Quorum by Convene, Tuesday December 12 2023

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

9.109.40

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

Read more about the speakers at VINY 2023