Lansdowne developed markets opportunities Investor day, 11th October 2023
| Time | Session | Speakers | |
|---|---|---|---|
| 8.00 | Breakfast | ||
| 8.30 | Introduction | Peter Davies, Head of Developed Markets Strategy | |
| 8.45 | UK University IP / OSE | Chris Chambers, Chairperson | |
| Ed Bussey, CEO | |||
| Jack Edmondson, CIO | |||
| Jim Wilkinson, CFO | |||
| 9.35 | Natural Capital / Nattergal | Charlie Burrell, Founder, Knepp Wildland & Chairperson, Nattergal | |
| Archie Struthers, CEO | |||
| 10.25 | Break | ||
| 10.45 | Defence Tech | Sir Jeremy Fleming KCMG CB (Director, GCHQ, 2017-2023) | |
| Tom Hurd, Founder, Zeki Research (Director General, UK Homeland Security, 2016-2021) | |||
| Torsten Reil, Founder CEO, Helsing | |||
| 11.35 | Critical Minerals | Brian Menell, Founder CEO, TechMet | |
| Richard Williams, CEO, Cornish Metals | |||
| Adrian Bougourd, Investment Analyst, Lansdowne & NED, Tungsten West | |||
| 12.25 | Lunch | ||
| 13.05 | Healthcare Data | Gordon Sanghera, Co-Founder CEO, Oxford Nanopore Technologies | |
| Sir Peter Donnelly, CEO, Genomics PLC | |||
| Alex Snow, CEO, Arcturis | |||
| 13.55 | Other Investments | Presented by our investment team: | |
| Eli Krieger, Investment Analyst | |||
| Professor Justin Stebbing | |||
| Covering the following: | |||
| Quantum Computing | |||
| Future Consumer | |||
| RaspberryPi | |||
| Frontier Healthcare | |||
| 14.40 | Closing Remarks | Peter Davies, Head of Developed Markets Strategy | |
Peter Davies: Peter joined Lansdowne Partners in June 2001 and is head of the Developed Markets Strategy. Prior to joining Lansdowne, Peter was a Director at Merrill Lynch Investment Managers (MLIM, previously Mercury Asset Management). Peter joined MLIM in 1993.
Peter is a former governor of the Wellcome Trust and Co-founded Oxford Sciences Enterprises (OSE), a company that invests in, develops and advises spin-out companies established to commercialise intellectual property developed by Oxford University. Funds in the Lansdowne Developed Markets Strategy hold shares in OSE. Peter is non-executive director of Nattergal Limited, an investment held by Lansdowne Developed Markets Opportunities Fund. Peter Davies is also senior author of the published article ‘Sports balls as potential SARS-CoV-2 transmission vectors’ in the Public health practice (PubMed, nih.gov).
Peter has a first class honours degree in Philosophy, Politics and Economics from Oxford University.
Justin Stebbing: Justin trained at Trinity College, Oxford earning a first-class degree. He undertook a medicine residency at Johns Hopkins Hospital, USA, then continuing at The Royal Marsden, St Bart's Hospitals, Imperial and Cambridge. He has published over 650 peer-reviewed papers. He is a Fellow of the Royal College of Physicians, the Royal College of Pathologists and sits on many advisory boards. His team published in Nature Medicine the discovery of a new cancer-causing gene.
He was appointed the first NIHR oncology professor in 2011. In 2016, he was elected as co-Editor-in-Chief of Oncogene and the American Society for Clinical Investigation. Early in the pandemic he used AI to identify a drug leading to trials and FDA approval nine months later. To date this still has the largest mortality benefit for COVID-19 pneumonia. Justin has worked with Lansdowne Partners since 2009.
Eli Krieger: Eli joined Lansdowne Partners in September 2019, having previously worked as a consumer analyst at Citadel Global Equities. Prior to joining Citadel in April 2018, Eli worked at Citigroup as an equity research associate. Eli received a Bachelor of Arts degree in History from UCL.
UK University IP
Lansdowne Partners were founding investors in OSE in 2015 (originally "OSI") and instrumental to its formation, remaining actively engaged.
Chris Chambers: Chris is the Chairperson of OSE and has been a member of the Board since its creation in 2015. Chris started his career in investment banking at Barclays de Zoete Wedd. He was then Head of European Equity Capital Markets at Credit Suisse before becoming CEO of Man Investments, the global hedge fund, and a member of the Man Group’s main Board. Chris is also a fellow of the Royal Society of Arts.
Ed Bussey: Ed is the recently appointed CEO of OSE. Ed has founded and successfully exited a number of tech-enabled venture businesses. Ed has won a number of awards for his thought leadership in UK tech, and prior to this he started his career in the Royal Navy. He holds a BA in Natural Sciences from the University of Cambridge.
Jack Edmondson: Jack is the recently appointed CIO of OSE. Jack was the Deputy CIO at Oxford University Endowment Management and was integral to growing the fund from £600mn to £6bn. Jack has specific expertise within technology and innovation investment. Jack has an MBA from the University of Oxford and a BA from Durham University and is a CFA charterholder. He is also an Associate Fellow at Oxford’s Said Business School and a Fellow in Practice at the Blavatnik School of Government.
