7.30–8.30
Registration and breakfast
The following sessions were moderated by David Shapiro
8.30–8.45
David Shapiro – Willis Towers WatsonOpening Remarks
8.45–9.15
Jonathan Ruffer – Ruffer LLPIs Value a Trap-Door?
9.15–9.45
C.T. Fitzpatrick – Vulcan Value PartnersThe Tension Between Time Horizon and Disruption and the Importance of Humility
09.45–10.15
Nick Purves and Ian Lance – RWC PartnersValue Investing in the Age of Disruption: the Importance of Being Selective
10.15–10.35
Ben Preston – Orbis InvestmentsAsymmetric Investing: Stacking the Odds in Your Favour
10.35–11.05
Coffee and networking break
11.05–11.35
David Harding – WintonWhere Are The Value Investors’ Yachts?
11.35–12.05
Alex Roepers – Atlantic Investment ManagementAtlantic’s Approach to Value Investing
12.05–12.35
Robert Hagstrom – EquityCompass StrategiesHow To Become A Self-Transforming Investor: Closing the Gap on an Increasingly Complex Financial World
12.35–1.05
Martin Walker – InvescoThe Virtues of Value Investing
1.05–2.00
Lunch
The following session were moderated by Richard Oldfield
2.00–2.30
Matthew McLennan – First Eagle Investment ManagementThe Value of Scarcity
2.30–3.00
Ronald Chan – Chartwell CapitalFinding a Spark in Japan
3.00–3.30
Alex Wright – Fidelity InternationalDon’t Wait for Good News to Buy UK Companies
3.30–4.00
Rajiv Jain – GQG PartnersValue, 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 InvestmentTokyo 89ers: Digging for Value in the Japanese Equity Market
4.50-5.10
Jennifer Wallace – Summit Street Capital ManagementIt Ain’t What You Don’t Know That Gets You Into Trouble
5.10-5.30
Andrew Hollingworth – Holland AdvisorsLeicester City 3 – Man United 1
5.30-6.15
Sir Martin Sorrell – S⁴Capital and Robert HagstromFireside Chat and Audience Q&A: The New Reality
16.50–17.10
The following session will be moderated by David Shapiro
17.10–17.30
17.30–18.15
Morning session – Moderated by Richard Oldfield
8.30–10.35
First presentation session
11.05–13.05
Second presentation session
13.05–14.00
Afternoon session
14.00–16.00
Third presentation session
16.00–16.30
16.30–18.15
Fourth presentation session
18.15–19.30
Drinks reception with canapés