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EdisonTV | Financials | 14/06/2018

Executive interview – Picton Property Income

Picton Property Income is an internally managed investment company that invests in commercial property across the UK. Its investment objective is to provide investors with an attractive level of income and the potential for capital growth. Picton seeks to be one of the consistently best-performing diversified UK-focused property companies listed on the Main Market of the LSE, and has achieved property returns ahead of the MSCI IPD benchmark over one, three, five and 10 years. Chief executive Michael Morris discusses Picton’s results to 31 March 2018, its prospects, and the company’s plans to enter the UK REIT regime later this year.

Alpha Bank - executive interview

Alpha Bank - executive interview

In this interview, Alpha Bank CEO Vassilis Psaltis introduces viewers to Alpha Bank and its extensive history as Greece’s trusted relationship bank. Vassilis revisits the bank’s medium-term target of 20% earnings growth per annum and outlines the underlying strategy for its growth plan. He discusses Alpha Bank’s three-pronged deal with UniCredit, which includes the merger of both banks’ subsidiaries in Romania, creating the third-largest bank in Romania. The interview also sheds light on Greece’s positive macroeconomic and political landscape, which is making banking in Greece increasingly attractive, reflected by the nation’s return to an investment-grade credit rating in 2023.
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31/01/2024 | Alpha Bank

Molten Ventures – executive interview

Molten Ventures – executive interview

Molten Ventures is a well-known London-based venture capital firm that invests in the European technology sector, with a portfolio of around 70 companies across enterprise technology, hardware and deeptech, consumer technology and digital health and wellness. In this interview, Martin Davis, CEO of Molten Ventures, discusses the recently released FY23 results, the underlying performance of its portfolio companies, the initial signs of stabilisation in valuations in the second half of Molten’s fiscal year, as well as the company’s cash preservation approach. He also comments on what Molten has done to mitigate the current difficult environment for technology companies. Finally, he shares his perspective on the current mood in the venture capital industry. For further insights on Molten Ventures, please read our research.
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30/06/2023 | Molten Ventures

CoinShares International – executive interview

CoinShares International – executive interview

CoinShares International is a leading European digital asset firm that provides institutional and retail investors access to digital assets in a secure, transparent and regulated way. The company is built on a strong technology backbone (called the Galata platform), which is the foundation of its two major business verticals: asset management platforms and capital markets infrastructure. In this interview, Jean-Marie Mognetti, CEO of CoinShares International, discusses the major technological advancements in the digital assets sector and the drivers for institutional portfolio allocations to this asset class. He also summarises the company’s strategy and the role of regulated products following the recent failures of several major players in the sector.
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24/04/2023 | CoinShares International

Molten Ventures – executive interview

Molten Ventures – executive interview

Molten Ventures is a London-based venture capital (VC) firm that invests in the European technology sector. It has a portfolio of c 70 investee companies and includes a range of funds (seed, EIS and VCT) within the group, as well as its flagship balance sheet VC fund. The company is listed on the London Stock Exchange, is a member of the UK 250 and is capitalised at c £500m (as at 1 November 2022), around one-third of the company’s gross portfolio value of £1.45bn as at 30 September 2022. CEO Martin Davis discusses the company’s recent trading update, which saw a decrease in underlying gross portfolio of 12% to c £1.45bn. He also shares his views on how the shift to a more challenging economic environment will lead to a more discerning market for making portfolio investments, as well as Molten’s approach to creating a portfolio to help address these challenges. He rounds up by discussing the advice and support that Molten’s professionals are giving to portfolio companies to enable them to survive and thrive in turbulent times, expressing the view that great companies are often formed during downturns.
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02/11/2022 | Molten Ventures

CoinShares – executive interview

CoinShares – executive interview

CoinShares International (CS) develops innovative infrastructure, financial products and services for the digital asset class. It manages and provides liquidity for exchange traded products and undertakes proprietary trading in digital assets. It also acquired a blockchain equity index business and a consumer-facing crypto company in 2021. In this interview, Jean-Marie Mognetti (CEO of CoinShares International) discusses how management positioned CS to be one of the beneficial survivors of the current crypto winter, including its competitive advantages within its asset management business and the prospective investment approach in its capital markets infrastructure operations. He also explains the rationale behind investing in FlowBank and entering the B2C business.
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01/11/2022 | CoinShares International

Webinar – Real assets in an uncertain world: Renewables #2

Webinar – Real assets in an uncertain world: Renewables #2

We live in a world of increasing geopolitical instability, higher inflation and tightening monetary policy. Can investing in real assets provide sustainable, less correlated returns? In this webinar, Edison’s Rob Murphy moderates a panel discussion on the factors affecting real asset investments in the renewables space. Hear from the experts: Ricardo Piñeiro, partner and co-head of infrastructure, Foresight Solar Fund James Smith, manager, co-head infrastructure investment, Premier Miton Global Renewables Trust Michael Sieg, CEO and member of the infrastructure committee, ThomasLloyd Energy Impact Trust
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31/05/2022 |

