Richard is a Senior Fund Director at Oberon Investments based in London. He has been managing the TM Oberon UK Special Situations Fund, the TM Oberon UK Core Fund since 2018 and the TM Oberon UK Smaller Companies Fund since 2022.

Richard previously worked at Legal & General Investment Management for 15 years where he managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Prior to LGIM he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management.

Richard has a master’s degree in Engineering and Economics from Oxford University.

Founded in 1869, MHA is a leading professional services provider of audit and assurance, tax, accountancy and advisory services, headquartered in the UK with a strong international presence. The firm now employs more than 2,300 people and has 153 Partners across its network of 30 offices in the UK, Ireland, South-East Europe and the Cayman Islands.

MHA is a fast-growing challenger to the Big Four, offering a compelling alternative in an increasingly consolidated market. In 2024, it was the fastest-growing firm among the UK’s top 15 accountancy practices.

In April 2025, MHA completed the largest AIM listing of the year, choosing to go public during a period of significant market volatility, geopolitical tension and trade uncertainty, when many companies were delaying or cancelling IPO plans altogether. Since listing, MHA’s share price has risen 51%, and the firm has completed two strategic acquisitions, further strengthening its platform for growth.

Rakesh Shaunak, CEO

Rakesh currently serves as the Chief Executive Officer of MHA. He is also a Senior Director at Baker Tilly International, where MHA is the UK’s sole member. Rakesh is a qualified Chartered Accountant, having trained with a top five firm, and is a member of the Chartered Institute of Taxation. His expertise includes business advisory services, with a significant portfolio of corporate clients. As an Audit Partner, he oversees several of MHA’s PIE audits, including those of international banks and listed companies. Additionally, Rakesh is a non-executive board member of a listed property company and was formerly Chairman of the Audit and Risk Committee at the Chartered Institute of Taxation.

Steve Moore, CFO

Steven qualified with MHA and became a partner in 1986. He currently serves as the Chief Financial Officer and has been a member of the Board since 2011. He has worked closely with Rakesh on the Board for the past 13 years and leads on the mergers and acquisitions across the Group. He is Regional Chair of the Central, Midlands and Welsh regions. Steven has a client facing role specialising in the professional practices sector. He is a qualified Chartered Accountant having trained with MHA and an audit Registered Individual. His experience includes providing business advisory services to mid to large privately owned businesses and subsidiaries of foreign parents.

Newmark Security plc (AIM:NWT) is a technology-driven security and workforce management solutions provider strategically transforming into a platform-based subscription business to deliver predictable, long-term shareholder value. Operating through subsidiary businesses in the UK and US, Newmark is positioned to capitalise on the increasing demand for advanced physical security and digital workforce management through our two market-facing brands: Grosvenor Technology and Safetell.

Marie-Claire Dwek

Marie–Claire Dwek was appointed as CEO of Newmark Security plc in 2013. Prior to this, she spent more than a decade in real estate investment & management developing a successful portfolio of diversified investments. Earlier in her career Marie-Claire gained deep experience of the security technology sector as she served as Marketing Director for an electronic security provider.

Marie-Claire is responsible for setting and implementing corporate strategy and ensuring subsidiaries’ goals are aligned with those of the broader global group. She adopts a philosophy of leading from the front and takes an active role with customers and the broader industry alike.

Paul Campbell-White

Paul is a Chartered Accountant, having qualified with KPMG in 2000. Paul has over 20 years’ experience of working in finance departments of both large and small groups. Paul joined Newmark from CognitionX, an events and software business, where he was the Chief Commercial Officer developing the commercial strategy for their new software and service products.

Prior to that Paul was the Chief Finance Officer of Brave Bison Group plc, an AIM listed digital media business where he helped devise and execute a new strategy resulting in doubling the market valuation of the group. Paul has held other senior finance roles in Warner Bros., Shine Group, Channel 4 and ITV where he gained experience in managing US operations, mergers and acquisitions, system implementations and process improvement reviews.

Full details available at: https://hardmanandco.com/event-four-distinct-approaches-eis-investing-tax-advantaged-online-forum/

Register here to save your spot: https://us06web.zoom.us/webinar/register/9417677148691/WN_-RNhKbtOToOYOT74cm0NYg

Asset Match is the leading online platform for UK unquoted securities by volumes traded.
Asset Match provides the framework for periodic or one-off auctions in the shares of privately-held companies. By bringing together networks of private investors, advisers, and directors, Asset Match helps to unlock liquidity and enable business to drive growth. By drawing on its deep understanding of private markets, Asset Match has built a client base of over 45 actively traded companies. Asset Match coordinates closely with its clients, brokers and extensive investor base to support liquidity in its markets and it is proud to hold a higher percentage of markets with successful trades than any other competitor.

