A Global Symposium for the Rational Investor representing all Six Continents and over 30 Countries.

20th Annual Value Investor Conference - Omaha

Date: Thursday and Friday, May 4 - 5, 2023

Location: University of Nebraska at Omaha - Mammel Hall and Scott Conference Center

Current Updates

The 2022 Conference is now closing with sold out events. Thank you to everyone that attended! We look forward to seeing you in 2023. Register Now and Save!

4/18/2022
Genius of Warren Buffett Course Fall 2022 Registration is open!
Register now and Save. GOB Fall 2022 - 18 hours - Thurs., Fri., Sat. - Oct. 6, 7, 8, 2022.

Previous Updates
Read Previous Updates

4/18/2022
2022 Value Investor Conference and Events
Registrations for the 2022 Value Investor Conference and Genius of Warren Buffett S22 are now filled. The Berkshire System Summit is still taking registrations! Join us on Thursday, May 4, 2023 from 11:00 a.m. - 4:00 p.m. Register now while seats remain!

4/18/2022
New Event Health and Safety Information - Update 4/18/22
NOTE: Please be aware that we will follow University of Nebraska's current guidelines for health and safety: No masks required, no vaccine proof required, and no negative COVID test required.

4/14/2022
Registration Discounts until all seats are filled! Register Today and Save!
On-Line only, last minute registrations now until 6:00 p.m. (CST) the day before the Event, if seats remain!

3/25/2022
Berkshire System Summit Speakers and Agenda!
All attendees will receive a copy of Jim Weber's book "Running with Purpose"! Don't miss Adrienne Fay (Borsheims), Larry Cunnigham (Author, Professor), and Ron Olson - (Managing Partner and Bershire Director) with Katherine Chiglinsky (Bloomberg News)!

3/1/2022
Dinner Only Regististration Now Open!
Savings until 3/31/22 or until seats are filled

2/26/2022Updated 4/18/22
New Event Health and Safety Information
Read the latest Event Health and Saftety Information Below
NOTE: All of our events will follow Berkshire's Health and Safety Protocols.

2/1/2022
Early Registration Savings until 3/31/22 or until seats are filled!

1/25/22
Berkshire Hathaway's annual meeting - Buffett's 'Woodstock for Capitalists' - set to return in person after 2 years virtual
https://www.cnbc.com/2022/01/25/berkshire-hathaways-annual-shareholder-meeting-is-slated-for-april-30-in-person.html

11/5/21
Note: All Events will be at the University of Nebraska at Omaha. Seating is very limited so early registration is recommended. 2022 Registrations will be automatically carried over to 2023 if Berkshire Hathaway does NOT have an in-person 2022 annual meeting.

4/28-21: Update for 2022 Conference and Events — Berkshire Hathway has announced that their Annual Shareholders Meeting will be held on Saturday, April 30, 2022. The Value Investor Conference (VIC) will be held on April 28 - 29, 2022; Berkshire System Summit (BSS) on April 28, 2022; Genius of Warren Buffett Course (GOB S22) on April 25 - 4, 2022; Omaha Value Dinner(OVD) on April 28 and Omaha CEO Dinner (OVD) on April 29, 2022.

12-3-20: Update for 2021 Conference and Events — Berkshire Hathway has announced that their Annual Shareholders Meeting will be held virtually in 2021. Read announcement on Berkshire's site:https://berkshirehathaway.com/news/dec0320.pdf

10-16-20: Update for 2021 Conference and Events — All Events will be held at the Scott Conference Center at the University of Nebraska at Omaha. Seating is very limited so early registration is recommended. 2020 and 2021 Registrations will be automatically carried over to 2022 if Berkshire Hathaway does NOT schedule or cancels an in person 2022 annual meeting. 2020 and 2021 Refunds permitted (less PayPal fees) upon request. We have moved Omaha 2022 events across the street from Mammel Hall to Scott Conference Center (where we host our dinners). This will give us more social distancing capabilities and greater capacity for the comfort of our attendees.

Value Investor Conference and Events Update as of 3-13-20
We regret to inform you that ALL special events including the 2020 Genius of Warren Buffett Spring Course, Berkshire System Summit, 17th Annual Value Investor Conference, Omaha Value and CEO Dinners have been CANCELLED. Here is Warren Buffett's Official Announcement: https://berkshirehathaway.com/news/mar1320.pdf

Over the next few days, we will offer this year's attendees alternative options to roll forward to the Genius of Warren Buffett Fall Course (Oct 1 - 3) or Spring Course (April 26 - 28, 2021) and or the 2021 Berkshire System Summit, Value Investor Conference, Omaha Value and CEO Dinners. All presenters will be carried forward to 2022: 2021 Berkshire System Summit is now scheduled for April 28, 2022; 2021 Value Investor Conference is now scheduled for April 28 and 29, 2022. All events will be at the University of Nebraska at Omaha Scott Conference Center.

Update: 6-11-20
Unfortunately the Genius of Warren Buffett Course -F20 (GOB) scheduled for Oct 1 - 3, 2020 has been postponed by the University of Nebraska at Omaha (UNO) to the spring of 2021. The Genius of Warren Buffett Spring Course has been rescheduled to April 26 - 28, 2021 with very limited seating. We strongly suggest early registration to insure your participation. 2021 Berkshire System Summit and the 2021 Value Investor Conference are scheduled on April 29 and 30, 2021. Auditorium seats will be very limited due to university requirements. Early registration is also recommended.

Value Investor Conference 2023

When: Thursday and Friday, May 4 - 5, 2023

    Included in your Registration:
  • Value Investor Conference (VIC)
  • Omaha Value Dinner(OVD) on Thursday, May 4, 2023
  • Omaha CEO Dinner (OCD) on May 5, 2023

Early register while a few seats remain. Early Registration:= $1,095.  Save $1,000.
Additional Registration for Big or Medium Bundle Options on registration page.

Berkshire System Summit 2023

When:  Thursday, May 4, 2023
Registration: 10:00 a.m. - 11:00 a.m.
Time: 11:00 a.m. - 3:35 p.m. CST

    Included in your registration:
  • Berkshire System Summit (BSS)
  • Box Lunch
  • PRIORITY Seating for the Conference if registered (while seats remain).
  • Please note: Dinners are NOT included with the Summit. Separate registration for Dinners is now availabe - click here.

Early Registration (or while seats remain):  only $595.   Save $200.

Genius of Warren Buffett Course

Genius of Warren Buffett Course
Fall 2022 and Spring 2023

"3 Day Investment Lifelong Returns"

Spring 2023
When: Mon., Tues., Wed., May 1, 2, 3, 2023
Where: University of Nebraska at Omaha

    Included in your registration:
  • 3 - Day Course - 30 hours (catered meals listed below)
  • Berkshire System Summit w/Lunch - Thurs., May 4, 2023
  • Early registration until 9/30/22 (or while seats remain): $3,495. Save $1,295.

Fall 2022 - Now Registering!
When: Thurs., Fri., Sat., Oct. 6, 7, 8, 2022
Where: University of Nebraska at Omaha

.
Additional Registration Big or Medium Bundle Savings Options on registration page.

2022 Events

The 2022 Conference is now over with sold out events. Thank you to everyone that participated! We look forward to seeing you in 2023. Register Now and Save!

Register for Conference + Omaha Value Dinner + Omaha CEO Dinner

20th Annual Value Investor Conference

Thursday and Friday, May 4 and 5, 2023
Omaha Value Dinner - Thursday, May 4, 2023
Omaha CEO Dinner - Friday, May 5, 2023

Welcome to the official information and registration site for the 20th Annual Value Investor Conference and Events.

