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Aravis Fund Forum

Agenda

U.S. Growth Webinar

Monday 21st September 2020

15:00 (BST) – 16:00 (BST)
16:00 (CEST) – 17:00 (CEST)

15:00 – 15:20 Alexander Farman-Farmaian, Partner, Vice -Chairman & Portfolio Manager
Edgewood Management

Will Growth investing continue to dominate in a no-growth and low interest rate environment?
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15:20 – 15:40 Jim Robillard, Founder & President
Spyglass Capital Management

2021 and beyond – looking for tomorrow’s winners
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15:40 – 16:00 Panel Discussion - Alex Farman-Farmaian and Jim Robillard discuss the outlook for Growth investing in the U.S. and take questions. Host: James Alexander, Aravis Capital
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U.S. Value Webinar

Tuesday 22nd September 2020

15:00 (BST) – 16:30 (BST)
16:00 (CEST) – 17:30 (CEST)

15:00 – 15:30 Samantha McLemore, Portfolio Manager
Miller Value Partners

Value Investing with a Behavioral Edge: Why we see opportunity in mispriced classic Value and long-term secular growth names
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15:30 – 16:00 Brian Harvey, CIO & Portfolio Manager
Cramer Rosenthal McGlynn

The case for U.S. Small Cap value - an asset class that has been neglected, is under-priced, and remains unloved by the market
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16:00 - 16:30 Mimi Morris, Portfolio Manager
Cramer Rosenthal McGlynn

C-19 has accelerated existing trends in the U.S. Consumer Sector – a value oriented long/short strategy is well placed to take advantage of these changes
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Alternatives Webinar

Wednesday 23rd September 2020

15:00 (BST) – 17:00 (BST)
16:00 (CEST ) – 18:00 (CEST)

15:40 – 16:20 Michael Azlen, Founder & CEO
Carbon Cap Management

Climate Change and Carbon as an Emerging Asset Class
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16:20 – 17:00 Michael Hall, Founder Partner & CIO
Nickel Digital Asset Management

The Case for Institutional Allocations to Digital Assets
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The topic of digital assets came up during Thursday's panel discussion between Russell Napier and Bill Miller. Please click the 'play video' button below to watch these highlights.
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Strategy & Asset Allocation Webinar

Thursday 24th September 2020

15:00 (BST) – 16:30 (BST)
16:00 (CEST) – 17:30 (CEST)

15:00 – 15:40 Aravis Fund Forum Guest Speaker - Professor Russell Napier
Inflation in 2021: Why after 25 years I changed my mind
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15:40 – 16:30 Please join Professor Russell Napier in conversation with legendary Value investor Bill Miller
Bill Miller, CIO, Chairman & Portfolio Manager Miller Value Partners
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