Co-founder of stepstoinvesting.com, a free-to-use educational service for self-directed private investors, aimed at helping those frustrated by stubbornly low interest rates and interested in learning about the topsy-turvy world of investing to earn a better return.

Video strategy and production for financial publishing disruptor

Understanding and exploring the impact of new technologies on the Asset Management industry and Broader Financial Services.

• Presenter for Trust TV - an hour-long panel discussion interviewing fund managers and industry journalists to explore themes around investments, the economy, fund strategies, and the unique features of closed-ended investment trusts. Shot in the CNBC studios on Fleet Street, the broadcast is live and aims to update and inform knowledgeable private investors. This is indicative of my experience in translating complex financial matters to create interesting narratives for less sophisticated, non-professional investor audiences. The show is sponsored by Janus Henderson Investors. • Host for Sub-35 – industry initiative sponsored by six major investment houses that seeks to educate young stockbrokers around the features of investment trusts - an investment vehicle that presently attracts only 5% of investible cash from intermediary share dealing platforms. The events are monthly and mix a series of audience attended speaking events across various locations in London and Edinburgh, as well as live webinars from the London Stock Exchange studios, hosted and moderated by myself. • Investment writing, First State Investments – writer of various marketing documents for professional audiences across a range of First State funds, including strategies within the diversified growth team and the First State Stuart Asia team. Documents produced so far include fund and team overview brochures, fund strategy and thematic articles, and technical documents for forex derivative strategies.• Host of the Forex awards – live event to award industry companies for excellence across various strategic business functions. Former work:• CNBC sponsored mini-series on Fintech – six-part short-segment episodes exploring various new fintech technologies across the world, including four in London, looking at areas of smart data, blockchain, robo-advice, and the social value chain; and two in Mumbai, India, looking at offline digital payments and biometric security.

• Marketing strategy - Implementation of the content marketing capability within Janus Henderson’s investment trust team, as well as the co-development of its digital marketing strategy to directly target and acquire clients with the aim of growing the retail client shareholder register through execution-only share dealing platforms.• Fund strategies - Responsible for the communications of Janus Henderson’s stable of 13 closed-ended investment trusts; across bought, owned and earned digital channels; covering UK, Continental European, Global and Asian equities, specialist fund of funds, and hybrid fixed income / secured loans products. • Objectives - Growth of Janus Henderson’s investment trust shares held at share dealing services through marketing activities and campaigns across a broad range of distribution channels across the marketing mix. Performance during my tenure: since inception of the content marketing strategy in May 2013 the number of shares at execution-only share dealing platforms increased 69%.• Content production – Broader long- and short-form articles, video interviews, animations, mixed-media, blogs, podcasts, infographics and social media content for Janus Henderson’s Investment Trusts. Scheduling and content for live events, for example our investor series Inside The Mind: Live. • Channel distribution – Testing and optimisation of channel distribution including content on execution-only share dealing platforms, social media channels, email, advertorial pieces for industry publications, specialist radio content for Share Radio, specialist investor blogs such as WhichInvestmentTrust, native advertising ad-serving units on the London Stock Exchange and Citywire websites, specialist video distribution through Asset TV.• Budget management - Management of the marketing budget and campaigns on a trust-by-trust basis. Total budget for all 13 trusts approximate £1m.

Responsible for the production of various investor communications: regulatory documents such as annual and quarterly reports; value-add and fund-specific marketing materials; analytical reports to support US wholesalers; regular communications on fund activities to provide investment rationale & analysis and macro-economic updates; fund manager road-show presentations and sales aids; and monthly macro-economic analyses. Role also included assisting in fund manager calls to investors; providing analysis to investor questions regarding their investments; creating new content delivery channels; organising and hosting client meetings; aiding operations and legal where necessary.

Assisted in the product maintenance of Henderson’s OEICs and Unit Trusts including all asset classes and portfolio strategies. Review of cost structures in the wake of the Retail Distribution Review; fund mergers due to New Star and Gartmore acquisitions; management of legal documents.

Multi-level sales into hospitals (both private and NHS), pharmacies and research laboratories; worked with other companies and colleagues within the organisation to create innovative health solutions. Main role included all parts of the direct sales process from lead generation through to close. In addition: customer management, territory planning, administration, marketing, product demonstrations, training and presentations, and trade-shows.