The Value Investor Conference - Omaha affords you the opportunity to:

  • Meet investors from around the world.
  • Learn about the unique processes used by successful value investors.
  • Receive alternative perspectives from successful money managers, proven investment professionals, private investors, best selling authors, business managers, and journalists.
  • Network with other experienced and savvy value oriented investors.
  • Limited registration means a more intimate atmosphere, greater access to presenters and more productive networking opportunities.

Be sure to take full advantage of this unique opportunity to interact with these knowledgeable speakers in an informal atmosphere.

Our events support Education, Scholarships and Charities with contributions to date: $248,270

Omaha S23 Event Advantages

  • Original Value Conference
  • One of a Kind Buffett Course, Summits and Dinners
  • University Based
  • Often includes participation from Berkshire CEOs, managers, directors, family members, CFO, Marketing Director and more
  • Presenters recommended by previous atttendees
  • Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management
  • Over $248,250 donated to support education, scholarships and charities
  • As many as 5 separate exclusive events offered
  • World class networking opportunities with attendees from six continents and over 25 countries
  • Consecutive years SOLD OUT

Please note: The Value Investor Conference is scheduled so that attendees can attend all the official events related to the Berkshire Hathaway Annual Meeting (which is usually on the first Saturday of May in Omaha, NE)

Event Health and Safety Information - Updated 4/18/22

NOTE: Please be aware that we will follow University of Nebraska's current guidelines for health and safety: No masks required, no vaccine proof required, and no negative COVID test required.

Warren Buffett Interview with Charlie Rose

In a wide-ranging conversation, Warren Buffett, the chairman and CEO of Berkshire Hathaway, talks to Charlie Rose about the company he created, his friends, his values, and life at 91.

Watch this amazing Interview!

Berkshire Hathaway Annual Meeting Credentials Information

2022 Berkshire Annual Meeting info: https://berkshirehathaway.com/meet01/2022geninfo.pdf

Berkshire Hathaway Annual Meeting Credentials are issued by the company through its proxy statement mailed in the spring to Berkshire Hathaway Shareholders of record.

2023 Speakers - TBA late Fall 2022

*Please Note: All times listed are CST - Central Standard Time.

 

Thursday, April 28, 2022
4:05 p.m. - 4:10 p.m. (CST)

Alberta Wilhelm

2022 Value Investor Speaker
Roberta Wilheim, Executive Director, Girls Inc of Omaha
Topic:"A One-of-a-kind Warren Buffett signed Motiva Art Piece"

Takeaways:
1) Motiva is philosophical art, blending the worlds of art and technology. 2) See and experience the Warren Buffett Motiva before it goes up for auction on August 30, 2022. 3) Benefiting Girls Inc of Omaha, inspiring all girls to be strong, smart and bold.

 

Thursday, April 28, 2022
4:10 p.m. - 5:00 p.m. (CST)

Dave Sekera, CFA

2022 Value Investor Speaker
Dave Sekera
, Chief U.S. Market Strategist, Morningstar
Topic:"Spending Reverting Back to Prepandemic Norms, Where to Find Value Today"

Takeaways:
1. As pandemic recedes, we forecast consumer spending behavior will shift back to Services and away from Goods. 2. We’ll review those stocks that we think are currently undervalued and will leverage off this theme. 3. We’ll also provide a broad market valuation update and highlight those stocks with Economic Moats across categories and sectors that are undervalued.

Read Bio

Dave Sekera is the Chief U.S. Market Strategist for Morningstar Research Services LLC. He has held several roles since joining Morningstar in 2010 as a senior securities analyst. Over the past 30 years, he has covered every part of the capital structure from equity to senior secured loans.

Before joining Morningstar, he worked in the alternative asset management space generating capital structure, risk arbitrage, and catalyst driven investment recommendations. His other prior experience includes identifying buy/sell and long/short recommendations for a proprietary trading book and conducting portfolio risk management. He graduated from Miami University and holds the Chartered Financial Analyst® designation.

Thursday, April 28, 2022
5:00 p.m. - 6:00 p.m. (CST)

Taek Lee

Taek Lee, CFO, Gallup
Topic: "The Global Rise of Unhappiness"

Takeaways: 1. What economic models miss 2. How to measure happiness 3. Addressing the blind spot

Read Bio

Taek Lee is the Chief Financial Officer at Gallup. He joined Gallup in 2011 and has held numerous leadership roles globally. Taek is responsible for corporate financial governance and financial analytics to ensure Gallup’s growth. Additionally, he oversees Gallup’s digital and licensing channels. As Chief Financial Officer, Taek’s mission is to set Gallup up for short-term and long-term financial success and sustainable growth into the future.

Prior to his current role, Taek was a Regional Director, leading Gallup’s businesses across central U.S., Latin America, and global licensing. He has extensive experience in Asia where he led Gallup’s consulting group for southeast Asia. He also served as a strategic adviser to senior executives and leaders across numerous industries in Asia, applying Gallup science to help organizations improve business outcomes. Taek specializes in management-level consultancy using Gallup’s workplace and marketplace analytics.

Taek is a member of the CFO Coalition Leadership Group for the United Nations Global Compact, where he has actively engaged in driving global awareness for companies to achieve the Sustainable Development Goals. He is one of the founding members of the Diversity Advisory Council for Gallup. Taek received his bachelor’s degree from Long Beach State University and his master’s in business administration from the Graziadio Business School at Pepperdine University. He is currently a doctoral candidate in organizational leadership at Eastern University.

Thursday, April 28, 2022

6:00 p.m. - 8:30 p.m. CST/Dinner Event
7:00 p.m. - 8:00 p.m. CST/Speaker
Omaha Value Dinner

Omaha Value Dinner

Note: NEW LOCATION: Scott Conference Center (6450 Pine St, Omaha, NE 68106)

Rupal Bhansali

2022 Omaha Value Dinner Keynote Speaker
Rupal Bhansali,
CIO, Ariel Investments
Topic:"The Power and Payoff of Non-Consensus Investing"

Takeaways

  1. How Minimizing risk helps Maximize returns
  2. How misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities
  3. How patience is the smart move, not the slow one
Read Bio

Coming from a long line of bankers and brokers, Rupal Bhansali grew up on stock stories instead of fairy tales. Eager to enter the world of finance, she learned accounting by the age of 16 and began working in the field right out of high school. By age 24, she had edited prospectuses, calculated residual values on lease portfolios and learned how to trade foreign exchange.

During her college days, Rupal was known for challenging conventional wisdom. To break the cyclical habit of students job-hunting upon graduation, she encouraged them to consider entrepreneurship as a path to success by launching a competition called "Mind Your Own Business".

Rupal learned the meaning of volatility firsthand, when she came to the United States to pursue her MBA at the University of Rochester in Rochester, N.Y., in 1991. The Indian rupee had just devalued by a massive 40%, and stock markets tumbled worldwide due to a global recession. Fortunately, she had earned a Rotary Foundation Scholarship that was not subject to currency risk or equity market fluctuations, which meant she could still fund her education. That formative shock lesson continues to guide her risk management philosophy today.

After earning her MBA, Rupal initially worked on emerging markets and then later on developed markets around the world. Although unusual for a long-only manager, her buy-side career began on the long-short side at Soros, where she sharpened her focus on absolute returns and downside protection. By age 30, she was managing money as an analyst/portfolio manager at Oppenheimer Capital in New York. In 2001, Rupal joined Mackay Shields, where she led the international equities division and enjoyed a distinguished career for 10 years. Fittingly, in September 2009, Forbes International named her a Global Guru. Rupal's unconventional investment views and non-consensus stock picks have also been widely featured in leading publications such as The Wall Street Journal, USA Today, Financial Advisor and the Australian Financial Review.

Rupal joined Ariel in 2011 as Chief Investment Officer for International and Global Equities. She found a kindred spirit in Ariel, where her investment philosophy of applying independent thinking and owning high-conviction, concentrated portfolios coincided with the firm's philosophy.

