LVIC 2016

LVIC – 26TH MAY 2016

Moderated by David Shapiro and Richard Oldfield

7.30–8.30

Registration and breakfast

8.30–8.40

Opening Remarks

8.40–9.00

Andrew Hollingworth – Holland Advisors
The Jamie Vardy Portfolio

9.00–9.20

Philip Best & Marc Saint John Webb – Quaero Capital The Family Company Effect

9.20–10.00

David Iben – Kopernik Global Investors
An Unconventional Approach to Value Investing

10.00–10.40

Nick Kirrage – Schroders
Successful Failure

10.40–11.10

Coffee and networking break

11.10–11.30

Dan Abrahams – Alfreton Capital
The Power of a Virtuous Circle

11.30–11.50

Jonathan Mills – Metropolis Capital
Finding a Gold Nugget in a Muddy River

11.50–12.30

Michael Keller – Brown Brothers Harriman
Passive Aggressive: The Implications of ‘Industrialized’ Capital Allocation

12.30–13.10

Jean-Marie Eveillard – First Eagle
Audience Q&A: If Value Investing Makes Sense and if it Works Over Time – Which it Does – Why so Few of Us?

13.10–14.10

Lunch

14.10–14.50

James Montier – GMO
Investing on the Road Less Travelled

14.50–15.30

Alex Wright – Fidelity
Value Investing Beyond Mean Reversion

15.30–15.50

Alex Morozov – Morningstar
A Focus on Moats Uncovers Opportunities

15.50–16.10

François Badelon – Amiral Gestion
Growth at a Value Price

16.10–16.40

Tea and networking break

16.40–17.20

Anne-Mette De Place Filippini – Burgundy Asset Management
Winning by Not Losing

17.20–17.30

Zama Coursen-Neff – Children’s Rights Division of Human Rights Watch
(charity speech)

17.30–18.30

Howard Marks – Oaktree Capital
Conversation with Richard Oldfield by video link, followed by Audience Q&A Session

18.30–19.15

Networking reception