Investment Club

Autumn Investment Club 2020

Presentations

Presentation materials and recordings where available
Keynote
Asset Management - Boutique
Emerging Markets
Polunin | 23/09/20
Polunin
Polunin
Julian Garel-Jones
Keynote
Private Company
Textiles
Coloreel | 23/09/20
Coloreel
Coloreel
Keynote
Asset Management - Large
Emerging Markets, Investment Trust
JP Morgan - Emerging Markets IT | 23/09/20
JP Morgan - Emerging Markets IT
JP Morgan Asset Management
Austin Forey
Keynote
Asset Management - Boutique
Credit
Sanlam - Hybrid Capital | 23/09/20
Sanlam - Hybrid Capital
Sanlam
Peter Doherty
Keynote
Alternative Investment Fund
Cannabis
Chrystal Capital - Verdite Cannabis Fund | 23/09/20
Chrystal Capital - Verdite Cannabis Fund
Chrystal Capital
Kingsley Wilson
Keynote
Keynote | The Right Honourable the Lord Lilley | 23/09/20
Keynote | The Right Honourable the Lord Lilley
The Right Honourable Lord Lilley

Speakers

Personal bios and useful information
Julian Garel-Jones
Polunin
Prior to co-founding Polunin Capital in 2001, Julian was a Senior Investment Manager for EM equities at Pictet Asset Management. He began his investment career in 1990 with Rothschild Asset Management as a banking sector analyst, and later as Latin America Fund Manager. He speaks French and Portuguese and is bi-lingual in English and Spanish. Although based in the UK Julian has spent many years living and working in Spain and Latin America. He received a Diploma in Hispanic Studies from Madrid University and later graduated with an MA Honours (1st Class) in Spanish and Portuguese at Edinburgh University.
Keynote
Asset Management - Boutique
Emerging Markets
Coloreel
Keynote
Private Company
Textiles
Austin Forey
JP Morgan Asset Management
Austin Forey, managing director, is a portfolio manager responsible for Global Emerging Markets portfolios based in London. An employee since 1988, Austin has fulfilled his role as Global Emerging Markets portfolio manager since 1994. Prior to this he worked in the UK market, where he was deputy head of UK research. Before this, Austin worked as research analyst covering engineering, and subsequently all financial sectors, including property; other responsibilities included co-management of a mid-cap investment trust, and two specialist unit trusts. Austin obtained a B.A. in modern languages from Cambridge University, and earned a Ph.D. in modern languages from Cambridge University.
Keynote
Asset Management - Large
Emerging Markets, Investment Trust
Peter Doherty
Sanlam
Peter joined Sanlam in 2020 as Head of Fixed Income with a mandate to build a diversified fixed income credit business. Prior to Sanlam, Peter was Chief Investment Officer at Tideway where he led the firm’s asset management offering, including the in-house Tideway UCITS funds. Born in Sheffield, Peter graduated from Oriel College, Oxford with a degree in Engineering Science. Starting his career in 1988, Peter has held senior positions at Goldman Sachs, Bear Stearns and Bank of America in fixed income cash, derivative and structured credit markets.
Keynote
Asset Management - Boutique
Credit
Kingsley Wilson
Chrystal Capital
Kingsley has worked in the regulated financial and investment services industry for over 24 years, spending 10 years as a capital markets research analyst focused on company analysis, portfolio construction and risk mitigation. He has spent the past 14 years advising companies on raising more than $1.5bn of capital for over 100 public and private transactions. Kingsley co-founded Chrystal Capital in 2009 and during the past four years has advised on multiple cannabis investments for various public and private companies, deploying over $210m across 10 cannabis transactions for 375 investors. He has established an extensive network of investor, advisor and company relationships across the cannabis industry and is a regular speaker at industry conferences given his deep industry knowledge and unique European perspective.
Keynote
Alternative Investment Fund
Cannabis
The Right Honourable Lord Lilley
After working on Aid programmes in developing countries Peter became a financial analyst specialising in Energy and was made a Partner of a leading City firm. Elected to Parliament in 1983, he became a Treasury Minister, then Secretary of State for Trade and Industry under Mrs Thatcher and Secretary of State for Social Security under John Major. Peter ran for Leader of the Conservative Party becoming Shadow Chancellor then Deputy Leader of the Conservative Party Responsible for Policy Renewal. Peter chaired the joint Commons/Lords Committee on financial legislation following the banking crisis of 2008. Peter was made a peer in 2018.
Keynote

Corporates

Company backgrounds and useful links.
Polunin
Julian Garel-Jones
Polunin Capital Partners is an independent institutional asset manager specialising in emerging market equities. Established in December 2000, the founding investment team have been executing the strategy for over 25 years. With a distinctive and hard to replicate investment methodology, using a proprietary database developed over decades, the team creates diversified portfolios with an uncorrelated performance profile. Constructed from the bottom up, using a distinctive Replacement Cost valuation methodology, the portfolio aims to complement investors’ core emerging market exposure. The Firm’s clients comprise private and public pension funds, endowments, foundations, sovereign wealth funds and banks across the world.
Keynote
Asset Management - Boutique
Emerging Markets
Coloreel
Coloreel Group has developed a cutting-edge technology that enables high-quality coloring of textile thread on demand. This technology will transform the textile industry. The first industrialized product feeds an embroidery machine with any solid color or any coloring effect you can imagine. This enables unique designs, vastly improves production efficiency, embroidery quality, logistics and sustainability thru zero waste of thread due to obsolete colors. The market response has been quite extreme, from the largest and most well-known brands to leading embroidery producers and media. The target is to become industry standard for industrial embroidery and expand into other textile areas, building a multibillion Euro company with high profitability.
Keynote
Private Company
Textiles
JP Morgan Asset Management
Austin Forey
JPMorgan Emerging Markets Investment Trust plc is a FTSE 250 investment trust with gross assets of £1.3bn (as at 30th June 2020). It aims to maximise total returns for shareholders by investing in companies with sustainable long-term earnings growth through a diversified portfolio of shares across emerging markets. The disciplined investment process, which focuses on investing in long-term winners with strong environmental, social and governance practices, has created consistent out-performance over time. This strong performance had been recognised by a number of awards, with the Manager Austin Forey and his team winning the Money Observer’s 2020 Best Emerging Markets Trust Award for the fifth consecutive year.
Keynote
Asset Management - Large
Emerging Markets, Investment Trust
Sanlam
Peter Doherty
Sanlam UK is a leading provider of high-quality investment management and wealth planning services. We are a people-led business, with offices across the UK supported by an award-winning investment team based in London. While local at heart, we have the backing and financial strength of a global financial services company supporting our business. Our parent company Sanlam Limited has been providing solutions to private clients, families, charities and institutions within investment management, risk management, capital markets, finance and insurance for over 100 years. Sanlam is the largest non-banking financial services group in Africa, has been listed on the Johannesburg Stock Exchange since 1998 and oversees some $65 billion AUM.
Keynote
Asset Management - Boutique
Credit
Chrystal Capital
Kingsley Wilson
Chrystal Capital is an entrepreneurial corporate finance and investment house with an established global network of Single Family Offices, Ultra High Net Worth Individuals and private equity co-investment partners. We act as a conduit between our network members, providing bespoke solutions for their capital and investment objectives. Chrystal Capital is the Investment Advisor to Verdite Capital Fund I LP, a Guernsey regulated fund.
Keynote
Alternative Investment Fund
Cannabis
The Right Honourable Lord Lilley
Keynote