Having grown up, lived, studied and worked in multiple geographies, Rupal has a keen understanding of the socio-economic-political environments and cultural attributes of various countries in the world. She has several decades of experience analyzing corporate strategies and business models of thousands of companies in a variety of industries operating in North America, Europe and Japan as well as Latin America, Eastern Europe and Asia.

It is clear, Rupal was born to invest. (Bio courtesey Ariel Investments.)

 

Friday, May 5, 2023
8:00 a.m. - 8:40 a.m. (CST)

Christopher Kiper

2022 Value Investor Speaker
Christopher S. Kiper,
Co-Founder Legion Partners Asset Management
Topic: "Small Cap Activism – Uncovering Hidden Gems"

Takeaways: 1) Why small-cap investing with a catalyst can drive returns 2) How the Legion Partners investment process works 3) Actionable investment ideas we are pursuing with substantial upside

Read Bio

Christopher S. Kiper, has served as a Managing Director and is a Co-Founder of Legion Partners Asset Management, an investment fund focused on accumulating large ownership stakes in undervalued U.S. small-cap companies, since April 2012 and at Legion's predecessor entities from March 2010 to April 2012. Prior to Legion, Mr. Kiper served as Vice President at Shamrock Capital Advisors, the alternative investment vehicle of the Disney family, where he served as Portfolio Manager of the Shamrock Activist Value Fund, a concentrated, long-only, activist fund, from April 2007 until January 2010. Before that, Mr. Kiper founded and operated the Ridgestone Small Cap Value Fund, a small-cap targeted activist fund, from June 2000 to April 2007. From 1998 to 2000, Mr. Kiper served in a variety of financial and operating roles at Global Crossing Ltd., a telecommunications company that provided telecommunications services, from 1998 to 2000. Mr. Kiper began his career as an Auditor at Ernst & Young, an international tax, consulting and advisory service, from 1994 to 1997. Previously, Mr. Kiper served as a director of Reddy Ice Holdings, Inc. (formerly NYSE: FRZ), the largest packaged ice manufacturer in the United States. Mr. Kiper received a B.S.B.A in Accounting from the University of Nebraska in 1993.

 

Friday, April 29, 2022
9:00 a.m. - 10:00 a.m. (CST)

Greg Steinmetz

2022 Value Investor Speaker
Greg Steinmetz,
Research Analyst - Ruane, Cunnif & Goldfarb
Topic: Fireside Chat among Two Stock Analysts

Takeaways: (1) An inside look into RCG’s investment process (2) Necessary ingredients to being a long term investor (3) Our investment in Berkshire Hathaway

Read Bio

Greg is a shareholder of Ruane, Cunniff & Goldfarb, having joined the firm in 2000 following a 15-year career in financial journalism. Previously he worked at the Wall Street Journal, most recently as London Bureau Chief. Prior to the Journal, he worked for Newsday, the Houston Chronicle and the Sarasota Herald-Tribune. He worked for Duff & Phelps Investment Management before entering journalism. Greg graduated cum laude from Colgate University in 1983 and earned a master's degree in journalism from Northwestern University in 1986.

 

April 29, 2022
9:00 a.m. - 10:00 a.m. (CST)

Jonathan Brandt

Jonathan Brandt, Research Analyst - Ruane, Cunnif & Goldfarb
Topic: Fireside Chat among Two Stock Analysts

Takeaways: (1) An inside look into RCG’s investment process (2) Necessary ingredients to being a long term investor (3) Our investment in Berkshire Hathaway

Read Bio

Mr. Brandt received his BA, Stanford University, 1985, Magna Cum Laude and Phi Beta Kappa. From 1987 to 1990, Mr. Brandt worked as a researcher analyst and writer at the Cuomo Commission on Trade and Competitiveness. From 1990 to 1993, he worked at Farley Capital. Mr. Brandt joined Ruane, Cunniff & Goldfarb in 1994. Over 25 years experience as a buy-side analyst at a NYC-based company that makes long-term equity investments. A generalist with broad interest and coverage but have an emphasis on conglomerates like Berkshire Hathaway and financial services firms.

 

Friday, April 29, 2022
10:20 a.m. - 11:00 a.m. CST

Hendrik Leber

2022 Value Investor Speaker
Hendrik Leber,
Founder and Portfolio Manager at ACATIS Investment [Germany]
Topic: "30 years later - which principles of value investing are still valid, and which principles have to be adjusted to the modern world?"

Takeaways: "Warren Buffett's shareholder letters were most thought-provoking in the early 1990s. Many of his disciples have oversimplified his thinking to simple rules which did not work well in the last 15 years. Let us examine what Buffett really said and apply it to a modern world."

Read Bio

Hendrik Leber, founded ACATIS in 1994 after having spent 5 years with McKinsey & Company and 5 years with private bank Metzler. Hendrik Leber received his university education in Saarbrücken, Germany, St. Gallen, Switzerland, Syracuse, NY and Berkeley, CA (on a Fulbright scholarship). He did his Ph.D. thesis in 1983 on Swiss banks in the US securities industry. Having read Warren Buffett's shareholder letters in the 1990s he converted from an efficient market believer into a value investor. ACATIS is a value investment boutique in Germany, offering mutual funds (equities, balanced, fixed income) based on a value approach to public and institutional investors with total assets under management now numbering 3.5 bn USD.

To quote German's eminent writer J.W.v.Goethe, Hendrik Leber is constantly seeking "what holds the world together at the core" using analytical tools from simple statistics to artificial intelligence.

At the Value Investor Conference some ten years ago, Hendrik Leber met photographer Michael O'Brien and commissioned him to take photographs of some of the world's leading investors and investment thinkers. William Green is the author of the accompanying investor profiles. The beautifully designed book "The Great Minds of Investing" will be first shown to the public at this conference.

 

Friday, April 29, 2022
11:00 a.m. - 11:40 a.m. (CST)

Guy Spier

2022 Value Investor Speaker
Guy Spier
, Author, Investment Manager, Aquamarine Fund (Switzerland) /with William Green

Topic: "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life"

Takeaways: 1) Character traits, principles, and practices of great investors such as Charlie Munger, Ray Dalio, Mohnish Pabrai, and Nick Sleep. 2) Lessons learned from writing, investing, and spending time with many great investors. 3) How to live a richer, wiser, happier life.

 

Friday, April 29, 2022
11:00 a.m. - 11:40 a.m. (CST)

William Green

2022 Value Investor Speaker
William Green,
Author / with Guy Spier
Topic: "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life"

Takeaways: 1) Character traits, principles, and practices of great investors such as Charlie Munger, Ray Dalio, Mohnish Pabrai, and Nick Sleep. 2) Lessons learned from writing, investing, and spending time with many great investors. 3) How to live a richer, wiser, happier life.

Read Bio

William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. This book is based on hundreds of hours of interviews that William has conducted with many legendary investors over the last 25 years, including Charlie Munger, Bill Ruane, Sir John Templeton, Joel Greenblatt, Ed Thorp, Jack Bogle, Peter Lynch, Michael Price, Bill Miller, Howard Marks, Will Danoff, Jeff Vinik, Jean-Marie Eveillard, Mohnish Pabrai, and Nick Sleep. Published by Scribner in April 2021, the book is being translated into 17 languages.

As an editor and coauthor, William has collaborated on several other books, including Guy Spier’s much-praised memoir, The Education of a Value Investor. William also coauthored The Great Minds of Investing, which features profiles of 33 renowned investors. In more than three decades as a journalist, William has written for many leading publications, including The New Yorker, Time, Fortune, Forbes, Barron’s, Bloomberg Markets, and The Economist. He also edited the European, Middle Eastern, African, and Asian editions of Time. Born and raised in London, he was educated at Eton College, studied English literature at Oxford University, and received a master’s degree in journalism at Columbia University. He lives in New York.

