LVIC 2018

Thursday 24th May 2018

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LVIC – 24TH MAY 2018

STOCKS PRESENTED AT THE LVIC SINCE 2012

2018 GALLERY

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LVIC 2018 AGENDA

Moderated by David Shapiro and Richard Oldfield

7.30–8.30

Registration and breakfast

8.30–8.45

David Shapiro – Willis Towers Watson
Introduction

8.45–9.15

Nick Kirrage – Schroders
Living on the Edge: How to Predict the Future…When You’ve No Idea What That Is

9.15–9.45

Dawid Krige – Cederberg Capital
Demystifying China: Best Brands in the World

9.45–10.15

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 & 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

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 & 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
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

LVIC Dinner
Members Dining Room, House of Commons (separate booking is required to attend this dinner)