The UK's biggest event for private investorsMaster Investor Show 2020
4-5 December 2020
Connecting companies with investors
In 2020 Master Investor hosted the first ever virtual Master Investor Show. Split over the 4th and 5th of December the show featured exhibitors and presentations from more than 40 organisations and thousands of private investors.
Want to find out more? Watch the highlights video of the 2020 event below to get a first-hand impression.
Scottish Mortgage Investment Trust PLC
Stewart Heggie, Managing Director at Scottish Mortgage Investment Trust PLC, presents at Master Investor Show 2020. In his talk, Stewart considers the importance of growth and shares some of the lessons that Scottish Mortgage Investment Trust PLC has learned in recent years. He also outlines potential growth opportunities for the coming decade, with a particular emphasis on modern technology, the Chinese market, and energy change.
J.P.Morgan Asset Management
Guy Anderson, Managing Director at J.P.Morgan Asset Management, Mercantile Investment Trust, presents at Master Investor Show 2020. In his talk, Guy considers the long-term performance of UK mid- and small caps as well as their growth opportunities. He also outlines the Mercantile Investment Trust’s investment philosophy and past performance, and looks at the impact of Brexit and Covid-19 on both the UK’s economic outlook and the trust’s positioning.
Dan Whitestone, Fund Manager of BlackRock Throgmorton Trust at BlackRock, presents at Master Investor Show 2020. In his talk, Dan introduces the BlackRock Throgmorton Trust and how it differs from other funds. He also makes the case for investing in smaller companies, shares his own investment philosophy and approach, and gives an outlook for the trust’s portfolio positioning post Covid-19.
George Barrow, Fund Manager, Global Financials Team at Polar Capital, presents at Master Investor Show 2020. In his talk, George gives an overview of the Polar Capital Global Financials Trust, as well as selected segments of the trust, including emerging markets, fintech and insurance. He also explores the outlook for financials as a whole, and outlines the catalysts for a recovery of the sector.
Aberdeen Standard Investments
Jason Baggaley, Fund Manager of Standard Life Investments Property Income Trust at Aberdeen Standard Investments, presents at Master Investor Show 2020. In his talk, Jason reflects on the changes that the coronavirus pandemic brought to the real estate market in the UK, giving an outlook for the market segments logistics, office, residential, and retail. Jason also outlines how the Standard Life Investments Property Income Trust responds to this changed environment.
Aberdeen Standard Investments
Steven Tredget, Partner at Oakley Capital, presents at Master Investor Show 2020. In his talk, Steven makes the case for private equity, and explains Oakley Capital’s investment strategy. He also looks back at the company’s financial performance, and how it has responded to the challenges presented by the coronavirus pandemic.
Allianz Global Investors
Simon Gergel, Portfolio Manager, Manager of the Merchants Trust at Allianz Global Investors, presents at Master Investor Show 2020. In his talk, Simon explains the stock selection approach that the Merchants Trust applies to its UK equity market investments. He also looks back at the company’s financial performance, and how it has responded to the challenges presented by the coronavirus pandemic.
Pantheon International Plc
Vicki Bradley, Head of Investor Relations at Pantheon International Plc, Tanu Chita, Principal at Pantheon, and Helen Steers, Partner at Pantheon, present at Master Investor Show 2020. In their talk, Vicki, Tanu and Helen review the current state of the private equity market, as well as the trends and opportunities that Pantheon International Plc. considers for this sector. Looking at past performance, the team also showcase how Pantheon International Plc. provides investors with access to private companies.
Evil Knievil presents at Master Investor Show 2020. In his talk, Evil Knievil looks back at 2020 and some of the key influencing factors on macroeconomic developments, such as government debt, Greta Thunberg, and Donald Trump. He also gives an insight into the performance of selected shares that he has bought over the course of the year.
Charlotte Ransom, CEO at Netwealth, and Matt Conradi, Head of Client Advisory at Netwealth, present at Master Investor Show 2020. In their talk, Charlotte and Matt explain how technology and investing have evolved over time, and give an insight into what investors are expecting to see change. They also demonstrate how Netwealth, through its hybrid service, pairs modern technology with human financial advice, and weigh up the risks versus the rewards.
Introduced by Ed Marten, CEO at QuotedData, the panel highlights some themes that are likely to emerge in the property sector post-Covid-19. It does so by providing insights from different perspectives, including a diversified play as well as logistics and warehousing. Panelists include Jason Baggaley, Aberdeen Standard Investments; Richard Williams, Property Analyst, QuotedData; and Richard Moffitt, CEO, Urban Logistics REIT plc.
J.P.Morgan Asset Management
James Faulkner, Editor in Chief at Master Investor, interviews Guy Anderson, Managing Director at J.P.Morgan Asset Management, Mercantile Investment Trust, at Master Investor Show 2020. In the interview, Guy presents the strategy of the Mercantile Investment Trust and its stock selection approach to mid- and small caps. He also highlights the benefits of the trust’s structure compared to open-ended funds, and gives his view on the overall implications of the coronavirus pandemic and Brexit.