 

Friday, April 29, 2022
12:40 p.m. - 1:20 p.m. CST

Robert Beauregard

2022 Value Investor Speaker
Robert Beauregard,
Chief Investment Officer Global Alpha, Lead Portfolio Manager SCES
Topic:"Global Small Cap as an asset class"

Takeaways: 1.How do find the growth in value priced companies, a framework. 2. How to use thematic in bottom-up stock-picking. 3. The expected outcome is a framework to choose companies while minimizing the risk of multiple compression.

Read Bio

Robert Beauregard is Chief Investment Officer for Global Alpha and is lead portfolio manager for its global small cap equity strategies. Robert is also responsible for global coverage of the energy and utilities sectors.

Robert brings over 20 years of financial and investment industry experience to the firm. Prior to founding Global Alpha, Robert was Senior Vice President and portfolio manager at Natcan Investment Management where he managed over $1.5 billion in Canadian and global small cap equities. Before joining Natcan, Robert managed a global high tech portfolio and co-managed the Canadian Small Cap Equity Fund for Caisse de Dépôt du Québec. He has held senior operational, financial and risk management roles with various multi-nationals, including Alcan, IBM and Grant Thornton.

Robert received a B.Admin. from the Royal Military College and an MBA from McGill University. He holds the CFA designation and is Chartered Professional Accountant (CPA) and a Certified Management Accountant (CMA). Robert is fluent in English and French.

 

Friday, April 29, 2022
1:40 p.m. - 2:20 p.m. CST

Chris Swasbrook

2022 Value Investor Speaker
Chris Swasbrook,
Founder, Managing Director Elevation Capital [New Zealand]
Topic: New Zealand Rural Land Company - A Long-Term Value Opportunity

Takeaways: 1) How New Zealand Rural Land Company emerged as a listed company. 2) Why New Zealand farmland is an attractive long-term asset class. 3) New Zealand Rural Land Company’s assets base and how it compares to globally listed peers. /span>

Read Bio

Christopher Swasbrook is the Founder and Managing Director of Elevation Capital. He incorporated Elevation Capital in October 2006. Mr. Swasbook was previously a partner of Goldman Sachs JBWere PTY Limited, Co-Head of Institutional Equities at Goldman Sachs JBWere (NZ) Limited [1997-2006], Foundation Broker of the New Zealand Exchange Limited (NZX) and Individual Full Member of the NZ Stock Exchange (NZSE). Currently a board member of the Financial Markets Authority (FMA) and a member of NZ Markets Disciplinary Tribunal and NZX Listing Sub-Committee. Director of NZX listed Allied Farmers (ALF:NZX), New Zealand Rural Land Company (NZL:NZX), Bethunes Investments Limited, Ruapehu Alpine Lifts and Swimtastic Limited and Advisory Board Member of Auckland Art Gallery Toi o Tamaki. Co-founder of New Zealand Rural Land Management.

Friday, April 29, 2022
2:20 p.m. - 3:00 p.m. (CST)

Adam Seessel

Adam Seessel, Author, Founder, Managing Member, Gravity Capital
Topic: "Where the Money Is: Value Investing in the Digital Age"

Takeaways:1) Classic value-based frameworks aren’t capturing the wealth created by software-based companies. 2) Value investors must recalibrate their instruments to measure how Alphabet, Amazon and the rest build shareholder value. 3) Just as value investing transitioned from Graham to Buffett – from Value 1.0 to Value 2.0 -- it must now transition to Value 3.0.

Read Bio

Adam Seessel graduated summa cum laude from Dartmouth College and began his professional career as a newspaper reporter in North Carolina. Seessel won the George Polk Award for environmental reporting in 1990 and in 1995, Seessel took his research skills to Wall Street. He worked for Sanford C. Bernstein, Baron Capital, and Davis Selected Advisers before starting his own firm, Gravity Capital Management, which manages money for high-net worth individuals and institutions. Since beginning a record of stock-market performance while at Davis Funds in mid-2000, Seessel has beaten the S&P 500 index after fees. In addition to running Gravity, Seessel is a regular contributor for both Barron’s and Fortune magazines. Married and with one grown son who works as a software engineer, Seessel and his wife, an artist, live in Manhattan.

 

Friday, April 29, 2022
3:20 p.m. - 4:00 p.m.

Ross Glotzbach

Ross Glotzbach, CFA, CEO, Head of Research, Southeastern Asset Management
Topic: Why We Believe in Value, Even When it is Hated, Ignored and Misunderstood

Takeaways:1) Finding a balance between Graham and Buffett by seeking out the “Business, People, Price” sweet spot. 2) Investing for the long-term in an evolving market environment. 3) Uncovering hidden quality and owners focused on creating value per share.

Read Bio

Mr. Ross Glotzbach, CFA serves as Chief Executive Officer, Head of Research, Principal, Director and Portfolio Manager at Southeastern Asset Management, Inc. Previously, Mr. Glotzbach served as President and Senior Analyst at the firm and has been with the firm since 2004. He served as a Corporate Finance Analyst at Stephens Inc. from the year 2003 to 2004. Mr. Glotzbach serves as a Director of Ballet Memphis Corporation. He has an extensive investment experience. He is a CFA Charter holder since 2006. Mr. Glotzbach received a B.A. in Economics from Princeton University in 2003.

 

Friday, April 29, 2022
4:00 p.m. - 4:40 a.m.

Kim Shannon

Kim Shannon, CFA, MBA. Founder, CIO, Sionna Investment Managers [Canada]
Topic: MacroValue Investing Lessons from History in Navigating this Changing Market Environment

Takeaways: 1) Return expectations in bull markets and sideways markets. 2) The coming Value Bull market. 3) Canadian Value expected to Outperform U.S. and Global markets for next several years.

Read Bio

Ms. Shannon founded Sionna in 2002 and has more than 35 years of industry experience. She is the president and co-chief investment officer at Sionna, and was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the Canadian Coalition for Good Governance and is the Chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Kim is also a past president of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

Friday, April 29, 2022
5:00 a.m. - 5:55 a.m. CST

Martin Bouchard

2022 Value Investor Speaker
Martin Bouchard
, Founder, Copernic Technologies, President, QScale [Canada] with Michel Bell
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."

Takeaways: 1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.

Read Bio

Martin Bouchard is a successful serial entrepreneur, who revolutionized the web by founding Copernic Technologies in 1996, a leading search technology company that was later sold to a NASDAQ listed company.

Later, seeing the immense opportunity of cloud computing, he founded 4Degrees, one the largest data center complex in Canada and operated by Vantage Data Centers.

He is now president of QScale, a company that is developing a world-class clean-energy computing center purpose built for HPC, AI, and supercomputers.

A visionary entrepreneur, Mr. Bouchard has won numerous industry awards, including the prestigious Ernst & Young Emerging Entrepreneur Grand Prize, and has been recognized as one of the Top 25 Pioneers in information in Quebec after demonstrating exceptional leadership throughout his career.

About QScale
QScale develops environmentally responsible computing centers for applications such as high-performance computing and machine learning. QScale's technology infrastructures help meet the growing computing/IT needs of global companies while enabling them to achieve their ESG objectives.

Friday, April 29, 2022
5:00 a.m. - 5:55 a.m. CST

Michel Bell

2022 Value Investor Speaker
Michel Bell,
Investment Advisor, CIBC Wood Gundy [Canada] with Martin Bouchard
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."

Takeaways: 1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.

Read Bio

Michel Bell is an investment advisor from Quebec, Canada. In 1987 Michel started his investment career witvalh Wood Gundy. He is a professional speaker, author, producer and former host a television series in Canada on investments. Over the past few decades, Michel has developed an investment philosophy as advocated by Warren Buffett. He is also an accomplished portrait artist.

