LVIC 2013

Thursday 9th May 2013

PETER CUNDILL RECEPTION

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.

2013 GALLERY

LVIC 2013 AGENDA

8.00–8.50

Registration

8.50–9.00

Jonathan Mills – Metropolis Capital
Opening Remarks

9.00–9.40

Michael Price – MFP Investors
The Peter Cundill Foundation Address

9.40–10.20

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 & 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 Seeker

15.40–15.50

Benita Refson OBE
Place2be (charity speech)

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 Fund Q&A Special Situations: East and West

18.30–19.30

Networking Reception