Investing Matters Investing Matters

To quote Melinda Gates, “When we invest in women, we invest in a powerful source of global development”.

With that in mind, welcome to this insightful global women’s, diversity and inclusivity champion Alexandra McGuigan, the CEO and Founder, of Inclusive Asset Management.

Inclusive AM is a consulting firm focused on changing the face of the asset management industry. They do so by giving visibility to diverse investment talent and helping them to access wider networks to improve their chances at success.

‍The Asset Management industry favours larger fund managers as they are deemed less risky. The problem is, as assets under management grow, returns tend to decrease incrementally. This means that new innovative fund managers never make it to scale, and investment returns are stifled by size.

Inclusive AM’s goal is to change that and therefore change where capital flows go, to ensure the growth potential of innovative fund managers. Although women and minorities are overrepresented in top quartile investment performance, they end up managing one cent in the dollar. This presents an exceptional opportunity for allocators to have greater diversity in their portfolios. Inclusive AM works with diverse managers to change the demographics of the investment industry.

Prior to founding Inclusive AM, Alexandra was the Global Development Director for 100 Women in Finance and was responsible for all business development and corporate engagement.

A sales and marketing strategist with a specialisation in alternative investments, Alexandra has successfully helped international fund managers navigate and develop a presence in the APAC region, raising over $2.5 billion AUM from institutional investors.

Based in Singapore, Alexandra has also held senior roles at Tribeca Investment Partners, SHED Enterprises, and Investec, where she was responsible for developing and implementing sales and marketing strategy for products and new business opportunities.

Alexandra has worked with international fund managers, across asset classes including GAM, Adveq, Och Ziff, Diamond Asset Advisors and Qblue Balanced.

She started her career in Asset Management at BNY Mellon Asset Management.

Alexandra is a Chartered Alternative Investment Analyst and a CAIA Singapore Chapter Executive. She holds an MBA majoring in International Business from UTS and has a BA Media Communications, Sydney University. She has studied in Australia, France and the USA.

Although fewer females are in the stockmarket or are in leading positions as CEOs, CFOs, Founders, Fund Managers, Asset Managers or Wealth Managers, numerous studies have found that women investors over the long-term outperform their male peers. In this fascinatingly insightful Investing Matters interview Alexandra McGuigan will share with you the inspiring career path and investment journey that has taken her around the world, enabled her to speak various languages and light the entrepreneurial leadership spark in many men and countless women around the world in her quest to make the Asset Management industry far more inclusive.

Topics and discussions also include:

-Career starting in the Wine Industry

-Passion for education and continual learning

-Roles, experiences & lessons working in the Asset Management industry

-Personal investing strategy

-Role as CEO & overview of Inclusive AM

-Benefits of diversity & inclusivity for Corporations

-Gender pay gap

-Imposter Syndrome & Confidence

-Importance of good leaders & mentors

-Private Equity, supply chains

-Financial discipline / Superannuation / Compounding

-Good investment opportunity

-Succeeding against the odds

- 100 Women in Finance / Gender Equality / Diversity / Inclusion

- CAIA Association

-Association of Investment Companies research

-The importance of backing yourself & self-development

-Raising your first billion dollars

-Unconscious bias

-Inspiring & investing in others

-Plans to launch a Woman’s Fund

- and m

To quote John Maynard Keynes, "Successful investing is anticipating the anticipation of others”.

It is rather important therefore to conduct thorough prior preparation, due diligence and research before investing. With that in mind, welcome to this insightful research focused episode of the Investing Matters series, which is with the hugely talented Edward Marten, the former Independent Financial Adviser, former Investment Banker, turned entrepreneur, Founder and CEO of QuotedData.

QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. Investment companies and real estate investment trusts (REITs) are their core focus of service. QuotedData aim to offer all investors access to the same resources that a professional investor would use. In addition, they provide data, including performance charts and statistics, across the full spectrum of pan-European equities. Their team of expert analysts write objective balanced articles and research notes to provide all investors with information that would enable them to make their own investment decisions, or to understand in more detail what their Independent Financial Adviser is recommending to them.

Prior to founding QuotedData in 2013, Edward spent over 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove, Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. Afterwards Edward set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway.

