LVIC 2015

Wednesday 20th May 2015

BACK TO PAST EVENTS

LVIC – 20TH MAY 2015

2015 GALLERY

Previous

Next

LVIC 2015 AGENDA

7.30–8.30

Registration

8.30–8.40

Jonathan Mills – Metropolis Capital Opening Remarks

8.40–9.20

Jonathan Ruffer – Ruffer LLP & Auckland Castle Trust
Foghorns in the Fog

9.20–10.00

Jeff Everett – EverKey Global Equity
Ageless Insights – Sir John Templeton’s Insights from Seven Decades of Investor Correspondence

10.00–10.40

Tim Hartch – Brown Brothers Harriman
Calculating Intrinsic Value

10.40–11.10

Coffee and networking break

11.10–11.50

Hassan Elmasry – Independent Franchise Partners
Franchise Investing

11.50–12.30

Kevin Gibson – Eastspring Investments
Why Forecasting Fails Amid a World of Uncertainty

12.30–13.10

Charles Brandes – Brandes Investment Partners
Enduring Principles of Value Investing: Audience Q&A led by Richard Oldfield

13.10–14.10

Lunch

14.10–14.50

Nathaniel Dalton – Affiliated Managers Group
Permanent Partner to Great Investors

14.50–15.30

Dato’ Cheah Cheng Hye – Value Partners Group
The Chinese Stockmarket: from Ugly Duckling to Beautiful Princess

15.30–15.50

Simon Denison-Smith – Metropolis Capital
Growth hiding Value

15.50–16.10

Kevin Murphy – Schroders
Value: What’s your Perspective?

16.10–16.40

Tea and networking break

16.40–17.00

Bernd Ondruch – Astellon Capital Partners
Volkswagen – In Rust we Trust

17.00–17.20

Iván Martín Aránguez – Magallanes Value Investors
There’s Always Something to Do

17.20–17.30

Ann Chalmers – Child Bereavement UK
21 years of Rebuilding Lives Together (charity speech)

17.30–18.30

Neil Woodford – Woodford Investment Management
Audience Q&A led by David Shapiro

18.30–19.30

Networking reception

19.45–22.00

The Peter Cundill Foundation dinner in aid of Child Bereavement UK
Churchill Room, Palace of Westminster (separate booking is required to attend this dinner)