Value Invest London

6th London Value Investor Conference, 25 May 2017


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2017 conference overview video

 

Photos from London Value Investor Conference 2017

 

Slower | Start | Faster
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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)

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Speakers


Nick Train
Paul Korngiebel

Nick Kirrage
Mick Dillon

Dan O'Keefe
Albert Yong

Andrew Brenton
Edward Blain

Thomas Beevers
Edouard Mercier

Chan Lee
Marc Saint John Webb

Philip Best
Mark Beaumont

Henry Engelhardt
Deb Clarke

John Heins
Richard Oldfield
(Moderator)

David Shapiro
(Moderator)
TBC

TBC
TBC
  • “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
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