The final line-up will be announced 
in March 2024

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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Sarah Ketterer

Causeway

Ms. Ketterer is the chief executive officer at Causeway, fundamental portfolio manager, and is responsible for investment research across all sectors. Ms. Ketterer co-founded the firm in June 2001 and is a member of the operating committee. 

From 1996 to 2001, Ms. Ketterer worked for the Hotchkis & Wiley division of Merrill Lynch Investment Managers (HW-MLIM). At HW-MLIM, she was a managing director and co-head of the firm’s HW-MLIM International and Global Value team. From 1990 to 1996, Ms. Ketterer was a portfolio manager at Hotchkis & Wiley, where she founded the International Equity product.

Ms. Ketterer earned a BA in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College. Ms. Ketterer serves on the Stanford University Board of Trustees, is a member of UT Southwestern President’s Advisory Board, is on the advisory board of Portal Schools, and is a supporter of Girls Who Invest. She previously served as a board member and chair of the Los Angeles World Affairs Council and Town Hall and chair of the investment committee of the Music Center Foundation.

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Paula Robinson

WTW
Moderator

Paula heads the Focused Equity manager research team at Willis Towers Watson, leading the research efforts on concentrated, unconstrained active equity portfolios. Paula works with large institutional investors globally to construct and manage equity portfolios. 

Paula is part of the Equity Investment Committee responsible for managing WTW’s delegated equity assets which includes the Towers Watson Investment Management’s Global Equity Focus Fund. Prior to joining Willis Towers Watson in 2022, Paula was head of US Manager Research at Buck Consultants where she worked for 12 years in their London and New York offices. Paula has a bachelors degree in mathematics from Durham University and a masters in finance from Imperial College London Business School.

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Clive Gillmore

Mondrian

Mr. Gillmore is CEO and Group CIO of Mondrian, he also chairs Mondrian’s CIO Forum and Global Equity Research Forum. He sits as a senior member on the Global Equity Strategy Committee. He has over thirty years’ experience analysing equity markets and securities around the world and has managed client portfolios with a wide range of mandates. 

Mr. Gillmore is a graduate of the University of Warwick in Management Science, and has completed the Investment Management Program at the London Business School. In 1990, Mr. Gillmore joined Mondrian Investment Partners’ predecessor organization as a founding member, having previously worked as a senior portfolio manager for Hill Samuel Investment Advisers Ltd., and a portfolio manager at Legal and General Investment Management.

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Cole Smead

Smead Capital Management

Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. 

Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute.

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Jacob Mitchell

Antipodes Partners

Jacob is CIO of Antipodes, Lead PM of Global strategies and co-PM of the Emerging Markets strategy. He has responsibility for the firm-wide investment philosophy and process. In 2015, Jacob leveraged his 20 years of investment management expertise to establish Antipodes, a renowned global asset manager with approximately A$10 billion in assets under management (AUM). 

Headquartered in Sydney, with investment teams located in London and Toronto, Antipodes specialises in a pragmatic value approach to investment. The experienced team searches the world for investment opportunities that are mispriced relative to their business resilience and growth profile and constructs portfolios with a strong focus on capital preservation.

Prior to Antipodes, Jacob spent 14 years at Platinum Asset Management where he was the Deputy Chief Investment Officer jointly responsible for the firm-wide investment process, and a Portfolio Manager of the flagship Platinum International Fund. During his time, he also served as Portfolio Manager for the Platinum Unhedged Fund and the Platinum Japan Fund prior to his departure.

Before joining Platinum, Jacob was Head of Technology and Emerging Industrials Research at UBS Warburg Australia. He commenced his investment career in 1994 at high conviction, value oriented Australian equities manager, Tyndall Australia, where he was hired and trained as an investment analyst by industry doyen Peter Pedley.

Jacob holds a Bachelor of Commerce from the University of Western Sydney.

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Brian McCormick

Jupiter Asset Management

Brian joined Jupiter in March 2020 and has been managing a Global Value All Cap strategy since November 2022. Brian began his career in 2015 working on the investment team led by legendary Scottish fund manager Angus Tulloch. From 2015 until 2020 he was an analyst, and later Deputy Fund Manager, at Stewart Investors (First State Investments). 

He worked across their Global, Emerging Market and Frontier strategies. Brian has eight years of professional investment experience. He holds the Chartered Financial Analyst (CFA©) designation, a master’s degree in Law & Finance from Oxford University, and a BCL in Law & Economics from University College Dublin. 

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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