Value Invest London

London Value Investor Conference – 24th May 2018


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2018 conference overview video

 

Stocks Presented at the LVIC Since 2012

Photos from London Value Investor Conference 2018

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Agenda

Moderators: David Shapiro and Richard Oldfield

Thursday, 24th May 2018
07.30-08.30 Registration and Breakfast
08.30-08.45 David Shapiro, Willis Towers Watson – Opening Remarks
08.45-09.15 Nick Kirrage, Schroders – Living on the Edge: How to Predict the Future…When You’ve No Idea What That Is
09.15-09.45 Dawid Krige, Cederberg Capital – Demystifying China: Best Brands in the World
09.45-10.15 Nigel Waller & Andrew Goodwin, Oldfield Partners – Value Investing in an Age of Disruption
10.15-10.35 Ben Preston, Orbis – A Coal in the Diamond Mine
10.35-11.05 Coffee and networking break
11.05-11.35 Mark Asquith, Somerset Capital Management – Emerging Markets and the Revenge of Matter
11.35-12.05 Alex Wright, Fidelity – Opportunity in Uncertainty
12.05-12.35 Stephen Mitchell and Bryan Pilsworth; Foyston, Gordon & Payne – “Finding Value in the Amazon Jungle” and “Finding Unique Value in a Commodity Economy”
12.35-13.05 Vitaliy Katsenelson, IMA – Fireside Chat and Q&A
13.05-14.05 Lunch
Afternoon Session: Moderated by Richard Oldfield
14.05-14.30 Michael Sherwood, Goldman Sachs – Greenhouse Sports Charity Address and Audience Q&A
14.30-15.00 Adrian Warner, Avenir – Finding Value in Industry Structure
15.00-15.30 Stephen Anness, Invesco Perpetual – The Death of Oil Has Been Greatly Exaggerated
15.30-16.00 Álvaro Guzmán de Lázaro and Fernando Bernad Marrase, AzValor – Buying Deeply Undervalued Real Assets
16.00-16.30 Tea and networking break
16.30-16.50 Mark Pearson, Arcus Investment – What’s the Japanese for Contrarian?
16.50-17.10 Jonathan Boyar, Boyar Value Group – Why a Concentrated Portfolio of “Orphaned” Equities Should Generate Superior Long-Term Returns
17.10-18.00 William N. Thorndike, Housatonic Partners and Tim Martin, J D Wetherspoon –
Fireside Chat and Audience Q&A: The Outsiders – Unconventional CEOs,
Capital Allocation Discipline and Shareholder Returns 
18.00-19.00 Networking Reception and Drinks
19.00-21.30 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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