Menu
The following sessions were Moderated by Richard Oldfield
8.30–8.40
8.40–9.10
Ben Inker – GMO
Value Investing Isn’t What You Think It Is
9.10–9.30
Ben Preston – Orbis Investments
The Costco of Financials
9.30–9.50
Jacob Mitchell – Antipodes Partners
Pragmatic Value for a More Volatile Environment
9.50–10.10
Alyx Wood – Kernow Asset Management
Bank to the Future
10.10–10.40
Bill Smead – Smead Capital Management
Ignorance Avoidance in Five Charts
10.40–11.10
Morning coffee break
The following sessions were Moderated by Simon Brewer
11.10–11.30
Kim Shannon – Sionna Investment Managers
Macro Value Investing: Lessons From History – Navigating this Changing Market Environment
11.30–11.50
David Ridland – Castlebay Investment Partners
The Next Surprise
11.50–12.20
Andrew Brenton – Turtle Creek Asset Management
A Different Kind of Value Investing. A Better Kind of Private Equity.
12.20–12.40
Ian Mortimer and Matthew Page
Guinness Global Investors
Why Dividends (Still) Matter
12.40–1.00
Chan Lee – Petra Capital Management
Thematic Investing Opportunities in Korea
1.00–2.00
Lunch
The following sessions were Moderated by Richard Oldfield
2.00–2.40
Howard Marks – Oaktree Capital
Virtual Fireside Chat and Audience Q&A
hosted by Richard Oldfield
2.40–3.00
Ronald Chan – Chartwell Capital
The GBA Dream: From Vision to Reality
3.00–3.20
I.V. Subramaniam – Quantum Advisors
Quantum India: Finding Value in a Growth Market
3.20–3.40
James Wilson – Phoenix Asset Management
Question Everything Always
3.40–4.10
Afternoon tea break
The following sessions were Moderated by Simon Brewer
4.10–4.50
Henry Engelhardt – Admiral Group
Fireside Chat and Audience Q&A hosted by Jonathan Mills: “Building a £2m Start-up into a £7bn Industry Leader Using Human Capital”
4.50–5.20
C.T. Fitzpatrick – Vulcan Value Partners
Value Stability
5.20–5.25
Charity Speaker: Joss Hunt
Justice Defenders
5.25–6.15
David Einhorn – Greenlight Capital
In-person Fireside Chat and Audience Q&A
6.15pm to 7.15pm – please join the speakers and your fellow delegates for a drinks reception with canapés
17.30–18.15
7.30–8.30
Registration and breakfast
Morning session – Moderated by Richard Oldfield
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
