolton, shares his top seven strategies for investing success.

Steve’s most recent exit achieved a 42X post-dilution return in under three years. Triple Whale grew from a pre-seed investment value of $5m to $400m, where Steve and his investment partners achieved a partial exit via a secondary at Series B.

Steve and his team have also been instrumental as the lead investor in the incredible growth of the celebrity backed mental health tech platform www.jaaq.org. JAAQ has billionaire Jim Mellon and AI expert Mo Gawdat as investors. Many believe this business will grow to become a rare British Unicorn.

Bolt Angels most recent investment in Cudo Ventures is riding the AI tidal wave, providing sustainable high performance compute hardware and a marketplace that matches supply with explosive demand. Cudo is growing at a remarkable pace in arguably the hottest investment sector in the world right now and it is led by a very experienced team of exited entrepreneurs.

Alongside his successes, Steve has also tasted failure, having to put a business into voluntary liquidation in 2002 and selling his family home to avoid bankruptcy.

Steve will share his top seven strategies that will be of great value to both novice and experienced angel and venture investors alike. Prepare to be inspired, educated, and entertained.

Email: s.bolton@bolt.partners
Website: www.stevebolton.com

15:10 – 15:30

De Pointe Research

Talk Title: Gold, Art and the importance of portfolio diversification in 2024
Paul will introduce De Pointe Research, a new service that is set to shake up the way people find and choose alternative investments. Displaying an exclusive roster of businesses working in the alternative investment sector, De Pointe offers its subscribers a bespoke consultation, resulting in transparent research on sectors that match their desires.

Through insightful analysis and real-world examples, Paul will delve into the myriad benefits of alternative investments, including but not limited to gold, fine art, and beyond. Attendees will gain valuable insights into the potential of alternative asset classes, discovering new avenues for diversification and wealth preservation.

Don’t miss this enlightening presentation as Paul shares his vision for the future of alternative investments and the role De Pointe Research will play in empowering investors worldwide.

15:30 – 16:00

London South East​

Talk Title: Just how undervalued is the UK Stock Market?
When the UK recovery does come through, which stocks could have the greatest investment potential?

16:00 – 16:15

Evil Knievil

Talk Title: Current Times as seen by Evil Knievil

10:30 – 10:45

Ananda Developments Plc

Talk Title: Cannabis-based medicines on the NHS

10:45 – 11:00

Quebec Precious Metals Corporation

Talk Title: Finding gold and lithium in James Bay, Quebec
Quebec Precious Metals Corporation has a large land position in the highly prospective James Bay territory, Quebec, near Newmont Corporation’s Éléonore gold mine. The Corporation focuses on advancing its Sakami gold project and its new lithium discovery. In addition, the Corporation holds a 68% interest in the Kipawa rare earths project also located in Quebec.

11:05 – 11:20

Kinetiko Energy

Talk Title: South Africa’s Transition Energy Solution
South Africa is in the midst of an energy crisis. Kinetiko Energy Ltd (ASX: KKO) is focused on developing an energy transition solution for South Africa focused on developing shallow conventional onshore gas projects near Johannesburg. The Company has established a world class resource and is currently identifying optimal development sites. The geology supports multiple developments. KKO has a termsheet with the South African government to develop the largest onshore gas field in South Africa.

12:50 – 13:05

Pensana Plc

Talk Title: Pensana rare opportunity to gain direct exposure to the biggest energy transformation in history

Pensana is currently financing one the world’s largest undeveloped rare earth mines, one of only three with a JORC RESERVE greater than 100,000 tonnes of NdPr. With access to world class infrastructure and strong support from its major shareholders M&G and the Angola Sovereign Wealth Fund who have invested US$70 million to date the mine is set to supply 5% of the world’s magnet metal rare earths with a best in class up front capital cost of US$200 million.

13:10 – 13:25

ASP Isotopes Inc.

Talk Title: Introduction to ASP Isotopes
Isotopes have one of the most severely compromised supply chains of any material in the world. Isotopes are found in many different end markets from nuclear energy, to healthcare. ASP Isotopes has constructed two plants in South Africa to produce multiple different isotopes and is in the process of constructing additional plants to ease global supply chain issues. There is a growing demand for isotopes such as Silicon-28, which will enable quantum computing, and Molybdenum-100, Molybdenum-98, Zinc-68, Ytterbium-176, and Nickel-64 for new, emerging healthcare applications, as well as Chlorine-37, Lithium-6, and Uranium-235 for green energy applications. ASP Isotopes, and its wholly owned subsidiary, Quantum Leap Energy, expects to build plants for the production of all these isotopes during the next several years.

13:30 – 13:45

Agronomics

13:45 – 14:00

Dart Mining NL

14:45 – 15:00

Symvan Capital

Talk Title: Venture Capital Investing – Creating Alpha For Private Client Portfolios
As perhaps the leading EIS technology fund specialising in B-to-B SAAS investing, Symvan Capital has an enviable track record in delivering investment performance whilst breaking new ground in promoting fee transparency. An activist shareholder in the true sense of the word, Kealan Doyle will be describing Symvan’s investment philosophy and using case studies to illustrate how venture portfolios evolve to create value for investors.

The discussion will seek to explain the rationale in investing in leading technology sub-sectors such as Blockchain, Fintech, HR Tech, and Immersive Technologies. Symvan’s historical performance and how investors are not charged upfront or annual fees will be discussed, and we will also touch on some of the tax considerations in EIS investing.

15:05 – 15:20

Bradda Head Lithium

Talk Title: Advancing lithium exploration in the USA battery supply chain

15:25 – 15:40

Juvenescence

15:40 – 15:55

SEED Innovations Limited

Talk Title: Unlocking Investment Potential: SEED Innovations Limited
The AIM-quoted, closed-end investment fund presents an opportunity for investors seeking exposure to industries and companies typically beyond their reach. With a robust cash and cash receivable position of over £6 million as of Q1 2024, SEED is poised to guide investors through investment territories.