An evening with Lord John Lee: Lessons in long-term value investing
Monday 05 October 2026 | 18:30 - 20:00 | Evening Event, Special Interest Group Led
This session has been organised by CFA UK’s value investing special interest group
Join CFA UK for an interactive Q&A session with Lord John Lee, one of the UK's most respected private investors and author of the bestselling book How to Make a Million – Slowly. Renowned for his long-term approach to investing in UK smaller companies, Lord Lee brings decades of experience as an investor, former Member of Parliament, and member of the House of Lords. He is also a Patron of ShareSoc, the UK's leading organisation representing individual investors.
Drawing on a lifetime of investment experience, Lord John Lee will share his perspectives on navigating markets, identifying value opportunities, and building wealth through disciplined long-term investing.
This interactive session will give members the opportunity to hear firsthand insights and put their questions directly to one of the UK's most successful private investors.
Topics will include:
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Key lessons from a lifetime of investing
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The outlook for UK equities and opportunities in the small-cap sector
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The importance of dividends in creating long-term investment returns
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Applying value investing principles through different market cycles
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Common investment mistakes and what investors can learn from them
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Audience questions and discussion
Who Should Attend:
- Investment professionals interested in value investing and long-term wealth creation
- Portfolio managers, analysts and wealth managers seeking insights into UK equity opportunities
- CFA UK members looking to deepen their understanding of dividend investing and small-cap investing
- Private investors interested in applying proven, disciplined investment principles
- Anyone with an interest in the UK stock market and the lessons that can be learned from a highly successful investing career
Timings 18:00 - 18:30 Registration 18:30 - 19:30 Presentation 19:30 - 20:30 Networking
Speaker
Lord John Lee, Member of the House of Lords
If you require special assistance or have specific requirements, please contact the events team at events@cfauk.org.
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