Scottish Mortgage Investment Trust PLC
James Faulkner, Editor in Chief at Master Investor, interviews Stewart Heggie, Managing Director at Scottish Mortgage Investment Trust PLC, at Master Investor Show 2020. In the interview, Stewart outlines the key differentiator between Baillie Gifford and other investment management firms, and explains the overall selection approach and investment horizon that Scottish Mortgage Investment Trust PLC applies to its portfolio. Stewart also looks at the growth potential of the Chinese market, as well as opportunities in the healthcare sector.
James Faulkner, Editor in Chief at Master Investor, interviews Ladislas Paszkiewicz, Senior Vice-President, Investor Relations at TOTAL, at Master Investor Show 2020. In the interview, Ladislas introduces the two pillars of TOTAL’s strategy – growing energy production while reducing emissions. He also gives an insight into the company’s transformation programme, showcasing projects in low carbon electricity production, offshore wind technology, and electric mobility.
Jim Mellon presents at Master Investor Show 2020. In his talk, Jim shares his outlook for 2021, including a return to the “new normality” post-Covid-19. He also gives away some macro trading and public equity ideas, and looks at several meta themes, such as clean meat, climate change, and longevity.
Led by Richard Berry, Managing Director at the Good Money Guide, the panel gives an insight into how fintech companies are opening up access to financial services for everyone, and what people should consider when looking at new markets. Panelists include Tim Levene, CEO, Augmentum VC; Rezaah Ahmad, Founder, WiseAlpha; Kirsty Grant, Chief Investment Officer, Seedrs; and Richard Berry.
Led by James Faulkner, Editor in Chief at Master Investor, the panel looks back at the stock market developments in 2020, and gives two very different outlooks on investing. Panelists include Victor Hill, Host Speaker and Contributor, Master Investor; Mark Watson-Mitchell, Director, SQC Research, and Contributing Writer, Master Investor; and James Faulkner.
On Demand Content
Anthony Chow, CFA, Co-founder of Agronomics, presents at Master Investor Show 2020. In his talk, Anthony introduces Agronomics Limited and its investment portfolio, comprising companies from across the nascent industry of modern foods. Highlighting the negative implications of animal husbandry, Anthony also looks at the rising consumer demand for healthy and sustainable food, and presents the key players in the cultivated meat sector.
April Vellacott, Author and Behavioural Consulting Lead at Cowry Consulting, presents at Master Investor Show 2020. In her talk, April explores how Cowry Consulting helps its financial services clients use behavioural science and nudging to aid better investing decisions. She specifically looks at three biases which hamper investors – loss aversion, framing, and authority bias – and demonstrates how the company’s clients applied these biases to communicate with their own customers during the coronavirus pandemic.
Richard Wolanski, Finance Director at Avation PLC, presents at Master Investor Show 2020. In his talk, Richard summarises the effects of the coronavirus pandemic on Avation’s share price, as well as its aircraft portfolio and customer base. He also presents Avation’s liquidity strategy, and gives buying signals from a macro and a micro perspective that are likely to positively impact the company.
BlueBox Asset Management
William de Gale, FCA, CFA, Portfolio Manager at BlueBox Asset Management, presents at Master Investor Show 2020. In his talk, William explains the concept behind Direct Connection, Blue Box Asset Management’s global technology fund. He also gives an outline of broader developments in the tech sector, and shares his own approach to building a portfolio.
Claire Noyce, CEO and Managing Partner at Hybridan LLP, presents at Master Investor Show 2020. In her talk, Claire looks back at 2020 and how SMEs across various sectors were affected by the opportunities and challenges presented to them. Highlighting noteworthy IPOs in 2020, Claire also gives an outlook for the markets in 2021.
Mark Child, Chairman and CEO at Condor Gold PLC, presents at Master Investor Show 2020. In his talk, Mark explains Condor Gold’s strategy of developing the Nicaraguan La India Gold Project into production. In doing so, the company follows a twin approach, namely to construct and operate the La India mine, and to double its existing gold resources and demonstrate a major gold district.
James Chirnside, Managing Director and Chairman at Dart Mining, presents at Master Investor Show 2020. In his talk, James gives an update on the key developments at Dart Mining in 2020. He also introduces the company’s exploration projects in North East and Central Victoria, Australia, with a particular emphasis on its historic goldfields Buckland, Granite Flat, Sandy Creek, and Rushworth.
Young Money Blog
Iona Bain, Author of “Own It! How Our Generation Can Invest Our Way To A Better Future”, presents at Master Investor Show 2020. In her talk, Iona gives a high-level summary of the issues that she explores in her book. Addressing primarily new investors, she looks at the reasons for investing, ISA and pension as the two main investing vehicles, different types of investment services and platforms, as well as the pros and cons of passive and active investing.
James Ferguson, Funding Partner at the Macrostrategy Partnership, presents at Master Investor Show 2020. In his talk, James explains why the Macrostrategy Partnership expects an upcoming inflation, and considers bonds a sell as well as commodities an outstanding buy, particularly for long-term investors. James also looks at the opportunity that UK stocks might offer.
