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