Born in 1959, Michel Bell obtained a Bachelor's degree in physics from Laval University in 1981. He is the father of five children.

Friday, April 29, 2022
6:00 p.m. - 8:30 p.m. CST/Dinner Event
7:00 p.m. - 8:00 p.m. CST/Speaker

Omaha CEO Dinner

Note: NEW LOCATION: Scott Conference Center (6450 Pine St, Omaha, NE 68106) - a block from Mammal Hall

Parag Khanna

2022 Omaha CEO Dinner Keynote Speaker
Parag Khanna, Author, Founder and Managing Partner of FutureMap [Singapore]
Topic: "Climate adaptation: America's great resettlement challenge

Takeaways: 1. Why our sequencing of climate modeling, immigration, and infrastructure investment is backwards 2. Why investing in the right geography is the best ESG strategy 3. How AI can help us re-sort American real estate

Read Bio

Parag Khanna is a leading global strategy advisor, world traveler, and best-selling author. He is Founder and Managing Partner of FutureMap, a data and scenario based strategic advisory firm. Parag's newest book is The Future is Asian: Commerce, Conflict & Culture in the 21st Century (2019). He is author of a trilogy of books on the future of world order beginning with The Second World: Empires and Influence in the New Global Order (2008), followed by How to Run the World: Charting a Course to the Next Renaissance (2011), and concluding with Connectography: Mapping the Future of Global Civilization (2016). He is also author of Technocracy in America: Rise of the Info-State (2017) and co-author of Hybrid Reality: Thriving in the Emerging Human-Technology Civilization (2012).

In 2008, Parag was named one of Esquire's "75 Most Influential People of the 21st Century," and featured in WIRED magazine's "Smart List." He holds a PhD from the London School of Economics, and Bachelors and Masters degrees from the School of Foreign Service at Georgetown University. He has traveled to nearly 150 countries and is a Young Global Leader of the World Economic Forum.

Parag Khanna (author of The Future is Asian) TED Talk - Watch video: https://www.ted.com/talks/parag_ khanna_mapping_the_future_of_countries?language=en

Thursday, April 28, 2022 - 4:00 p.m./
Friday, April 29, 2022 - 5:55 p.m.
Robert Miles

2022 Berkshire Systems Summit Speaker
Robert Miles, Executive in Residence, University of Nebraska Omaha, College of Business Administration

Topic:  "Opening/Closing Remarks"

Takeaways: 1) Thanks to our presenters and for attending 19th Annual Value Investor Conference. 2) Hope to see you next year for the Genius of Warren Buffett Course on May 1 -3; the Berkshire System Summit, May 4; and the 20th Annual Value Investor Conference and Dinners, May 4 & 5, 2023

Read Bio

Robert P. Miles is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway.

Pursued by journalists and media moguls on just about each and every move that Mr. Buffett makes, Robert is not only a long term shareholder of Berkshire Hathaway [nyse: BRKa/BRKb], he has had the great honor of getting to know Warren Buffett, the man and the remarkable wealth-building strategist.

He is the author of 3 books, has created assorted audio and video programs, and has appeared on many radio and television programs on five continents, including NPR, CNN, CNN International, CNBC, FOX Business, Channel News Asia, Sky Business News, Shanghai Today, CNBC Asia, CNBC Africa and Bloomberg TV. His Buffett CEO book was featured as a special on National Public Television's Nightly Business Report.

As the writer of the top-selling books, The Warren Buffett CEO: Secrets From the Berkshire Hathaway Managers  and 101 Reasons To Own the World's Greatest Investment: Warren Buffett's Berkshire Hathaway [Wiley], Robert has relentlessly followed his passion and found great success in doing so. 

He is the author and presenter of Warren Buffett Wealth: Principles and Practical Methods Used by the World’s Greatest Investor[Wiley (book) and Nightingale (audio)]. He is host of the Buffett CEO Talk video series, conversations with the Berkshire Hathaway managers filmed before live studio audiences and broadcast on public television.

Many of his live keynotes, along with his hardcover and paperback books have been translated into assorted foreign languages, including Chinese, Korean, Thai, Japanese, and Vietnamese.

Known for his subtle wit and entertaining stories, this author without borders has shared his valuable insights, strategies, philosophies, and anecdotes with enthusiastic audiences throughout the world.

For more than a decade, Miles has given hundreds of live presentations throughout North America, Europe, Asia, Africa and Australia in 15 countries, over 45 cities and 12 universities.

Miles is the founder and host of the original Value Investor Conference held each year immediately preceding the Berkshire Hathaway annual meeting. Attendees from all 6 continents enjoy this unique retreat style forum featuring presentations from Warren Buffett CEOs, global investment managers and best-selling authors. 

In the fall of 2011, at the University of Nebraska at Omaha, Robert Miles created the curriculum and began teaching a graduate Executive MBA course based on his worldwide lectures and titled The Genius of Warren Buffett: The Science of Investing and the Art of Managing. This one of a kind program includes a distinguished speaker series, multiple valuation case studies of actual businesses and stocks purchased by Warren Buffett, and for the final exam, student presentations of businesses they think would best fit into the Berkshire family of businesses.

Miles is a graduate of the University of Michigan Business School and resides in Tampa, Florida.

Read more detailed information about Mr. Miles here.

Recommended Books by Robert P. Miles: (1) 101 Reasons to Own the World's Greatest Investment (2) Warren Buffett CEO (3) Warren Buffett Wealth

Register Today and Save for 2023!
Register Page


Global Symposium for the Rational Investor representing all Six Continents and over 28 Countries: [Africa] Mauritius, South Africa [Asia] China, India, Indonesia, Hong Kong, Philippines, Singapore, South Korea; U.A.E. [Europe] Austria, France, Germany, Ireland, Luxembourg, Netherlands; Norway, Spain, Sweden, United Kingdom [North America] Canada, Mexico, USA; [South America] Brazil, Chile, Panama; [Oceana] Australia, New Zealand. Plus More!

  • Q. Can you provide a Berkshire Hathaway annual meeting pass? A. Berkshire Hathaway Annual Meeting Credentials are issued by the company to shareholders upon request through its proxy statement mailed in the spring (around Mid-March) to shareholders of record. Berkshire Hathaway also posts the form on its website around that time, so check the website when the meeting info is posted to request credentials. Anyone owning a large cap mutual fund or S&P 500 index fund is likely an owner and may bring proof of ownership to Omaha to receive meeting credentials.
  • Please join us in 2023!

    Please plan to join us in 2023 for our 20th Annual Value Investor Conference and Events: Genius of Warren Buffett S23 - May 1 - 3, 2023, Summit Series S23: May 4, 2023, Value Investor Conference - May 4 - 5, 2023, Omaha Dinner S23 May 4, 2023, and Omaha CEO Dinner S23 - May 5, 2023.

    Value Investor Dinner

    2022 Omaha Value Dinner

    When:
    Where: UNO Scott Conference Center
    Location: 6450 Pine Street, UNO, Omaha, Nebraska 68106

    Omaha Value Dinner is included with your Value Investor Conference Registration

    Rupal Bhansali

    2022 Keynote Speaker:  Rupal Bhansali, CIO, Ariel Investments

     

    Date:   
    Location: Scott Conference Center, Omaha
    Time: 6:00 p.m. - 8:30 p.m. CST — Dinner Event
    7:00 p.m. - 8:00 p.m. CST — Speaker: Rupal Bhansali, CIO, Ariel Investments
    Topic:"The Power and Payoff of Non-Consensus Investing"

    Key Takeaways: 

    1. How Minimizing risk helps Maximize returns
    2. How misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities
    3. How patience is the smart move, not the slow one

    Benefiting: UNO Maverick Investment Club


    Previous Sold-out Omaha Value Dinner at Scott Center

    Please join us in 2023!.  On-line only, last minute registrations until 6:00 p.m. the day before this event. Early Registration Savings until 9/30/22 or until seats are filled.