Asset Match has over a decade of experience in providing liquidity to shareholders, allowing growth companies to use Asset Match as a stepping stone towards a future IPO; those coming off-market to continue trading; and for private companies to feel comfortable choosing to remain private for longer. By providing full order transparency, price discovery and both CREST and non-CREST settlement, Asset Match offers unrivaled transparency, effectiveness and excellence in execution in the private market space.

Iain Ballie, Founder

Iain is a founder director and the executive chairman of Asset Match. Iain began his career at Strauss Turnbull and Co and has been involved in UK and European Capital Markets for over 35 years as a trader of both equities and corporate bonds, culminating in heading European credit trading as a Managing Director of Salomon Brothers. Iain was also a founding director of LBDP, a successful agency broker in European credit.

From 2003 to 2007 Iain was CEO of MarketAxess Europe, the leading platform for electronic execution in the credit market. He was responsible for all facets of the company’s European business and during his tenure MarketAxess saw a ten-fold increase in activity across the platform. Before founding Asset Match Iain was Head of Fixed Income at Christopher Street Capital.

Titon Holdings Plc (LSE: TON) is a UK-based manufacturer of residential ventilation systems and window and door hardware, supplying housebuilders, contractors, window and door fabricators and specialist distributors across the UK and selected international markets.

Founded in 1972 and listed in 1992, the Group operates in regulation-driven product categories where evolving building safety and indoor air quality requirements are increasingly mandating their products particularly in mechanical ventilation solutions. Titon has a long operating history in these regulated markets supported by an establish brand and in-house engineering and manufacturing capability.

Following several years of underperformance, a new Chairman and CEO were appointed in 2024. The business now has an enhanced leadership team and is executing a structured turnaround focused on margin improvement, operational excellence and profitable sales growth.

With a strong balance sheet, net cash and owned property, Titon is positioned to invest selectively to improve its overall financial performance while maintaining disciplined capital allocation. Management believes the Group offers an attractive medium-term upside as execution improves and UK housing activity normalises.

Jamie Brooke was appointed to the Board in January 2024 as Non-executive Chair. Jamie has extensive experience in quoted fund management and private equity, beginning his career at 3i Plc and later holding senior roles at Hanover Investors and in the Volantis small-cap team within Lombard Odier, Henderson and Gartmore. He currently serves as a Director of Kelso Group Holdings Plc and non-executive Director at Flowtech Fluidpower Plc, Chapel Down Group Plc, Oryx International Growth Fund Plc, Triple Point Venture VCT Plc and is on the Investment Advisory Group to Rockwood Strategic Plc. Jamie trained as a chartered accountant (ACA) with Deloitte.

Tom Carpenter joined Titon in April 2024 as Chief Executive. Tom has a proven record of growing businesses both organically and through acquisitions, with experience in publicly listed companies, including various leadership roles at Belden Inc. since 2016, such as Vice President of Strategy and Business Development and Managing Director of PPC Broadband Fiber Ltd. He previously served as CEO at M2FX Limited and holds an MBA from Loughborough University and a degree in Manufacturing Systems Engineering from Nottingham Trent University.

Carolyn Isom joined Titon in December 2019 as Finance Director of Titon Hardware and was appointed to the Titon Holdings Board as Chief Financial Officer in December 2021. She is ACCA qualified and has worked with several companies in the construction sector.

In Memory of Mark Bentley

1959 - 2025

Director of ShareSoc, SIGnet group convener, regular attendee at Mello and true champion of shareholder rights.

For Messages and Tributes

https://www.sharesoc.org/sharesoc-news/mark-bentley-announcement/

For any Donations to ShareSoc

https://www.sharesoc.org/membership/donate/

For any Donations to Macmillan

https://mark-bentley.muchloved.com/

BASH is an acronym for Buy, Avoid, Sell and Hold a share in a company to be discussed during each panel.

Richard Crow, Professional Private Investor

Also known as @RebelHQ (Cockney Rebel) After starting life as a milkman and ending up paralysed after a motorbike accident at 19 years old, Richard started investing in 1982. Mainly punting penny shares and buying unit trusts all went quite well until the 1987 Black Monday Crash where he lost a third of his investments. Undeterred he returned to investing several years later and had good success in the tech boom, selling out early before most of the tech rout. Thereafter, he started investing and trading, mainly in small caps finding many multi-baggers and much greater success. He now runs a very restricted private chatroom 270 or so members where members discuss the stock news of the day and stock merits and opinions, together with chat and banter re life, gardening, photography and more.

Mark Simpson

Mark Simpson is a Value investor, writer and presenter. He focuses on finding sources of edge in the market and developing practical ways to overcome behavioural biases. His book Excellent Investing describes this approach and how investors of all types can generate higher and more consistent returns by developing a strategy that plays to their strengths and overcomes their weaknesses