Simon Fairchild(Voting Panel Chairman)PwC
Simon leads PwC's Mid-Cap Listed Market in the London Region. By background he's a Chartered Accountant, gaining his early experience as an external auditor. Having been one of the original architects of the profession's response to pragmatically addressing the challenges of the US Sarbanes-Oxley legislation, he's subsequently helped many organisations evolve their risk, governance and control frameworks as they mature.
Georgina BrittainJP Morgan
Georgina, Managing Director, is a senior portfolio manager for small and mid cap funds within the JP Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JP Morgan Smaller Companies Investment Trust and co-manager for the JP Morgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.
Andy CrossleyStockdale Securities
Andy was a small-cap Fund Manager for 24 years until 2010, the vast majority of that time at Invesco Perpetual, where he was a two-time winner of Manager of the PLC Awards Best Performing Fund. Since then he has been a “gamekeeper turned poacher” firstly at Peel Hunt, advising corporates, particularly around fundraisings and also executing ECM transactions, and since April 2015 as Managing Director of Stockdale Securities, winner of the Best Research Awards at the AiM Awards Dinner 2017 sponsored by PWC. He is a member of the London Stock Exchange’s AIM Advisory Group, the QCA Primary Markets Expect Group and is the Senior Independent Director of City of London Group plc.
Matt EvansThreadneedle Asset Management
Matt joined Threadneedle Investments in October 2013 as a Portfolio Manager in the UK Equities team. He is co-Manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund, the Threadneedle ethical UK equity fund and a range of small-cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for construction and house builders. Before joining Threadneedle Matt was a Portfolio Manager at Legal & General Investment Management specialising in UK Small Caps. He gained a degree in Geography and Sports Science from Loughborough University.
Threadneedle start date: 2013. Industry start date: 1998.
Alex HardwickeN+1 Singer
Alex has been a UK small and mid-cap equity salesman since 1995. Prior to joining N+1 Singer, he was head of equity sales at both Charles Stanley plc and Altium. His 20 years in UK Equities has led to strong relationships with Fund Managers and listed companies alike and he has been rated the No.2 small cap and the No.5 mid cap equity salesman in Extel. He has a BSc in Psychology from Exeter University and is a keen sportsman and regularly plays hockey, cricket and golf.
Andrew JonesZeus Capital
As Director of Corporate Finance, Andrew has over 20 years’ experience in the public and private company advisory arena, previously working as a Corporate Finance Director for PwC and Head of Corporate Affairs and Investor Relations for Drax Group plc.
Marian MacBrydeMakinson Cowell
Marian is a founder Director of Makinson Cowell, which is a capital markets advisory team within KPMG’s Advisory services. Marian has over 30 years’ experience in the capital markets having worked as a brokers’ analyst for seven years at Hoare Govett prior to the formation of Makinson Cowell. She advises companies in the UK, France and Germany on all aspects of their relationships with investors and spreads her time between New York, the home of the world’s largest capital markets, and Europe.
Richard PennyLegal & General
Richard joined Legal & General Investment Management in 2003 and is a Fund Manager within the High Alpha Team and the Manager of the award-winning L&G UK Alpha Trust as well as a number of segregated portfolios. Most recently, in May 2014, he was appointed Fund Manager for the L&G Special Situations Trusts. Previously he worked for five years as a Fund Manager for M&G Investment Management and, prior to this, for four years as a Fund Manager at Scottish Amicable Investment Management. Richard has a Masters degree in Engineering and Economics from Oxford University.
David StevensonAmati Global Investors
David is a Fund Manager with Amati Global Investors, an Edinburgh-based specialist in UK mid and small companies, running products including an OEIC, AIM Venture Capital Trusts, and an AIM IHT portfolio service. Previously he was a Founding Partner at Cartesian Capital, managing UK long- only and long/short strategies, and prior to that he was Assistant Director at another investment boutique, SVM. David started his career at KPMG where he qualified as a Chartered Accountant, latterly specialising in corporate finance, before moving into private equity with Dunedin.
