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
David Samra – Artisan Partners
The Value Investing Sweet Spot
9.10–9.30
Rama Krishna – ARGA Investment Management
Back to Earth: Grounded in Value
9.30–10.00
Jason Subotky – Yacktman Asset Management
Presentation Title TBC
10.00–10.30
Sarah Ketterer – Causeway Capital Management
Value in an AI World
10.30–11.00
Morning coffee break
The following session will be Moderated by Richard Oldfield
11.00–11.20
Aileen Gan – Mondrian
Disciplined Global Value Investing
11.20–11.40
Brian McCormick – Jupiter Asset Management
Value Opportunities in Conservative Family Firms
11.40–12.00
Alex Roepers – Atlantic Investment Partners
Catalyst-driven Mid-cap Value Investing – Four Compelling Stocks
12.00–12.30
Dr David Walsh – RQI Investors
Quant Value and Lessons from the Quant Winter
12.30–1.00
Gary Channon – Phoenix Asset Management Partners
Presentation Title TBC
1.00-2.00
Lunch
The following session will be Moderated by John Heins
2.00-2.10
TBC – TBC
Charity Speaker
2.10-2.40
Guy Lakonishok – LSV Asset Management
The Collapse of Moats: A Quants view on AI, Terminal Value and the Future of Value Investing
2.40-3.10
Simon Adler – Schroders
Do Not Adjust Your Set: Japanese TV is Screening Value
3.10-3.30
Samuel Ziff – Oldfield Partners
The Bloomberg of Oil Services
3.30-4.00
Afternoon tea break
The following session will be Moderated by John Heins
4.00-4.20
Alexander Philipps – Longview Partners
Presentation Title TBC
4.20-4.50
Duilio Ramallo – Boston Partners
Presentation Title TBC
4.50-5.10
Ben Watsa – Marval Capital
India’s Rise – From Emerging to Essential
5.10-6.00
Richard Pzena – Pzena Investment Management
Fireside Chat and Audience Q&A with John Heins
6.00pm 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
