{"id":4342,"date":"2021-05-18T12:30:15","date_gmt":"2021-05-18T11:30:15","guid":{"rendered":"https:\/\/www.valueinvest.com\/london\/?page_id=4342"},"modified":"2026-06-11T14:54:19","modified_gmt":"2026-06-11T13:54:19","slug":"speakers","status":"publish","type":"page","link":"https:\/\/www.valueinvest.com\/london\/speakers\/","title":{"rendered":"Speakers"},"content":{"rendered":"\t\t
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LVIC 2026 Speakers<\/div><\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\tVIEW THE AGENDA<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Sarah\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sarah Ketterer<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Causeway Capital Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Value in an AI World<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sarah H. Ketterer is the CEO and a portfolio manager of Causeway Capital Management LLC. She co-founded the firm in 2001 and is a member of the firm\u2019s operating committee. Prior to Causeway, she worked for the Hotchkis & Wiley division of Merrill Lynch.\u00a0<\/span><\/span><\/p><\/div><\/div>

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Ms. Ketterer serves on the Stanford University Board of Trustees and the University of Texas Southwestern Medical Center President\u2019s Advisory Board, is a co-founder of the Economic Club of Dallas, and is a supporter of Girls Who Invest. She previously chaired the Los Angeles World Affairs Council and Town Hall and the investment committee of the Music Center Foundation. Ms. Ketterer earned a BA in economics and political science from Stanford University and an MBA from the Tuck School of Business at Dartmouth.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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David Samra<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Artisan Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Value Investing Sweet Spot<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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N. David Samra is a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is lead portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio\u2019s inception in September 2002.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mr. Samra also was co-portfolio manager for the Global Value Fund from its inception in December 2007 through September 2018. Under Mr. Samra\u2019s leadership, the team was nominated six times (in 2008, consecutively from 2011-2014 and again in 2016) for<\/p>

Morningstar, Inc.\u2019s International-Stock Fund Manager of the Year award in the US and won the award in 2008 and 2013. The team was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by Institutional Investor.<\/p>

Investor\u2019s Business Daily recognized the Artisan International Value Fund in 2021 and 2022 as one of the best international stock mutual funds for outperforming the MSCI EAFE index over the last one-, three-, five- and ten-year periods. In 2023, the team received three Lipper Fund Awards, recognizing it for consistently strong risk-adjusted performance over the three-, five- and ten-year time periods relative to Lipper\u2019s International Large-Cap Value Funds category. Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division. Mr. Samra holds a bachelor\u2019s degree in finance from Bentley College and a master\u2019s degree in business administration from Columbia Business School.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Gary Channon<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Phoenix Asset Management Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Transfiguration: Gold in the Rubble<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Gary Channon co-founded Phoenix Asset Management Partners in 1998 and has managed the Phoenix UK Fund since its launch in May the same year.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Since inception, the Fund has returned gross performance of 727% (versus the benchmark\u2019s total return of 142%), an annualised return of 12% (versus the benchmark annualising at 4.9%).\u00a0<\/p>

