Value Investor Conference London

5th London Value Investor Conference, 26 May 2016

2016 conference overview video

Nick Kirrage Presentation on “Successful Failure”

Photos from London Value Investor Conference 2016

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Moderators: David Shapiro and Richard Oldfield

Thursday, 26th May 2016
07.30-08.30 Registration and Breakfast
08.30-08.40 Opening Remarks
08.40-09.00 Andrew Hollingworth, Holland Advisors – The Jamie Vardy Portfolio
09.00-09.20 Philip Best and Marc Saint John Webb, Quaero Capital – The Family Company Effect
09.20-10.00 David Iben, Kopernik Global Investors – An Unconventional Approach to Value Investing
10.00-10.40 Nick Kirrage, Schroders – Successful Failure
10.40-11.10 Coffee and networking break
11.10-11.30 Dan Abrahams, Alfreton Capital – The Power of a Virtuous Circle
11.30-11.50 Jonathan Mills, Metropolis Capital – Finding a Gold Nugget in a Muddy River
11.50-12.30 Michael Keller, Brown Brothers Harriman – Passive Aggressive: The Implications of ‘Industrialized’ Capital Allocation
12.30-13.10 Jean-Marie Eveillard, First Eagle – Audience Q&A: If Value Investing Makes Sense and if it Works Over Time – Which it Does – Why so Few of Us?
13.10-14.10 Lunch
14.10-14.50 James Montier, GMO – Investing on the Road Less Travelled
14.50-15.30 Alex Wright, Fidelity – Value Investing Beyond Mean Reversion
15.30-15.50 Alex Morozov, Morningstar – A Focus on Moats Uncovers Opportunities
15.50-16.10 François Badelon, Amiral Gestion – Growth at a Value Price
16.10-16.40 Tea and networking break
16.40-17.20 Anne-Mette De Place Filippini, Burgundy Asset Management – Winning by Not Losing
17.20-17.30 Zama Coursen-Neff, Children’s Rights Division of Human Rights Watch
17.30-18.30 Howard Marks, Oaktree Capital Conversation with Richard Oldfield by video link, followed by Audience Q&A Session
18.30-19.15 Networking Reception


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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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