7.30–8.30
Registration and breakfast
Morning session – Moderated by Fabio Cecutto
8.30–08.40
Fabio Cecutto – Willis Towers Watson
Opening Remarks
8.40–09.10
Jeff Mueller – Polen Capital
High-Conviction Business Investing
9.10–09.40
Sunil Thakor – Sands Capital
Idiosyncratic Growth in an Increasingly Correlated World
9.40–10.00
Dr Ian Mortimer & Matthew Page
Guinness Global Investors
Identifying Quality Growth Opportunities Within the Semiconductor Sector
10.00–10.30
Simon Steele – Fiera Capital
Seeking Repeatable Alpha – Let the Fundamentals do the Heavy Lifting
10.30–11.00
Rob Rohn – Sustainable Growth Advisers
Kangaroos and Quality Growth Managers
11.00–11.30
Coffee and networking break
11.30–11.50
Thomas F. Davis – Jennison Associates
A Growth Mindset for the Longer-Term
11.50–12.20
Eric Woodworth
DSM Capital Partners
Investing In Digital Transformation When Valuation Matters
12.20–12.50
Gabrielle Boyle
Troy Asset Management
An Outsider’s Advantage
12.50–1.20
Eric Schoenstein
Jensen Investment Management
Uncompromising Quality
1.20–2.20
Lunch
Afternoon session – Moderated by Simon Brewer
2.20–2.50
Stephen Yiu – Blue Whale Capital
Avoiding Growth Traps
2.50–3.20
Tania Pouschine – Fithian LLC
The Queen’s Gambit (and Parallels for Successful Investing)
3.20-3.50
James Bullock – Lindsell Train
The Triumph of Experience Over Hope
3.50-4.20
Tea and networking break
4.20–4.40
Martin Hermann – Berenberg
A Right Royal(ty) Pick
4.40–5.10
Denis Callioni – Comgest
A Faster Horse
5.10-5.30
Christopher Rossbach – J Stern & Co.
Quality and Value for the Long Term
5.30-6.15
Michael Mauboussin – Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management
Virtual Fireside Chat and Audience Q&A with Simon Brewer
Drinks and canapés
© Quality Growth 2021
