Meet the Speakers at the LVIC

19th May 2022

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Dan-OKeefe

Dan O'Keefe

Artisan Partners
(Value) Investing in an Inflationary World

Daniel J. O’Keefe is a managing director of Artisan Partners and founding partner of the Artisan Partners Global Value Team. He is lead portfolio manager of the Artisan Global Value Strategy, which he has managed since its inception in July 2007. Mr. O’Keefe also was co-portfolio manager for the Non-U.S. Value strategy from October 2006 through September 2018. 

Prior to becoming portfolio manager in 2006, Mr. O’Keefe was a research analyst for the Artisan Non-U.S. Value strategy. During this time, the team was nominated six times for fund management (in 2008, consecutively from 2011-2014, and again in 2016) for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the US and won the award in 2008 (Non-U.S Value) and in 2013 (Global Value and Non-U.S. Value). Prior to joining Artisan Partners in May 2002, Mr. O’Keefe was an analyst in international equities at Harris Associates LP from July 1997 through May 2002. Preceding his days at Harris Associates, he was an associate in mergers and acquisitions at BancAmerica Securities, and was an analyst with Morningstar, Inc.

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Peter Davies

Lansdowne Partners
Fireside Chat & Audience Q&A hosted by Richard Oldfield

Peter joined Lansdowne Partners in June 2001 and is Head of the Developed Markets Strategy. Prior to joining Lansdowne, Peter was a Director at Merrill Lynch Investment Managers (MLIM, previously Mercury Asset Management). Peter joined MLIM in 1993. 

Peter is non-executive director of Oxford Sciences Innovation plc, a company that invests in, develops and advises spin-out companies established to exploit and commercialise intellectual property developed by Oxford University. Lansdowne Developed Markets Master Fund Limited and Lansdowne Developed Markets Strategic Investment Master Fund Limited hold shares in Oxford Sciences Innovation plc. Peter has a first class honours degree in Philosophy, Politics and Economics from Oxford University.

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Joel Greenblatt

Gotham Asset Management
Virtual Fireside Chat and Audience Q&A with Simon Brewer

Mr. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt has been a professor on the adjunct faculty at Columbia Business School teaching “Value and Special Situation Investing.” Mr. Greenblatt is a director of Pzena Investment Management, Inc., a global investment management firm.

He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), The Big Secret for the Small Investor (Random House, 2011), and Common Sense – The Investor’s Guide to Equality, Opportunity, and Growth (Columbia University Press, 2020). He was formerly the Chairman of the Board of Alliant Techsystems, a NYSE-listed aerospace and defense contractor. He holds a BS (1979), and an MBA (1980) from the Wharton School of the University of Pennsylvania. 

Sir-Chris-Hohn

Sir Christopher Hohn

TCI Fund Management
The Role of Shareholder Activism in ESG

Christopher Hohn is the Founder and Portfolio Manager of TCI Fund Management Limited. Chris is based in London and has over 25 years’ experience in the investment industry. Prior to TCI, Chris was the Portfolio Manager of the European event-driven investment strategy at Perry Capital from 1997 to the start of 2003. From 1994 to 1995 Mr. Hohn was an Associate at Apax Partners in London and from 1989 to 1991 he was a Manager in the Corporate Finance Division of Coopers & Lybrand in London. 

Through the donation of its hedge fund’s profits, Chris has endowed the Children’s Investment Fund Foundation (CIFF), which today has over $6 billion in assets. CIFF is focused on improving the lives of children in poverty in sub-Saharan Africa and India. Key areas of focus include climate change, family planning, malnutrition, neglected tropical diseases and anti-human trafficking work. Chris graduated from Harvard Business School in 1993 with an MBA (high distinction) and from Southampton University (UK) in 1988 with a BSc. in Accounting and Business Economics (1st Class Honours). He is a CFA Charterholder.

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David Iben

Kopernik Global Investors
The Resurrection of Graham & Dodd Investing

David Iben is the Chief Investment Officer of Kopernik Global Investors and is the sole Portfolio Manager of the Kopernik Global All-Cap strategy, Lead Portfolio Manager of the Kopernik Global Unconstrained strategy, Co-Portfolio Manager of the Kopernik Global Long-Term Opportunities strategy and Co-Portfolio Manager of the Kopernik International strategies. He is the Managing Member, Founder, and Chairman of the Board of Governors of Kopernik Global Investors. Prior to Kopernik, Dave managed the $2.7 billion Global Value Long/Short Equity portfolio (July 2012 through March 2013) at Vinik Asset Management, where he was a director and head of the Global Value team.