“Learning is an ornament in prosperity, a refuge in adversity, and a provision in old age.” Therefore, please listen now to this insightful Investing Matters interview with Edward Marten, the Founder and CEO of QuotedData. As he shares his vast knowledge and expertise from working in and across the Investment industry. The topics we discussed include:

-Holistic picture of finance, wealth and investments

- Sales / Equity Sales

-Trading floor / Investment Banking

-Entrepreneurial drive to build

-An overview of QuotedData & its services

-Investment companies / Real estate investment trusts

-Independence

-Sponsored content / Advertising / Research

-Personal investing strategy

-Capital markets

-Quality research analysts

-Code of Conduct

-Investing long-term

-Quality research

-Listed investment funds

-Diversification

-Absolute funds / Multi-asset funds

-Cost Review

-Investment companies’ discount

-ESG / Cleaner energy assets / Renewables / Green washing

-Oversold valuation of the UK

-British ISA

-Magnificent 7 / Artificial Intelligence / Generative Ai

-Investment industry consolidation / Outflows /

-Merger and Acquisitions / Disposals / Takeovers

-Creating growth / Value for money

-Financial education

-Wealth creation



We hope you enjoy this podcast, and we look forward to hearing your feedback.

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Hi everyone, the London South East and Investing Matters teams and I took the Investing Matters interviews on the road again. We conducted our third "LIVE" event, and it was our second LIVE panel session at the largest investors event in London at the Master Investors Show. With our timely topic of discussion being:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

From a packed Gallery stage with many delegates finding standing room only, my fantastic panel of stellar investment industry experts consisted of:



George O'Connor : Progressive Research' Technology Analyst, the award-winning, sell-side equities analyst covering software & IT Services

Charlie Huggins (CFA) : Head of Equities of Wealth Club

Stephen Yiu : Lead manager of the Blue Whale Growth Fund

Gervais Williams : Head of Equities of Premier Miton Investors



Each individually and brilliantly delivered their presentations to a packed audience with regards to:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?



The topics recorded from this fantastic panel session for your educational pleasure include:

-Quality shares

-Best stocks

-Valuations

-Takeovers

-New Tech cycle

-UK attractiveness / cheapness

-Potential UK catalysts

-Value stocks

-Total returns

-Stock picking

-Quantitative Tightening & Quantitative Easing

-Artificial Intelligence

-Generative Ai

-Global mindset / Home bias

-Computacenter

-Next Plc

-Compass Group

-YU Group

-CyanConnode

-Relx

-Experian

-Croda

-Capita

-Beeks Financial

-Oxford Metrics

-Magnificent 7

-Nvidia

-Total Addressable Market

-Sitting on a goldmine

& much more

The London South East, Investing Matters teams and I, as host of the LIVE Investing Matters panel session at the Master Investor Show, would like to say a huge thank you to George O’Connor, Charlie Huggins, Gervais Wiliams and Stephen Yiu for their outstanding presentations, for sharing their knowledge, expertise, strategies and for answering the questions of our astute LIVE Master Investor Show audience and our global Investing Matters audience.

I would personally also like to also say a huge thank you to Tim Corcoran and the Master Investor Show team for their kindness, support and for achieving what was the best and most successful Master Investor Show 2024.

We hope you enjoy this recording and very much look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

To quote Microsoft founder, Bill Gates: “We are changing the world with technology”.

With that in mind, welcome to this insightful tech, artificial intelligence, generative ai, Magnificent 7 stocks laden episode in the Investing Matters series, which is with the hugely talented award-winning Technology and Software Investment industry expert analyst, George O’Connor, Technology Analyst of Progressive Research.

Progressive Research are an analyst founded and analyst led company, that provides bespoke research, investor engagement and advisory services to quality companies across a broad range of sectors. Their experienced team have provided guidance to public and private companies of all sizes, from large FTSE 100 companies, growth companies on AIM and AQSE, to those just considering listing.

After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon, Stifel Nicklaus as a Managing Director and more recently Technology lead at Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland.

George has been a stalwart of the Tech sector for the last 25 years. It is fair to say that he knows the markets and what is needed for successful investing better than most.

In this fascinating insight into the world of tech, artificial intelligence, generative ai currently being dominated by the Magnificent 7 stocks (some would say mainly Nvidia), my Investing Matters interview with George O’Connor, Technology Analyst of Progressive Research delivers colour and knowledge including:

-Defining the attributes of Ai winners

-How to find the future winning tech stocks

-Nvidia’s awesome growth trajectory

-The Magnificent 7 stocks

-The importance of the valuation ratio

-Artificial Intelligence, Generative Ai

-Plausibility & Hallucinations

-Life Cycle Model / Gartner Hype cycle

-UK Ai opportunity

-Valuation gap

-To love a profit warning

-Ensuring you don’t overpay

-Championing better markets

-FTSE & AIM Tech opportunities

-Private equity dry powder

-Mergers, growth, IPO’s and Takeovers

& much more.

Thank you to all our listeners - we hope you enjoy this podcast, and we look forward to hearing your feedback.

