{"id":3594,"date":"2019-09-17T10:12:01","date_gmt":"2019-09-17T09:12:01","guid":{"rendered":"http:\/\/www.valueinvest.com\/london\/?page_id=3594"},"modified":"2019-12-31T14:23:41","modified_gmt":"2019-12-31T14:23:41","slug":"conference-2019","status":"publish","type":"page","link":"https:\/\/www.valueinvest.com\/london\/conference-2019\/","title":{"rendered":"London Value Investor Conference &#8211; 14th May 2019"},"content":{"rendered":"<h2 id=\"conference-overview\" style=\"text-align: center;\"><strong>2019 CONFERENCE OVERVIEW VIDEO<\/strong><\/h2>\n<div class=\"video-responsive\" style=\"text-align: center;\"><iframe src=\"https:\/\/www.youtube.com\/embed\/7NYymBHwPyw\" width=\"586\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<div>\n<h2><\/h2>\n<h2 style=\"text-align: center;\"><strong>AGENDA<\/strong><\/h2>\n<\/div>\n<div><\/div>\n<table class=\"programmeTbl\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\">\n<thead>\n<tr>\n<td style=\"padding: 8px 10px; border-right: 1px solid #D7D7D7;\" colspan=\"2\"><strong>Tuesday, 14th May 2019<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"width: 75px; text-align: center;\"><strong>7.30-8.30<\/strong><\/td>\n<td><strong>Registration and Breakfast<\/strong><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>Morning Session &#8211; Moderated by <a href=\"https:\/\/www.valueinvest.com\/london\/david-shapiro-3\/\">David Shapiro<\/a><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>8.30-8.45<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/david-shapiro-3\/\">David Shapiro &#8211; Willis Towers Watson<\/a><br \/>\n<em>Opening Remarks<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>8.45-9.15<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/jonathan-ruffer-2\/\">Jonathan Ruffer &#8211; Ruffer LLP<\/a><br \/>\n<em>Is Value a Trap-Door?<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>9.15-9.45<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/c-t-fitzpatrick\/\">C.T. Fitzpatrick &#8211; Vulcan Value Partners<\/a><\/strong><br \/>\n<strong><em>The Tension Between Time Horizon and Disruption and the Importance of Humility<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>9.45-10.15<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/nick-purves\/\">Nick Purves<\/a> and <a href=\"https:\/\/www.valueinvest.com\/london\/ian-lance\/\">Ian Lance<\/a> &#8211; RWC Partners<\/strong><br \/>\n<strong><em>Value Investing in the Age of Disruption: the Importance of Being Selective<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 75px; text-align: center;\"><strong>10.15-10.35<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/ben-preston\/\">Ben Preston &#8211; Orbis\u00a0Investments<\/a><br \/>\n<em>Asymmetric Investing: Stacking the Odds in Your Favour<\/em><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>10.35-11.05<\/strong><\/td>\n<td><strong>Coffee and networking break\u00a0<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>11.05-11.35<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/david-harding\/\">David Harding &#8211; Winton<\/a> <em><br \/>\n<\/em><em>Where Are The Value Investors&#8217; Yachts?<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>11.35-12.05<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/alex-roepers\/\">Alex Roepers &#8211; Atlantic Investment Management<\/a><br \/>\n<em>Atlantic&#8217;s Approach to Value Investing<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>12.05-12.35<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/robert-hagstrom-2\/\">Robert Hagstrom &#8211; EquityCompass Strategies<\/a><br \/>\n<em>How To Become A Self-Transforming Investor: Closing the Gap<br \/>\non an Increasingly Complex Financial World<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>12.35-1.05<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/martin-walker\/\">Martin Walker &#8211; Invesco<\/a><br \/>\n<em>The Virtues of Value Investing<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>1.05-2.00<\/strong><\/td>\n<td><strong>Lunch<\/strong><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>Afternoon session: Moderated by <a href=\"https:\/\/www.valueinvest.com\/london\/richard-oldfield-2\/\">Richard