 

Prior to this, Dave was lead portfolio manager, co-founder, chief investment officer, copresident and lead portfolio manager of Tradewinds Global Investors, LLC, a $38 billion (at February 2012) investment firm. He continually managed equity portfolios for Tradewinds (inclusive of its two predecessor firms) from October 1998 through February 2012. He was the portfolio manager for the firm’s Global All-Cap strategy, North American All-Cap strategy, and Global Long/Short strategy, directly managing more than $20 billion assets at the time of his departure. As CIO, Dave directed Tradewinds’ investment activities, including portfolio management, research, trading and risk management. His long-term performance has led to recognition by nationally known publications such as Bloomberg and Morningstar, and to several awards by Lipper and others for top performance in global equity fund management. From 1996 through 1998 Dave was a senior portfolio manager at Cramblit & Carney. He began his career with Farmers Group, Inc. where over the course of 14 years, he worked his way up from securities analyst/trader to portfolio manager and eventually to director of research and lead portfolio manager for both equity and fixed income strategies. At the time of his departure in 1996, Dave was acting as Farmers’ chief investment officer responsible for $16 billion of investable assets. Dave earned his bachelor’s degree from University of California, Davis, and his MBA from the University of Southern California Marshall School of Business. He holds the Chartered Financial Analyst designation.

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Alex Roepers

Atlantic Investment Management
Compelling Value Opportunities

Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials and businesses services sectors. 

Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the U.S., Europe and Japan. Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82). He has served on the Board of Dean’s Advisors at Harvard Business School since 2010. Mr. Roepers has a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980), and an MBA from Harvard Business School (1984).

Nick-Kirrage

Nick Kirrage

Schroders
Getting Better

Specialist value investor Nick Kirrage is co-head of the Global Value team at Schroders, who manage over £12bn of clients’ assets. Along with co-manager Kevin Murphy he runs the Schroder UK Income, Schroder UK Recovery and Schroder ISF Global Recovery Funds.

Nick started his investment career in 2001 within Schroders’ Pan European research team, having previously been an analyst responsible for Transport, Metals, Mining, Aerospace and Defence sectors. He is a CFA Charterholder and holds a degree in Aeronautical Engineering from Bristol University. Nick is a regular contributor on ‘The Value Perspective’ – a specialist resource dedicated to value investing in UK equities.

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Jennifer De Sisto

Anchor Capital Advisors
A Crown Jewel: Quality Value With An ESG Lens

Jennifer DeSisto is currently the Chief Investment Officer at Anchor Capital, a $10 billion institutional asset manager based in Boston. Jennifer is also the lead portfolio manager for the firm’s All Cap, Balanced, Value Opportunities and Multi-Manager portfolios. Prior to Anchor, Jennifer was overseeing the investment process at Fiduciary Trust Company, which included managing a team to implement asset allocation and construct portfolios with internal stock and bond portfolios along with external managers.

Before then, Jennifer was a portfolio manager on the global equity team at Batterymarch Financial Management, a subsidiary of Legg Mason.   Earlier in her career, Jennifer worked at Bank of Boston working on leveraged buy-outs and distressed loans. Jennifer earned an MBA from the MIT Sloan School of Management and a BS in industrial management and economics from Carnegie Mellon University.  Jennifer is a Chartered Financial Analyst (CFA) and a Chartered Alternatives Investment Analyst (CAIA). 

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Stephanie Butcher

Invesco
Valuation in a Changing World

Stephanie is Chief Investment Officer at Invesco and is an investor of the highest calibre with over 25 years’ investment experience, combining strong leadership and investment skills, with an exceptional understanding of clients’ needs. As a long-standing member of the team, Stephanie is committed to the Henley investment philosophy and its conviction-led approach, delivering strong investment outcomes and playing an active role as a steward of clients’ capital.

Stephanie began her investment career at Lazard Asset Management as a graduate trainee and progressed to become a US fund manager before joining Aberdeen Asset Management in 1997. Stephanie joined Invesco in Henley in 2003, where she specialised in European equity income investing and was responsible for a number of European equity portfolios. Stephanie holds an MA (Cantab) in History from Cambridge University, where she was a Senior Scholar. Stephanie also holds the AIMR designation from the Association for Investment Management and Research (now known as the CFA Institute).

 
Andrew-Brenton

Andrew Brenton

Turtle Creek Asset Management
A Different Kind of Value Investing

Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested $300 million in control positions of a dozen Canadian private companies.

Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990’s and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984. Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.

Jonathan Boyar

Boyar Value Group & MAPFRE
Uncovering Value Amid the Carnage

Jonathan Boyar is President of Boyar Research, an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, a value-oriented investment firm based in Manhattan. Jonathan has been interviewed by Barron’s,  CNBC, Welling on Wall Street and GuruFocus.

 

He is also a contributor to the latest edition of Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors. He is a senior contributor to Forbes as well as the host of The World According to Boyar podcast. 

Mick Dillon

Brown Advisory
What Does Value Mean? TSMC Vs Intel

Mick is a portfolio manager within the global equity team and is based in the firm’s London office. He joined Brown Advisory in 2014 from HSBC Global Asset Management in Hong Kong where he was the co-head of Asian equities. While at HSBC, he was responsible for managing a range of strategies: quality/dividend, large-cap and small-cap focused pan-Asian equity, as well as a number of country-specific strategies. Previously, he managed a global equity long/short fund for HSBC in London and was a global technology equity analyst at Arete Research early in his career.