Webinar - Real assets in an uncertain world: Renewables #1

Webinar - Real assets in an uncertain world: Renewables #1

We live in a world of increasing geopolitical instability, higher inflation and tightening monetary policy. Can investing in real assets provide sustainable, less correlated returns? In this webinar, Edison’s Rob Murphy moderates a panel discussion on the factors affecting real asset investments in the renewables space. Hear from the experts: Alex Imseeh, multi-asset business development lead, London Stock Exchange Ben Guest, managing director, Gresham House Energy Storage Fund Liam Thomas, CEO, US Solar Fund
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31/05/2022 |

Interview: Roger Clarke, IPSX CEO

Interview: Roger Clarke, IPSX CEO

Roger Clarke, CEO at IPSX, introduces the world’s first regulated stock exchange dedicated to real estate assets. He explains how IPSX helps investors access real estate opportunities and discusses the pipeline of assets on the exchange.
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17/05/2022 |

Gresham House - executive interview

Gresham House - executive interview

In this interview, Anthony Dalwood, chief executive officer of Gresham House, discusses his background and gives an overview of the business. He talks about the M&A opportunities, how to value Gresham House and the main points an investor should consider when looking at the company.
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06/04/2022 | Gresham House

CoinShares International – executive interview

CoinShares International – executive interview

In this interview, Jean-Marie Mognetti, CEO of CoinShares International, explains the company’s positioning in the digital assets sector and how it is supported by its in-house trading infrastructure. He outlines CoinShares’ suite of exchange traded products and details the company’s main earnings drivers. He also discusses the company’s key investments in early stage technology companies and channels.
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14/09/2021 | CoinShares International

Bloc Ventures - executive interview

Bloc Ventures - executive interview

Bloc Ventures is a London-based venture capital (VC) company investing in UK and European deep tech. Focused primarily on cloud, data, connectivity and security for telecoms and computing applications, Bloc delivered a 59% NAV/share gain in FY20. Management is targeting a 20%+ IRR over the long term, with a portfolio of 11 investee companies today, aiming for two to four new balance sheet investments a year from 2021. Following a likely funding round in the next 12 months, later-stage funding options may include an IPO in 2023. In this interview, Bruce Beckloff, CEO of Bloc Ventures, explains why deep tech is such a specialist sector and how Bloc is addressing this attractive long-term opportunity. With European venture capital coming of age as a sector, Bruce also talks about how he sees the VC sector evolving. With exposure to AI, quantum encryption and fintech among others, Bruce discusses Bloc’s existing portfolio, the company’s investment returns and outlook. He concludes by talking about the growing trend for VCs turning from private to public capital and what this might mean for Bloc in terms of a potential IPO.
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08/09/2021 | Bloc Ventures

JDC Group - executive interview

JDC Group - executive interview

JDC Group is an insurtech company originating from a financial services group providing traditional advice and financial services, both directly to end-customers and via independent intermediaries. Its strategy is to focus on digital advice and administration capabilities to drive organic growth and position the group as a leading online platform with white-label insurance services. In this interview, JDC Group’s CEO, Sebastian Grabmaier, explains what has changed in JDC’s profile in the last couple of years. He also provides an introduction to JDC’s business model with some clear examples and the impact of the large client wins announced recently. Within four years, revenues should double and EBITDA should be multiplied several times.
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10/03/2021 | JDC Group

ProCredit Holding - ESG executive interview

ProCredit Holding - ESG executive interview

ProCredit Holding is a Germany-based group operating regional banks across South Eastern and Eastern Europe, as well as Ecuador. The banks focus on small and medium-sized enterprises and private middle-income and high earners. In this ESG interview, Dr Gabriel Schor (member of the Management Board of ProCredit Holding’s general partner) and Christian Dagrosa (responsible for reporting, controlling and investor relations at ProCredit Holding) explain what distinguishes the company in its approach to sustainability. They also discuss the alignment of interests of ProCredit’s stakeholders and how the company measures environmental and social impact. Finally, they reflect on what the company has learned from the pandemic and present ProCredit’s major ESG targets for the next few years.
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17/02/2021 | ProCredit Holding

