LVIC 2023

Queen Elizabeth II Conference Centre 
Westminster, SW1P 3EE 
Thursday, 18th May 2023

LVIC 2023 OVERVIEW VIDEO

AGENDA 2023

The following sessions were 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 PrestonOrbis 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 were 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 BrentonTurtle 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 were 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. SubramaniamQuantum 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 were 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. FitzpatrickVulcan 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 

Read more about the speakers at the LVIC 2023

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