Quality-Growth Investor Conference

Thursday, 21st September 2023

Quality-Growth 2023 Overview Video

AGENDA 2023

Registration and breakfast: 7.30am – 8.30am

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

Photos of the London Quality-Growth Conference 2023

Check out the speakers for QG 2023