Value Investor Conference London

Agenda

Moderators: David Shapiro, Richard Oldfield and Anthony Bolton

Thursday, 25th May 2017
07.30-08.30 Registration and Breakfast
08.30-08.45 David Shapiro, Willis Towers Watson – Introduction
08.45-09.15 Steve Romick, FPA Funds – Two Decades of Winning by Not Losing
09.15-09.45 Gary Channon, Phoenix Asset Management – Slot Moats
09.45-10.15 Ronald Chan, Chartwell Capital – The Value Handover
10.15-10.45 Nick Train, Lindsell Train – The Arrow or the Wheel?
10.45-11.15 Coffee and networking break
11.15-11.45 Django Davidson, Hosking Partners – Quality Compounders: An Outsider’s Perspective
11.45-12.15 Joe Bauernfreund, Asset Value Investors – Exploiting Discounts in Holding Companies
12.15-12.35 Charles Heenan, Kennox Asset Management – Market Distortion Can Create Opportunity
12.35-12.55 Rhys Summerton, Milkwood Capital  US markets at UK prices
12.55-14.00 Lunch
14.00-14.30 Kevin Murphy, Schroders – Let’s Go Deep
14.30-15.00 Alex Wright, Fidelity – Value Investing – What Could Possibly Go Wrong?
15.00-15.30 Michael Keller, Brown Brothers Harriman – Sum of the Parts, Some of the Time
15.30-15.40 LVIC 2017 Charitable Benefactor
15.40-16.10 Stuart Roden, Lansdowne Partners – Fireside Chat and Audience Q&A
Moderated by Richard Oldfield
16.10-16.40 Tea and networking break
16.40-17.00 Ben Preston, Orbis – Finding Value in an Overvalued World 
17.00-17.20 Jonathan Boyar, Boyar Value Group – Four High-Conviction Stock Ideas (if you have patience)
17.20-17.40 Filip Weintraub, Skagen FundsThe Path of the Contrarian
17.40-18.30 Francisco García Paramés, Cobas Asset Management – “Investing for the Long Term”
Fireside Chat and Audience Q&A Moderated by Anthony Bolton
18.30-19.15 Networking Reception
19.15-22.00 The LVIC Dinner – Members Dining Room, House of Commons
(separate booking is required to attend this dinner)

* The presentation titles and timings are subject to change

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  • “It's very much the Rolls-Royce of the investor conference market” Paul Scott, Stockopedia
  • “Very good event with excellent quality of speakers. Well done!” Andrew Hardy, Momentum GIM
  • “Please make this an annual event, thought it was brilliant, learnt lots and the topics were well diversified. Very interesting day. Thank you” Mary Allen, Rothschild
  • “Very well organised and it was a treat for investors like us to hear some great speakers” Roli Saxena, Drona Capital
  • “A fantastic conference with lots of superb speakers and interesting discussions- well done!” Paul McNulty, Setanta Asset Management
  • “Great conference overall. Hard to complain – good job” Travis Moss, JP Morgan

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