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
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