Upcoming Events
THE COMING ROBOT CAMBRIAN EXPLOSION
Mike Orme co-founder of the advisory Signum Intel, will address “Robotics and Open AI”.
Mike will cover the following topics:
->AI Roars Out of Left Field.
->How Sam, Demis and Elon See the Robot Future.
->Case Study: Google DeepMind’s R-2 Prototype.
->Are we Ready for the Widespread Deployment of Helper Robots? Japan and Korea Are. TINA.
->The guardrail challenge. Unpromising Precedents.
->Why Altman is both AI Boomer and Doomer.
Mike Orme has been a technology forecaster and analyst for 40 years, armed with a strong aversion to hype and hand-waving. Left field is his natural habitat. He worked directly with Steve Jobs and Andy Grove on projects while at the legendary Silicon Valley consultancy Regis McKenna, broke the story on the BBC behind the collapse of the Japanese 5th Generation Computer project, spent nearly a decade as a global consultant at HP, helped companies spun out from Cambridge University find start-up capital, headed up technology research at Centrum and Mirabeau, and worked closely with Cyrus Mewawalla at CM Research. Mike also founded the Signum Intel advisory for global fund managers and wrote one of the first books on the semiconductor revolution: Micros: A Pervasive Force.
His career spans many roles, including Secretary of the joint Treasury/Bank of England Home Finance Committee; Private client portfolio manager at leading City stockbrokers –Kitcat & Aitken and J&A Scrimgeour (now long absorbed into investment banks); Mr Bearbull at the Investors Chronicle; Editor, Technology Magazine; Head of Regis McKenna <UK>–working with Apple, Intel and HP among others; Associate partner, Peat Marwick <when it acquired Regis McKenna (Europe); Market relations/analyst relations consultant, HP (Europe); Co-founder/Director, Blue Sky Forum linking Oxbridge spin-outs to business angels and VCs; PR strategist, Apama Ltd (now part of Progress Software); Global strategist, Westhall Capital (London)–produced monthly briefing, Peripheral Vision, for FMs and ran frequent brain-storming sessions with Westhall clients in the UK and Asia; Global strategist, Centrum Capital (Mumbai, London). Produced monthly briefing, Mind Over Mania, and ran frequent brain-storming sessions with Centrum’s Indian clients; Freelance analyst providing in camera briefings to large global fund managers, as well as developing ‘Inside Track Ltd’ in Kenya to offer PE to East African ventures.
Past Events
BITCOIN AND GOLD – STRONGER TOGETHER
Charlie Morris is the founder of ByteTree, a research, data, and asset management company. He has 25 years’ experience in fund management, and has a reputation for actively managed, multi-asset, absolute return portfolios. He covers markets on ByteTree.
ByteTree has a BOLD ETF listed in Switzerland (BOLD SW), which combines bitcoin with gold on a risk-weighted basis. These are the world’s two most liquid alternative assets and due to their natural low correlation and high dispersion, the results of this combination exceed expectations.
In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management and the Head of Absolute Return at HSBC Global Asset Management where he managed $3bn of assets. Charlie was also the editor of The Fleet Street Letter.
YCC IMPLEMENTATION AND FINANCIAL REPRESSION – event postponed new date tbc
Brian Pellegrini is the Founder of Intertemporal Economics and the firm’s Senior Analyst. Brian founded Intertemporal Economics in 2018, previously he worked with Bernard Connolly as a senior analyst at Connolly Insight, where he specialised in Geopolitical Event risk, Monetary Policy, Labour Markets and Energy. Prior to Connolly Insight, Brian was employed in various positions across Wall Street, including working with high-growth technology firms raising capital, structuring options trades and valuing asset-backed securities. Brian has an MBA from Columbia University, a Master of Science in Finance from North-Eastern University and a Bachelor of Science in Computer Science from Columbia University. He is also a CFA charter holder.
Intertemporal Economics uses an in-depth analytical framework, which is based on microeconomic foundations. This allows an understanding of endogenous factors and patterns of human behaviour that cannot be analysed using quantitative techniques alone. The firm’s research focuses on topics affecting economics, interest rates and asset prices in developed and emerging markets.
Please let me know if you would like to join this zoom event.
Sunak’s long shot and Starmer’s short putt: is there a way back for the Tories?
Helen Thomas founded her own macroeconomic consulting firm BlondeMoney in 2017. Her team provides expert analysis on financial markets and politics.
BlondeMoney provides Sensible Market Commentary – everything you need to know about financial markets from a global macro perspective.
Before founding BlondeMoney Helen was a Partner at a Global Macro hedge fund and Head of Currency Alpha for State Street Global Advisors. She started her career in Foreign Exchange at Merrill Lynch before going on to work for Societe Generale and SEB. She has also worked in politics as an adviser to former Chancellor of the Exchequer George Osborne during the financial crisis.
Helen holds a degree from Christ Church, Oxford, in Philosophy, Politics and Economics.
Helen is a Freeman of the City of London and a board member of CFA UK where she is responsible for their sub-committee on the Value of the Investment Profession.
Helen was lead researcher on the book Masters of Nothing by the MPs Matthew Hancock and Nadhim Zahawi which looked at how human behaviour caused the financial crisis and how to avoid it happening again.