    Value Investor Dinner

    2022 Omaha CEO Dinner

    When: Friday,
    Where: Scott Conference Center
    Location: 6450 Pine Street, UNO, Omaha, Nebraska

    Omaha CEO Dinner is included with your Value Investor Conference registration.

    Parag Khanna

    2022 Keynote Speaker:

    Parag Khanna, Author, Founder and Managing Partner of Future Map

    Date: Friday,
    Location: Scott Conference Center, University of Nebraska at Omaha
    Time: 6:00 p.m. - 8:30 p.m.CST
    7:00 p.m. - 8:00 p.m. CST - Speaker: Parag Khanna, Author, Founder and Managing Partner of Future Map

    Topic:"Climate adaptation: America's great resettlement challenge"

    Key Takeaways: 1) Why our sequencing of climate modeling, immigration, and infrastructure investment is backwards (2) Why investing in the right geography is the best ESG strategy (3) How AI can help us re-sort American real estate

    Please join us in 2022!   On-Line last minute registrations until the day before event if seats remain!

    2022 Value Investor Agenda

    All times listed are CST - Central Standard Time. Please check your phone settings for automatic location time zone changes.

    Agenda

    Thursday,
    3:00 p.m. – 4:00 p.m. CST
    REGISTRATION CHECK-IN
    University of Nebraska at Omaha,
    Scott Conference Center Atrium

    4:00 p.m. - 4:05 p.m. 
    Robert Miles
    Executive in Residence, University of Nebraska Omaha, College of Business Administration
    Topic: Opening Remarks

    4:05 p.m. - 4:10 p.m.
    Roberta Wilheim
    Executive Director, Girls Inc of Omaha
    Topic: "A One-of-a-kind Warren Buffett signed Motiva Art Piece"
    offered at Upcoming Benefit Auction

    4:10 p.m. - 5:00 p.m.
    David Sekera
    Chief U.S. Market Strategist, Morningstar
    TOPIC: "Spending Reverting Back to Prepandemic Norms, Where to Find Value Today"

    5:00 p.m. - 6:20 p.m.
    Taek Lee,
    CEO, Gallup
    Topic: "The Global Rise of Unhappiness"

    Omaha Value Dinner

    6:00 p.m. - 8:00 p.m. CST
    Omaha Value Dinner
    Keynote Speaker:
    Rupal Bhansali

    CIO, Ariel Investments
    7:00 p.m. - 8:00 p.m. CST
    Topic: "The Power and Payoff of Non-Consensus Investing"
    Note: NEW LOCATION: Scott Conference Center (6450 Pine St, Omaha, NE 68106)
    (approx. 1 block from Mammel Hall

    Friday, April 29, 2022
     7:30 a.m. - 8:00 a.m. CST
    REGISTRATION CHECK-IN
    Mammel Hall Atrium
    University of Nebraska at Omaha, College of Business Administration

    8:00 a.m. - 8:40 a.m. CST
    Chris Kiper
    Co-Founder, Legion Partners Asset Management
    Topic: "Small Cap Activism – Uncovering Hidden Gems"

    8:40 a.m. - 9:00 a.m. CST
    Networking Break, Mammal Hall

    9:00 a.m. - 10:00 a.m. CST
    Johnny Brandt and Greg Steinmetz
    Research Analysts, Ruane, Cunniff & Goldfarb
    Topic: "Fireside Chat among Two Stock Analysts"

    10:00 a.m. - 10:20 a.m. CST
    Networking Break, Mammal Hall

    10:20 a.m. - 11:00 a.m. CST
    Dr. Henrik Leber
    Founder, Portfolio Manager, ACATIS Investment [Germany]
    Topic: "30 years later - which principles of value investing are still valid,
    and which principles have to be adjusted to the modern world?"

    11:00 a.m. - 11:40 a.m. CST
    Guy Spier
    Author, Founder, Portfolio Manager, Aquamarine Fund [Switzerland]
    William Green
    Author
    Topic: "Richer, Wiser, Happier:
    How the World's Greatest Investors Win in Markets and Life"

    11:40 a.m. - 12:40 p.m. CST
    Lunch

    12:40 p.m. - 1:20 p.m. CST
    Robert Beauregard
    CIO Global Alpha, Lead Portfolio Manager SCES
    Topic: "Global Small Cap as an asset class"

    1:20 p.m. - 1:40 p.m. CST
    Networking Break

    1:40 p.m. - 2:20 p.m. CST
    Chris Swasbrook
    Founder, Managing Director, Elevation Capital [New Zealand]
    Topic: "New Zealand Rural Land Company - A Long-Term Value Opportunity"

    2:20 p.m. - 3:00 p.m. CST
    Adam Seessel
    Author, Founder, Managing Member, Gravity Capital Management
    Topic:  "Where the Money Is: Value Investing in the Digital Age"

    3:00 p.m. - 3:20 p.m. CST
    Networking Break, Mammel Hall

    3:20 p.m. - 4:00 p.m. CST
    Ross Glotzback
    CFA, CEO, Head of Research, Southeastern Asset Management
    Topic: Why We Believe in Value, Even When it is Hated, Ignored and Misunderstood

    4:00 p.m. - 4:40 p.m. CST
    Kim Shannon
    CFA, MBA. Founder, CIO, Sionna Investment Managers [Canada]
    Topic: MacroValue Investing Lessons from History in Navigating this Changing Market Environment

    4:40 p.m. - 5:00 p.m.
    Networking Break, Mammel Hall

    5:00 p.m. - 5:50 p.m. CST
    Martin Bouchard, Founder, Copernic Technologies, President, QScale [Canada] with
    Michel Bell, Investment Advisor, CIBC Wood Gundy [Canada]
    Topic: "Artificial Intelligence, Supercomputers and Quantum Computers:
    The New Space Race Between Countries"

    5:50 p.m. – 6:00 p.m. CST
    Robert Miles
    Executive in Residence, University of Nebraska at Omaha
    Topic: "Closing Remarks"
    Join us next year for the 20th Value Investor Conference - May 4 - 5, 2023
    www.valueinvestorconference.com

    6:00 p.m. - 8:30 p.m. CST
    Omaha CEO Dinner

    7:00 p.m. - 8:00 p.m. CST
    Omaha CEO Dinner Keynote Speaker
    Parag Khanna
    Author, Founder, FutureMap [Singapore]
    Topic: "Climate adaptation: America's great resettlement challenge"
    Location: 
    Scott Conference Center at the University of Nebraska (approx. 1 block from Mammel Hall
    Dinner Benefitting: UNO Executive MBA Program

    Value Investor Conference and Events

    Registration Questions/Info

    For any registration questions, please email VicAssistant@gmail.com.

    All times listed for the Conference and Events are CST - Central Standard Time zone.

    General Info:  All Events for 2023 will be held at the University of Nebraska at Omaha (UNO), College of Business Administration and Scott Conference Center – across the street from the College of Business Administration (CBA), 6708 Pine Street, Omaha, NE 68106.

    Note for 2023 Conference and Events — All Events will be at the University of Nebraska at Omaha. Seating is very limited, so early registration is recommended. 2023 Registrations will be automatically carried over to 2024 if Berkshire Hathaway does NOT have an in-person 2023 annual meeting.

    Please note: Upon receipt of your payment you will receive an email registration confirmation from VicAssistant@gmail.com. Name badges and table tents will be issued in lieu of tickets upon check-in. Seating is unassigned. If seats are still available, online registration will close at 6:00 p.m. CST the day BEFORE each event.
    NO ON-SITE REGISTRATION.

