Menu
The following session will be Moderated by Richard Oldfield
8.30–8.40
8.40–9.10
Juan Torres & Vera German – Schroders
Presentation title TBC
9.10–9.30
Alex Roepers – Atlantic Investment Management
Compelling Value Stocks
9.30–10.00
Cole Smead – Smead Capital Management
Presentation title TBC
10.00–10.20
Simon Gergel – Allianz Global Investors
Unloved Stocks in an Unloved Market
10.20–10.50
Morning coffee break
The following session will be Moderated by Paula Robinson
10.50–11.10
Clive Gillmore – Mondrian Investment Partners
Does Cheap Mean Mispriced?
11.10–11.40
Sarah Ketterer – Causeway
Value in Disguise: The Cash Flow Transformation
11.40–12.00
Jacob Mitchell – Antipodes Partners
Look Forward, Think Forward
12.00–12.30
Django Davidson – Hosking Partners
Presentation title TBC
12.30–1.30
Lunch
The following session will be Moderated by Richard Oldfield
1.30–2.10
Andrew McDermott – Mission Value Partners
Big in Japan: Templeton, Buffett and Tennessee
2.10–2.40
Ian Lance – Redwheel
The Return of the Total Return Kings
2.40–3.00
Brian McCormick – Jupiter Asset Management
Searching for Protected Value
3.00–3.30
Afternoon tea break
The following sessions will be Moderated by Simon Brewer
3.30–4.30
Peter Davies – Lansdowne Partners
Gary Channon – Phoenix Asset Management Partners
Panel on UK Equities
4.30–5.00
TBC
5.00–6.00
Joel Greenblatt – Gotham Asset Management
Virtual Fireside Chat and Audience Q&A
6.00pm to 7.00pm
Guinness Asset Management has kindly sponsored a drinks reception
with wine tasting and canapés
17.30–18.15
7.30–8.30
Registration and breakfast
Morning session – Moderated by Richard Oldfield
8.30–10.35
First presentation session
10.35–11.05
Coffee and networking break
11.05–13.05
Second presentation session
13.05–14.00
Lunch
Afternoon session
14.00–16.00
Third presentation session
16.00–16.30
Tea and networking break
16.30–18.15
Fourth presentation session
