

The topics, stocks and shares mentions / discussed include: A Capital Markets and Retail Access Masterclass with Joe Winkley, Director and Head of Capital Markets at Winterflood Winterflood Retail Access Platform Capital Markets / Primary Markets / Secondary Markets Retail investors access to IPO's, Fundraisings, Placings Retail investors engagement / Retail investor participation Liquidity Marex Group / MRX Investment Trusts / Stocks / Shares / Funds / Equities / Equity markets Bonds, Gilts, Fixed Income Ai / Ai Modelling Datasets / Data Science / Order Flow / Deal Flow Shareholder communication / Shareholder engagement Retail investor behavioural Retail investor inclusion Investing Financial education The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the NEW link https://www.justgiving.com/page/twinpetesinvestingpodcast2026markbentley TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN. & more. ShareScope https://www.sharescope.co.uk/landing.jsp special discount offer code: TwinPetes Investors’ Chronicle Special Trial Offers https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta Henry Viola-Heir’s blog: Capital Ledger https://capitalledger.co.uk/ Powder Monkey Brewing Co https://powdermonkeybrewing.com/collections/all-products 10% discount code : TWINPETES You can find our audio Twin Petes Investing #podcasts on numerous platforms (PLEASE also search for Conkers' Corner) including these: SPOTIFY https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j APPLE iTUNES https://podcasts.apple.com/gb/podcast/conkers-corner/id1384481834 AMAZON Music https://music.amazon.co.uk/podcasts/d4e7c169-5c01-4a3c-9b0a-e6d3e1fd8aa8/conkers'-corner AUDIOBOOM https://audioboom.com/channels/4937399-conkers-corner The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. .......... 00:00 INTRO 00:24 INTRODUCTION TO JOE WINKLEY, HEAD OF CAPITAL MARKETS AT WINTERFLOOD 04:23 FUNDRAISING MARKETS / IPO's / INVESTMENT TRUSTS 05:43 MAREX GROUP / WINTERFLOOD RETAIL DISTRIBUTION OPPORTUNITY 09:28 HOW WINTERFLOOD RETAIL ACCESS PLATFORM (WRAP) WORKS 13:24 INDENTIFYING KEY FUNDRAISING INSIGHTS 17:15 SHAREHOLDER COMMUNICATIONS & ENGAGEMENT 20:40 RETAIL FLOW / DATA POINTS / SECONDARY MARKETS 23:30 POSITIVE RETAIL INVESTOR BEHAVIOUR 28:20 FINANCIAL EDUCATION / RETAIL INVESTOR INSIGHTS 31:35 WRAP & INVESTMENT TRUSTS 40:30 WRAP UNIQUE DATASETS 44:30 ENGAGING WITH WRAP / ACCESSING BIGGEST DEALS 49:30 GILTS / FIXED INCOME/ CORPORATE BONDS 52:12 RETAIL INVESTORS / POSITIVE INITIATIVES 55:00 DECISION MAKING / IMPORTANCE OF RESEARCH 57:50 PRODUCT AGNOSTIC WRAP & SWEET SPOT 1:02:32 OUTRO ..........



