2017 conference overview video
Photos from London Value Investor Conference 2017
Moderators: David Shapiro, Richard Oldfield and Anthony Bolton
| Thursday, 25th May 2017 | |
| 07.30-08.30 | Registration and Breakfast |
| 08.30-08.45 | David Shapiro, Willis Towers Watson – Introduction |
| 08.45-09.15 | Steve Romick, FPA Funds – Two Decades of Winning by Not Losing |
| 09.15-09.45 | Gary Channon, Phoenix Asset Management – Slot Moats |
| 09.45-10.15 | Ronald Chan, Chartwell Capital – The Value Handover |
| 10.15-10.45 | Nick Train, Lindsell Train – The Arrow or the Wheel? |
| 10.45-11.15 | Coffee and networking break |
| 11.15-11.45 | Django Davidson, Hosking Partners – Quality Compounders: An Outsider’s Perspective |
| 11.45-12.15 | Joe Bauernfreund, Asset Value Investors – Exploiting Discounts in Holding Companies |
| 12.15-12.35 | Charles Heenan, Kennox Asset Management – Market Distortion Can Create Opportunity |
| 12.35-12.55 | Rhys Summerton, Milkwood Capital – US markets at UK prices |
| 12.55-14.00 | Lunch |
| 14.00-14.30 | Kevin Murphy, Schroders – Let’s Go Deep |
| 14.30-15.00 | Alex Wright, Fidelity – Value Investing – What Could Possibly Go Wrong? |
| 15.00-15.30 | Michael Keller, Brown Brothers Harriman – Sum of the Parts, Some of the Time |
| 15.30-15.40 | LVIC 2017 Charitable Benefactor |
| 15.40-16.10 | Stuart Roden, Lansdowne Partners – Fireside Chat and Audience Q&A Moderated by Richard Oldfield |
| 16.10-16.40 | Tea and networking break |
| 16.40-17.00 | Ben Preston, Orbis – Finding Value in an Overvalued World |
| 17.00-17.20 | Jonathan Boyar, Boyar Value Group – Four High-Conviction Stock Ideas (if you have patience) |
| 17.20-17.40 | Filip Weintraub, Skagen Funds – The Path of the Contrarian |
| 17.40-18.30 | Francisco García Paramés, Cobas Asset Management – “Investing for the Long Term” Fireside Chat and Audience Q&A Moderated by Anthony Bolton |
| 18.30-19.15 | Networking Reception |
| 19.15-22.00 | The LVIC Dinner – Members Dining Room, House of Commons (separate booking is required to attend this dinner) |
