LVIC 2025 Speakers

Corcoran Alissa

Alissa Corcoran

Kopernik Global Investors
Kopernik Global Investors

Alissa Corcoran is Deputy CIO, Director of Research, and Co-Portfolio Manager of the Kopernik Global All-Cap and International strategies. She has been in the investment industry since 2012 and joined Kopernik as an analyst in 2013. She became Director of Research in 2019 and Deputy CIO in 2021.

Earlier in her career, she held positions at Vinik Asset Management, a genetics lab, and various non-profit organizations. Alissa has a Bachelor of Science in biochemistry from Bates College and earned her MBA from the University of Southern California’s Marshall School of Business. She has received the Chartered Financial Analyst® designation.

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Daniel J. O'Keefe

Artisan Partners

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 and Artisan Select Equity Funds, both of which he has managed since inception. Mr. O’Keefe also was co-portfolio manager for the International Value Fund from October 2006 through September 2018. Prior to becoming portfolio manager in 2006, Mr. O’Keefe was a research analyst for the Artisan International Value Fund.

During this time, the team was nominated six times (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 for Artisan International Value and in 2013 for Artisan Global Value and Artisan International Value Funds.

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.

Mr. O’Keefe holds a bachelor’s degree in philosophy from Northwestern University.

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Simon Adler

Schroders

Simon Adler is a fund manager on the Schroder Global Value Team. He is a co-manager of the Global Recovery, Global Income, Global Sustainable and International Value strategies. 

Adler joined the Global Value Team in July 2016 specifically to manage value portfolios. His investment career started in 2008 at Schroders as a UK equity analyst. Previously, he worked as a sector analyst responsible for analysing Chemicals, Media, Transport, Travel & Leisure, and Utilities. Until 2016, Adler held the position of Global Sustainability Specialist in the Global Equity team. He is a Chartered Financial Analyst and holds an MA in Politics from Edinburgh University.

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Freddie Lait

Latitude Investment Management

Freddie is the Managing Partner at Latitude and the Portfolio Manager of the Horizon and Global Funds. Before founding Latitude, he was a fund manager at Odey Asset Management, prior to which he worked at Rothschild & Co and Goldman Sachs.

Freddie holds a MA in Maths from Oxford University (St Edmund Hall) and is a CFA Charterholder. Freddie is also a trustee of the Westminster Foundation.

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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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James Wilson

Phoenix Asset Management Partners

ames joined Phoenix in 2013 and became a partner shortly after. Before joining Phoenix, he worked as a Pan-European equity analyst. James has a master’s degree in engineering from Durham University and is a CFA charter holder.

James setup and has been managing the Huginn Fund since its launch in August 2018 within Phoenix. The purpose of the Huginn Fund is to apply the approach that has been developed at Phoenix over the last three decades to international markets.

During his many years at Phoenix, James has been operationally involved with several large investments and has represented the firm on the boards of Dignity PLC, Hornby PLC and Silverwood Brands PLC.

Outside of work, James likes to reminisce about the hobbies and spare time he enjoyed before starting a family.

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Jonathan Spread

Mondrian Investment Partners

Mr. Spread joined Mondrian in 2005, initially on the International Equity team before moving to the Global Equity team in 2013. He is a member of the Global Equity Strategy Committee, and his research focus areas are primarily the USA and Canada, as well as sector specializations in Industrials/Materials, Financials, Real Estate, Energy and Utilities. 

Previously, he worked at Morley Fund Management (Aviva Investors) as an investment analyst covering UK and European equities. He holds a BSc degree in Computer Science from Durham University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society of the UK.

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Alex Roepers

Atlantic Investment Management

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; The Hotchkiss Investment Committee since 2014; as U.S. Chair for the Compagnie Fonds, Dutch Maritime Museum, since 2007; on Memorial Sloan Kettering’s Special Projects Committee since 1997; and as founder and board member for his charitable foundation, The Alexander J. Roepers Foundation, since 2002. 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).

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