London Value Investor Conference

[Parsad]

The first ever "London Value Investor Conference" is to be held on April 19th, 2012 at the Hallam Conference Centre.  All profits will be donated to "The SMA Trust".  Our own "Mr. B" is helping to organize it!  So far, 35% of tickets have been sold.  The early bird ticket sale ends February 14th. 

 

Details are at:

 

http://www.londonvalueinvestor.com/?dm_i=O75,OCIJ,5IS8ZA,1YRJB,1

 

Cheers!

[PlanMaestro]

The first ever "London Value Investor Conference" is to be held on April 19th, 2012 at the Hallam Conference Centre.  All profits will be donated to "The SMA Trust".  Our own "Mr. B" is helping to organize it!  So far, 35% of tickets have been sold.  The early bird ticket sale ends February 14th. 

 

Details are at:

 

http://www.londonvalueinvestor.com/?dm_i=O75,OCIJ,5IS8ZA,1YRJB,1

 

Cheers!

 

Good luck MrB, I imagine it is a lot of work.

[Morgan]

Nice line up of speakers. I hope someone publishes notes. I'd love to see what Montier has to say.

[Parsad]

Update for the London Conference...4 new speakers!  Cheers!

 

We have added four great names to the line-up of the inaugural London Value Investor Conference:

 

• William Browne - is one of the four managing directors at Tweedy Browne.  Founded in 1920, and serving originally as a broker to Benjamin Graham and other noted value investors, Tweedy, Browne began managing money for clients in 1968 and today manages approximately $14 billion.  William will share his 40 years value investing experience, particularly focusing on Tweedy's High Dividend Yield approach. 

 

• Michael van Biema - Michael was a faculty member of the Columbia Business School, teaching MBA courses on Value Investing; he co-authored "Value investing from Graham to Buffett and beyond" and is a frequent lecturer.  Michael is the founder and managing principal of van Biema Value Partners, LLC, which manages portfolios of small, deep value-oriented funds for its institutional clients.  Michael will present his statistical evidence of the long-term success of value investing.

 

• Dan O'Keefe - Dan is the lead portfolio manager of Artisan's $6 billion Global and Non US value portfolios - Dan will share his approach to finding good value stocks on a global basis.

 

• Ian Jacobs, Ian worked for 6 years as Warren Buffett’s reseach analyst at Berkshire Hathaway’s head office in Omaha; he has for the last 3 years been running his own "402 Fund" and will discuss his approach to identifying investment opportunities with durable moats.

 

These speakers from the US are in addition to the following:

 

• Richard Oldfield - "Simple but not easy"

• Kevin Murphy & Nick Kirrage - Looking for Value in mega cap, UK

• James Montier - Behavioural Investing

• Gary Channon, Phoenix Asset Management - Finding long-term compounders

• Simon Denison-Smith, Metropolis Capital - In search of capital allocation discipline

• Martin Van Blerk - BAOBAB, A global Search for Value

• Panel, chaired by Richard Oldfield - "Avoiding Value Traps"

 

Each speaker will provide you with an analysis of at least one current value investing idea.