{"id":186,"date":"2015-08-30T10:42:45","date_gmt":"2015-08-30T10:42:45","guid":{"rendered":"https:\/\/valueinvestorasia.com\/?page_id=186"},"modified":"2015-09-02T22:50:43","modified_gmt":"2015-09-02T22:50:43","slug":"conference-2012","status":"publish","type":"page","link":"https:\/\/www.valueinvest.com\/hongkong\/conference-2012\/","title":{"rendered":"London Value Investor Conference 2012"},"content":{"rendered":"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Moderator: David Shapiro<\/a><\/span><\/td>\n<\/tr>\n<\/thead>\n
08.30-09.00<\/td>\nRegistration<\/strong><\/td>\n<\/tr>\n
09.00-09.40<\/td>\n\u201cSimple but not easy\u201d: <\/strong>Richard Oldfield<\/a><\/td>\n<\/tr>\n
09.40-10.20<\/td>\nValue works \u2013 statistical evidence of the success of value investing<\/strong> \u2013 Michael van Biema, van Biema Value Partners.<\/a><\/td>\n<\/tr>\n
10.20-11.00<\/td>\nIn search of capital allocation discipline:<\/strong> Simon Denison-Smith & Jonathan Mills, Metropolis Capital<\/a><\/td>\n<\/tr>\n
11.00-11.20<\/td>\nCoffee and networking break<\/strong><\/td>\n<\/tr>\n
11.20-12.00<\/td>\nLooking for Value in UK Mega Cap:<\/strong> Kevin Murphy & Nick Kirrage, Schroders Specialist Value UK Equity<\/a><\/td>\n<\/tr>\n
12.00-12.40<\/td>\nFinding long-term compounders: <\/strong>Gary Channon, Phoenix Asset Management<\/a><\/td>\n<\/tr>\n
12.40-13.40<\/td>\nLunch<\/strong><\/td>\n<\/tr>\n
13.40-14.20<\/td>\nLong-Term Opportunities Created by Short-Term Volatility: <\/strong> Scott Cobb, Southeastern Asset Management<\/a><\/td>\n<\/tr>\n
14.20-15.00<\/td>\nThe Indispensable Role of Process in Investing, and The Inherent Appeal of a Value Approach <\/strong>– Will Browne, Tweedy, Browne<\/a><\/td>\n<\/tr>\n
15.00-15.40<\/td>\n\u201cScylla and Charybdis: The Odyssey of Value Investing\u201d: <\/strong><\/strong>Dan O\u2019Keefe, Artisan<\/a><\/td>\n<\/tr>\n
15.40-15.50<\/td>\nThe SMA Trust <\/strong>– an overview <\/strong><\/strong>– Andrew Knight, Trustee, SMA Trust<\/td>\n<\/tr>\n
15.50-16.10<\/td>\nTea and networking break<\/strong><\/td>\n<\/tr>\n
16.10-16.50<\/td>\nA global search for value: <\/strong>Martin Van Blerk, BAOBAB<\/a><\/td>\n<\/tr>\n
16.50-17.30<\/td>\nDefining moats: Identifying models of structural competitive advantage: <\/strong>Ian Jacobs, 402 Fund<\/a><\/td>\n<\/tr>\n
17.30-18.00<\/td>\nAvoiding value traps: <\/strong>Panel, chaired By Richard Oldfield \u2013 William Browne, Jonathan Mills, Dan O\u2019Keefe, Kevin Murphy<\/td>\n<\/tr>\n
18.00-19.00<\/td>\nNetworking Reception<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

Moderator: David Shapiro 08.30-09.00 Registration 09.00-09.40 \u201cSimple but not easy\u201d: Richard Oldfield 09.40-10.20 Value works \u2013 statistical evidence of the success of value investing \u2013 Michael van Biema, van Biema<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/pages\/186"}],"collection":[{"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/comments?post=186"}],"version-history":[{"count":0,"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/pages\/186\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.valueinvest.com\/hongkong\/wp-json\/wp\/v2\/media?parent=186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}