Market Folly
0
All posts from Market Folly
Market Folly in Group,

London Value Investor Conference Presentations

Most of the presentation tiles have now been announced for the London Value Investor Conference on May 26th.  This year there will be more investment ideas presented at the conference than ever before, with a minimum of 10 investment ideas planned to be presented in detail:


Programme - Thursday, 26th May 2015
07.30-08.30Registration and Breakfast
08.30-08.40Opening Remarks – Simon Denison-Smith, Metropolis Capital
08.40-09.20Gary Channon, Phoenix Asset Management – TBC
09.20-10.00David Iben, Kopernik Global Investors – An Unconventional Approach to Value Investing
(Click here for a recent article written by David Iben: “The Big Long")
10.00-10.40Nick Kirrage, Schroders – TBC
(Click here for a recent article written by Nick Kirrage: "Think big - Why income-seekers must now take a view on commodities and financial stocks")
10.40-11.10Coffee and networking break
11.10-11.30Dan Abrahams, Alfreton Capital – The Power of a Virtuous Circle
11.30-11.50Jonathan Mills, Metropolis Capital – Building a Moat out of Cost-Discipline
11.50-12.30Michael Keller, Brown Brothers Harriman – Passive Aggressive: The Implications of ‘Industrialized’ Capital Allocation
12.30-13.10Jean-Marie Eveillard, First Eagle – If Value Investing Makes Sense and if it Works Over Time – Which it Does – Why so Few of Us?
13.10-14.10Lunch
14.10-14.50James Montier, GMO – Investing on the Road Less Travelled
14.50-15.30Alex Wright, Fidelity – Value Investing Beyond Mean Reversion
15.30-15.50Alex Morozov, Morningstar – A Focus on Moats Uncovers Opportunities
15.50-16.10Philip Best and Marc Saint John Webb, Quaero Capital – The Family Company Effect
16.10-16.40Tea and networking break
16.40-17.20Anne-Mette De Place Filippini, Burgundy Asset Management – TBC
17.20-17.30Zama Coursen-Neff, Children’s Rights Division of Human Rights Watch
17.30-18.30Howard Marks, Oaktree Capital – Fireside Chat with Richard Oldfield, followed by Audience Q&A Session
18.30-19.15Networking Reception
19.15-22.00The Peter Cundill Foundation Dinner – Members Dining Room, House of Commons
(separate booking is required to attend this dinner)


The Market Folly discount for April 2016 is £150 (inc VAT) - you can book using our code at this link: MARKETFOLLY-APRIL-DISCOUNT

If you have any questions about the conference please direct them to the organisers at contact@londonvalueinvestor.com