The Edison

Edison Advisors: IR Team

Edison Advisors

IR Team: United States

Tirth Patel is an investor relations professional with a keen interest in healthcare given his academic background in neuroscience. Tirth’s expertise is in corporate strategy including milestone and volatile scenario planning, investor communications, healthcare specialist fund marketing, and the organization of KOL (key opinion leader) events, conferences and non-deal roadshows.

Joe Green has over 8 years of experience in investor relations, focusing primarily on the healthcare sector. Joe began his career at Porter, LeVay & Rose as a generalist in investor relations. Joe then joinedThe Ruth Group (TRG) three years later, to specialize in investor relations for healthcare companies. Joe has extensive buy-side, sell-side and advisory networks in the U.S., and supports Edison clients in all aspects of investor marketing and client management.

Tom Caden is an IR professional with specialist knowledge of retail brokers and smaller institutions in the U.S. Tom specializes in booking targeted roadshows at this niche investor audience,important to increase liquidity for smaller cap companies, as well as ensure consistency of message to retail for larger cap companies.

Jen Zimmons is an experienced investor relations professional focused on roadshow management and execution. Jen has extensive experience marketing small cap companies to U.S. investors, including family offices. Jen was recently appointed a two-year term as board advisor to a leading international-focused,emerging markets family office/buy-side fund based in Washington, DC. She holds an MBA from American University, a PhD from Texas Tech University and a BA from Marymount University.

Tasmiah Rashid joined Edison’s Investor Relations team in early 2016 to coordinate client roadshows and manage IR events. In addition, she manages projects such as the on-boarding of new IR clients, creating outreach material and developing client reports. Previous to Edison, Tasmiah interned at the US National Park Service headquarters in Washington, DC as a strategic outreach and social media coordinator. Tasmiah is a graduate of Binghamton University with a dual-degree in Socio-cultural Anthropology and South Asian History.

Simon joined Edison from Black Rock, where he worked on the discretionary sales team, selling open- and close-ended funds to multi managers, wealth managers, stockbrokers and family offices. Before moving into asset management Simon worked within Wealth Management at Barclays Wealth, Credit Suisse and UBS. He studied business and finance at the University of Wales, Cardiff.

IR Team: Europe

Rachel Carroll is a senior investment professional with seventeen years of industry experience raising equity, debt and Government funding across the health care, technology and property sectors. Rachel raised over $350 million in equity finance for a $1 billion NASDAQ-listed technology company in New York as Vice President of Corporate Communications, and has participated in over one hundred deals for early stage biotech, life sciences and technology companies as an equity salesperson for a global investment bank in London. Rachel speaks three languages and has a BSc (Hons) from Warwick Business School.

Elliott Berstock is an Account Director in the investor relations team at Edison. He joined the company from Capital Access Group,where he was an associate director of investor relations and joint head of the corporate access team. Having begun his finance career as an accountant at Grant Thornton, Elliott has over 10 years of experience in capital markets and advising companies on corporate governance and IR related activities. Elliott has a wealth of knowledge in promoting companies to a wide range of investors both in the UK and Europe. He had also been involved in numerous primary and secondary corporate issues during his career. Elliott gained an advanced diploma in the Chartered Institute of Management Accountants (CIMA) and is studying towards the Chartered Financial Analyst (CFA) designation. He has a degree in accounting and fiscal studies and a Masters in Law.

Charlotte Parry is an Account Director in the investor relations team. Charly has extensive experience marketing a wide range of small, mid-cap. and larger cap. companies to institutional investors in the UK, Europe and the US. Charly also has specialist knowledge of UK private client fund managers and family offices. Charly joined Edison in 2014 from Citywire Financial Publishers, where she was a Client Liaison Assistant on the events team. She previously worked in the corporate access team at Execution Noble, as well as the operations teams at Sourcecap Intl. and Hermes Fund Managers.

Victoria Pease is an investor relations specialist and publishing research analyst for Edison, with over 10 years of experience in the equity capital markets. Victoria previously worked in at Dresdner Kleinwort Benson and Merrill Lynch, and pan-European mid-cap equity sales at Jefferies International.

