A Different Perspective

This week, Nick talks to Emily Williams, Co-Founder of IW Aviation.

Formerly Board Sales Director at NetJets Europe, Emily has spent a decade advising HNWs and globally recognised corporations on their aviation needs. Her detailed knowledge of the industry includes operations and manufacturers, having built-up vast experience in strategy planning and long-term business analytics for her clients.

Emily and Nick discuss her background and career, starting out in Ogilvy & Mather and joining NetJets shortly after the merger with Marquis Jet Europe. They talk about what it’s like to work with Warren Buffet and other visionary leaders, her ten-year career at NetJets, and the journey of founding and building her business. 

In 2015 Emily joined forces with her former NetJets colleague, Nicolas Imrie, and they founded IW Aviation.

Emily's book choice was Untamed: Stop Pleasing, Start Living by Glennon Doyle.

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week, Nick talks to Bob Holt OBE, acclaimed business leader and philanthropist.

Bob Holt, former Director of Mears Group, built the company from a minnow to a market leader. He has since taken his significant experience to several other company boards. Seen as a no-nonsense hands-on achiever with significant experience at Board level, Bob recently turned around Revolution Beauty.

Nick and Bob discuss Bob’s start in Oldham in the family’s greengrocers to being Tottenham Hotspur’s CEO among many other leadership roles in his career. Bob also discusses his philanthropic pursuits as the founder of The Mears Foundation, The Footprints Foundation and The Holt Trust.

Bob’s book recommendations were the works of Tom Bower.

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week, Nick talks to Andy Lee, Founder and CIO of Parallaxes Capital.

Andy founded Parallaxes Capital in 2017. Previously, he was with Lone Star Funds, focused on investing in the Americas. He began his career at Citigroup. Andy graduated from the University of Illinois at Urbana-Champaign with a Masters in Accountancy and a Bachelors in Finance and Accountancy.

Nick and Andy discuss Andy’s background, founding Parallaxes Capital to invest in Tax Receivable Agreements (TRAs), strategy and case studies for TRAs.

Andy's book choice was The Five Secrets of a Sales C.O.A.C.H. by Hilmon Sorey and Cory Bray.

 
This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week, Nick talks to promotional merchandise entrepreneur, Martin Varley.

Martin has founded several businesses within the promotional merchandise industry and has extensive knowledge of supply and distribution in the sector.

Martin left school at fifteen and worked as a photo journalist before embarking upon his entrepreneurial journey. He started his first promotional product company, which he grew and sold to Bemrose Corporation Plc. Whilst working with Bemrose, Martin launched 4imprint, which is now a UK Plc with a £1.3bn market cap. Martin then went on to found Galileo Innovation and Corporate Solutions, and following a series of deals, he created Altitude Group, serving as CEO from 2005 to 2017, before becoming a NED.

His latest project is Merchr.com, a content monetisation platform that gives brands, influencers, musicians, sportspeople, attractions, charities, schools, entrepreneurs, and more, a unique opportunity to create their own merch collection with no inventory, no risk and a 24-hour shipping guarantee.

Nick and Martin discuss Martin’s background and upbringing, the importance of building trust in sales, investing in your team and Martin’s passion for aviation.

As always, Nick and Martin discuss Martin’s book recommendations: Good To Great by Jim Collins and from Odyssey by John Sculley

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week, Nick speaks to serial technology entrepreneur and author, Michael Tobin OBE.

With over 30 years’ experience in the telecoms and technology sector, Michael is the former CEO of Telecity. Michael built Telecity from a £6m market cap to a £2.6bn business.

Michael has since founded Tobin Ventures, and holds multiple NED and Chairman roles with progressive businesses in the datacentre and technology industries. Michael is also Chairman of Audioboom.

Nick and Michael discuss Michael’s upbringing, his route to becoming CEO of Telecity, his management of several successful exit strategies, and his maverick management techniques.

Michael's book choice was 2001: A Space Odyssey by Arthur C Clarke and his latest book is out now -  A Perfect Storm: How to thrive in an uncertain and ever-changing world.

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to James Ashton, an author and CEO of the Quoted Companies Alliance.

