2019 CONFERENCE OVERVIEW VIDEO

AGENDA

Tuesday, 14th May 2019
7.30-8.30 Registration and Breakfast
Morning Session – Moderated by David Shapiro
8.30-8.45 David Shapiro – Willis Towers Watson
Opening Remarks
8.45-9.15 Jonathan Ruffer – Ruffer LLP
Is Value a Trap-Door?
9.15-9.45 C.T. Fitzpatrick – Vulcan Value Partners
The Tension Between Time Horizon and Disruption and the Importance of Humility
9.45-10.15 Nick Purves and Ian Lance – RWC Partners
Value Investing in the Age of Disruption: the Importance of Being Selective
10.15-10.35 Ben Preston – Orbis Investments
Asymmetric Investing: Stacking the Odds in Your Favour
10.35-11.05 Coffee and networking break 
11.05-11.35 David Harding – Winton
Where Are The Value Investors’ Yachts?
11.35-12.05 Alex Roepers – Atlantic Investment Management
Atlantic’s Approach to Value Investing
12.05-12.35 Robert Hagstrom – EquityCompass Strategies
How To Become A Self-Transforming Investor: Closing the Gap
on an Increasingly Complex Financial World
12.35-1.05 Martin Walker – Invesco
The Virtues of Value Investing
1.05-2.00 Lunch
Afternoon session: Moderated by Richard Oldfield
2.00-2.30 Matthew McLennan – First Eagle Investment Management
The Value of Scarcity
2.30-3.00 Ronald Chan – Chartwell Capital
Finding a Spark in Japan
3.00-3.30 Alex Wright – Fidelity International
Don’t Wait for Good News to Buy UK Companies 
3.30-4.00 Rajiv Jain – GQG Partners
Value, Growth or Both: Is There Really Anything Like a Value/Growth Cycle?
4.00-4.30 Tea and networking break
4.30-4.50 Mark Pearson – Arcus Investment
Tokyo 89ers: Digging for Value in the Japanese Equity Market
4.50-5.10 Jennifer Wallace – Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble
5.10-5.30 Andrew Hollingworth – Holland Advisors
Leicester City 3 – Man United 1
5.30-6.15 Sir Martin Sorrell, S⁴Capital and Robert Hagstrom
Fireside Chat and Audience Q&A: The New Reality
6.15-7.30 Drinks reception with canapés 

WITH THANKS TO OUR MEDIA PARTNERS