The investment philosophy at Phoenix is strongly inspired by Warren Buffett and Phil Fisher: long-term, value-based and focused. In terms of investment research, Phoenix considers its own primary fieldwork to be a major contributor to the effectiveness of the research effort. Typically, this includes assessing product quality via mystery shopping and undertaking competitor analysis in order to understand the purchasing decision of the marginal customer. Prior to Phoenix, Gary was co-Head of Equity and Equity Derivatives Trading at Nomura International, and before that he was at Goldman Sachs within Global Equity Derivative Products Training.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Simon Adler<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Schroders<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Do Not Adjust Your Set: Japanese TV is Screening Value<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/span><\/font>
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Aileen Gan<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mondrian Investment Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Disciplined Global Value Investing<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ms. Gan joined Mondrian in 2005, initially on the International Equity team before moving to the Global Equity team in 2012. She leads the Global and International Equity teams. Previously, she worked as a consultant at Accenture, specializing in the financial services sector.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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 She holds a Commerce degree from the University of Melbourne, Australia and holds a Master of Commerce degree from the University of New South Wales, Australia. She is a CPA (Australia) and CFA Charterholder, as well as a member of the CPA Australia, the CFA Institute and the CFA Society of the UK.<\/span>
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Rama Krishna<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ARGA Investment Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Back to Earth: Grounded in Value<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A. Rama Krishna, CFA, is the founder and Chief Investment Officer of ARGA Investment Management. He was previously President, International of Pzena Investment Management and Managing Principal, Member of Executive Committee, and Portfolio Manager of its operating company in New York.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He led the development of the firm\u2019s International Value and Global Value strategies and co-managed the Emerging Markets Value strategy, in addition to managing the U.S. Large Cap Value strategy in his early years at Pzena. Prior to joining Pzena in 2003, Mr. Krishna was at Citigroup Asset Management, where he was Chief Investment Officer and Head \u2014 Institutional and International, and represented the asset management business on the Citigroup Management Committee. He also directly managed the Global Emerging Markets Equity strategy. Prior to Citigroup, Mr. Krishna was Director of International Equity Research, Portfolio Manager, International Equities and Chief Investment Officer, Emerging Markets Equities at AllianceBernstein in New York, London and Tokyo. He has also worked at Credit Suisse First Boston, first as an Equity Research Analyst and ultimately as Chief Investment Strategist and Director \u2014 Equity Research, in New York, Tokyo and Singapore. Mr. Krishna earned a joint M.B.A.\/M.A. in Asian Studies with a Japan Specialization from the University of Michigan in 1987 and a B.A. (Honors) in Economics from St. Stephen\u2019s College, The University of Delhi in 1984. Mr. Krishna received the Prize Fellowship in Japanese Business and the University Fellowship at the University of Michigan as well as the Middlebury College Scholarship. He was on the MSCI Editorial Advisory Board and is a Chartered Financial Analyst.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Richard Pzena<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Pzena Investment Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Richard S. Pzena is Founder, Managing Principal, Co-Chief Investment Officer, Portfolio Manager and member of the firm\u2019s Executive Committee. Mr. Pzena is the architect of the firm\u2019s investment strategy and conceived and developed our proprietary screening model. He serves as co-portfolio manager for the U.S. Large Cap and Mid Cap strategies, Focused Value, and U.S. Best Ideas.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mr. Pzena began the firm in 1995. Prior to forming Pzena Investment Management, Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. He joined Bernstein as an oil industry analyst and was named to the Institutional Investor All America Research Team for three years running. Mr. Pzena also served as Chief Investment Officer, Small Cap Equities. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Samuel Ziff<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Oldfield Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Bloomberg of Oil Services<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sam Ziff joined OP in April 2013. He was previously employed by J.P. Morgan Cazenove working in the UK Industrials Corporate Finance team for a total of 4 years. He graduated from Oxford University. He is CIO, manages the global equity portfolios, and contributes to the overall investment selection.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Alex Roepers<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Atlantic Investment Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Catalyst-driven Mid-cap Value Investing \u2013 Four Compelling Stocks<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Atlantic\u2019s 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).<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Brian\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Brian McCormick<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jupiter Asset Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Value Opportunities in Conservative Family Firms<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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).<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He worked across their Global, Emerging Market and Frontier strategies. Brian has over ten years of professional investment experience. He holds the Chartered Financial Analyst (CFA\u00a9) designation, a master\u2019s degree in Law & Finance from Oxford University, and a BCL in Law & Economics from University College Dublin. <\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Ben Watsa<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Marval Capital<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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India's Rise - From Emerging to Essential<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ben Watsa is the Founder, CEO and CIO of Marval Capital Ltd., a Toronto-based, India-focused investment firm founded in 2017. Marval manages over $400 million in AUM, and its flagship strategy, the Marval Guru Fund (launched in 2019), is among the largest actively managed Indian small- and mid-cap equity funds run from outside India and has been one of Canada\u2019s best-performing funds since inception.<\/p>

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Mr. Watsa has twenty-five years of investment experience. He began his career in 2001 as an investment banker in the Financial Institutions Group at Banc of America Securities and later at Cochran Caronia Waller. He then joined Lissom Investment Management Inc. (\u201cLissom\u201d), where he spent 11 years and ultimately became a Partner and Portfolio Manager. At Lissom, he managed the firm\u2019s small- and mid-cap global equity fund for six years, and subsequently managed a successor mandate as a sub-advisor at Marval for an additional six years.<\/p>

In addition to Marval, Mr. Watsa serves as Chair of Fairfax India Holdings Corporation and as a director of Fairfax Financial Holdings Limited. He also serves on the advisory board of Impression Ventures and has been honoured with the position of Director Emeritus for his work as a director and Vice Chair of the Investment Committee of the Rideau Hall Foundation.<\/p>

Mr. Watsa received the King Charles III Coronation Medal (2025) and was named one of the Top 50 Under 50 Indo-Canadian leaders (2023). He is a member of the Young Presidents\u2019 Organization, has delivered a TEDx Talk, and has been an invited speaker at numerous conferences, forums and institutions.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Dr David Walsh<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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RQI Investors<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Quant Value and Lessons from the Quant Winter<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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David has over 26 years\u2019 experience in funds management. Prior to joining RQI Investors, David held various roles including Chief Investment Officer at RF Capital, Head of Investments at Acadian Asset Management, Managing Director and Senior Portfolio Manager at BGI Australia, as well as Head of Research at State Street Global Advisors Australia.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Before entering the finance industry, David held academic and engineering roles for nearly a decade. David holds a PhD in Finance, a Postgraduate Diploma in Mathematics, and a Bachelor of Electrical Engineering from the University of Western Australia. He also holds a Master of Business from Curtin University.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Guy Lakonishok<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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LSV Asset Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Collapse of Moats:
A Quants view on AI, Terminal Value and the Future of Value Investing<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Guy Lakonishok, CFA is a Partner and Portfolio Manager at LSV and part of the team responsible for research, data management, portfolio implementation and the ongoing enhancement of LSV\u2019s models and systems.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to joining LSV in 2008, Guy was a member of the Quantitative Equity group at BlackRock and previously Weiss, Peck and Greer in New York.<\/p>

