by Lee Cleasby from Fund Your Retirement
The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.
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February 8, 2025
<p class="MsoNormal">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.</p> <p class="MsoNormal">Judith and Rosemary provide personal anecdotes of their professional crossroads with Jamie, adding layers to his narrative. The discussion covers significant financial events like the 1987 Big Bang, the importance of personal integrity, and how to balance career aspirations with personal ethics. Jamie also discusses his post-Brewin ventures, including his involvement in fund management boutiques and charitable work.</p> <p class="MsoNormal">This episode offers valuable lessons on professional growth, the power of people in business, and the significance of giving back to the community.</p> <p class="MsoNormal"><strong>Timestamps:</strong></p> <p class="MsoNormal">00:01 Introducing Jamie Matheson</p> <p class="MsoNormal">01:40 Judith's Early Career with Jamie</p> <p class="MsoNormal">03:10 Rosemary's Connection with Jamie</p> <p class="MsoNormal">04:45 Jamie's Career Beginnings</p> <p class="MsoNormal">05:50 Rising Through the Ranks</p> <p class="MsoNormal">10:04 Leadership and Personal Relationships</p> <p class="MsoNormal">11:27 Changes in the Financial Industry</p> <p class="MsoNormal">14:50 Memorable Anecdotes</p> <p class="MsoNormal">18:07 Challenges and Rewards of Leadership</p> <p class="MsoNormal">21:48 Transition to Boutique Fund Management</p> <p class="MsoNormal">23:19 Becoming Chairman of Saracen</p> <p class="MsoNormal">25:15 Consolidating Boutiques: Challenges and Strategies</p> <p class="MsoNormal">26:13 The Importance of People in Business</p> <p class="MsoNormal">28:09 Navigating the UK Market Landscape</p> <p class="MsoNormal">30:11 Passions Beyond Business: Sailing and Yachts</p> <p class="MsoNormal">31:27 Involvement with HMS Victory</p> <p class="MsoNormal">33:46 Qualities of a Good Board Member</p> <p class="MsoNormal">35:31 Reflecting on Career Achievements</p> <p class="MsoNormal">37:25 Advice for the Younger Generation</p> <p class="MsoNormal">38:41 Recommended Reads and Final Thoughts</p> <p class="MsoNormal">If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.</p> <p class="MsoNormal">Hope you enjoy this episode and have a wonderful day.</p> <p class="MsoNormal"><strong>Links & Resources:</strong></p> <p class="MsoNormal">Visit Downing Fund Managers here: <a href= "https://www.downing.co.uk/downing-fund-managers">https://www.downing.co.uk/downing-fund-managers</a></p> <p class="MsoNormal">Follow Downing on X/Twitter @downingllp: <a href= "https://twitter.com/downingllp?lang=en">https://twitter.com/downingllp?lang=en</a></p> <p class="MsoNoSpacing">Investors reading and watch list for the long-term investor: <a href= "https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf"> https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf</a></p> <p class="MsoNormal">Visit Fund Your Retirement: <a href= "https://www.fundyourretirement.com/">https://www.fundyourretirement.com/</a></p> <p class="MsoNormal">Follow FYR on Twitter: <a href= "https://twitter.com/FRetirement"><span style= "mso-bookmark: _Hlk99528715;">https://twitter.com/FRetirement</span></a></p> <p class="MsoNormal"><span style= "mso-bookmark: _Hlk99528715;">Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.</span></p>
December 28, 2024
<p class="MsoNormal" style="line-height: 115%;">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.</p> <p class="MsoNormal" style="line-height: 115%;">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.</p> <p class="MsoNormal" style="line-height: 115%;">The episode also delves into the importance of data accuracy, the transition from finance to CEO, and the future prospects of 1spatial. The conversation provides valuable insights into investment considerations and the evolving landscape of geospatial technology.</p> <p class="MsoNormal"><strong>Timestamps:</strong></p> <p class="MsoNormal" style="line-height: 115%;">00:30 Introducing Claire Milverton, CEO of 1spatial</p> <p class="MsoNormal" style="line-height: 115%;">01:19 Background on 1spatial</p> <p class="MsoNormal" style="line-height: 115%;">02:15 Claire's Career Journey</p> <p class="MsoNormal" style="line-height: 115%;">03:42 Global Reach and Growth</p> <p class="MsoNormal" style="line-height: 115%;">04:05 Building Recurring Revenues</p> <p class="MsoNormal" style="line-height: 115%;">05:40 Challenges and Innovations</p> <p class="MsoNormal" style="line-height: 115%;">14:37 Finance Background and CEO Role</p> <p class="MsoNormal" style="line-height: 115%;">17:14 Investing in Innovation</p> <p class="MsoNormal" style="line-height: 115%;">19:03 Mentorship and Support</p> <p class="MsoNormal" style="line-height: 115%;">21:08 Work-Life Balance</p> <p class="MsoNormal" style="line-height: 115%;">23:06 Being a Listed Company</p> <p class="MsoNormal" style="line-height: 115%;">28:17 Achievements and Advice</p> <p class="MsoNormal" style="line-height: 115%;">31:39 Recommended Books and Podcasts</p> <p class="MsoNormal">If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.</p> <p class="MsoNormal">Hope you enjoy this episode and have a wonderful day.</p> <p class="MsoNormal"><strong>Links & Resources:</strong></p> <p class="MsoNormal">Visit Downing Fund Managers here: <a href= "https://www.downing.co.uk/downing-fund-managers">https://www.downing.co.uk/downing-fund-managers</a></p> <p class="MsoNormal">Follow Downing on X/Twitter @downingllp: <a href= "https://twitter.com/downingllp?lang=en">https://twitter.com/downingllp?lang=en</a></p> <p class="MsoNoSpacing">Investors reading and watch list for the long-term investor: <a href= "https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf"> https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf</a></p> <p class="MsoNormal">Visit Fund Your Retirement: <a href= "https://www.fundyourretirement.com/">https://www.fundyourretirement.com/</a></p> <p class="MsoNormal">Follow FYR on Twitter: <a href= "https://twitter.com/FRetirement"><span style= "mso-bookmark: _Hlk99528715;">https://twitter.com/FRetirement</span></a></p> <p class="MsoNormal"><span style= "mso-bookmark: _Hlk99528715;">Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.</span></p>
November 24, 2024
Investment legend Andy Brough shares career insights and valuable advice with hosts Judith McKenzie and Rosemary Banyard on the Fund Your Retirement Podcast.
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