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8.30–9.00
Registration
9.00–9.40
Richard Oldfield
Simple but not Easy
9.40–10.20
Micheal Van Biema – van Biema Value
Value Works: Statistical Evidence of the Success of Value Investing
10.20–11.00
Simon Denison-Smith & Jonathan Mills – Metroplis Capital
In Search of Capital Allocation Discipline
11.00–11.20
Coffee and networking break
11.20–12.00
Kevin Murphy & Nick Kirrage – Schroders Specialist Value UK Equity
Registra Looking for Value in UK Mega Cap
12.00–12.40
Gary Channon – Phoenix Asset Management
Finding Long-term Compounders
12.40–13.40
Lunch
13.40–14.20
Scott Cobb – Southeastern Asset Management
Long-term Opportunities Created by Short-term Volatility
14.20–15.00
Will Browne – Tweedy, Browne
The Indispensable Role of Process in Investing, and the Inherent Appeal of a Value Approach
15.00–15.40
Dan O’Keefe – Artisan
The Scylla and Charybdis: The Odyssey of Value Investing
15.40–15.50
Andrew Knight – Trustee, SMA Trust
The SMA Trust: An Overview
15.50–16.10
Tea and networking break
16.10–16.50
Martin Van Blerk – BAOBAB
A Global Search for Value
16.50–17.30
Ian Jacobs – 402 Fund
Defining Moats: Identifying Models of Structural Competitive Advantage
17.30–18.00
Chaired by Richard Oldfield, William Browne, Jonathan Mills, Dan O’Keefe
& Kevin Murphy –
Avoiding Value Traps: Panel
18.00–19.00
Networking Reception
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