Value Invest London

Agenda


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Tuesday, 14th May 2019
7.30-8.30 Registration and Breakfast
Morning Session – Moderated by David Shapiro
8.30-8.45 David Shapiro – Willis Towers Watson
Opening Remarks
8.45-9.15 Jonathan Ruffer – Ruffer LLP
Is Value a Trap-Door?
9.15-9.45 C.T. Fitzpatrick – Vulcan Value Partners
The Tension Between Time Horizon and Disruption and the Importance of Humility
9.45-10.15 Nick Purves and Ian Lance – RWC Partners
Value Investing in the Age of Disruption: the Importance of Being Selective
10.15-10.35 Ben Preston – Orbis Investments
Asymmetric Investing: Stacking the Odds in Your Favour
10.35-11.05 Coffee and networking break 
11.05-11.35 David Harding – Winton
Where Are The Value Investors’ Yachts?
11.35-12.05 Alex Roepers – Atlantic Investment Management
Atlantic’s Approach to Value Investing
12.05-12.35 Robert Hagstrom – EquityCompass Strategies
How To Become A Self-Transforming Investor: Closing the Gap
on an Increasingly Complex Financial World
12.35-1.05 Martin Walker – Invesco
The Virtues of Value Investing
1.05-2.00 Lunch
Afternoon session: Moderated by Richard Oldfield
2.00-2.30 Matthew McLennan – First Eagle Investment Management
The Value of Scarcity
2.30-3.00 Ronald Chan – Chartwell Capital
Finding a Spark in Japan
3.00-3.30 Alex Wright – Fidelity International
Don’t Wait for Good News to Buy UK Companies 
3.30-4.00 Rajiv Jain – GQG Partners
Value, Growth or Both: Is There Really Anything Like a Value/Growth Cycle?
4.00-4.30 Tea and networking break
4.30-4.50 Mark Pearson – Arcus Investment
Tokyo 89ers: Digging for Value in the Japanese Equity Market
4.50-5.10 Jennifer Wallace – Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble
5.10-5.30 Andrew Hollingworth – Holland Advisors
Leicester City 3 – Man United 1
5.30-6.15 Sir Martin Sorrell, S⁴Capital and Robert Hagstrom
Fireside Chat and Audience Q&A: The New Reality
6.15-7.30 Drinks reception with canapés 

 

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Speakers: 14th May 2019


C.T. Fitzpatrick
Sir Martin Sorrell

Robert Hagstrom
Jonathan Ruffer

Jennifer Wallace
David Harding

Rajiv Jain
Alex Roepers

Nick Purves
Ian Lance

Martin Walker
Ronald Chan

Ben Preston
Alex Wright

Mark Pearson
Matthew McLennan

Andrew Hollingworth
Richard Oldfield
(Moderator)

David Shapiro
(Moderator)		 
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  • “It’s very much the Rolls-Royce of the investor conference market”
    Paul Scott, Stockopedia
  • “The people in that room were a more powerful cadre of the powerhouse of investment than has been gathered for a very long time”
    Jonathan Ruffer, Ruffer LLP
  • “It’s kind of like Glastonbury isn’t it, for the Value Investing community”
    Nick Train, Lindsell Train
  • “What I like about it is that it is a practitioners conference and it’s an opportunity to come and hear from your peers about the work that they are doing and how they see value investing”
    Hassan Elmasry, Independent Franchise Partners
  • “I think people really look forward to it and enjoy it. There’s a good bunch of people here who have travelled a reasonable way – the speaker after me was from Hong Kong and there’s a big Canadian crew and a big US crew – people come from around the world to see this”
    Nate Dalton, Affiliated Managers Group
  • “If somebody’s already been through that process of seeing what the conference is about and then is willing to pay their money for the effort of coming here, that’s a great filtering process.”
    Gary Channon, Phoenix Asset Management
  • “The conference has become a part of the furniture of the London scene. You can discover that is what lies inside you – that you are innately a value investor.”
    Richard Oldfield, Oldfield Partners
  • “I do speak at a fair number of conferences to investor bases, this one is really quite a good list – some very, very good investors present and some very interesting speakers”
    Jon Moulton, Better Capital
  • “Definitely worth it and I know a number of people who have ‘ummed and arred’ about coming along and I’m sure that they will be regretting that they didn’t come today – and it’s only going to get better as far as I can see”
    Tim Green, Private Investor
  • “Having sat through the whole day as I wanted to come and hear all of the speakers – I’ve been really impressed by the quality”
    Anthony Bolton, Fidelity
  • “I’ve got a bunch of business cards to add to my collection and some folks I’ve been looking forward to meeting, plus some firms I didn’t even know existed but sound really interesting and I’m looking forward to building on that relationship base”
    Mason Morfit, ValueAct Capital
  • “You couldn’t find that anywhere else really, where you’re speaking to the principals who have been voted on to the Board [of Microsoft] to effect change”
    David Shapiro, Willis Towers Watson
  • “What I was impressed with is, because the subject is very similar, value investing, they found a variety of ways of attacking the same subject. I was also very impressed, having done this in another location, of seeing them stay on target time-wise so that it moves along at a great pace and I think the audience is greatly rewarded by that discipline”
    Don Yacktman, Yacktman Asset Management
  • “Very well organised and it was a treat for investors like us to hear some great speakers”
    Roli Saxena, Drona Capital
  • “I came last year and I liked it so much that I have been looking forward to today ever since”
    Dominique Levy, Sonian Capital
  • “We’e got a very sophisticated audience who are used to value investing – I think this is a good audience”
    David Samra, Artisan Partners
  • “The profile of the speakers is one of the main reasons that I came”
    Niels Borgen, Private Investor
  • “When you look at the ideas speakers have put forward in previous years and how they have performed over the last few years, they’ve done very well – if that performance continues it would be quite remarkable. It does show that you can pick up some good ideas at a conference of this sort”
    Jonathan Mills, Metropolis Capital
  • “I came last year as well and I thought that it was the most outstanding event that I have been to”
    Leon Boros, Equity Strategies
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