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
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