James has been a financial journalist for over 20 years was City Editor and Executive Editor at the Evening Standard, and has also worked at Reuters and the Sunday Times. James is also the CEO of the Quoted Companies Alliance (QCA), which is an enabling, principles-based, corporate governance code for companies focused on growth.

James is also an accomplished author, and his third book The Everything Blueprint: The Microchip Design that Changed the World tells the story of UK’s technology success ARM.

Nick and James discuss James’ background, and what drove him to join Fleet Street, joining the QCA, perceptions of public markets and what needs to change to keep UK Capital Markets relevant on the international stage. James also discussed the process of writing his latest book and the high-tech, international story of ARM.

 
James' book choices where Philip Agur's The Bank That Lived a Little - Barclays in the Age of the Very Free Market and Empire of Pain: The Secret History of the Sackler Dynasty by Patrick Radden Keefe. 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

With Nick this week is Harris 'Kuppy' Kupperman, Founder & Chief Investment Officer of Praetorian Capital Fund LLC. Harris Kupperman is a renowned investment manager who specializes in leveraging changing trends to guide stock selection and Event-Driven strategies. He is the founder of Praetorian Capital Management LLC and actively shares his investment process and insights on his blog, Kuppy's Korner.

He is also a contributor to www.KEDM.com, a newsletter focused on Event-Driven investing. In addition, Mr. Kupperman holds the positions of Chairman and CEO at Mongolia Growth Group (YAK: Canada and MNGGF: USA), a publicly traded company, which provides him with a unique perspective as both an operator and financier.

Kuppy's book choice was The First Tycoon by T.J. Stiles

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Listen to last week’s live recording of A Different Perspective podcast, featuring host Nick Searle with guests, macro trading legends Hugh Hendry and Barry Norris. This episode was recorded in front of a live audience at St Ethelburga's in the City of London on 21st’ June.

Nick, Hugh and Barry discussed the rate rise dilemma faced by the FED and Bank of England and what needs to break, are we over peak ESG and what is the future for active fund management.

Hugh was previously at Baillie Gifford and Odey Asset Management, and his Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008, earning him a reputation as a contrarian investor. Barry Norris is the Founder of Argonaut Capital, an equity fund management company based in London. Barry is the Fund Manager of the Argonaut Absolute Return Fund, a leading equity long/short fund, managed using contrarian top-down macro views and a bottom-up “earnings surprise” stock-picking process. He also writes the widely followed “Argonautica” blog and creates Argonaut’s distinct “Stockumentary” videos.

Hugh Hendry is a hedge fund manager and podcast host. 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Join us for a live recording of Zeus' popular podcast, A Different Perspective, hosted by Nick Searle, featuring special guests, Hugh Hendry and Barry Norris. - Wed, 21 Jun 2023 18:00 - 21:00  

Barry Norris is the Founder of Argonaut Capital, an equity fund management company based in London. Barry is the Fund Manager of the Argonaut Absolute Return Fund, a leading equity long/short fund, managed using contrarian top-down macro views and a bottom-up “earnings surprise” stock-picking process. He also writes the widely followed “Argonautica” blog and creates Argonaut’s distinct “Stockumentary” videos.

Hugh Hendry is a hedge fund manager and podcast host. Hugh was previously at Baillie Gifford and Odey Asset Management, and his Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008, earning him a reputation as a contrarian investor.

This week Nick talks to George Latham, Managing Partner at WHEB Group

George has over 25 years of experience in sustainable investment. He currently holds the position of Managing Partner and Chief Risk Officer at WHEB Asset Management since 2012. Prior to that, he led the sustainable investment team at Henderson Global Investors which established the positive impact investment strategy that continues at WHEB.

Additionally, he played a key role in designing and launching Threadneedle Asset Management's sustainable investment strategy in the late 1990s. George holds a degree in Geography from Oxford University, served as a British Army infantry officer, and is an Associate of the CFA UK. He is also an ambassador for B Corps UK.

George's book choices were - The Infinite Game: How great Businesses Achieve Long -Lasting Success by Simon Sinek  and  Range: How Generalists Triumph in a Specialized World by David Epstein.

REGISTER for ADP Live with Hugh Hendry and Barry Norris here

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.