Oldfield<\/a><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>2.00-2.30<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/matthew-mclennan\/\">Matthew McLennan &#8211; First Eagle Investment Management<\/a><br \/>\n<em>The Value of Scarcity<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>2.30-3.00<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/ronald-chan\/\">Ronald Chan &#8211; Chartwell Capital<\/a><br \/>\n<em>Finding a Spark in Japan<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>3.00-3.30<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/alex-wright-2\/\">Alex Wright &#8211; Fidelity International<\/a><br \/>\n<em>Don\u2019t Wait for Good News to Buy UK Companies\u00a0<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>3.30-4.00<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/rajiv-jain\/\">Rajiv Jain &#8211; GQG Partners<\/a><br \/>\n<em>Value, Growth or Both: Is There Really Anything Like a Value\/Growth Cycle?<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>4.00-4.30<\/strong><\/td>\n<td><strong>Tea and networking break<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>4.30-4.50<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/mark-pearson\/\">Mark Pearson &#8211; Arcus Investment<\/a><br \/>\n<em>Tokyo 89ers: Digging for Value in the Japanese Equity Market<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>4.50-5.10<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/jennifer-wallace\/\">Jennifer Wallace &#8211; Summit Street Capital Management<\/a><br \/>\n<em>It Ain\u2019t What You Don\u2019t Know That Gets You Into Trouble<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>5.10-5.30<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/andrew-hollingworth\/\">Andrew Hollingworth &#8211; Holland Advisors<\/a><br \/>\n<em>Leicester City 3 &#8211; Man United 1<\/em><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>5.30-6.15<\/strong><\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/london\/sir-martin-sorrell\/\">Sir Martin Sorrell, S\u2074Capital<\/a> and\u00a0<a href=\"https:\/\/www.valueinvest.com\/london\/robert-hagstrom-2\/\">Robert Hagstrom<\/a><em><br \/>\n<\/em>Fireside Chat and Audience Q&amp;A:\u00a0<em>The New Reality<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\"><strong>6.15-7.30<\/strong><\/td>\n<td><strong>Drinks reception with\u00a0canap\u00e9s\u00a0<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"text-align: center;\">WITH THANKS TO OUR MEDIA PARTNERS<\/h2>\n<p><a href=\"https:\/\/valueinvestorinsight.com\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"size-medium wp-image-3138 aligncenter\" src=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20180901122807\/vii-logo-header-300x57.png\" alt=\"\" width=\"300\" height=\"57\" \/><\/a><\/p>\n<p><img decoding=\"async\" class=\"size-medium wp-image-3392 aligncenter\" src=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/3\/20190501110837\/TBY_LOGO-1-300x50.jpg\" sizes=\"(max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/3\/20190501110837\/TBY_LOGO-1-300x50.jpg 300w, https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/3\/20190501110837\/TBY_LOGO-1-768x128.jpg 768w, https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/3\/20190501110837\/TBY_LOGO-1-1024x171.jpg 1024w\" alt=\"\" width=\"300\" height=\"50\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2019 CONFERENCE OVERVIEW VIDEO AGENDA Tuesday, 14th May 2019 7.30-8.30 Registration and Breakfast Morning Session &#8211; Moderated by David Shapiro 8.30-8.45 David Shapiro &#8211; Willis Towers Watson Opening Remarks 8.45-9.15 Jonathan Ruffer &#8211; Ruffer LLP Is Value a Trap-Door? 9.15-9.45 C.T. Fitzpatrick &#8211; Vulcan Value Partners The Tension Between Time Horizon and Disruption and the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/3594"}],"collection":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/comments?post=3594"}],"version-history":[{"count":5,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/3594\/revisions"}],"predecessor-version":[{"id":3690,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/3594\/revisions\/3690"}],"wp:attachment":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/media?parent=3594"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}