Value Invest London

5th London Value Investor Conference, 26 May 2016

2016 conference overview video

Nick Kirrage Presentation on “Successful Failure”


Photos from London Value Investor Conference 2016

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Moderators: David Shapiro and Richard Oldfield

Thursday, 26th May 2016
07.30-08.30 Registration and Breakfast
08.30-08.40 Opening Remarks
08.40-09.00 Andrew Hollingworth, Holland Advisors – The Jamie Vardy Portfolio
09.00-09.20 Philip Best and Marc Saint John Webb, Quaero Capital – The Family Company Effect
09.20-10.00 David Iben, Kopernik Global Investors – An Unconventional Approach to Value Investing
10.00-10.40 Nick Kirrage, Schroders – Successful Failure
10.40-11.10 Coffee and networking break
11.10-11.30 Dan Abrahams, Alfreton Capital – The Power of a Virtuous Circle
11.30-11.50 Jonathan Mills, Metropolis Capital – Finding a Gold Nugget in a Muddy River
11.50-12.30 Michael Keller, Brown Brothers Harriman – Passive Aggressive: The Implications of ‘Industrialized’ Capital Allocation
12.30-13.10 Jean-Marie Eveillard, First Eagle – Audience Q&A: If Value Investing Makes Sense and if it Works Over Time – Which it Does – Why so Few of Us?
13.10-14.10 Lunch
14.10-14.50 James Montier, GMO – Investing on the Road Less Travelled
14.50-15.30 Alex Wright, Fidelity – Value Investing Beyond Mean Reversion
15.30-15.50 Alex Morozov, Morningstar – A Focus on Moats Uncovers Opportunities
15.50-16.10 François Badelon, Amiral Gestion – Growth at a Value Price
16.10-16.40 Tea and networking break
16.40-17.20 Anne-Mette De Place Filippini, Burgundy Asset Management – Winning by Not Losing
17.20-17.30 Zama Coursen-Neff, Children’s Rights Division of Human Rights Watch
17.30-18.30 Howard Marks, Oaktree Capital Conversation with Richard Oldfield by video link, followed by Audience Q&A Session
18.30-19.15 Networking Reception


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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