LVIC 2014

Thursday 22nd May 2014

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LVIC – 22ND MAY 2014

2014 GALLERY

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LVIC 2014 AGENDA

7.30–8.30

Registration

8.30–8.40

Simon Denison-Smith – Metropolis Capital Opening Remarks

8.40–9.20

Mason Hawkins – Southeastern Asset Management
The Peter Cundill Foundation Address: February 2009 Revisited; The Importance of Terrific Partners

9.20–10.00

Aled Smith – M&G Investments
Poka-yoke

10.00–10.40

Tim Hartch – Brown Brothers Harriman
Business Ownership – Investing with a Multi Year Time Horizon

10.40–11.10

Coffee and networking break

11.10–11.50

Mason Morfit – ValueAct Capital Shareholders in the Boardroom: Investing the ValueAct Way

11.50–12.30

Andrew Cormie – Eastspring Investments Value in Asia – Can We Quantify the Current Opportunity?

12.30–13.10

David Samra – Artisan Partners
Points of Leverage

13.10–14.10

Lunch

14.10–14.50

Richard Rooney – Burgundy Asset Management
Confessions of a Buffetteer

14.50–15.10

Philip Best & Marc Saint John Webb – Argos Investment Managers
Investing under the Radar Screen in Europe

15.10–15.30

Jonathan Mills – Metropolis Capital
Owner Occupied

15.30–15.50

Andrew Hollingworth – Holland Advisors
How to get a Djokovic back-hand…and the search for Lollapalooza

15.50–16.10

Charles Heenan – Kennox
The Joys of Pessimism

16.10–16.40

Tea and networking break

16.40–17.20

Jon Moulton – Better Capital
Investing Blunders

17.20–17.30

Robert Walther & Clare Junak – School Aid
The Importance of Education in Africa (charity speech)

17.30–18.30

Don Yacktman – Yacktman Asset Management
Viewing Stocks as Bonds

18.30–19.30

The Peter Cundill Foundation Reception