PIWORLD Investor Podcasts

The video can be viewed at: https://www.piworld.co.uk/2018/07/26/newgate-redleaf-ai-conf-sdl-neural-machine-translation-the-toughest-challenge-in-ai/   Mihai does refer to various slides and doesn't read them.   Mihai Vlad, VP, AI & Machine Learning Solutions, SDL. Mihai’s presentation discussed “Neural Machine Translation – the toughest challenge in AI?”, looking at the history of the technology, how it works and why it is now so important to companies in a global marketplace. Mihai Vlad is in charge of the Commercial Strategy for the Machine Translation (MT) division, and all the Machine Learning and AI solutions SDL is bringing to the market. Mihai is an entrepreneur and technologist with background in data sciences, marketing, sales, business and product development. Specifically, Mihai has a deep experience in developing & selling Machine Learning in the Cybersecurity field. Over the past 15 years, Mihai was responsible for building and scaling sales, designed and managed a Data Analytics business, introduced new technologies and delivered complex technical projects all over the world. Throughout university he also ran his own startup – an Internet Service Provider. Ralph Anderson Introduction – 00:09 Mihai Vlad, SDL introduction – 00:39 What is artificial intelligence? – 01:10 Language – 02:19 Machine translation – 02:53 Neural machine translation from numbers to meaning – 08:10 Encoding & Decoding – 10:46 Turing test – 11:24 Why invest in machine translation? – 14:53 Use cases – 15:40 Data protection – 17:48 Specialisation – 18:31 Summary – 19:17 The human & the machine – 22:05 Q&A – 24:22

This video can be seen at: https://www.piworld.co.uk/2018/07/25/newgate-redleaf-ai-conference-breed-reply-ai-in-iot/   Emanuele Angelidis, Chief Executive Officer, Breed Reply. Emanuele’s presentation discussed “AI in IoT – Its role and importance”, showing how IoT is now involved in every sector, the potential market value of each and how our perceptions need to change about this technology. Emanuele Angelidis is a Co-Founder and CEO of Breed Reply, Europe’s leading investor in early stage internet of things (IoT) businesses, that supports IoT entrepreneurs to quickly bring new ideas to market. They achieve this through funding at early-stage; active operational involvement with significant know how transfer of business, managerial and technological expertise; and go-to-market support through the extensive Reply network. Founded in 2014 and based in London they invest across Europe and currently have a portfolio of 20 IoT companies in a variety of different sectors including Health and Wellbeing, Smart Cities and Buildings, Industrial IoT, Platform Infrastructure and Cyber Security. Emanuele Angelidis co-founded Breed Reply after a long, successful career in the telecoms industry. Emanuele started at Italtel Telecomunicazioni, and in 1994 took part in the start-up and development of Omnitel, latterly Vodafone Italy. In 1999, he co-founded Fastweb, one of Italy’s largest telecoms companies, and was CEO. Ralph Anderson Introduction – 00:09 Emanuele Angelidis, introduction to Breed Reply – 00:27 IoT & AI – 01:07 Disrupting multiple sectors & value – 02:11 Realising the value from IoT & AI – 07:32 Challenges – 16:03 Application examples – 21:30 Conclusion – 26:37 Q&A – 28:38

The video of this presentation can be seen here: https://www.piworld.co.uk/2018/07/24/newgate-redleaf-ai-conf-razorsecure-cyber-security-and-transport-protection-on-the-move/   Alex Cowan, Chief Executive Officer, RazorSecure. Alex’s presentation discussed “Cyber Security and Transport – protection on the move” highlighting the processes, requirements and challenges facing companies today. Alex Cowan started RazorSecure after 15 years in the gaming industry working on massive multiplayer games with hundreds of thousands of players and thousands of servers. During that time, he worked in developing software to manage credit card payments and live operational systems as well as dealing with hackers trying to gain an advantage over other players. He saw an opportunity to manage cyber security in a different way, using machine learning with a focused approach to individual systems rather than focusing on network traffic. RazorSecure now provides its patented machine-based learning software to transport system suppliers and operators across Europe. Ralph Anderson introduction: 00:10 Alex Cowan, RazorSecure introduction - 00:36 Introduction to Cyber Security - 02:11 Frameworks & legislation - 03:43 The layered approach - 06:27 Intrusion detection - 07:34 Anomaly detection - 10:07 Signature based, focussed on the past - 11:10 RazorSecure Delta - 11:44 RazorSecure’s approach to Machine Learning - 13:00 The power of grouping - 13:55 The cyber kill chain - 14:37 Clients - 17:50 The next 5 years - 18:48 Q&A – 19:00

This video can be seen at: https://www.piworld.co.uk/2018/07/23/newgate-redleaf-ai-conf-kx-machine-learning-the-growth-of-predictive-analytics/   James Corcoran, Global Head of Products and Solutions for Kx (part of First Derivatives). James’ presentation discussed “Machine Learning – the growth of Predictive Analytics”. James has been at Kx for over 7 years and he is responsible for software sales, pre-sales, product design and the implementation of enterprise solutions for all new and existing Kx clients. Ralph Anderson introduction to conference – 00:09 Introduction to KX – 02:18 James Corcoran opening introduction – 02:28 About KX – 02:55 What is predictive analytics? – 03:56 What does a predictive analytic look like? – 04:54 How long has it been around? – 5:50 How does it work? – 07:18 How will it work? – 07:37 The hype – 08:04 What is Machine Learning? – 10:32 What isn’t Machine Learning? – 11:21 But really, what is it? – 11:41 Real world examples – 13:05 How to implement Machine Learning – 20:10 Modelling – 21:42 Q&A – 23:16