Edouard Mercier

Ascender Capital
Exploiting Mispriced Opportunities in Asia

Edouard is the founder and CIO of Ascender Capital, which invests in a balanced portfolio of high quality businesses across Asia, including Japan. We focus exclusively on companies with a track record of profitability, capital efficiency and good corporate governance. Prior to founding Ascender in Hong Kong in 2012, Edouard had a successful career as an entrepreneur.

He co-founded Sendit AB, a Swedish mobile telecommunications software company that was acquired by Microsoft in 1999 and then set up and managed Microsoft’s Mobile Internet Business in Asia until 2001. From 2002 to 2004, Edouard was the leading investor and CEO of Incomit AB, which was then acquired by BEA Systems (Oracle). From 2005, Edouard became an active financial investor across private and public markets. Edouard holds an MSc in Telecommunications Engineering from the Swiss Federal Institute of Technology (ETH Zurich) and an MBA from INSEAD.

Ed-Blain

Edward Blain

Orbis
Being Fearful When Others Are Greedy

Edward Blain co-leads the London-based European investment team at Orbis Investments and is a member of the firm’s UK Executive Committee. Edward joined Orbis in 2010, and previously worked as a political adviser.

Marc Saint John Webb

Quaero Capital
Constructive Engagement in Listed Smaller Companies: a 'Value' Alternative to Private Equity?

Marc Saint John Webb is a partner of Quaero Capital in Geneva, where he has co-managed The Argonaut Fund with Philip Best since 2006. Marc also began his career within the S.G. Warburg group at French broker Bacot-Allain in 1987. During his time as a European small cap specialist in Paris, Marc became a qualified investment analyst with the French Analysts’ Association (SFAF), and followed this up with an Executive Program at INSEAD.

The two share a very European background and an intellectual curiosity that leads them to seek out unknown stocks in obscure locations. The team also runs another fund (Quaero Smaller European Companies), which invests in listed family-owned companies with a similar “value” bias. When not travelling, Marc lives between Paris and Geneva.

Philip Best

Quaero Capital
Constructive Engagement in Listed Smaller Companies: a 'Value' Alternative to Private Equity?

Philip Best is a founder of Quaero Capital in Geneva, where he launched The Argonaut Fund in 2003. The fund specializes in seeking out stocks across Europe that are little-known and poorly followed because of being too small to interest mainstream investors.

Using a strong value-driven philosophy the team aims to identify stocks in the small/micro-cap category that have been mis-priced by the market because of their illiquidity and that stand at a significant discount to intrinsic value. Over the 17 years since launch the fund has given an annualized return of 12.5% with volatility of 14.4%- substantially lower than large cap average over the period. Philip started his career following European small cap stocks at Mercury Asset Management in 1984, launching the Mercury European Income fund in 1986, and later becoming a broker at Enskilda Securities and The Europe Company Ltd, before returning to fund management in 2003.

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.

Tom-Beevers

Tom Beevers

Forensic Alpha
Red Flags Through Machine Intelligence

Tom Beevers is the CEO & Co-founder of Forensic Alpha. He was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM. 

Forensic Alpha machine intelligence delivers automated research to identify companies at high risk of profit warnings, downgrades or, in extreme cases, fraud.  Proprietary technology scours through a company’s annual and quarterly filings, digging deep into the notes, footnotes and governance disclosures. “Unstructured” data is converted into “structured” data, and analysed for the presence of red flags that are commonly associated with aggressive accounting and/or fraud. 

David Shapiro

Sustainable Growth Advisers
Moderator

David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Conferences since they began in 2012 and 2018 respectively. Previously, he was the Portfolio Manager for the Global Equity Focus Fund at Willis Towers Watson and for Alliance Trust, a quoted Investment Trust listed on the London Stock Exchange.

Alongside his portfolio management responsibilities David provided regular research input to a number of clients. Prior to Willis Towers Watson David was Deputy CIO at Stamford Associates where he was responsible for devising and implementing investment strategies for a range of its largest investment clients. Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003. In total David has 30 years of portfolio management and investment analyst experience. David is a member of the Chartered Institute for Securities and Investment (CISI).

Mark-Beaumont

Mark Beaumont

Buildher

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.

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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Charles Heenan

Kennox
Risk ≠ Return When the Regime Changes

Charles heads our investment team and has been running the portfolio with Geoff since they launched it in July 2007. Charles has over 20 years’ experience in global stock markets and over this time developed a distinct value approach to global investing. Prior to Kennox, Charles was a key member of the highly successful Asia Pacific (ex Japan) and Emerging Markets team’s investment activities at Stewart Investors (previously First State Investments).

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 2022