Menu
7.30–8.30
Registration and breakfast
The following sessions were moderated by Richard Oldfield
8.30–8.40
Richard Oldfield – Oldfield Partners
Opening Remarks
8.40–9.10
Nick Kirrage – Schroders
Getting Better
9.10–9.40
Dan O’Keefe – Artisan Partners
(Value) Investing in an Inflationary World
09.40–10.00
Edward Blain – Orbis Investments
Being Fearful When Others Are Greedy
10.00–10.30
David Iben – Kopernik Global Investors
The Resurrection of Graham & Dodd Investing
10.30–11.00
Coffee and networking break
11.00–11.30
Andrew Brenton – Turtle Creek Asset Management
A Different Kind of Value Investor
11.30–11.50
Mick Dillon – Brown Advisory
What Does Value Mean? TSMC vs Intel
11.50–12.10
Edouard Mercier – Ascender Capital
Exploiting Mispriced Opportunities in Asia
12.10–12.40
Peter Davies – Lansdowne Partners
Fireside Chat and Audience Q&A
with Richard Oldfield
12.40–1.45
Lunch
The following session were moderated by David Shapiro
1.45–2.10
Charles Heenan – Kennox
Risk ≠ Return When the Regime Changes
2.10–2.30
2.30–2.50
Philip Best and Marc Saint-John Webb
Quaero Capital
Constructive Engagement in Listed Smaller Companies: a ‘Value’ Alternative to Private Equity?
2.50–3.10
Jennifer DeSisto – Anchor Capital Advisors
A Crown Jewel: Quality Value With An ESG Lens
3.10-3.30
Thomas Beevers – Forensic Alpha
Red Flags Through Machine Intelligence
3.30-4.00
Stephanie Butcher – Invesco
Valuation in a Changing World
4.00–4.30
Tea and networking break
The following session were moderated by Simon Brewer
4.30-5.10
Joel Greenblatt – Gotham Asset Management
Virtual Fireside Chat and Audience Q&A
with Simon Brewer
5.10-5.30
Jonathan Boyar – Boyar Value Group & MAPFRE
Uncovering Value Amid the Carnage
5.30-6.15
Sir Christopher Hohn – TCI Fund Management
The Role of Shareholder Activism in ESG
16.50–17.10
The following session will be moderated by David Shapiro
17.10–17.30
17.30–18.15
7.30–8.30
Registration and breakfast
Morning session – Moderated by Richard Oldfield
8.30–10.35
First presentation session
10.35–11.05
Coffee and networking break
11.05–13.05
Second presentation session
13.05–14.00
Lunch
Afternoon session
14.00–16.00
Third presentation session
16.00–16.30
Tea and networking break
16.30–18.15
Fourth presentation session
