2018 conference overview video
Stocks Presented at the LVIC Since 2012
Photos from London Value Investor Conference 2018
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) |
