Investing For The Long Term

Lucy Sharman-Munday, Finance Director at Eagle Eye Solutions, discusses her career path from aspiring doctor to finance leader, including her early years at KPMG and the roles that shaped her approach to business. She reflects on working with influential leaders like Sir Terry Leahy and Tim Mason, the value of diversity and mentorship, and the evolving responsibilities of modern finance directors. Lucy also shares practical guidance for navigating major business transformations, emphasising strategic focus and innovative thinking.

In this episode of Investing for the Long Term, equity investment expert Nicola Barber shares over 35 years of experience in portfolio management and financial strategy. Starting her career at Rothschild without a university degree, Nicola’s journey spans top firms like Barings and James Hambro Partners. She discusses managing charitable investments, adapting to market volatility, and the influence of technology and regulation on modern investing. Aspiring finance professionals will find valuable career advice and real-world insights into long-term investment success.

In this episode of ‘Investing for the Long Term,’ hosted by Judith McKenzie Head of Downing Fund Managers and Rosemary Banyard consultant to Downing Fund Managers, the focus is on Malar Velaigam, a director at Dowgate Capital with over 15 years of experience in the capital markets. They discuss challenges faced by boards, the importance of board composition, and Malala’s transition to broking and her first non-executive directorship.

In this episode of ‘Investing for the Long Term,’ hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, and the evolution of the financial industry.

In this episode of ‘Investing for the Long Term’ Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge. Claire discusses 1spatial’s innovative solutions in location data management, her career journey, and the unique challenges and opportunities of leading a global business in the geospatial sector.

In the first episode of season 2 of ‘Investing for the Long Term,’ hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space.
Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors.

In the final episode of the season, Judith and Rosemary delve into the intricacies of a day in the life of a fund manager. They discuss their roles and responsibilities, which include selecting and monitoring investments, communicating with shareholders, and dealing with regulatory requirements. They share insights into their typical weeks, which vary greatly and can be unpredictable due to market announcements.

In part seven of this investing eight-part series, Judith Mackenzie and Rosemary Banyard discuss how they construct a portfolio of stocks and how they manage them. Each episode of this now eight-part series builds on the next as they walk you through an investor’s journey.