Value Investing SIG speaker event: Lessons Learned from 20 Years of Investing

Monday 12 May 2025 | 18:30 - 20:30 | Special Interest Group Led

This event has been organised by the CFA UK’s Value Investing Special Interest Group

Join Oliver Sherman, Co-Chair of VISIG (Value Investing Special Interest Group), as he shares lessons and insights from his 20-year investment journey. With an impressive compound annual growth rate of 18%, Oliver’s returns have been generated from a diverse mix of value, growth, and ‘special’ situations.

He will share his views on the art of value investing, including the unique advantages individual investors have over professionals, and touch on the challenges of managing personal finances whilst pursuing a career. Whether you're an aspiring investor or a seasoned pro, Oliver's insights and advice will be relevant to anyone looking to significantly outperform the market over time.

We will be meeting at the Argyle pub from 18:30, with the talk starting at 19:00 with an opportunity for networking afterwards.

Members and non-members are welcome, but we ask that you pre-register.

Please note that drinks are at the attendees’ own cost.

Timings

Registration and welcome: 18:30

Talk: 19:00

We look forward to seeing you there!

Speaker

Oliver Sherman

Oliver has worked as an Equity Analyst covering Pan European stocks for a Family Office, Hedge Fund and Stock Broker. He has also gained insights into the inner workings of businesses and government through roles as an auditor and civil servant. Oliver currently works at NatWest Bank, as a Manager in their Investor Relations team.

Click here to view our event terms and conditions.