Registration and breakfast: 7.30am – 8.30am
Morning session – Moderated by Fabio Cecutto
8.30–8.40
Fabio Cecutto – Willis Towers Watson
Opening Remarks
8.40–9.10
Scott Nisbet – Baillie Gifford
Outrageous Growth
at an Unreasonable Price
9.10–9.40
Simon Steele – Fiera Capital
Leveraging Primary Research for Long Term Investing
9.40–10.00
Michael Baron – Baron Capital
Finding Quality Growth in an Unexpected Sector
10.00–10.20
Richard Kaye – Comgest
Dawn Breaks in the East
Morning coffee break: 10.20am – 10.50am
10.50–11.10
Alan Christensen – Fayez Sarofim & Co.
Consistent Companies in an Inconsistent World
11.10–11.40
Eric Schoenstein – Jensen Investment Management
Hope is Not a Long-term Strategy
11.40–12.00
Christopher Rossbach – J. Stern & Co.
Sustainability – The Key to Quality Investing
12.00–12.30
Scott Crawshaw – Harding Loevner
Quality-Growth Investing: Persistence & Structure
12.30–1.00
David Souccar – Vontobel Asset Management
Measured Growth Wins Races
Lunch: 1.00pm – 1.55pm
1.55–2.20
Mark Beaumont – Buildher
Around the World in 80 Days: A Life-long Pursuit of Record Breaking
2.20–2.50
Mark Baribeau – Jennison Associates
The Case for Global Growth Investing
2.50–3.10
Kishore Rao – Sustainable Growth Advisers
Recurring Revenues and Trojan Horses
3.10–3.40
Mark Yockey – Artisan Partners
Resilient Growth: A Differentiated Approach to Investing Globally
Afternoon tea break: 3.40pm – 4.10pm
4.10–4.30
Fleur Wright – Northcape Capital
A Quality Investor’s Best Friend
4.30–4.50
Jay Creel – Bares Capital Management
A Survey of Successful Serial Acquirers
4.50–5.10
Lisa Lim – Prusik Investment Management
Sustainable Growth Investing in Asia
5.10–6.00
Michael Mauboussin – Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management
Virtual Fireside Chat and Audience Q&A with Simon Brewer: Are Bigger Corporations Surviving Longer, Winning More, and Should We Let Our Winners Run?
6.00pm – 7.15pm
Please join your fellow delegates for drinks, wine tasting and canapés
© Quality Growth 2021