Hannah Chisholm is a Senior Account Executive on the investor relations team based in London. Hannah is a graduate of the London School of Economics where she obtained a BSc in International Relations, and four ‘A’-levels (all grade A) from Westminster. Hannah previously worked at the Financial Times.

Jasveen Bhangra is an expert in share register analysis and investor targeting, using Edison’s proprietaryInvestorTrack readership data, as well as cutting-edge investor targeting toolsto formulate her analysis. Jasveen previously worked as a shareholder register analyst at RD:IR for three years, after studying Forensic Biology (BSc Hons) at the University of Kent in Canterbury.

IR Team: Analysts

Max Jacobs is Edison’s Head of Healthcare Research in NorthAmerica, covering over 20 biotech, specialty pharma, diagnostics and medical device companies around the globe. Prior to Edison, Max spent 10 years asa healthcare investor at various long-only and long-short focused investment firms and an additional 5 years running a primary market research team. Max is considered one of the most influential Biotech analysts in the U.S. and a‘must-follow’ on Twitter @maxjacobsedison

Robert Murphy is a CFA specializing in financial/real estate companies, with 25 years of experience in financial markets. Prior to joining Edison, Rob was a managing director of equity research at HSBC London, where he led the coverage of the major global investment banks. Over the past 25 years, Rob has held analyst and fund manager roles specialising in the global financials sector at GladstonePartners, Merebis Capital, GLG Partners and Gartmore, Rob began his career as aGraduate Trainee at Henderson Global Investors, before joining JPMorganInvestment Management as an analyst covering European Banks and Real Estate.

Dan Risdale is the head of Edison’s technology and telecoms team. He has over 16 years’ experience covering the technology and telecoms industries and was formerly a technology analyst for Singer Capital Markets, Teathers, Bridgewell, RW Baird and Nomura. Before this, Dan advised on emerging trends in technology as a market analyst at Ovum, having started his career in the telecommunications software industry.

Ian McLelland moved to Edison after a 20-year international career with BP, where he worked in the refining and petrochemicals sectors in a range of technical and engineering management positions. On returning to BP’s London headquarters, he took up roles advising the group’s executive committees on strategy development, financial planning and performance management. Ian is a qualified chemist and holds an MBA from the University of Edinburgh Business School.

Roger Johnston started his career incorporate finance in Citigroup’s industrial manufacturing team studying a wide range of sectors across Europe for clients focusing on M&A. This was followed by a four-year spell in industry with BAE Systems, where he was involved in strategy and market development, initially in the company’s air systems business in Warton, Lancashire and subsequently in the head office in Farnborough. Before joining Edison, Roger worked for three years as aerospace & defence analyst at Numis Securities, followed by a period acting as an independent strategy consultant to companies within the sector. His main duties were primary equity research coverage of companies across small, mid and large caps, industry forecasting and competitor analysis and strategic market and budgetary planning. Roger holds a MEng (Hons) in aeronautical engineering from Bristol University.

Client Managers

Peter Molloy is one of the original founders of the Edison Group and is CEO of Edison in North America, based in our New York office. Prior to Edison, Peter had a successful career on the buy-side, including a role as senior investment manager at Hermes Investment Management, managing a UK-focused small/mid-cap portfolio, and with a close involvement in Hermes’ shareholder activism initiatives. Peter started his career with Sun Life of Canada Asset Management as an investment analyst.

Fraser Thorne founded Edison in 2003. Before that, he ran Newton Investment Management’s UK smaller company fund - a top decile performer. Fraser has broad experience in equities markets working closely with Edison’s operations in Asia-Pacific, Germany as well as the UK. He holds an MBA, is a member of the CFA and is on the membership committee of the IR Society.

Oliver Haslam has been with Edison for nine years and has global responsibility for relationship management with Edison’s healthcare clients. Before Edison he worked in telecoms, IT services and consulting, at Cable & Wireless then Perot Systems. He started his career as an officer in the British Army and holds a degree in European law


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