LVIC Agenda

Thursday 7th October 2021, Queen Elizabeth II Conference Centre

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7.30–8.30

Registration and breakfast

The following sessions will be moderated by David Shapiro

8.30–8.45

David Shaprio – Wills Tower Watson Opening Remarks

8.45–9.15

Jonathan Ruffer – Ruffer LLP
Is Value a Trap-Door?

9.15–9.45

C.T. Fitzpatrick – Vulcan Value Partners
The Tension Between Time Horizon and Disruption and the Importance of Humility

9.45–10.15

Nick Purves & Ian Lance – RWC Partners
Value Investing in the Age of Disruption: the Importance of Being Selective

10.15–10.35

Ben Preston – Orbis Investments
Asymmetric Investing: Stacking the Odds in Your Favour

10.35–11.05

Coffee and networking break

11.05–11.35

David Harding – Winton
Where Are The Value Investors’ Yachts?

11.35–12.05

Alex Roepers – Atlantic Investment Management
Atlantic’s Approach to Value Investing

12.05–12.35

Robert Hagstrom – EquityCompass Strategies
How To Become A Self-Transforming Investor: Closing the Gap on an Increasingly Complex Financial World

12.35–13.05

Martin Walker – Invesco
The Virtues of Value Investing

13.05–14.00

Lunch

The following sessions will be moderated by Richard Oldfield

14.00–14.30

Matthew McLennan – First Eagle Investment Management
The Value of Scarcity

14.30–15.00

Ronald Chan – Chartwell Capital
Finding a Spark in Japan

15.00–15.30

Alex Wright – Fidelity International
Don’t Wait for Good News to Buy UK Companies

15.30–16.00

Rajiv Jain – GQG Partners
Value, Growth or Both: Is There Really Anything Like a Value/Growth Cycle?

16.00–16.30

Tea and networking break

16.30–16.50

Mark Pearson – Arcus Investment
Tokyo 89ers: Digging for Value in the Japanese Equity Market

16.50–17.10

Jennifer Wallace – Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble

17.10–17.30

Andrew Hollingworth – Holland Advisors
Leicester City 3 – Man United 1

17.30–18.15

Sir Martin Sorrell & Robert Hagstrom – S⁴Capital & EquityCompass Strategies
Fireside Chat and Audience Q&A: The New Reality

18.15–19.30

Tea and networking break

7.30–8.30

Registration and breakfast

Morning session

8.30–10.35

First presentation session

10.35–11.05

Coffee and networking break

11.05–13.05

Second presentation session

13.05–14.00

Lunch

Afternoon session

14.00–16.00

Third presentation session

16.00–16.30

Tea and networking break

16.30–18.15

Fourth presentation session

18.15–19.30

 Drinks reception with canapés

Read more about the speakers at The LVIC 2021

VIEW THE SPEAKERS