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
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.