Abcam

Chief Scientific Officer and Sr. VP of R&D: For sure, those can be improved and some of the additions to it – which may involve either conjugating or adding some kind of nucleic acid conjugate that might enhance performance – are going to improve the immunoassay market. But the antibody I think, at least for the next 10 years, will still remain the core of any of those improvements.

Chief Scientific Officer and Sr. VP of R&D

Chief Scientific Officer and Sr. VP of R&D at Metamark Genetics

Abcam & Research Use Antibodies: A Customer Perspective

Manolete Partners

Burford Capital

Former Investment Manager: We did a little bit of that at Augusta, but in most of our cases, there were funds available, there was an insurance policy that would pay out at the end. So it wasn't that necessary, but the larger the cases you go and fund, or the larger the damages, usually the more likely it is that you'll need to hire an investigator to find all the assets. Sometimes the insurance only covers up to a certain limit, and the insurer pays that out, and then you're left with trying to enforce the balance of that judgment. That's when you need the asset tracing and enforcement proceedings.

Former Investment Manager

Augusta Ventures LLP

Manolete Partners & Insolvency Litigation Finance

Gruppo MutuiOnline

Leonardo Giuliodori: In the end, it will increase because digital and technology are the future. Italy is probably one of the least digitalized countries in Europe, along with Greece and Spain. It will grow but not as fast as the UK, Estonia, Lithuania or the Nordics. We are not the same population and that’s why we approach things in a different way. I expect that all the Generations of X, Y, Z and so on will all go online.

Leonardo Giuliodori  

Former COO at Facile.it

Facile.it, Segugio.it & Italian Price Comparison

Paolo Porrati: The two founders of MutuiOnline were two MIT guys. I suspect they are not hiring stupid people in their company. In fact, I don’t think there is a stupid person in MutuiOnline.

Paolo Porrati

Head of Customer Service, Italy at Generali 

Gruppo MutuiOnline: Broking and BPO Customer Perspective

Cazoo

BCA Marketplace

Motorpoint

Vertu Motors

Andrew Hooks: What remains to be seen is what changes that has brought, in terms of customer behavior on those classified websites. I think that’s probably what I would be keeping the keenest eye on.

Andrew Hooks

Former Director at CarNext, LeasePlan & Former COO at Carwow 

Cazoo, Cinch, Motorpoint & UK Used Car Market 

AerCap

AIR LEASE CORP

Jim Clarke: It’s critical. That is the critical component. When I listened to Dómhnal Slattery, at the JP Morgan conference, a couple of months ago, when he was asked, what’s the theme, the answer was, investment grade, investment grade, investment grade. He’s borrowed a little bit higher than some of his peers and I’m not sure there is a compelling reason for that. He is hyper-focused on getting his borrowing costs as cheap as possible, given the oversupply of assets.

Jim Clarke 

Former CFO of Air Lease Corporation 

AerCap, Air Lease, & A History of Aircraft Leasing

Mirko Contu: They can continue to acquire tasks from new banks, as well as having to create something new, in terms of information technology. As I said before, with Onfido, if you could just build something internally for the customer identification, in my opinion, it would be a really important and crucial improvement for the BPO area. It could affect all the business into the BPO processes; for mortgages, for loans, for the insurance processes. In my opinion, these are the two main points to think about to expand the market.

Mirko Contu

Former Senior Credit Analyst at Gruppo MutuiOnline

Gruppo MutuiOnline: BPO Processes 

Goodfood

Hellofresh SE

Marie Eve Prevost: When you are choosing different menus every week, to a certain extent, you can deduce, with a high probability, that someone doesn’t like pork; they never choose the pork recipes. When it comes to any greens, every time there are greens on the menu, they’re not ordering it. If you can use that data to help push products that consumers are likely to buy, I think they have a really winning and solid proposition.

