Nick Shenton

Nick Shenton, an investment professional at Artemis Investment Management, and Katie Ellenberg, Head of Investment Operations at Geneva Capital Management, dive deep into Informa's business model. They discuss how Informa excels in live events and academic publishing, showcasing nearly 1,000 industry-specific events worldwide. The duo also explores the financial dynamics post-COVID-19, the importance of first-party data, and adaptive strategies in a changing landscape, making it clear why Informa is a leader in B2B connections.

Nick Shenton, a fund manager at Artemis with nearly a decade of expertise in LSEG, dives into the intricacies of the London Stock Exchange Group. He highlights its pivotal role in global finance and discusses the company's transformational acquisition of Refinitiv. The conversation touches on the importance of post-trade services for market stability and the impact of technology on its growth model. Shenton shares insights into navigating complexities and valuing businesses within expanding markets, emphasizing innovation and long-term strategies for success.