Menu
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 Roepers – Atlantic 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 Mitchell – Antipodes 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 Davies – Lansdowne Partners
Gary Channon – Phoenix Asset Management
Kiran Nandra – Jupiter Asset Management
Sir Steve Webb – Lane, Clark & Peacock
4.30–4.40
Laurence Guinness – The 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
17.30–18.15
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
