Better Investment Decisions

All times in CET.  

09:00 Welcome & Opening remarks
Siri Lill Mannes, Moderator 
Tim Warrington, Chairman of SKAGEN 

09:15 From bias to balance: Rewiring our approach to investment decisions
Alex Edmans, Professor of Finance, London Business School 

10:00 Focus on financial inevitabilities not noise
Jennifer Wallace, Founding Partner & CIO, Summit Street Capital 

10:45 Coffee break 
 
11:05 Navigating the macroeconomic landscape: A former central banker’s view of the U.S. and global economy
Loretta J. Mester, Former President & CEO, Cleveland Fed

12:00 Lunch break
 
13:00 Making sense of the latest Chinese stimulus and its potential impact on global markets
Louis-Vincent Gave, Founding Partner & CEO, Gavekal 

13:40 Investor behaviour pitfalls: The case for common sense-investing
Stein Svalestad, CEO and Portfolio Manager, SKAGEN 

14:00 Snack break
 
14:15 The Swiss Army Knife of decision-making tools 
Dan Gardner, Author and risk expert 

15:00 Virtual fireside chat and Q&A with value investor David Einhor
David Einhorn, Co-Founder & President, Greenlight Capital

15:45 Closing remarks
Tim Warrington, Chairman of SKAGEN

16:00 END