Menu
7.30–8.30
Registration and Breakfast
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
9.45–10.15
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
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
18.00–19.00
Drinks reception with canapés
© Value Invest 2021
