LONDON VALUE INVESTOR CONFERENCE 2022 OVERVIEW VIDEO
↓ SCROLL DOWN FOR LVIC 2022 PHOTOS ↓
7.30–8.30
Registration and breakfast
The following sessions were moderated by Richard Oldfield
8.30–8.40
Richard Oldfield – Oldfield Partners Opening Remarks
8.40–9.10
Nick Kirrage – Schroders Getting Better
9.10–9.40
Dan O’Keefe – Artisan Partners (Value) Investing in an Inflationary World
09.40–10.00
Edward Blain –Orbis Investments Being Fearful When Others Are Greedy
10.00–10.30
David Iben –Kopernik Global Investors The Resurrection of Graham & Dodd Investing
10.30–11.00
Coffee and networking break
11.00–11.30
Andrew Brenton –Turtle Creek Asset Management A Different Kind of Value Investor
11.30–11.50
Mick Dillon –Brown Advisory What Does Value Mean? TSMC vs Intel
11.50–12.10
Edouard Mercier –Ascender Capital Exploiting Mispriced Opportunities in Asia
12.10–12.40
Peter Davies –Lansdowne Partners Fireside Chat and Audience Q&A with Richard Oldfield
12.40–1.45
Lunch
The following session were moderated by David Shapiro
1.45–2.10
Charles Heenan –Kennox Risk ≠ Return When the Regime Changes
2.10–2.30
Alex Roepers –Atlantic Investment Management
Compelling Value Stocks
2.30–2.50
Philip Best and Marc Saint-John Webb Quaero Capital Constructive Engagement in Listed Smaller Companies: a ‘Value’ Alternative to Private Equity?
2.50–3.10
Jennifer DeSisto –Anchor Capital Advisors A Crown Jewel: Quality Value With An ESG Lens
3.10-3.30
Thomas Beevers –Forensic Alpha Red Flags Through Machine Intelligence
3.30-4.00
Stephanie Butcher –Invesco Valuation in a Changing World
4.00–4.30
Tea and networking break
The following session were moderated by Simon Brewer
4.30-5.10
Joel Greenblatt –Gotham Asset Management Virtual Fireside Chat and Audience Q&A with Simon Brewer
5.10-5.30
Jonathan Boyar –Boyar Value Group & MAPFRE Uncovering Value Amid the Carnage
5.30-6.15
Sir Christopher Hohn –TCI Fund Management The Role of Shareholder Activism in ESG
LVIC 2022 PHOTOS
16.50–17.10
The following session will be moderated by David Shapiro
Jennifer Wallace –Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble
17.10–17.30
Andrew Hollingworth –Holland Advisors
Leicester City 3 – Man United 1
17.30–18.15
Sir Martin Sorrell & Robert Hagstrom –S⁴Capital & EquityCompass Strategies
Fireside Chat and Audience Q&A: The New Reality
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
18.15–19.30
Drinks reception with canapés
Press f for fullscreen.
We use cookies to personalize and improve your experience on our site. Visit our Privacy Policy and Cookie Policy to learn more. You can opt out of some cookies by adjusting your browser settings. More information on how to do this can be found in the cookie policy. By using our site, you agree to our use of cookies.