The following sessions will be Moderated by Richard Oldfield
8.30–8.40
Richard Oldfield – Oldfield Partners Opening Remarks
8.40–9.10
Ben Inker – GMO Value Investing Isn’t What You Think It Is
9.10–9.30
Ben Preston – Orbis Investments The Costco of Financials
9.30–9.50
Jacob Mitchell – Antipodes Partners Pragmatic Value for a More Volatile Environment
9.50–10.10
Alyx Wood – Kernow Asset Management Bank to the Future
10.10–10.40
Bill Smead – Smead Capital Management Ignorance Avoidance in Five Charts
10.40–11.10
Morning coffee break
The following sessions will be Moderated by Simon Brewer
11.10–11.30
Kim Shannon – Sionna Investment Managers Macro Value Investing: Lessons From History – Navigating this Changing Market Environment
11.30–11.50
David Ridland – Castlebay Investment Partners The Next Surprise
11.50–12.20
Andrew Brenton – Turtle Creek Asset Management A Different Kind of Value Investing. A Better Kind of Private Equity.
12.20–12.40
Ian Mortimer and Matthew Page Guinness Global Investors Why Dividends (Still) Matter
12.40–1.00
Chan Lee – Petra Capital Management Thematic Investing Opportunities in Korea
1.00–2.00
Lunch
The following sessions will be Moderated by Richard Oldfield
2.00–2.40
Howard Marks – Oaktree Capital Virtual Fireside Chat and Audience Q&A hosted by Richard Oldfield
2.40–3.00
Ronald Chan – Chartwell Capital The GBA Dream: From Vision to Reality
3.00–3.20
I.V. Subramaniam – Quantum Advisors Quantum India: Finding Value in a Growth Market
3.20–3.40
James Wilson – Phoenix Asset Management Question Everything Always
3.40–4.10
Afternoon tea break
The following sessions will be Moderated by Simon Brewer
4.10–4.50
Henry Engelhardt – Admiral Group Fireside Chat and Audience Q&A hosted by Jonathan Mills: “Building a £2m Start-up into a £7bn Industry Leader Using Human Capital”
4.50–5.20
C.T. Fitzpatrick – Vulcan Value Partners Value Stability
5.20–5.25
Charity Speaker: Joss Hunt Justice Defenders
5.25–6.15
David Einhorn – Greenlight Capital In-person Fireside Chat and Audience Q&A
6.15pm to 7.15pm – please join the speakers and your fellow delegates for a drinks reception with canapés
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
18.15–19.30
Drinks reception with canapés
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