Meet the Speakers at the LVIC 2024

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Ian Lance

Redwheel
The Return of the Total Return Kings

Ian joined Redwheel in August 2010 to build the Redwheel UK Value and Income Team together with Nick Purves. He started working with Nick at Schroders in 2007 before joining Redwheel in August 2010. 

Whilst at Schroders he was a senior portfolio manager managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick. Ian started his career in 1988 and held various roles in asset management including as Head of European Equities and Director of Research at Citigroup.

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Joel Greenblatt

Gotham Asset Management
Presentation Title TBC

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 was a professor on the adjunct faculty of Columbia Business School teaching “Value and Special Situation Investing.” Mr. Greenblatt formerly served as a director of Pzena Investment Management, Inc., a global investment management firm, and 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), and 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.

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Gary Channon

Phoenix Asset Management Partners
UK Equities - Panel Session

Gary Channon co-founded Phoenix in 1998 and has been the Chief Investment Officer since inception. Using the same strategy applied to the Phoenix UK Fund, Gary also manages additional segregated accounts for institutional clients.

Gary brings over 34 years of business and financial services experience. His career began in Fixed Income Trading at Nikko Securities Europe in 1987. He joined Goldman Sachs in 1989, working in Global Equity Derivative Products Trading. In 1992, Gary joined Nomura International PLC as Head of Equity Derivative Trading. He remained at Nomura International as Co-Head of Equity and Equity Derivatives Trading until moving on to co-found Phoenix.

Gary’s investment approach at Phoenix is long-term, value-based and focused. He looks out for businesses run by competent, honest managers, who act in the interest of shareholders. Ideal companies have strong pricing power to generate an enduring high return on capital. Gary identifies great companies with good management, and waits for the opportunity to invest in them at attractive prices.

He lives and works in Barnes, South West London.

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Peter Davies

Lansdowne Partners
UK Equities - Panel Session

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 a former governor of the Wellcome Trust and co-founded Oxford Sciences Enterprises (OSE), a company that invests in, develops and advises spin-out companies established to commercialise intellectual property developed by Oxford University. Funds in the Lansdowne Developed Markets Strategy hold shares in OSE. Peter is non-executive director of Nattergal Limited, an investment held by Lansdowne Developed Markets Opportunities Fund. Peter Davies is also senior author of the published article ‘Sports balls as potential SARS-CoV-2 transmission vectors’ in the Public health practice (PubMed, nih.gov).

Peter has a first class honours degree in Philosophy, Politics and Economics from Oxford University.Hosking Partners has c$5.5bn AUM of institutional AUM.

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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Alex Roepers

Atlantic Investment Management
Compelling Value Stocks

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). Mr. Roepers has an MBA from Harvard Business School (1984) and a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980).

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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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Simon Gergel

Allianz Global Investors
Unloved Stocks in an Unloved Market

Simon is Chief Investment Officer, UK Equities and head of the European Value & Income Investment Style Team. He manages The Merchants Trust plc, co-manages the Allianz UK Listed Equity Income Fund, and is deputy portfolio manager on The Brunner Investment Trust and the Allianz UK Listed Opportunities Fund.

He joined AllianzGI in April 2006 from HSBC Halbis Partners, where he was Head of Institutional UK Equities, portfolio manager of the HSBC Income Funds and manager of several segregated institutional accounts. Prior to HSBC, Simon was an Executive Director at Phillips & Drew Fund Management Ltd (a subsidiary of UBS), where he spent 14 years as a portfolio manager of UK equity portfolios. Simon is an Executive Director of Allianz Global Investors UK Ltd. Simon graduated from Cambridge University in 1987 with an MA (Hons) Cantab in Mathematics. He is an Associate of the CFA Society of the UK.

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Sarah Ketterer

Causeway
Value in Disguise: The Cash Flow Transformation

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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Django Davidson

Hosking Partners
Presentation Title TBC

Django Davidson is a founding partner of Hosking Partners. The firm was founded in 2013 to continue the Capital Cycle approach to investing developed in the early 1980s by Jeremy Hosking and team at Marathon Asset Management.

Django is a portfolio manager, having previously trained as a financials analyst at Algebris and Deutsche Bank, which he joined after leaving the University of Oxford in 2002. Hosking Partners has c$5.5bn AUM of institutional AUM.

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Andrew McDermott

Mission Value Partners
Big in Japan: Templeton, Buffett and Tennessee

After graduating from Princeton University with a history degree, Andrew joined NEC Logistics in Tokyo in 1992. In 1994 he fell into a finance career courtesy of JPMorgan, where he worked on deals ranging from Chinese infrastructure finance to venture capital to tech IPOs in Hong Kong, Singapore and San Francisco.  

He returned to his hometown of Memphis to join Southeastern Asset Management in 1998. He helped lead its international business from Tokyo and London until 2009. He founded Mission Value Partners in 2010. MVP manages a global equity portfolio that is currently 100% invested in Japan. Andrew recently moved MVP from California to Nashville, where he has been surprised by the relevance of Japan to the local economy.

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Vera German

Schroders
Presentation Title TBC

Vera German is a Fund Manager in the Global Value Team at Schroders and co-manages the Emerging Market Value strategy. Her investment career commenced in 2012 at Baillie Gifford & Co. She then became an analyst for Emerging Markets Equity and International Equity and was promoted to fund manager on the Global Income Growth product in September 2017.   

Vera holds the Chartered Financial Analyst (CFA) designation and has a degree in European Social and Political Studies from University College London.

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Juan Torres

Schroders
Presentation Title TBC

Juan Torres is a Fund Manager in the Global Value Team at Schroders and co-manages the Emerging Market Value strategy. Juan’s investment career commenced in 2005, and prior to joining Schroders, he worked at Pictet Asset Management from 2013 as an Investment Manager, focusing on emerging markets. 

Before that, he was responsible for building customized valuation models at Credit Suisse Group from 2011. Juan’s career began in 2005 as a syndicate loan Analyst at Bancolombia and then as an investment banking analyst at Corficolombiana. He holds an MBA from Manchester Business School and a degree in Finance & Foreign Affairs from Universidad Externado de Colombia. 

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Clive Gillmore

Mondrian
Does Cheap Mean Mispriced?

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
Presentation Title TBC

Cole is the CEO and a Portfolio Manager at Smead Capital Management. He leads the organization and its international equity portfolios. Mr. Smead also co-manages the US-equity portfolios. He is the Chairman of Smead Funds SA, the firm’s Luxembourg SICAV. Cole is also the President of the Smead Funds Trust.

Cole is an avid reader. He hosts the firm’s podcast, A Book With Legs. He is also a guest on Bloomberg and CNBC.

Mr. Smead grew up in the Seattle area. He attended Whitman College and holds a B.A. in History and Economics from the school. Cole also holds the Chartered Financial Analyst designation. He now resides in Phoenix with his wife Kaydee and their four children.

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Jacob Mitchell

Antipodes Partners
Look Forward, Think Forward

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
Searching for Protected Value

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 2024