Menu
7.30–8.30
Registration and breakfast
Morning session – Moderated by Paula Robinson
8.30–8.40
Paula Robinson – WTW
Opening Remarks
8.40–9.10
Ben Inker – GMO
How to Stop Worrying and Love Value Investing
9.10–9.40
Alex Roepers – Atlantic Investment Management
Compelling Risk/Return Investment Opportunities in Mid-Cap Value Stocks
9.40–10.00
David Schuster – Brown Advisory
Finding Value in Improving Businesses
10.00–10.20
Mark Hiley – The Analyst Research
Shorts to Longs and the Greenwashing Trap
10.20–10.50
Coffee and networking break
10.50–11.20
Sarah Ketterer – Causeway
Value in Disguise: The Cash Flow Transformation
11.20–11.50
David Samra – Artisan Partners
Accelerating Value: Lessons from Resilient Companies
11.50–12.20
Anand Vasagiri and Beini Zhou – Artisan Partners
Value Root Canal
12.20–1.10
Henry Engelhardt – Admiral Group
Fireside Chat and Audience Q&A hosted by Jonathan Mills from Metropolis Capital: “The UK’s GEICO: Building a $3m Start-up into a $17bn Industry Leader using Human Capital“
1.10–2.10
Lunch
Afternoon session – Moderated by Robert Hagstrom
2.10–3.00
Michael Mauboussin – Head of Consilient Research on Counterpoint Global at Morgan Stanley
Fireside Chat and Audience Q&A with Robert Hagstrom
3.00–3.30
James Wilson – Phoenix Asset Management Partners
Empirical Ideas
3.30–4.00
Andrew Brenton – Turtle Creek Asset Management
A Better Kind of Private Equity
4.00–4.30
Tea and networking break
4.30–4.50
Jennifer DeSisto – Anchor Capital
The Value Of Beauty: Ulta Beauty
4.50–5.30
Matthew McLennan – First Eagle Investments
Fireside Chat and Audience Q&A hosted by Consuelo Mack: Hard-landings, Stagflation, and World Wars? A Return to Graham’s Goal: Safety of Principal with an Adequate Return
5.30–6.30
Drinks reception
© Value Invest 2021
