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 |