Jim Wilkinson: Jim has been the CFO of OSE since its creation in 2015 and plays a very active role in OSE investments and transactions. Previously, Jim was the Chief Financial Officer of a number of listed companies, including Informa Group (where he was a founding director), Sportingbet, Johnson Service Group and IBC Group. He was also Chief Financial Officer at Lonrho after it was taken private in 2013. Jim trained as an accountant at Deloitte and holds a BSc in Economics from the University of Salford.
Natural Capital
Lansdowne Partners were the founding investors in Nattergal, playing an active role in helping build both the scientific ecology team and the commercial model.
Charlie Burrell: Charlie is the Chairperson of Nattergal. Charlie, together with his wife, Isabella, is a pioneer in nature restoration having founded the Knepp Rewilding project in the early 2000s. The Knepp Wildland Estate has since become an important blueprint to the broader ecological community for effective nature restoration. Charlie also holds board positions at Rewilding Europe, Endangered Landscapes Programme, rePLANET and other leading industry organisations.
Archie Struthers: Archie is the recently appointed CEO of Nattergal. Archie has over two decades of experience in leading global investment firms, such as Blackrock, Aberdeen Asset Management and Standard Life Investments. Archie was also previously active in nature solutions for the Ardmaddy Estate in Scotland.
Defence Tech
Lansdowne Partners have been active investors in Defence Tech, including as founder investors in Helsing, Gallos Technologies and Zeki.
Sir Jeremy Fleming: Sir Jeremy was previously head of the UK’s intelligence, security and cyber agency GCHQ (2017-23). Sir Jeremy oversaw the creation of the National Cyber Force (NCF) mission that leads the world in applying cyber effects to protect the UK and its allies. Prior to this, Sir Jeremy was the Deputy Director General of MI5 (2013-17) which he joined in 1993. Sir Jeremy is the recently appointed Chair of the Strategic Advisory Board for Gallos, a co-builder of Defence Tech companies.
Tom Hurd: Tom was the previous Director General for the Office for Security and Counter-Terrorism, serving as the most senior Homeland Security Advisor to the UK Home Secretary. Tom also formed the UK’s Joint Biosecurity Centre in order to track and respond to early signs and emerging locations of COVID-19 outbreaks. Tom is the Founder of Zeki, a critical talent locator. Tom is also Advisor and co-builder at Gallos Technologies, a co-builder of Defence Tech companies.
Torsten Reil: Torsten is the CEO and Co-Founder of Helsing, a Defence AI company dedicated to software-based capabilities to protect our democracies. Prior to this, Torsten founded NaturalMotion, a gaming development company that was sold to Zynga. Helsing has already demonstrated exceptional traction with key customers and has achieved record breaking fundraising with a recent investment round led by General Catalyst at a €1.5bn valuation.
Critical Minerals
Lansdowne Partners have been actively investing in Critical Minerals, including in TechMet, Cornish Metals and Tungsten West.
Brian Menell: Brian is the Founder, Chairman and CEO of TechMet Ltd, a company dedicated to securing the supply chain of the key metals and minerals to enable the broader energy transition. Brian also serves on the Board of numerous Critical Mineral companies, including Trinity Metals, US Vanadium, Brazilian Nickel and TechMet-Mercuria. Prior to this, Brian held senior roles at leading global resources companies such as De Beers and Anglovaal. Brian holds B.A (Hon.) Political Science & Economics, University of Pennsylvania.
Richard Williams: Richard is the President and CEO of Cornish Metals, a listed exploration and development company focused on advancing the South Crofty high-grade underground tin Project. He has over 30 years of experience in the mining and mineral exploration sector principally in southern Africa, and south and Central America. He co-founded, and is CEO and director of, Winshear Gold Corp. (formerly Helio Resource Corp). Richard holds a B.Sc (Hons) degree in Geology from Portsmouth University, and a Masters degree in Mineral Exploration from Queen’s University, Ontario.
Adrian Bougourd: Adrian is a Senior Investment Analyst within the Lansdowne Developed Markets strategy. Adrian holds over 20 years of investment and advisory experience with specific expertise across the broader Mining and Industrials sectors. Adrian was recently appointed a Non-Executive Director of Tungsten West, a highly strategic resource of Tungsten located in Devon.
Healthcare Data
Lansdowne Partners have been actively investing in Healthcare Data, including as early investors in Oxford Nanopore Technologies, Genomics PLC and Arcturis.
Dr Gordon Sanghera: Gordon is Co-Founder and CEO of Oxford Nanopore, a leading DNA/RNA sequencing tool that aims to open up new healthcare applications that can have a positive impact on society. Gordon held executive roles at MediSense, through its acquisition by Abbott Laboratories. Gordon completed his PhD in bioelectronic technology.
Sir Peter Donnelly: Sir Peter is Founder CEO of Genomics PLC, a pioneering healthcare company that uses a unique ML/AI approach to understand the importance of individual genomic make-ups to real healthcare applications. Peter was the Director of the Wellcome Trust Centre for Human Genetics from 2009 to 2017. He has been instrumental in numerous world leading human genetics projects, including the International HapMap Project (Human Genome Project successor), the NHS 100,000 Genomes Project and UK Biobank.
Alex Snow: Alex is CEO of Arcturis, a Real World Data (RWD) company that is building highly unstructured patient databases into better healthcare outcomes. Alex was Founder CEO of stock brokerage firm Evolution and was CEO of Lansdowne Partners. Alex is a former rugby player for England and the Harlequins.