LVIC 2024

Queen Elizabeth II Conference Centre 
Westminster, SW1P 3EE 
Wednesday, 15th May 2024

LVIC 2024 OVERVIEW VIDEO

AGENDA 2024

7.30–8.30

Registration & Breakfast

The following session will be Moderated by Richard Oldfield

8.30–8.40

Richard Oldfield – Oldfield Partners
Opening Remarks

8.40–9.10

Juan Torres & Vera German – Schroders
Emerging Markets Value Investing: Pride and Prejudice

9.10–9.30

Alex RoepersAtlantic Investment Management
Compelling Value Stocks

9.30–10.00

Cole Smead Smead Capital Management
Fossilised Value in a Crazy World

10.00–10.20

Simon Gergel – Allianz Global Investors
Unloved Stocks in an Unloved Market

10.20–10.50

Morning coffee break

The following session will be Moderated by Paula Robinson

10.50–11.10

Clive Gillmore – Mondrian Investment Partners
Dividend Pipelines: The Power of Long-term Thinking

11.10–11.40

Sarah Ketterer – Causeway Capital
Value in Disguise: The Cash Flow Transformation

11.40–12.00

Jacob MitchellAntipodes Partners
A Pragmatic Value Approach to Navigating Change

12.00–12.30

Django Davidson – Hosking Partners
The Capital Cycle: a Framework for Contrarian Thinking

12.30–1.30

Lunch

The following session will be Moderated by Richard Oldfield

1.30–2.10

Andrew McDermott – Mission Value Partners
Big in Japan: Templeton, Buffett and Tennessee

2.10–2.40

Ian Lance – Redwheel
 The Return of the Total Return Kings

2.40–3.00

Brian McCormick – Jupiter Asset Management
Searching for Protected Value

3.00–3.30

Afternoon tea break

The following sessions will be Moderated by Simon Brewer

3.30–4.30

Panel on UK Equities hosted by Simon Brewer:
Peter DaviesLansdowne Partners
Gary Channon – Phoenix Asset Management
Kiran NandraJupiter Asset Management
Sir Steve Webb – Lane, Clark & Peacock

4.30–4.40

Laurence GuinnessThe Childhood Trust
LVIC 2024 Charity

4.40–5.30

Joel Greenblatt – Gotham Asset Management
Virtual Fireside Chat and Audience Q&A

5.30pm to 7.00pm
Please join the speakers and your fellow delegates for a drinks reception
with wine tasting and canapés

Photos from London Value Investor Conference 2024

Read more about the speakers at the LVIC 2024

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