Most of the presentation
tiles have now been announced for the London Value Investor Conference on May
26th. This year there will be more investment ideas presented at the
conference than ever before, with a minimum of 10 investment ideas planned to
be presented in detail:
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Programme - Thursday, 26th
May 2015
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07.30-08.30
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Registration and Breakfast
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08.30-08.40
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Opening Remarks – Simon Denison-Smith, Metropolis Capital
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08.40-09.20
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09.20-10.00
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David
Iben, Kopernik Global Investors – An
Unconventional Approach to Value Investing
(Click here for a recent article written by David Iben: “The Big Long") |
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10.00-10.40
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10.40-11.10
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Coffee and networking break
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11.10-11.30
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Dan Abrahams,
Alfreton Capital – The Power of a Virtuous Circle
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11.30-11.50
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Jonathan
Mills, Metropolis Capital – Building a Moat out of
Cost-Discipline
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11.50-12.30
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Michael
Keller, Brown Brothers Harriman – Passive Aggressive:
The Implications of ‘Industrialized’ Capital Allocation
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12.30-13.10
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Jean-Marie
Eveillard, First Eagle – If Value Investing Makes
Sense and if it Works Over Time – Which it Does – Why so Few of Us?
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13.10-14.10
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Lunch
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14.10-14.50
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James Montier,
GMO – Investing on the Road Less Travelled
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14.50-15.30
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Alex Wright,
Fidelity – Value Investing Beyond Mean Reversion
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15.30-15.50
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Alex Morozov,
Morningstar – A Focus on Moats Uncovers Opportunities
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15.50-16.10
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Philip Best
and Marc Saint John Webb, Quaero Capital – The
Family Company Effect
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16.10-16.40
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Tea and networking break
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16.40-17.20
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17.20-17.30
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Zama Coursen-Neff, Children’s
Rights Division of Human Rights Watch
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17.30-18.30
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Howard Marks,
Oaktree Capital – Fireside Chat with Richard
Oldfield, followed by Audience Q&A Session
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18.30-19.15
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Networking Reception
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19.15-22.00
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The Peter Cundill Foundation Dinner – Members
Dining Room, House of Commons
(separate booking is required to attend this dinner) |
The Market Folly discount
for April 2016 is £150 (inc VAT) - you can book using our code at this link: MARKETFOLLY-APRIL-DISCOUNT
If you have any questions
about the conference please direct them to the organisers at
contact@londonvalueinvestor.com
