LVIC Agenda

Queen Elizabeth II Conference Centre 
Westminster, SW1P 3EE 
Thursday, 19th May 2022

↓ Scroll down for LVIC photos ↓

7.30–8.30

Registration and breakfast

The following sessions will be 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 will be Moderated by David Shapiro

1.45–2.10

Charles Heenan – Kennox
Risk ≠ Return When the Regime Changes

2.10–2.30

Alex Roepers – Atlantic Investment Management Compelling Value Stocks

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 will be 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

6.15pm to 7.15pm – please join the speakers and your fellow delegates for a drinks reception with canapés 

LVIC 2022 Photos

16.50–17.10

The following session will be moderated by David Shapiro

Jennifer Wallace – Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble

17.10–17.30

Andrew Hollingworth – Holland Advisors
Leicester City 3 – Man United 1

17.30–18.15

Sir Martin Sorrell & Robert Hagstrom – S⁴Capital & EquityCompass Strategies
Fireside Chat and Audience Q&A: The New Reality

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

Read more about the speakers at The LVIC 2022