LVIC 2017

Thursday 25th May 2017

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LVIC – 25TH MAY 2017

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2017 GALLERY

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LVIC 2017 AGENDA

Moderated by David Shapiro, Richard Oldfield and Anthony Bolton

7.30–8.30

Registration and breakfast

8.30–8.45

David Shapiro – Willis Towers Watson
Introduction

8.45–9.15

Steve Romick – FPA Funds
Two Decades of Winning by Not Losing

9.15–9.45

Gary Channon – Phoenix Asset Management
Slot Moats

9.45–10.15

Ronald Chan – Chartwell Capital
The Value Handover

10.15–10.45

Nick Train – Lindsell Train
The Arrow or the Wheel?

10.45–11.15

Coffee and networking break

11.15–11.45

Django Davidson – Hosking Partners
Quality Compounders: An Outsider’s Perspective

11.45–12.15

Joe Bauernfreund – Asset Value Investors
Exploiting Discounts in Holding Companies

12.15–12.35

Charles Heenan – Kennox Asset Management
Market Distortion Can Create Opportunity

12.35–12.55

Rhys Summerton – Milkwood Capital
US markets at UK prices

12.55–14.00

Lunch

14.00–14.30

Kevin Murphy – Schroders
Let’s Go Deep

14.30–15.00

Alex Wright – Fidelity
Value Investing: What Could Possibly Go Wrong?

15.00–15.30

Michael Keller – Brown Brothers Harriman
Sum of the Parts, Some of the Time

15.30–15.40

LVIC 2017 Charitable Benefactor

15.40–16.10

Stuart Roden – Lansdowne Partners
Fireside Chat and Audience Q&A Moderated by Richard Oldfield

16.10–16.40

Tea and networking break

16.40–17.00

Ben Preston – Orbis
Finding Value in an Overvalued World

17.00–17.20

Jonathan Boyar – Boyar Value Group
Four High-Conviction Stock Ideas (if you have patience)

17.20–17.40

Filip Weintraub – Skagen Funds
The Path of the Contrarian

17.40–18.30

Francisco García Paramés – Cobas Asset Management
“Investing for the Long Term” Fireside Chat and Audience Q&A Moderated by Anthony Bolton

18.30–19.15

Networking reception

19.15–22.00

LVIC Dinner
Members Dining Room, House of Commons (separate booking is required to attend this dinner)