Investment Club

New Year Investment Club 2021

Presentations

Presentation materials and recordings where available
Keynote
Venture Capital, Thought Leadership
Biotech
Keynote | Douglas Eby | 27/01/21
Keynote | Douglas Eby
Cambridge Science
Keynote
Asset Management - Large
China, Public Equity
Baillie Gifford China Trust | 27/01/21
Baillie Gifford China Trust
Baillie Gifford and Co
Sophie Earnshaw
Keynote
Private Company
Medtech, Healthcare
Cambridge Medical Technologies | 27/01/21
Cambridge Medical Technologies
Cambridge Medical Technology
Jack Jachmann
Keynote
Alternative Investments
Credit, Europe
Natixis - MV Credit | 27/01/21
Natixis - MV Credit
Natixis Global Asset Management
Nicole Downer

Speakers

Personal bios and useful information
Cambridge Science
Keynote
Venture Capital, Thought Leadership
Biotech
Sophie Earnshaw
Baillie Gifford and Co
Sophie joined Baillie Gifford in 2010 and is an Investment Manager in the Emerging Markets and China A-share Teams. She has also been Co-Manager of the China Fund and a member of the International All Cap Portfolio Construction Group since 2014. Sophie is a CFA Charter holder. She graduated MA in English Literature from the University of Edinburgh in 2008 and MPhil in Eighteenth Century and Romantic Literature from the University of Cambridge in 2009.
Keynote
Asset Management - Large
China, Public Equity
Jack Jachmann
Cambridge Medical Technology
Jack Jachmann, founder and CEO   Jack has extensive experience of commercialising innovative technology. 20 years with Pitney Bowes as head of Dictaphone R&D, then CEO of two Pitney Bowes subsidiary companies. Founder and CEO of Zen Research (a semi-conductor/optics company), CEO of Xerox Engineering Systems and CEO of Cyalume, Inc.   Jack was educated at the City University of New York and Columbia University and is cited on 17 patents as inventor or co-inventor.  The various companies that Jack has managed included technology development or manufacturing operations in the UK, US, Germany, Japan, China, Korea, and France.   Jack is CMT’s largest shareholder, owning around 43 per cent.              
Keynote
Private Company
Medtech, Healthcare
Nicole Downer
Natixis Global Asset Management
Nicole Downer – is a Managing Partner and Head of Investor Relations. She joined in 2005 and is a member of the MV Credit Manager Board. Prior to MV Credit, Nicole was a Managing Director at Deutsche Bank where she ran the Structured Securitisation Team. Nicole holds a Bachelor of Science degree (First Class) in Banking and International Finance from City University in London.            
Keynote
Alternative Investments
Credit, Europe

Corporates

Company backgrounds and useful links.
Cambridge Science
Douglas Eby is the inaugural Senior Fellow for the Innovative Funding Models Project at Harvard. Doug’s role is to advance the work of the Project by developing a policy/research agenda, planning the convening of the working group, co-authoring a report on the working group's findings, and being available as a resource for interested members of the Harvard community. As a 2017 Fellow in Harvard University’s Advanced Leadership Initiative, Doug’s efforts have been focused on innovative financing models to meet the unprecedented gap that currently exists in translational research. His work at Harvard led to the formation of Cambridge Science Corporation, where Doug serves as the Chief Executive Officer. Cambridge Science Corporation’s mission is to improve global health by accelerating the pace of medical technology innovation. Prior to founding Cambridge Science, Doug worked in the investment management industry. He has extensive experience in the health care sector as an institutional investor across all stages of the capital continuum: public, private equity, venture capital, and angel startup financings. Most recently, Doug was the President and Portfolio Manager for an investment advisor managing institutional assets for clients in the US equity markets deploying a long-term value-based strategy. Doug has served as a director of several NYSE listed public companies including the Markel Corporation, Level 3 Communications, and CBRE Realty Finance, and as an advisory director of the Student Loan Marketing Association (Sallie Mae). He has served on the boards of numerous nonprofits including Suburban Hospital-Johns Hopkins Medicine, where he was chairman of the hospital's investment committee, and the Boys and Girls Clubs of Greater Washington, DC, where he served as chairman of the board.
Keynote
Venture Capital, Thought Leadership
Biotech
Baillie Gifford and Co
Sophie Earnshaw
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 46 partners all of whom work in the business. We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors. We currently manage or advise some £197bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 85% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.
Keynote
Asset Management - Large
China, Public Equity
Cambridge Medical Technology
Jack Jachmann
CMT’s patented biosensor is a painless non-invasive device that within seconds collects nanolitres of fluid from the skin and instantly analyses it quantitatively for levels of blood biomarkers, such as glucose, lactate, alcohol, troponin, cortisol, etc. Blood biomarkers are critical indicators of health but blood tests are not real time and do not provide a trend. CMT’s devices provide real-time patient information between blood tests, allowing early detection of disease and, over time, personalised health care. CMT is currently concluding five independent clinical trials at three Harvard hospitals and at the world-leading Mayo Clinic ahead of FDA approval later this year. CMT qualifies as a Knowledge-Intensive EIS company.
Keynote
Private Company
Medtech, Healthcare
Natixis Global Asset Management
Nicole Downer
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 ($1,067.3 billion AUM2). Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. Services/products are not available to all investors in all jurisdictions. 1 Cerulli Quantitative Update: Global Markets 2017 ranked Natixis Investment Managers (formerly Natixis Global Asset Management) as the 15th largest asset manager in the world based on assets under management as of December 31, 2016. 2 Net asset value as of September 30, 2020.
Keynote
Alternative Investments
Credit, Europe