Full video can be seen at: https://www.piworld.co.uk/2018/03/08/wheeliedealer-social-media-interview-with-tamzin-freeman/   Tamzin Freeman interviews private investor & blogger WheelieDealer about his take on using social media. How long ago did you start with social media? – 00:51 What prompted you to start your website? – 02:20 How long does it take you to write a blog? – 04:05 Do you have to do a lot of research? – 04:33 What social media do you use? – 05:15 What do you get out of Twitter? – 06:40 What sort of people have you met through Twitter? – 08:35 Has social media changed your investing? – 10:48 Do you DM or is all your communication public? – 11:50 Which bulletin boards do you use? – 12:49 What are the downsides of social media? – 13:33 How many Tweets do you do a day? – 17:19 How did you learn to use Twitter? – 18:30 What advice do you have for investors who don’t use social media? – 19:10   Wheelie’s Twitter handle: @wheeliedealer

Full video can be seen at: https://www.piworld.co.uk/2018/04/05/coping-with-the-ups-downs-with-wheeliedealer-interviewed-by-tamzin-freeman/   Wheelie helps us to cope with the ups and downs Pete’s moving tweet – 00:43 What was the catalyst for sending that tweet? – 01:12 Are people asking for investing help, or seeking help on broader issues? – 02:27 Are you looking to help emotionally or with practical help? – 03:14 Are people coming to you because they’ve lost a lot of money, or because they’re too scared to invest? – 04:57 What are the key issues you’re helping people with? – 07:05 How long do you spend on your own investing? – 11:58 How much money do you think you need to start investing? – 15:39 What’s your advice to people, with the recent volatility? – 17:43 Have you increased your cash position? – 22:45 What advice do you have for newbies, to cope with the volatility? – 23:51 And is that the advice your wiser older self would give to that younger self who lost 50% in 2000? – 24:23 What advise do you have for us all from all your mentoring? – 26:04 How do you build people’s confidence? – 28:50

Full video can be seen at: https://www.piworld.co.uk/2017/11/08/leon-boros-on-achieving-exceptional-investment-returns-interviewed-by-tamzin-freeman/   Leon Boros on achieving exceptional investment returns. Interview with Tamzin Freeman, piworld. Leon Boros’s background – 00:25 Leon’s investment returns – 00:52 2008 & 2001 – 02:55 Cash levels – 05:12 Trader or investor – 05:56 Leon’s criteria for share selection – 08:22 Weighting of the portfolio – 09:55 Qualitative selection criteria – 11:23 Shares conforming to Leon’s criteria – 14:24 Speed of return – 18:35 What makes you sell – 20:07 Why do PV Crystalox & Cloudcall make it into your portfolio? – 24:07 Can a retail investor without your background achieve your returns? – 29:29 Time spent on investing decisions – 34:28 A Boros fund? 35:28

Full video can be seen at: https://www.piworld.co.uk/2017/11/30/leon-boros-understanding-accounts-interviewed-by-tamzin-freeman/   Leon Boros gives a fascinating insight of what he’s looking for in a set of company accounts, using examples to highlight some of the hidden factors to look for. For non-accountants it can be quite a heavy watch, particularly at the midpoint, but there are many gems, and it’s worth making it till the end – even if you watch it in chunks! First focus: cashflow statement & free cashflow – 00:31 Amortisation – 08:20 YouGov’s earnings – 12:17 P&L and Balance sheet ratios – 15:30 Return on total assets – 18:29

Full video can be seen at: https://www.piworld.co.uk/2017/12/21/behavioural-investing-interview-with-clare-flynn-levy-essentia-analytics/   Clare Flynn Levy founder of Essentia Analytics gives us insight into the behavioural aspects of investing. Clare covers the issues of selling your losers, over confidence and over trading. She emphasises outperformance all comes down to you. Citing the best fund managers are skilled but humble. Interviewed by piworld’s Tamzin Freeman. Clare’s background and how it led to Essentia Analytics – 00:43 What data do Essentia look at to track behaviour? – 04:20 In stock picking what information are you looking for? – 06:44 What are typical patterns to focus on for better performance? – 08:26 Is there a different pattern between male and female traders – 12:27 How people behave when momentum is good – 13:00 How easy is it to change behaviours? – 14:50 How much can someone’s performance improve by? 19:32 Does the macro environment impact behaviour? – 20:39 How important is it to believe you can outperform the market? – 22:01 Tools or tips for the retail investor – 25:58 Investing diary – 27:30 Seeing your strengths and weaknesses – 33:09 Book recommendation – 35:28

Full video can be seen at: https://www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/   Interview with John Rosier from JohnsInvestmentChronicle.com on market corrections. John reflects on how good the last year has been for investors, and gives insights, based on historic crashes, how to position oneself for volatile markets. John cites specific examples from his own portfolio. John’s background – 00:32 John’s return year to date – 02:10 John’s strategy for toppy markets? – 03:22 Momentum shares – 05:06 Percentage of cash? – 08:15 What prompts John to go into cash? – 09:08 January 2016 was the worst start to a year, ever – 10:16 Learnings from the crashes John’s worked through – 10:47 Managing your own money – 14:57 Stop losses – 16:35 Discipline: what’s the largest loss in John’s portfolio? – 17:41 What’s John’s catalyst to sell a position? – 18:45 Setting a target price? – 21:32 2008 crash – 23:08 What can investors expect for the rest of 2017? – 24:56 Dividends? – 29:55