Guy received a B.S. in Applied Science with a Major in Electrical Engineering from Washington University in St. Louis in 2000 and an M.B.A from the University of Chicago – Booth School of Business in 2009, graduating with honors with a dual- concentration in Analytical Finance and Accounting<\/span>
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Richard Oldfield<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Oldfield Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Moderator<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He was Chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd from 2007-2014.<\/span><\/span><\/p>

He is now chairman of Shepherd Neame Ltd, and trustee of a number of charities. The second edition of his book \u201cSimple But Not Easy\u201d, a \u201cslightly autobiographical and heavily biased\u201d book about investing, was published by Harriman House in December 2021.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Jason Subotky<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Yacktman Asset Management<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Simplicity and Complexity<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mr. Subotky is Partner and Portfolio Manager at Yacktman Asset Management. He joined the firm in 2001, having previously worked at a family office and as a Vice President at Goldman Sachs.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mr. Subotky received a bachelor\u2019s degree in Music from the University of Southern California and an MBA from Brigham Young University. Jason is a co-manager for AMG Yacktman Focused Fund, AMG Yacktman Fund, and AMG Yacktman Global Fund. Jason is a member of the Management Committee.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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John Heins<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Value Investor Insight<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Moderator<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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John Heins is the Publisher and Editor-in-Chief of the investment newsletter Value Investor Insight and also the Director of the Fitzpatrick Center for Value Investing at the University of Alabama. <\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Having started his career as a business journalist for Forbes magazine, John shifted gears to the business side of magazines, eventually serving for seven years as the President and CEO of Gruner + Jahr USA Publishing, which during his tenure grew its annual revenue four-fold, to $425 million, while operating profits more than quintupled. He co-founded Value Investor Media, Inc. in 2004 and in 2016 doubled down on value investing in joining the University of Alabama to create its value-investing program. John graduated magna cum laude with a bachelor\u2019s degree in Economics from the University of Pennsylvania\u2019s Wharton School and received an M.B.A. from Stanford University\u2019s Graduate School of Business.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Alexander Philipps<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Longview Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Presentation Title TBC<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Alex is Chief Investment Officer of Longview Partners. Alex was a Research Analyst at Longview for eight years before moving into the role of CIO in January 2021.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Before Longview, Alex spent four years working as a Research Analyst at Sloane Robinson focusing on Asian equities. Alex obtained an MEng in Engineering Science from Christ Church, Oxford University.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Duilio Ramallo<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Boston Partners<\/span><\/font><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Thinking about AI - An Investor's Framework<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mr. Ramallo is the Senior Portfolio Manager of the Boston Partners Premium Equity strategy. Previously, he was the assistant portfolio manager of the Boston Partners Small Cap Value strategies.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to his portfolio management roles, Mr. Ramallo was a research analyst for Boston Partners. He joined the firm in December 1995 from Deloitte & Touche L.L.P. where he spent three years, most recently at its Los Angeles office. Mr. Ramallo earned a B.A. in Economics\/Business from the University of California at Los Angeles and an M.B.A. from the Anderson Graduate School of Management at UCLA. He holds the Chartered Financial Analyst\u00ae designation. He is also a Certified Public Accountant (inactive). Mr. Ramallo began his career in the investment industry in 1995.\u00a0<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u201c<\/span><\/span><\/span><\/span><\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It\u2019s absolutely fantastic<\/strong>, the quality of speakers is genuinely world class<\/strong>. It\u2019s very much the Rolls-Royce of the investor conference market.<\/p>

Paul Scott, Stockopedia<\/strong><\/h4>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Check out the agenda for the LVIC 2026<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It\u2019s absolutely fantastic<\/strong>, the quality of speakers is genuinely world class<\/strong>. It\u2019s very much the Rolls-Royce of the investor conference market.<\/p>

Paul Scott, Stockopedia<\/strong><\/h4>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Check out the agenda for the LVIC 2025<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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LVIC 2026 Speakers VIEW THE AGENDA Sarah Ketterer Causeway Capital Management Value in an AI World Sarah H. Ketterer is the CEO and a portfolio manager of Causeway Capital Management LLC. She co-founded the firm in 2001 and is a member of the firm\u2019s operating committee. Prior to Causeway, she worked for the Hotchkis & […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/4342"}],"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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/comments?post=4342"}],"version-history":[{"count":582,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/4342\/revisions"}],"predecessor-version":[{"id":11113,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/4342\/revisions\/11113"}],"wp:attachment":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/media?parent=4342"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}