    Agendas will be given to registrants. All events are limited seating.

    The Value Investor Conference is closed to the media. Click here to read FAQ

    Event Health and Safety Information - Updated 4/18/22

    NOTE: Please be aware that we will follow University of Nebraska's current guidelines for health and safety: No masks required, no vaccine proof required, and no negative COVID test required.

    Omaha S23 Event Advantages
    • Original Value Conference
    • One of a Kind Buffett Course, Summits and Dinners
    • University Based
    • Often includes participation from Berkshire CEOs, managers, directors, family members, CFO, Marketing Director and more
    • Presenters recommended by previous atttendees
    • Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management
    • Over $248,250 donated to support education, scholarships and charities
    • As many as 5 separate exclusive events offered
    • World class networking opportunities with attendees from six continents and over 20 countries
    • Consecutive years SOLD OUT

    Parking/Transportation

    Location/Parking Information
    Mammel Hall Parking and Transportation:
    Open parking during event hours so ignore student permit parking only signs.
    PLEASE NOTE: there is a lot of construction happening around the parking lot.
    Currently, the easiest way to get to Mammel Hall is from Pacific street.
    Take the first entrance, near the Pete Kiewit Institute and drive through the parking lot to get to Mammel Hall.
    • Map of construction near Mammel Hall: Construction and Parking Overview (click for map)

    • Happy Taxi Cab: (402) 292-2222    http://happycab.com/
    • Uber is available in Omaha.

    Berkshire Annual Meeting Credentials for Shareholders
    https://berkshirehathaway.com/meet01/2022geninfo.pdf
    Berkshire shareholders and their guests need credentials to attend the annual meeting, to get special discounts at Berkshire-owned businesses and to attend the other shareholder-only events in Omaha in the days before and after the meeting.

    Please note: The Value Investing Conference is scheduled so that attendees can attend all the official events related to the Berkshire Hathaway Annual Meeting (which is usually on the first Saturday of May in Omaha, NE)

    Privacy Policy
    Your privacy is guaranteed!

    ValueInvestorConference.com guarantees that it will not directly or through an affiliate, disclose to, sell, lease or rent to any non affiliated third party your e-mail address, physical address or non-public financial information, in any way whatsoever. We understand and appreciate that your privacy is important to you. This is why any information provided by you to ValueInvestorConference.com remains confidential. We appreciate you patronage and look forward to maintaining your trust every time we do business together.


    Cancellation Policy
    Q. Do you have a cancellation policy? A. Refunds are available for cancellation requests received 60 days prior to the conference, less a $200 processing fee. Within 60 days of the event, there are no refunds however you may send a colleague in your place provided you notify us by email at least 2 weeks in advance. VIC highly recommends the purchase of travel and medical emergency insurance should flight delays and illness prevent your attendance. VIC reserves the right to refuse service to anyone and to make necessary changes in speakers, fees, content or any other details of the program or to cancel it without notice, in which event VIC's liability is solely to refund all registration fees.

  • Q. Can you provide a Berkshire Hathaway annual meeting pass?
    A. Berkshire Hathaway Annual Meeting Credentials are issued by the company to shareholders upon request through its proxy statement mailed in the spring (around Mid-March) to shareholders of record. Berkshire Hathaway also posts the form on its website around that time, so check the website when the meeting info is posted to request credentials. Anyone owning a large cap mutual fund or S&P 500 index fund is likely an owner and may bring proof of ownership to Omaha to receive meeting credentials.
  • 2019 Value Investor Conference: All 6 Continents and 28 Countries Registered to Attend
    [Africa] Mauritius, South Africa [Asia] China, India, Indonesia, Hong Kong, Philippines, Singapore, South Korea; U.A.E. [Europe] Austria, France, Germany, Ireland, Luxembourg, Netherlands; Norway, Spain, Sweden, United Kingdom [North America] Canada, Mexico, USA; [South America] Brazil, Chile, Panama; [Oceana] Australia, New Zealand

    Join us in 2023!
    Please join us in 2023 for our 20th Annual Value Investor Conference and Events:

    • Genius of Warren Buffett Course Fall 2022 - Thurs., Fri., Sat. - Oct. 6, 7, 8, 2022
    • Genius of Warren Buffett Spring 2023 - May 1 - 3, 2023
    •  Berkshire System Summit S23: May 4, 2023
    •  Value Investor Conference - May 4 - 5, 2023
    • Omaha Value Dinner S23 - May 4, 2023
    •  Omaha CEO Dinner S23 - May 5, 2023

    Register today for 2023!

    BRK System Summit Registration

    2023 Berkshire System Summit

    Thursday, May 4, 2023
    10:00 a.m. - 3:30 p.m. CST
    University of Nebraska at Omaha - Mammel Hall Auditorium (67th St. and Pin)
    Address: 67089 Pine St., Omaha, NE 68106

    Berkshire System Summit is an in-depth discussion on the unique culture, principles and methods used by Warren Buffett's conglomerate to become America's 2nd largest company (by sales) for over 50 years. To understand the system is to understand Berkshire Hathaway, one of the world's most admired companies. Often copied but never duplicated, these are some of the areas the Summit will explore: (1) Extraordinary Capital Allocation; (2) Unique Corporate Values Culture and; (3) Passionate and Talented Managers

    REGISTRATION CHECK-IN: 10:00 a.m. - 11:00 a.m.
    Mammel Hall Atrium

     

    2022 Speakers
    11:00 p.m. - 11:40 a.m.

    Larry Cunnighham

    2022 Berkshire Systems Summit Speaker
    Larry Cunningham, Author, Founding Partner, Quality Shareholders Group, Vice Chairman, Constellation Software

    Topic:  "Everything You Want to Know About the Berkshire System"

    Takeaways: (1) Understand the key features and value of Berkshire culture. (2) Understand how Berkshire attracted the highest quality shareholders and how that has added value to Berkshire (3) Understand the plan to sustain Berkshire after Warren Buffett leaves the scene (4) Why is it valuable

    Read Bio

    Lawrence A. Cunningham is an expert on Berkshire Hathaway and corporate culture generally, due to his research and writing as well as his involvement in corporate life at many different companies. Recently retired from a career as a professor of corporate governance, Cunningham is the Founding Partner of the Quality Shareholders Group, a boutique consultancy connecting managers with patient and focused shareholders. He is vice chairman of the board of Constellation Software Inc., where he actively engages on the board's behalf with the company's shareholders. The author of a regular weekly column in MarketWatch called Cunningham’s Quality Investing, Cunningham’s many influential books include The Essays of Warren Buffett: Lessons for Corporate America, in collaboration with Mr. Buffett; The AIG Story, with Hank Greenberg; and Quality Investing, with AKO Capital. Cunningham is a Trustee of the Museum of American Finance; a Member of the Dean’s Council of Lerner College of Business at the University of Delaware; and a Member of the Board the Ben Graham Centre for Value Investing of Ivey Business School in Canada. In 2018, Cunningham was recognized with the lifetime achievement award in corporate governance from the National Association of Corporate Directors (NACD).

     


    11:40 p.m. - 12:30 p.m.

    Adrienne Fay

    2022 Berkshire Systems Summit Speaker
    Adrienne Fay, Vice President and Officer, Borsheims Jewelry

    Topic:  "Q & A"

    Takeaways: (1) What is the Berkshire System? (2) How does Berkshire’s Culture compare to previous employer. (3) How does Borsheim benefit by being part of the Berkshire Family of Businesses?

    Read Bio

    Adrienne Fay is a Vice President and Officer of Borsheims Jewelry, overseeing the customer purchase journey. She ensures that customers, both individual and corporate, will have the same excellent shopping experience whether their transaction is using ecommerce or actual store shopping. She is currently implementing ERP solutions, virtualizations, customer outreach and other new marketing programs for the company.

