The following session will be Moderated by Richard Oldfield
8.30–8.40
Richard Oldfield – Oldfield Partners Opening Remarks
8.40–9.10
Juan Torres & Vera German – Schroders Emerging Markets Value Investing: Pride and Prejudice
9.10–9.30
Alex Roepers – Atlantic Investment Management Compelling Value Stocks
9.30–10.00
Cole Smead – Smead Capital Management Fossilised Value in a Crazy World
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 Capital 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 The Capital Cycle Approach: Five Decades of Bubble-Avoidance and Unearthing Gems
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
Panel on UK Equities hosted by Simon Brewer: Peter Davies – Lansdowne Partners Gary Channon – Phoenix Asset Management Kiran Nandra – Jupiter Asset Management Steve Webb – Lane, Clark & Peacock
4.30–5.30
Joel Greenblatt – Gotham Asset Management Virtual Fireside Chat and Audience Q&A
5.30pm to 7.00pm Guinness Asset Management has kindly sponsored a drinks reception with wine tasting and canapés