Gervais WilliamsMiton Group
Gervais manages a number of funds with Martin Turner that aggregate to over £1.5bn, including the Diverse Income Trust plc. He is also Senior Executive Director at Miton Group plc, the independent listed fund management group that has a reputation for offering strategies that are distinctive from most others. His fund management career extends over nearly 30 years including 17 years with Gartmore Group Ltd, where he was Head of UK Small Companies investing in UK smaller companies and Irish equities. He was awarded Investor of the Year by Grant Thornton at its Quoted Company Dinner in both 2009 and 2010 and Fund Manager of the Year 2014 by What Investment. Gervais is Chairman of the Quoted Companies Alliance, a board member of the Investment Association and a member of the AIM Advisory Council. He published ‘Slow Finance’ in 2011, and ‘The Future is Small’ in 2014, with ‘The Retreat of Globalisation’ published at the end of 2016.
Roland ArnoldBlackRock Investment Management
Roland, Director and Portfolio Manager, is a member of the UK Equity Team within the Fundamental Equity Division of BlackRock's Alpha Strategies Group. He has been co-manager of the BlackRock UK Special Situations Fund since August 2012, and manager of Small & Mid Cap UK Equity Portfolios since 2006. He is also responsible for the analysis of the UK Diversified Financials sector.
Roland's service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.
Andy is Co-Head of the Schroders Pan European Small and Mid-Cap Team. His investment career commenced in 1987 when he joined Schroders as a UK Equity Fund Manager, becoming Co-Head of the UK Small-Cap Team in 2002. He joined Price Waterhouse in 1985, where he qualified as a Chartered Accountant.
Andy has a degree in Economics.
Richard Davies is Founder and Managing Director of RD:IR, an independent global Investor Relations consultancy, offering a wide range of IR-related analysis, research & advisory services to over 630 UK & international public companies.
As well as providing IR counsel, Richard has run many pioneering research projects across the global financial markets.
Richard was Chairman of the UK Investor Relations Society from 2009 to 2011 after acting as Deputy Chairman for the previous five years. He was a Board member of the Society for ten years, contributing greatly to the development of the Society’s education, events and social programmes. Richard remains active within the Society, sitting on the Events, Conference and Policy Committees, as well as the Society’s Examination Board for its Certificate in Investor Relations. Richard was awarded Honorary Fellowship of the Society in 2016.
Richard is also a member of the following:
- Chartered Institute of Public Relations (City & Financial Group)
- All Party Parliamentary Corporate Governance Group
- International Corporate Governance Network
- Shareholder Voting Working Group
- Development Board of the charity, Missing People
Arun has over 13 years’ experience covering the technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.
Max joined Stifel in September 2013 as head of European healthcare equity research. Prior to this he was Chief Financial Officer of Silence Therapeutics plc. Max possesses more than 20 years of biotechnology and pharmaceutical industry experience, having held key management positions with leading development stage companies, as well as establishing several highly-rated equity research teams at a number of investment banks.
Max holds a BSc in Microbiology from the University of Kent and qualified as a Chartered Account with Arthur Andersen.
Ben JowettWinterflood Securities
Ben started his career at Winterflood Securities in 1996 having graduated from Loughborough University. After a two-year secondment to Close Brothers Equity Markets in Paris, specialising in European SmallCap, Ben returned to London as a Sales Trader. Having run the Sales Trading department between 2008 and September 2016 he is now Head of Client Sales and Business Development for Winterflood.
Jeremy is a member of the UK Mid & Small Cap equity sales team.
Jeremy has 30 years' stock market experience. Prior to joining Liberum, he spent four years at Espirito Santo Investment Bank as the Head of Mid?Cap Sales. Before this, he worked for seven years at Investec as Head of Smaller Company Sales. From 1987 to 2000 Jeremy was at Charterhouse Securities where he built up and led the Smaller Companies Team, which became ranked No.1 in the Reuters Survey in 1999. Following the acquisition of Charterhouse by ING, Jeremy led the team to Merrill Lynch where he became Head of Pan?European Mid and Small Cap before leaving in 2001.
Jeremy graduated in Economics from Georgia State University in 1982 and has an MBA from City University Business School.
Ian RestallFlathill Communications Group plc
Ian is the founder of the PLC Awards. Throughout his career, Ian has been involved in the quoted growth companies sector. His early career was as a Stockbroker, Analyst, Broadcaster and Financial Journalist in this area and, since founding The Design Portfolio Marketing Services in 1991 (where he is currently Executive Chairman), he has been active in helping many companies with their investor communication and corporate reporting requirements. Ian is also Chairman of Flathill Communications Group plc, President of The Design Portfolio Marketing Services Inc. and a member of the Investor Relations Society.
Stuart WiddowsonHarwood Capital
We are delighted to welcome Stuart back onto the Voting Panel this year, and further information will be available in due course.