Draper Esprit - executive interview

Draper Esprit - executive interview

Draper Esprit is Europe’s leading pureplay listed venture capital (VC) firm, investing c £120m annually in high-growth European start-ups at Series A+ in the UK and Europe, across four broad technology sectors: consumer, enterprise, hardware and deeptech, and digital health and wellness. In addition to its investments, Draper Esprit has realised over £200m of exits since listing. Recent exits have included Peak Games, PodPoint and TransferWise, yet the portfolio still includes late-stage companies ready to drive future NAV appreciation, such as Graphcore, UiPath, Revolut and Trustpilot. As has been demonstrated this week by UiPath (valued at US$35bn, 3x uplift), major funding rounds and exits can move the share price materially. As a rapidly scaling leader in the technology sector, Draper Esprit targets a 20% annual return on its portfolio and has delivered a 15.1% FY16–FY20 NAV per share CAGR. In this interview ahead of our initiation report, Draper Esprit’s CEO, Martin Davis, discusses the European VC market, the opportunity that the European tech sector offers to investors as it follows the lead of the US market, what this means for Draper Esprit and its portfolio of investments and how management is looking to develop and scale the business over the next few years. We also discuss where valuations in the tech sector might be headed and touch on the latent value in Draper Esprit’s portfolio.
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02/02/2021 |

Lloyd Fonds - EKF interview

Lloyd Fonds - EKF interview

Lloyd Fonds positions itself as an integrated asset manager and partner for private customers and institutional capital. It aims to provide added value through transparent, active asset management, forward-looking digital solutions with the secondary brand LAIC and individual and institutional asset management. It has over 20 years’ experience as an investor in a range of alternative real assets. In this interview, Michael Schmidt (chief investment officer) discusses the company’s Strategy 2023/2025 and the plan to grow assets under management to €7bn by 2024. He also elaborates on how artificial intelligence will be used to support the investment process within the company’s products and discusses the importance of sustainability in Lloyd Fonds’ strategy, as well as the effect of COVID-19 on its operations.
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02/11/2020 | Lloyd Fonds

Banca Sistema - EKF interview

Banca Sistema - EKF interview

Banca Sistema is a speciality finance provider with a primary focus on factoring receivables from the Italian public sector (public administrations), with salary and pension-based lending forming a second core activity. The bank is opportunistic and has expanded its small gold and jewellery backed lending (pawnbroking) business through an acquisition this year.

In this interview, Gianluca Garbi, Banca Sistema’s CEO, describes the bank’s three main businesses, their balance sheet weighting, contribution to income and expected returns on equity. He goes on to explain the relatively long payment times by Italian public administrations and the risk profile of the bank’s assets. Finally, he sets out Banca Sistema’s capital position and the situation with dividend payments.


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30/10/2020 | Banca Sistema

S Immo - EKF interview

S Immo - EKF interview

S Immo is a real estate investment company headquartered in Vienna investing in Austria, Germany and selected CEE/SEE markets. At end-June 2020, it held properties with a book value of around €2.4bn, including office (42%), residential (30%), retail (19%) and hotel properties (9%). In the interview, Friedrich Wachernig (member of the management board) discusses S Immo’s portfolio composition and the extent of its resilience to the pandemic. He also comments on the company’s regional positioning and current balance sheet strength. Finally, he shares his views on the mid- to long-term implications of COVID-19 and digitalisation for the real estate markets.


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20/10/2020 |

Tungsten - executive interview

Tungsten - executive interview

Tungsten Corporation's CEO Andrew Lemonofides and CFO Chris Allen discuss the business model, the impact of COVID-19 and the longer-term outlook for e-invoicing following the release of the company’s trading update for the financial year ended 30 April 2020.
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20/07/2020 | Inchcape Tungsten Corporation

Andy Brough, Schroders: Edison’s bull/bear game

Andy Brough, Schroders: Edison’s bull/bear game

In this instalment of Edison’s bull/bear game, Andy Brough, head of the Pan-European Small and Mid Cap team at Schroders, takes a bearish stance on Boohoo, gold, the airline industry, office space, challenger banks, the US dollar, FANG stocks, UK consumer spending and José Mourinho. See previous video here.
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08/06/2020 | Schroders

Schroders - executive interview with Andy Brough

Schroders - executive interview with Andy Brough

Andy Brough, head of the Pan-European Small and Mid Cap team at Schroders, gives his thoughts on how the COVID-19 pandemic is affecting equity markets and the economy. He discusses the recent recovery in equities and explains his investment approach at the Schroder UK Mid Cap Fund. He shares his views on primary bid, inflation versus deflation, fund-raising, dividends, gearing, accounting credibility and the importance of managers being aligned with shareholders.
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05/06/2020 | Schroders

David Buik MBE, market commentator: Edison’s bull/bear game

David Buik MBE, market commentator: Edison’s bull/bear game

In this instalment of Edison’s bull/bear game, David Buik MBE, market commentator and consultant at Aquis Exchange, talks about his bearish stance on global equities, higher interest rates, office space, UK banks and the euro. He discusses his involvement in Aquis Exchange, gives his thoughts on the economy and equity markets and reflects on some of the highs and lows of his career in the city.
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26/05/2020 |