LVIC 2012

Thursday 19th April 2012

BACK TO PAST EVENTS

LVIC 2012 AGENDA

Moderated by David Shapiro.

8.30–9.00

Registration

9.00–9.40

Richard Oldfield
Simple but not Easy

9.40–10.20

Michael Van Biema – van Biema Value

Value Works: Statistical Evidence of the Success of Value Investing

10.20–11.00

Simon Denison-Smith & Jonathan Mills – Metropolis Capital
In Search of Capital Allocation Discipline

11.00–11.20

Coffee and networking break

11.20–12.00

Kevin Murphy & Nick Kirrage – Schroders Specialist Value UK Equity
Looking for Value in UK Mega Cap

12.00–12.40

Gary Channon – Phoenix Asset Management
Finding Long-term Compounders

12.40–13.40

Lunch

13.40–14.20

Scott Cobb – Southeastern Asset Management
Long-term Opportunities Created by Short-term Volatility

14.20–15.00

William Browne – Tweedy, Browne
The Indispensable Role of Process in Investing, and the Inherent Appeal of a Value Approach

15.00–15.40

Dan O’Keefe – Artisan
The Scylla and Charybdis: The Odyssey of Value Investing

15.50–16.10

Tea and networking break

16.10–16.50

Martin Van Blerk – BAOBAB
A Global Search for Value

16.50–17.30

Ian Jacobs – 402 Fund
Defining Moats: Identifying Models of Structural Competitive Advantage

17.30–18.00

Chaired by Richard Oldfield, William Browne, Jonathan Mills, Dan O’Keefe & Kevin Murphy –
Avoiding Value Traps: Panel

18.00–19.00

Networking Reception