Michael Keller – Brown Brothers Harriman Michael Keller has been a co-manager of BBH Core Select since June 2008 and also serves as an analyst covering technology and business services. Michael joined BBH in 2005 and became a Partner of the firm in…
Richard Oldfield – Oldfield Partners (Moderator) Richard Oldfield is Executive Chairman of Oldfield Partners, which he founded in 2005, after 9 years as Chief Executive of a family investment office. Prior to this, he was director of Mercury Asset Management plc, which…
Anthony Bolton – Fidelity (Moderator) From December 1979 until the end of 2007, Anthony Bolton ran the Fidelity Special Situations Fund. Over this 28-year period, the fund achieved a remarkable annualised return of 19.5%, outperforming the market by 6% per…
David Shapiro – Sustainable Growth Advisers (Moderator) David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Conferences since they began in 2012 and 2018 respectively. Previously, he was…
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Howard Marks, Oaktree Capital Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions…
Jean-Marie Eveillard, First Eagle Jean-Marie became a senior adviser to the First Eagle Investment Management Global Value team in March 2009 and now serves as board trustee to First Eagle Funds. From 1993–2004, Jean-Marie was the lead portfolio manager for all…
James Montier, GMO James is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. James is the author of several books including “Behavioural Investing: A Practitioner’s Guide to…