The first Investment Committee Meeting has now concluded. We are very grateful for all those that attended this meeting. We are especially grateful to our external guests, some of which travelled significant distance to view our presentation.
The event started with introductions and a meet in greet session in which all members of the LSMIF team were able to meet our external Board of Advisors.This included; (pictured left to right)
Mr. David Spokes of Brewin Dolphin, Assistant Director & Investment Manager
Mr. Bob Woods of Mattioli Woods, Founder & Senior Advisor
Mr. Howard Gannaway of University of Lincoln, LIBS Advisor
Joining the external board the University of Lincoln Head of Department for Accountancy, Finance and Economics and our Internal Advisor, Mrs. Siobhan Goggin (pictured left). Our Head of Department presented a fantastic welcoming speech which kick started the event.
Now LSMIF’s turn to present. James Stenson, CEO, started the LSMIF introduction and explained the history of the fund, the aims, the goals and what the core values of the fund are. This introduction was finalised with some information regarding policies that help to govern the fund and a thank you to our sponsors, Brewin Dolpin and Dr. Hao Quach.
The CFO, Finley Kneafsey, then discussed our marketing strategy. This included how we intend to currently raise capital, and what our plans for the future entail. The CFO then introduced our CIO, Szymon Olizarowicz whom spoke in great detail about our current plans for investment and overall strategy.
LSMIF’s Portfolio Managers were next to present and each Portfolio Manager performed admirably and explained clearly, in high levels of detail what their portfolio represented, what markets they were interested within and finally a shortlist of equities that they were intrigued by.
The event concluded with a discussion with the panel of Board of Advisors. This was exceptionally helpful and the feedback received was superb. LSMIF are now aware of areas in which we can seek improvement.
We fully intend to listen to all feedback received and take the necessary action for implementation of the advice offered.
Thank you very much everyone for your attendance.
We are very grateful and very lucky to have such an experienced team interested within our fund. We hope to see you at our next function.
James Stenson – CEO