Breaking news: Please do join George O’Connor, Stephen Yiu, Gervais Williams & Charlie Huggins for the All-star “LIVE” Investing Matters panel session at the Master Investor Show at 3.30pm on Saturday 9th March with host Peter Higgins. About the show - Master Investor Events. Please book your FREE ticket/s now using the promotion code : LSE

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Peter Lynch said, “If you're prepared to invest in a company, then you ought to be able to explain why in simple language..”

Here is a wonderful opportunity to gain insight into the fantastic and hugely successful journey of Brian Feroldi, who has been preparing and educating individuals towards better financial futures. This is typified by Brian’s career mission statement which is “to demystify the stock market.”

As a financial educator Brian has written over 3,000 articles on stocks, investing, and personal finance for the Motley Fool, author, speaker, and hugely successful YouTuber. He has an MBA in finance and has been investing since 2004. Brian is the author of the best-selling book, Why Does the Stock Market Go Up? His thorough expert understanding of the markets compounds his rightful aversion for selling quality investment holdings. He is also a student of the Peter Lynch investor philosophy which states, “The key to making money in stocks is not to get scared out of them.”

As Mark Twain stated, “the secret of getting ahead is getting started”. Therefore, please listen now to this fascinating and inspiring Investing Matters interview with Brian Feroldi, in which he explains why the stock market goes up and our discussion also includes:

-Brian’s first exposure to stocks and the Dow Jones Industrial Average

-Brian’s initial view the Stock Market

-The right and wrong way to invest

-Importance of reading, passion for learning

-The importance of learning from mistakes

-Brian’s investing mistakes

-The biggest investing mistake

-Aversion to selling stocks

-Identifying multi-bagger stocks

- The network affect

-Motley Fool

-How he honed his writing and investing skills

-Why do stock markets continually go up?

- An overview of Brian’s best-selling book "Why Does The Stock Market Go Up?"

-The Wall St Journal, Charles Dow, Edward Jones

-Overtrading

-Compounding affect

-Psychology

-Importance of studying market history

-Why todays investors are spoilt

-Buy and Holding investing

-Dollar cost averaging

-Know thyself / Study your investing behaviour

-Financial freedom

-Some of the main rules for successful investing

-Competitive advantage, Moat, Counter positioning

-Stocks include; Microsoft, MercadoLibre, Netflix, Clear Secure Inc

-The importance of a long-term investing mindset

-You will gain an understanding as to why Brian at the time of this podcast has 534.5k followers on Twitter/X

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Benjamin Franklin said, "An investment in knowledge pays the best interest", a further investment in the high-quality research can also pay significant long-term returns and dividends.

Here is an analytical and insightful Investing Matters interview with former Goldman Sachs’ Analyst, globally known and respected Neil Shah, the Executive Director of Content and Strategy at Edison Group. Edison is an investment research and advisory company, with global offices in London, New York, Frankfurt, Tel Aviv and ten further partner offices.

Neil grew up in Kenya, graduated from the London School of Economics with a Bachelor of Science Degree in Economics. Neil started his career at Price Waterhouse in 1994 in the banking, capital markets and treasury tax team. In 1997 he joined the pan-European research team at Goldman Sachs, covering construction and building materials. He left Goldman Sachs in 2003 to set up Tusker Capital, a long/short hedge fund.

Neil joined Edison Research in January 2005 after being meeting and being interviewed by Edison’s founder Fraser Thorne. Fraser and Neil have grown Edison Group into a global value proposition over the past two decades. Edison’s content and research are now view and consumed globally as in 2023 their content was read in 200 countries.

This fascinating insight to the world of Equity Research, Capital Markets, Investor Relations, Content and Strategy with Neil Shah, the Executive Director of Content and Strategy at Edison Group includes:

-An overview of Edison Group its solutions, Edison Research, its differentiated services including investor relations and strategic consulting services

-The importance of good mentors

-Being entrepreneurial

-Self-selection bias

-Quality Model Portfolio / illuminator portfolio

-Outperformance of companies

-Eureka moment

-Companies mentioned includes Rolls Royce, Rightmove, Serica Energy, GlobalData, 4Imprint, Team17, Relx,

-Power of compounding

- The Investment Research Review & Rachel Kent recommendations

-Research platforms opportunity to move forward

-UK stocks potential catalyst

-Importance of & Access to research

-Valuations / Takeover premiums

-Research is the golden thread

-Risk Vs Reward of Ai race

-Outlook for the Magnificent 7

-Growth rate & impact of Ai

-Empower the retail audience & their participation into markets

-Provision of the right investment and research tools/ solutions

- & much more.



We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.