Past Events

Take a look at the previous LVIC details here, including our speakers, agenda and conference overview videos

PREVIOUS LONDON VALUE INVESTOR CONFERENCES

LVIC – 14TH MAY 2019

WITH THANKS TO OUR MEDIA PARTNERS

LVIC 2019 AGENDA

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