Thursday 23rd April 2015
Althorp
9.00am
Burghley
Fitzwilliam
Sandringham
Company presentations
Keynote Speech
9.30am
10.00am
Understanding a balance sheet
Francis Kershaw
Getting to Know Management, Good or Bad for Investors?
Edward Roskill
What Pays Off and Why: why you need to understand the key
drivers of stock returns - quality, value & momentum
Ed Croft, Stockopedia
Ken Greetham
Wynnstay Group Plc
10.45am
Which are the best investment websites?
Damian Cannon
FREE: Incorporating risk management into your thinking
Alastair McCaig, IG
The World According to QARP: Quality at a Reasonable Price
Leon Boros
Tom Burnet
Accesso Technology Group Plc
11.30am
The Perils of the PE ratio
Chris Boxall, Fundamental Asset Management
When can I afford to give up the day job?
David Hearne, Satis Asset Management
How to make 10-15% annual returns from your bond/cash
portfolio…by using it as collateral to sell put and call options
Panos Loizou
Robert Peel
Peel Hotels Plc
LUNCH
12.15pm
FREE: Investing in SmartCos: How to Identify AIM Companies Managing the Monkey: how & why we shoot ourselves in the
with Outstanding Prospects
foot and what we can do about it
Charles Breese, Hardman & Co
Ed Croft, Stockopedia
12.45pm
Top savings tips for investors
Mark Lauber
13.30pm
The balance sheet and cash flow, more important than
profit?
Sarah Serohijos & James Skinner, Stockatonia
Valuation - an art not a science
David Rae, Insight Advisory
FREE: Pensions draw-down: the winners and losers
David Hearne, Satis Asset Management
14.15pm
Making money from deep value, special situations
Panos Loizou
FREE: How to build a stock screen: why you don't need to pick
stocks to build a winning portfolio
Ed Croft, Stockopedia
Successfully investing in AIM for Inheritance Tax Planning
Purposes
Chris Boxall, Fundamental Asset Management
When can I afford to give up the day job?
David Hearne, Satis Asset Management
15.30pm
17.30pm
Marcus Leaver
Quarto Group Inc
BREAK
15.00pm
16.15pm
Richard Wolanski
Avation Plc
ShareSoc Investor Masterclass
Panellists: Richard Beddard, David Stredder, Paul Scott & Ed Croft
Topics: Portfolio construction and management,
avoiding value traps and reviewing AIM favourite PLUS500
3.30pm - 6.30pm
FREE: Super-charging your investment returns via the
Enterprise Investment Scheme
Ben White, Ober Private Clients Limited
FREE: Avoiding Portfolio Drag: Tricks of a Professional
Portfolio Manager
Guy deZulueta & Tom Lawrence, Killik & Co
18.00pm
Please note this timetable is subject to change
Angus Forrest
Tern Plc
Friday 24th April 2015
Burghley
Althorp
9.00am
9.30am
Fitzwilliam
Sandringham
Company presentations
What does a Professional Fund Manager Do All Day?
Peter Pereira Gray
10.00am
FREE: How to protect yourself from a market crash
Mike Foster, Hardman & Co
Valuation - an art not a science
David Rae, Insight Advisory
Why do family firms perform well in the long term?
David Stredder
Neil O'Brien
Alkane Energy Plc
10.45am
FREE: Brain surgery, the next step for investors
Edwyn Newman
How Does Shorting Work and is it for me?
Martin Luke, Vox Markets
The balance sheet and cash flow, more important than profit?
Sarah Serohijos & James Skinner, Stockatonia
Chris Bogart
Burford Capital
11.30am
When should I sell my shares?
David Stredder
What to watch out for as we head towards the UK General
Election
Alastair McCaig, IG
FREE: Super-charging your investment returns via the Enterprise
Investment Scheme
Ben White, Ober Private Clients Limited
John Hayward
Pressure Technologies Plc
LUNCH
12.15pm
12.45pm
Why balance sheets matter
Paul Scott
When is a “Buy”, not a “Buy”?
Dr Martin Hall, Hardman & Co
FREE: When can I live off my investments?
David Baldry, Killik & Co
Kieran McKinney
IG Group Plc
13.30pm
Seven deadly investment sins
Richard Straffon
FREE: Real Returns from Residential Property
Jonathan Price
DCF and other valuation methodologies
Jonathan Crossfield, Vox Markets
John McArthur
Tracsis Plc
14.15pm
Which are the best investment websites?
Damian Cannon
When spreadbetting goes wrong, badly wrong
Paul Scott
Five Value Shares worthy of further research
David Stredder
David Hornsby
Ideagen Plc
Bernard Johnson
Creightons Plc
BREAK
15.00pm
15.15pm
How to construct a High Yield Portfolio
Damian Cannon
Tax Planning from the Cradle to Grave: Opportunities & Pitfalls at
each stage of a Private Investor's Life
Francis Kershaw
FREE: What Makes a Good & Bad Non-Exec Director?
Chris Spencer-Phillips, First Flight Non-Exec Directors
16.00pm
How to find a hidden gem
David Stredder
It's all in the mind; how to recognise and manage behavioural
bias
Tim Richards
The World According to QARP: Quality at a Reasonable Price
Leon Boros
16.45pm
What are the hidden nasties on the balance sheet and how
to spot them?
Mike Foster, Hardman & Co
Top Savings Tips for Investors
Mark Lauber
FREE: Real Returns from Residential Property
Jonathan Price
17.30pm
Keynote Speech
18.00pm
Please note that this timetable is subject to minor change