Marie Eve Prevost

Cofounder and Former CEO of MissFresh 

Goodfood, MissFresh, & Canadian Meal-Kits

Slerp

Deliveroo

Uber

Just Eat Takeaway.com NV

JP Then: That's almost the situation Crosstown was in where it was lucky that it had Slerp, and it was able to crank it and use it to get through the pandemic, and I'm an SME. Crosstown is an independent business not backed by an institution. I put my blood, sweat, tears, my own money into that, and we were looking down the barrel and going, how the hell are we going to get through the next 12 months? A 100+ staff, what are we going to do? We just pushed online as hard as we could, and we were very lucky that it resonated. It’s been so pivotal, and that mix went from 20% to 100%. It's probably now somewhere like 40% to 50% of our business. Even with things re-opening, it's a hugely important stream. I always use that saying of, think of your D2C channel being 20% of your business as a minimum goal, and if you can get there, you’re in better shape to attack whatever’s coming ahead of us.

JP Then

Founder of Slerp and Co-Founder of Crosstown

Slerp & UK White Label Restaurant Food Delivery 

Bechtle AG

Microsoft

Ronald Scherpenisse: In the end, it will be a value game, true, but they are still too anchored to the old days where it was a volume game. If you are a party in this volume game, everything is important for you to keep it as it was. If new parties enter your market, you will use your pockets and relationships to fence them off.

Ronald Scherpenisse

Former Director at Bechtle AG 

Bechtle AG & The Microsoft Partner Ecosystem

Masimo

Medtronic PLC

Daniel Halstead: I think anesthesiologists are very willing to accept that technology, but we have some hurdles to overcome with that standard of care.

Daniel Halstead

Former Strategic Director at GE Healthcare

Masimo & At-Home Continuous Monitoring 

Glovo

Delivery Hero SE

Paul-Louis Lepine: On convenience, the last thing is, you could see these dark store convenience grocery deliveries is a first step towards reinventing last-mile logistics. If I have a store that can deliver food, great, but they could also deliver for DHL; you could deliver iPhones, you could deliver anything. Basically, anything that is not too big, either that is very urgent or that is of high value, they could deliver it. You could really see this as anti-Amazon. Amazon gives you same day or next day delivery, but I’m an independent business, I go and partner with these guys and I am able to offer you delivery in 10 or 20 minutes. Amazon will never be able to do that, so you manage to have an edge which I think would be very interesting in reinventing ecommerce and last mile delivery, in the long term.

Paul-Louis Lepine

Former Corporate Strategy at Glovo

Glovo & EU Convenience Delivery 

Credit Acceptance

Chad Sturdefant: The most unique aspect is they are well-rounded. It protects all facets of the lending industry, compliance and dealer profit, because they are methodical and conservative. Dealers are incentivized to give customers a better deal and build in more collectible contracts. The program is almost like a consumer credit counseling service as it relates to automotive because dealers are incentivized and are more profitable when they put customers in affordable loans which they can keep on with and improve their credit history to where they make a life change. They consider all facets of the business and that’s the thing that makes them most unique. Everybody else has a niche, but a lot of areas that are unaddressed.

Chad Sturdefant

Former Director of Sales at Credit Acceptance

Credit Acceptance Corporation: Educating Dealers

Watsco

Carrier Global Corp

Alan Longley: I hope so too, I’d love to. I’m looking forward to seeing the year. I never thought 2020 would be the way that it was. Hopefully, it's a lot less exciting in 2021.

Alan Longley 

Former Branch Manager at DASCO, a Watsco Company

US HVAC Demand Cycles & OEM / Distributor Relationships 

Games Workshop Group PLC

Ronnie Renton: My pleasure, thank you William.

Ronnie Renton

Former Managing Director at Games Workshop

Games Workshop: Wargaming IP 

DiaSorin SpA

Alain Charalambos: The main competitor will still be bioMérieux and the main risk is if they move towards a higher immunoassay platform. I was still in bioMérieux at the time they tried with a system and, after one year, bioMérieux withdrew this system because it was not working well. This was about 13 years ago and I still haven’t seen any new systems.

Alain Charalambos

Former Commercial Director at DiaSorin

DiaSorin & In-Vitro Diagnostics 

FDM Group 

Andy King

Former Managing Director at FDM Group

FDM Group: Outsourced Recruitment Services

Restaurant Brands International

SHAKE SHACK INC

Chipotle Mexican Grill Inc

Domino's Pizza Group

In Practise: David, Alasdair, thank you very much for your time. Very much appreciated and it was great fun. Thank you everyone for dialling in and I hope you got some value out of it.

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