Asia Value Investor Conference 2015 – Overview Video
Moderator: David Shapiro
Tuesday, 8th December 2015 | |
08.00-08.45 | Delegate registration and breakfast |
08.45-09.00 | David Shapiro, Towers Watson – Opening Presentation |
09.00-09.30 | Hassan Elmasry, Independent Franchise Partners – Lessons from Franchise Investing |
09.30-10.00 | Amit Wadhwaney, Moerus Capital – Asset-Based Investing in an Earnings-Focused World |
10.00-10.30 | Seng Chong YEO, Yeoman Capital Management – Implementing Traditional Value Investing in the Asia Environment – The Yeoman Capital Experience |
10.30-11.00 | Dale Nicholls, Fidelity – China SOE’s: Value Opportunity or Trap? |
11.00-11.30 | Coffee break |
11.30-12.00 | Albert Yong and Chan Lee, Petra Capital Management – “Soft” Shareholder Activism in Korea |
12.00-12.30 | Voon San LAI, Value Partners Group – China: A Growing Gap Between Perception and Reality |
12.30-13.15 | Charles Brandes, Brandes Investment Partners – Q&A: The Enduring Principles of Value Investing |
13.15-14.15 | Lunch |
14.15-14.45 | Michael Liang, Foundation Asset Management – Does Value Investing Work in China? |
14.45-15.15 | Dawid Krige, Cederberg Capital – Chinese Orphans in the USA |
15.15-15.45 | Jie Gong, Pantheon – China – a Value Play through the Private Equity Lens |
15.45-16.15 | Simon Denison-Smith, Metropolis Capital – An Unusual Journey: from Entrepreneur to Investment Manager |
16.15-16.45 | Masa Takeda, Sparx Group – Value Investing in Japan – “Diversified” Concentrated Investments |
16.45-17.00 | Conference closes – delegates depart |
Photos from Asia Value Investor Conference 2015