Value Invest

Agenda

Moderators: David Shapiro and Richard Oldfield

Thursday, 24th May 2018
07.30-08.30 Registration and Breakfast
08.30-08.45 David Shapiro, Willis Towers Watson Opening Remarks
08.45-09.15 Nick Kirrage, Schroders – Living on the Edge: How to Predict the Future…When You’ve No Idea What That Is
09.15-09.45 Dawid Krige, Cederberg CapitalDemystifying China: Best Brands in the World
09.45-10.15 Nigel Waller & Andrew Goodwin, Oldfield PartnersValue Investing in an Age of Disruption
10.15-10.35 Ben Preston, OrbisA Coal in the Diamond Mine
10.35-11.05 Coffee and networking break
11.05-11.35 Mark Asquith, Somerset Capital ManagementEmerging Markets and the Revenge of Matter
11.35-12.05 Alex Wright, FidelityOpportunity in Uncertainty
12.05-12.35 Stephen Mitchell and Bryan Pilsworth; Foyston, Gordon & Payne – “Finding Value in the Amazon Jungle” and “Finding Unique Value in a Commodity Economy”
12.35-13.05 Vitaliy Katsenelson, IMAFireside Chat and Q&A
13.05-14.05 Lunch
Afternoon Session: Moderated by Richard Oldfield
14.05-14.30 Michael Sherwood, Goldman SachsGreenhouse Sports Charity Address and Audience Q&A
14.30-15.00 Adrian Warner, AvenirFinding Value in Industry Structure
15.00-15.30 Stephen Anness, Invesco PerpetualThe Death of Oil Has Been Greatly Exaggerated
15.30-16.00 Álvaro Guzmán de Lázaro and Fernando Bernad Marrase, AzValor – Buying Deeply Undervalued Real Assets
16.00-16.30 Tea and networking break
16.30-16.50 Mark Pearson, Arcus InvestmentWhat’s the Japanese for Contrarian?
16.50-17.10 Jonathan Boyar, Boyar Value Group – Why a Concentrated Portfolio of “Orphaned” Equities Should Generate Superior Long-Term Returns
17.10-18.00 William N. Thorndike, Housatonic Partners and Tim Martin, J D Wetherspoon
Fireside Chat and Audience Q&A: The Outsiders – Unconventional CEOs,
Capital Allocation Discipline and Shareholder Returns 
18.00-19.00 Networking Reception and Drinks
19.00-21.30 The LVIC Dinner – Members Dining Room, House of Commons
(separate booking is required to attend this dinner)

 

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    Paul Scott, Stockopedia
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    Andrew Hardy, Momentum GIM
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    Mary Allen, Rothschild
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    Roli Saxena, Drona Capital
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    Travis Moss, JP Morgan