James Faulkner, Editor in Chief at Master Investor, interviews Jennifer Kempson of Mamafurfur at Master Investor Show 2020. In the interview, Jennifer looks back on her own personal journey to becoming a personal finance blogger. She also highlights the importance of taking a long-term view to personal finance as well as having different sources of income, and recommends some initial steps that novice investors can take.
Leon Coetzer, CEO at Jubilee Metals plc, presents at Master Investor Show 2020. In his talk, Leon gives an overview of the financial and operational highlights at Jubilee Metals Group during the financial year 2020. He also introduces the company’s metal recovery projects – PGM Operations, and Chrome Operations – in South Africa, as well as the expansion of its copper operations in Zambia.
The Humble Penny and Financial Joy Academy
Ken Okoroafor, CEO at The Humble Penny and Financial Joy Academy, presents at Master Investor Show 2020. In his talk, Ken introduces the FIRE (Financial Independence, Retire Early) movement and explores how investors can achieve financial independence. Sharing his own background, Ken shows how he became financially independent himself, through a combination of investing in the stock market, career maximisation, lifestyle simplification, mortgage overpayments, and property investing.
Shawn Iadonato, Founder and CEO at Kineta, Inc., presents at Master Investor Show 2020. In his talk, Shawn looks at the pipeline of immunotherapies that Kineta is developing in the fields of immuno-oncology, neuroscience, and biodefense. A particular emphasis is given to the VISTA blocking immunotherapy, and KCP-506, a non-opioid treatment for chronic neuropathic pain. The presentation also includes a tour of the company’s biotechnology facilities in Seattle, Washington.
Ladies Finance Club
Molly Benjamin, Money Coach at Ladies Finance Club, and Lisa Conway-Hughes, Chartered Financial Adviser and Author at Ladies Finance Club, present at Master Investor Show 2020. In their talk, which invites viewers to ask questions via a live chat, Molly and Lisa stress the importance of investing for women, and how females can get started. They also give an introduction to seven key concepts that novice investors should get familiar with: compounding, inflation, asset classes, returns, risk, and asset allocation and diversification.
Lord Lee of Trafford
Lord Lee of Trafford presents at Master Investor Show 2020. In his talk, Lord Lee looks back at and shares his own experience from 60 years of investing. Key advice on how to build a successful portfolio includes applying common sense to investment, taking the long view, and recognising that unexpected events can occur.
Michael Taylor, full-time Equity Trader at shiftingshares.com, presents at Master Investor Show 2020. In his talk, Michael outlines the three keys to profitable trading systems – position sizing, risk management, and patterns – and gives actionable advice on how investors can apply each of the keys to improve their trading strategy.
Octavius Black, CEO at Mind Gym, presents at Master Investor Show 2020. In his talk, Octavius – together with two colleagues – gives an update on the half-year results of Mind Gym, as well as current trading and an outlook for the remainder of the financial year. The team also look at the company’s market opportunity and how they plan to realise it.
Finsbury Growth & Income Trust
Nick Train, Portfolio Manager at Finsbury Growth & Income Trust, presents at Master Investor Show 2020. In his talk, Nick reviews the positioning and strategy for Finsbury Growth & Income Trust, and gives a micro outlook on some of the companies that the trust is invested in.
Reason, Co-founder and CEO at Repair Biotechnologies, presents at Master Investor Show 2020. In his talk, Reason introduces the Cholesterol Degrading Platform (CDP) therapy, which is developed by Repair Biotechnologies. Exhibiting data from initial studies, Reason demonstrates the potential of CDP to reverse atherosclerosis, familial hypercholesterolemias, and other conditions in which excess or modified cholesterol drives pathology.
Simon Popple, Managing Director at Brookville Capital, presents at Master Investor Show 2020. In his talk, Simon introduces the 3 R’s system that he uses to evaluate mining stocks: resources, risk management, and research. He also gives a detailed introduction to B.R.I.D.G.E. (balance sheet, resources infrastructure, diversity grade, and exploration), a system designed to simplify the research process.
Price Value Partners
Tim Price, Director at Price Value Partners, presents at Master Investor Show 2020. In his talk, Tim introduces the Price Value Portfolio, the only fund managed by Price Value Partners, and gives an insight into the investment process for its discretionary business, namely bespoke managed accounts.
Mike Dennis, Director at ShareSoc, presents at Master Investor Show 2020. In his talk, Mike introduces ShareSoc and its membership offering: campaigns, information, education and networking. He also gives an insight into the average ShareSoc member profile, and why individual investors might want to join the organisation.
Behind The Balance Sheet
Stephen Clapham, Founder of Behind the Balance Sheet, presents at Master Investor Show 2020. In his talk, Stephen highlights the importance of accounting red flags and introduces his top three detection tools: margin comparisons, working capital ratios, and cash conversion.
First Longevity Limited
Phil Newman, CEO and Founder of First Longevity Limited, presents at Master Investor Show 2020. In his talk, Phil introduces the two pillars of First Longevity Limited: Longevity Technology, and Crowd Longevity. Its news platform, Longevity Technology, provides the company with a community as well as insights into both the marketplace and start-up businesses, while its SPV crowdfunding platform, Crowd Longevity, will help First Longevity Limited to actively participate in the equity opportunities that it creates.