The first Investment Committee of the LSMIF has been now confirmed at 13.15pm on 28th November 2018 at JUN0005 (Junxion Building). At this meeting, the leadership team will present their strategies on running the fund, including the governance, marketing and fund raising. The investment teams will present their investment policy, strategies and watch lists of companies listed on London Stock Exchange.

The meeting will also see the attendance from three external advisors to the fund, including Mr. Howard Gannaway (Advisor to the LIBS), Mr. Bob Woods (Founder/Senior Adviser of Mattioli Woods plc), Mr. David Spokes (Assistant Director/Investment Manager of Brewin Dolphin plc). Internal advisors to the fund include Mrs. Siobhan Goggin and Mr. Hao Quach from AFE-LIBS. The advisors  are expected to advise to and share their experience with our students on how to run the fund professionally and make informed investment decisions.

Agenda of the meeting is as follows:

  • 13:15 – Meet & Greet with refreshments (tea/coffee/light snacks)
  • 13:30 – Welcome and Introduction (James Stenson – CEO)
  • 13:40 – Opening speech (Mrs. Siobhan Goggin – HoD)
  • 13:45 – Introduction to the LSMIF (James Stenson – CEO)
  • 13:55 – Marketing and Fund Raising Strategy (Finley Kneafsey – CFO)
  • 14:05 – Investment Policy and Strategies (Szymon Olizarowicz – CIO)
  • 14:15 – Portfolio 1: Strategy and Watchlist
  • 14:25 – Portfolio 2: Strategy and Watchlist
  • 14:35 – Portfolio 3: Strategy and Watchlist
  • 14:45 – Tea and Coffee Break
  • 15:05 – Comments and experience sharing from advisors (Mr. Howard Gannaway, Mr. Bob Woods, Mr. David Spokes)
  • 16:00 – Closing speech (James Stenson – CEO)
  • 16:05 – Coffee and Tea for social networking