Value Invest

2nd London Value Investor Conference, 9 May 2013

2013 Conference Overview Video (2 minutes)

 Michael Price speaking at the London Value Investor Conference 2013 (42 minutes)


Photos from London Value Investor Conference 2013



Moderator: David Shapiro

Wednesday, 8th May


Wednesday, 8th May 2013
18.00-20.00 Peter Cundill Reception – See bottom of page

Thursday, 9th May


Thursday, 9th May 2013
08.00-08.50 Registration
08.50-09.00 Opening Remarks – Jonathan Mills, Metropolis Capital
09.00-09.40 Michael Price, MFP Investors – The Peter Cundill Foundation Address
09.40-10.20 Gary Channon, Phoenix Asset Management – Finding Opportunities in Flawed Heuristics
10.20-11.00 David Harding, Winton Capital Searching for Value in Data
11.00-11.20 Coffee and networking break
11.20-12.00 Richard Oldfield, Oldfield Partners – Still Simple, Still not Easy
12.00-12.40 Simon Denison-Smith, Metropolis Capital  The Network Effect
12.40-13.40 Lunch
13.40-14.20 Howard Marks, Oaktree Capital – The Human Side of Investing
14.20-15.00 Nick Purves and Ian Lance, RWC  New Challenges for Value Investors – Is this time different?
15.00-15.40 Jeremy Hosking, How the Money Management Industry Aids Value Seekers
15.40-15.50 Charity speaker, Benita Refson OBE – Place2be
15.50-16.10 Tea and networking break
16.10-16.50 Richard Titherington, J.P. Morgan  Carpe DiEM
16.50-17.30 James Montier, GMO – The Foundations of Value Investing
17.30-18.30 Anthony Bolton, Fidelity China Special Situations FundQ&A Special Situations: East and West
18.30-19.30 Networking Reception


Peter Cundill Reception: 8th May 2013 (6pm-8pm)

To mark the second London Value Investor Conference, The Peter Cundill Foundation generously sponsored a reception on the evening of 8th May 2013, at which the Choir from Canterbury Cathedral performed. The Foundation also made a large donation to the Canterbury Cathedral restoration fund. All conference delegates were invited to attend this reception.

Peter Cundill was one of the most successful investment managers of his generation. Whilst reading about the value investing principles of Benjamin Graham on a flight from Toronto to Vancouver, he had an ‘epiphany’ and determined that “this is what I want to do for the rest of my life”. Over the next 35 years, he built an exceptional track record. He was also a philanthropist and established the Cundill Foundation, which now controls the very considerable wealth he built over his lifetime and supports a wide range of charities.

Michael Price, who knew Peter well, opened the conference with an address dedicated to his memory.

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  • “It’s very much the Rolls-Royce of the investor conference market”
    Paul Scott, Stockopedia
  • “Very good event with excellent quality of speakers. Well done!”
    Andrew Hardy, Momentum GIM
  • “Please make this an annual event, thought it was brilliant, learnt lots and the topics were well diversified. Very interesting day. Thank you”
    Mary Allen, Rothschild
  • “Very well organised and it was a treat for investors like us to hear some great speakers”
    Roli Saxena, Drona Capital
  • “A fantastic conference with lots of superb speakers and interesting discussions- well done!”
    Paul McNulty, Setanta Asset Management
  • “Great conference overall. Hard to complain – good job”
    Travis Moss, JP Morgan