Menu
7.30–8.40
Registration & Breakfast
The following session will be Moderated by Richard Oldfield
8.40–9.00
Richard Oldfield – Oldfield Partners
Opening Remarks
9.00–9.30
9.30–10.00
Dan O’Keefe – Artisan Partners
The Arthur Miller Moment
10.00–10.30
Alissa Corcoran – Kopernik Global Investors
Not Dead Yet. The Immortality of Value Investing
10.30–10.50
Charles Heenan – Kennox Asset Management
Kennox Value: The First Three Decades
10.50–11.30
Morning coffee break
The following session will be Moderated by Simon Brewer
11.30–11.50
Freddie Lait – Latitude Investment Management
Growth Within the Margin of Safety
11.50–12.10
Alex Roepers – Atlantic Investment Management
Concentrated Mid-cap Value Investing – Four Compelling Stocks
12.10–12.30
Jonathan Spread – Mondrian Investment Partners
Surviving the Cycle: Driving Long-Term Returns With Defensive Value Investing
12.30–12.50
Kamil Dimmich – Pacific Asset Management
Value Investors Take the Bus: You Wait a Decade and Then Two Come Along!
12.50–1.50
Lunch
The following session will be Moderated by Richard Oldfield and Lucy Walker
1.50–2.00
Charity Address – The Amber Foundation
2.00–2.40
Sebastian Lyon – Troy Asset Management
Fireside Chat and Audience Q&A with Richard Oldfield
2.40–3.10
Sarah Ketterer – Causeway Capital Management
Deep Research, Decisive Action: An Active Approach to Value Creation
3.10–3.40
James Wilson – Phoenix Asset Management Partners, The Huginn Fund
Heavy Crude & Hefty Returns
3.40–4.10
Afternoon tea break
The following sessions will be Moderated by Lucy Walker
4.10–4.30
Jonathan Boyar – Boyar Asset Management
Finding Opportunities in Trophy Assets and Non-Traditional Value
4.30–4.50
Andrew Hollingworth – Holland Advisors
Think Harder and Pay Up (Sometimes)
4.50–5.30
Anthony Scaramucci – SkyBridge Capital
Virtual Fireside Chat and Audience Q&A with Jonathan Boyar
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
16.50–17.10
The following session will be moderated by David Shapiro
17.10–17.30
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
