Meet the Speakers at the LVIC

18th May 2023

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C. T. Fitzpatrick

Vulcan Value Partners

C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As Chief Investment Officer and Equity Analyst, Mr. Fitzpatrick leads a research team responsible for investing approximately $9 billion for a global client base as of September 30, 2022.

Prior to founding Vulcan Value Partners, Mr. Fitzpatrick worked as a principal and portfolio manager at Southeastern Asset Management. Mr. Fitzpatrick earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama.

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Kim Shannon

Sionna Investment Managers

Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna’s large cap, all cap and focused Canadian value strategies and co-lead on Sionna’s high conviction strategy. 

Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017), the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015) and the Rotman Alumni Lifetime Achievement Award (2021). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is also a member of the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim served as a board member with the Canadian Coalition for Good Governance and served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.

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Alyx Wood

Kernow Asset Management

Alyx is Chief Investment Officer of Kernow Asset Management and is responsible for trading and investment research. He has been investing since the age of fifteen and considers himself fortunate to be able to describe this fascinating activity as his job. 

Kernow is the realisation of a lifelong dream to work alongside talented people in applying their aggregated investment knowledge in an uncompromised form, putting investors at the forefront of decision-making. Previously Fund Manager at Downing LLP, Vice President at Deutsche Bank AG and Management Consultant at KPMG LLP. Alyx is a Qualified Chartered Accountant (ICAS) and holds the Investment Management Certificate and a BA in Accounting and Economics.

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David Ridland

Castlebay Investment Partners

David took his first degree in Modern History at the University of St Andrews, having developed from a young age an interest in investing. Reading books like Buffettology and learning about other managers like Peter Lynch and Anthony Bolton, sparked a curiosity about investing that has endured. 

A strong influence on David’s thinking was the role of Charlie Munger, in steering Buffett away from Ben Graham’s ‘cigar butt’ approach towards a focus on ‘great companies at reasonable prices’. Founding Castlebay, with David MacNeil, has provided an excellent opportunity to put into practice and develop his own ‘Quality-value’ approach to investing.  Being a business owner has also helped David become a better investor.

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Ronald Chan

Chartwell Capital

Ronald Chan founded Chartwell Capital in 2007 and currently serves as Chief Investment Officer and Co-Portfolio Manager. As CIO, he steers the firm’s investment strategy. As Co-Portfolio Manager, he oversees stock selection and portfolio allocation. 

A frequent contributor to Bloomberg Opinion and Financial Times Chinese, Ronald is an adjunct professor for the MBA program at The Hong Kong University of Science and Technology and the author of two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders in 2010, and The Value Investors: Lessons from the World’s Top Fund Managers in 2012 and 2021 (second edition). 

Ronald served as a member of the Listing Committee Panel of The Stock Exchange of Hong Kong Limited from 2016 to 2022. Since his appointment in 2018 by the Hong Kong Trade Development Council, he has served as a member of the Greater Bay Area Committee: Smart City and Digital Connectivity Task Force. Since 2019, he has served as an Independent Non-Executive Director for Powerlong Commercial Management Holdings Ltd. He has also been an international committee member of the Hong Kong M+ Museum and a founding member of the Hong Kong Biotech Development Council of the Hong Kong Science and Technology Park since 2020. Ronald has been the Vice President of the Education Development Foundation Association in Hong Kong since 2005.

Ronald graduated with Bachelor of Science degrees in Finance and Accounting from the Stern School of Business at New York University and is currently the President of the NYU Hong Kong Alumni Club and the Vice President of the Pan-Asia Alumni Committee. He is also a member of the Board of Trustees at Malvern College in Hong Kong and at Worcester Academy in Massachusetts, U.S.A.

Mark-Beaumont

Mark Beaumont

Buildher
Charity Speaker

Mark Beaumont has become a household name through his documentaries about ultra endurance and adventure. Having smashed the circumnavigation cycling World Record twice in his career, he now holds this 18,000 mile title in a time of 78 days and 14 hours, averaging 240 miles a day.

His epic documentaries have taken viewers to over 100 countries, into the Arctic, the high mountains and around the Commonwealth, also surviving capsize in the mid-Atlantic. A career like this is not possible without building dedicated teams and a business to support. Mark has taken this experience and works with a portfolio of corporates as an ambassador and mentor. Outside of sports, media and business, Mark’s interests include supporting BuildX, which is an organisation that this conference is supporting through their Buildher project.

Richard-Oldfield

Richard Oldfield

Oldfield Partners
Moderator

Richard Oldfield founded Oldfield Partners LLP in 2005, after 9 years as chief executive of a family investment office. Before this, he was director of Mercury Asset Management plc, which he joined in 1977. He was Chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd from 2007-2014.

He is now chairman of Shepherd Neame Ltd, and trustee of a number of charities. The second edition of his book “Simple But Not Easy”, a “slightly autobiographical and heavily biased” book about investing, was published by Harriman House in December 2021.

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Simon Brewer

The Money Maze Podcast
Moderator

Simon is the founder of The Money Maze Podcast. He graduated from the London School of Economics with a degree in Economic History, and later took the advanced management programme at INSEAD, France. He started his career at Citibank in 1985, where he trained as a portfolio manager, before joining Morgan Stanley Wealth Management in 1989. 

Over the 17 years there, he managed their global balanced portfolio, was Chairman of their European Asset Allocation Committee and Chief Investment Officer. For the subsequent 14 years he was CEO and an owner of Vantage Investment Advisory Ltd. He is a senior advisor to Rothschild and Co, in London, a Governor of Clifton College and Chairman of their Development Trust, and served as a Trustee of Great Ormond Street Hospital. In 2019 he co-founded the Money Maze Podcast, which he hosts, an investment and business podcast that is listened to in over 80 Countries, and which is in the top 1% of global podcasts.

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It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.

Paul Scott, Stockopedia

Check out the agenda for the LVIC 2023