Past Events

Take a look at the previous LVIC details here, including our speakers, agenda and conference overview videos

PREVIOUS LONDON VALUE INVESTOR CONFERENCES

LVIC 2019
LVIC 2018
LVIC 2017
LVIC 2016

LVIC 2015
LVIC 2014
LVIC 2013
LVIC 2012

LVIC – 14TH MAY 2019

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WITH THANKS TO OUR MEDIA PARTNERS

LVIC 2019 AGENDA

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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