Menu
7.30–8.30
Registration and breakfast
The following sessions were 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
09.45–10.15
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
The following session were 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
16.50–17.10
The following session will be moderated by David Shapiro
17.10–17.30
17.30–18.15
7.30–8.30
Registration and breakfast
Morning session – Moderated by Richard Oldfield
8.30–10.35
First presentation session
10.35–11.05
Coffee and networking break
11.05–13.05
Second presentation session
13.05–14.00
Lunch
Afternoon session
14.00–16.00
Third presentation session
16.00–16.30
Tea and networking break
16.30–18.15
Fourth presentation session