    Ms. Fay is a 15-year veteran of Borsheims Jewelry, a company founded in 1870 and purchased by Bershire Hathaway in 1989. Her previous position at Borsheims had been as the Director of Marketing and Business Sales.

     


    1:00 p.m. - 1:50 p.m.

    Jim Weber, CEO Brooks
    Jim Weber, Author

    2022 Berkshire Systems Summit Speaker
    Jim Weber, CEO, Brooks Sports

    Topic:  "Running with Purpose: How Brooks Outpaced Goliath Competitors to Lead the Pack"

    (NOTE: complimentary book for first 100 attendees) https://www.brooksrunning.com/en_us/meet-brooks/running-with-purpose/
    Note: Jim Weber will be available during the 1:50 p.m. Networking Break to autograph his book.

    Takeaways: (1) What is the Berkshrie System? 2) Brooks Sports culture before and after Berkshire's acquisition. 3) What will reader learn by reading Running with Purpose?

    Read Bio

    Jim Weber joined Brooks Running Company as CEO in 2001 and is credited for the Seattle-based company’s aggressive turnaround, focusing the team solely ondelivering personally inspiring products and experiences that keep people running. The business and brand success caught the attention of Warren Buffett, who declared Brooks a standalone subsidiary company of Berkshire Hathaway Inc. in 2012. Weber’s professional journey includes leadership roles for several consumer product brands such as chairman and CEO of Sims Sports, president of O’Brien International, vice president of The Coleman Company, and various roles with The Pillsbury Company. Weber also spent several years in banking as managing director of U.S. Bancorp Piper Jaffray Seattle Investment Banking practice and as a commercial banking officer at Norwest Bank Minneapolis (now Wells Fargo).

    Weber received a bachelor’s degree from the University of Minnesota’s Carlson School of Management and a Master of Business Administration degree with high distinction from the Tuck School of Business at Dartmouth College. He currently serves on the boards of directors for Brooks and the Tuck School.

     


    2:00 p.m. - 3:30 p.m.

    Ron Olson

    2022 Berkshire Systems Summit Speaker
    Ron Olson, Managing partner of Munger, Tolles and Olson and Berkshire Director

    Topic:  "Q&A Ron Olson with Katherine Chiglinsky, Bloomberg News"

    Takeaways: : 1) What is the Berkshire System? 2) Berkshire latest acquisitions and updates. 3) Berkshire's latest board appointments. 4) Succession

    Read Bio
    Ronald L. Olson is a name partner in the Los Angeles office of Munger, Tolles & Olson. Mr. Olson’s practice involves a combination of litigation and corporate counseling. He counsels individual executives and boards of directors in a wide range of matters, including transactions and corporate governance. Mr. Olson has also been the lead partner in numerous high-profile litigation matters. 

    Mr. Olson is a director of Berkshire Hathaway, Edison International, City National Corporation, Graham Holdings Company, and Western Asset Trusts. He serves as a director of several non-profits, including the RAND Corporation (formerly chair), the Mayo Clinic, and the California Institute of Technology. He was chairman of the American Bar Association’s Litigation Section (1981-1982) and the American Bar Association’s Standing Committee on Federal Judiciary (1991-1992). He was also chairman of the board of trustees of Claremont University Center and Graduate School (1984-1994), founding chairman of the board of trustees of Southern California Public Radio (1999-2004) and a director of the Council on Foreign Relations (2002-2010). 

    Read more detailed information about Mr. Olson here.

     


    2:00 p.m. - 3:30 p.m.

    Katherine Chiglinsky

    2022 Berkshire Systems Summit Speaker
    Katherine Chiglinsky, Bloomberg News

    Topic:  "Ron Olson with Katherine Chiglinsky, Bloomberg News"

    Takeaways: : 1) What is the Berkshire System? 2) Berkshire latest acquisitions and updates. 3) Berkshire's latest board appointments. 4) Succession

    Read Bio
    Katherine Chiglinsky is a finance reporter at Bloomberg News where she covers Berkshire Hathaway and insurance companies. She's had bylines in publications such as the Daily Press in Newport News, Virginia and was editor in chief of her college's student newspaper, where she won the Rex Smith Journalism Award. She received a bachelor's degree from the College of William and Mary in Virginia. She's on Twitter at @k_chiglinsky.

    3:30 p.m. - 3:35 p.m.
    Robert Miles

    2022 Berkshire Systems Summit Speaker
    Robert Miles, Executive in Residence, University of Nebraska Omaha, College of Business Administration

    Topic:  "Opening/Closing Remarks"

    Read Bio

    Robert P. Miles is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway.

    Pursued by journalists and media moguls on just about each and every move that Mr. Buffett makes, Robert is not only a long term shareholder of Berkshire Hathaway [nyse: BRKa/BRKb], he has had the great honor of getting to know Warren Buffett, the man and the remarkable wealth-building strategist.

    He is the author of 3 books, has created assorted audio and video programs, and has appeared on many radio and television programs on five continents, including NPR, CNN, CNN International, CNBC, FOX Business, Channel News Asia, Sky Business News, Shanghai Today, CNBC Asia, CNBC Africa and Bloomberg TV. His Buffett CEO book was featured as a special on National Public Television's Nightly Business Report.

    As the writer of the top-selling books, The Warren Buffett CEO: Secrets From the Berkshire Hathaway Managers  and 101 Reasons To Own the World's Greatest Investment: Warren Buffett's Berkshire Hathaway [Wiley], Robert has relentlessly followed his passion and found great success in doing so. 

    He is the author and presenter of Warren Buffett Wealth: Principles and Practical Methods Used by the World’s Greatest Investor[Wiley (book) and Nightingale (audio)]. He is host of the Buffett CEO Talk video series, conversations with the Berkshire Hathaway managers filmed before live studio audiences and broadcast on public television.

    Many of his live keynotes, along with his hardcover and paperback books have been translated into assorted foreign languages, including Chinese, Korean, Thai, Japanese, and Vietnamese.

    Known for his subtle wit and entertaining stories, this author without borders has shared his valuable insights, strategies, philosophies, and anecdotes with enthusiastic audiences throughout the world.

    For more than a decade, Miles has given hundreds of live presentations throughout North America, Europe, Asia, Africa and Australia in 15 countries, over 45 cities and 12 universities.

    Miles is the founder and host of the original Value Investor Conference held each year immediately preceding the Berkshire Hathaway annual meeting. Attendees from all 6 continents enjoy this unique retreat style forum featuring presentations from Warren Buffett CEOs, global investment managers and best-selling authors. 

    In the fall of 2011, at the University of Nebraska at Omaha, Robert Miles created the curriculum and began teaching a graduate Executive MBA course based on his worldwide lectures and titled The Genius of Warren Buffett: The Science of Investing and the Art of Managing. This one of a kind program includes a distinguished speaker series, multiple valuation case studies of actual businesses and stocks purchased by Warren Buffett, and for the final exam, student presentations of businesses they think would best fit into the Berkshire family of businesses.

    Miles is a graduate of the University of Michigan Business School and resides in Tampa, Florida.

    Read more detailed information about Mr. Miles here.

    Recommended Books by Robert P. Miles: (1) 101 Reasons to Own the World's Greatest Investment (2) Warren Buffett CEO (3) Warren Buffett Wealth

    Genius of Warren Buffett Course - Fall 2022 - Now Registering!

    Course Updates

    Fall Course - 2022

    Genius of Warren Buffett

    Genius of Warren Buffett Course - F22

    Thurs., Fri., Sat. - Oct. 6, 7, 8, 2022

    One of a kind concentrated study of The Genius of Warren Buffett: The Science of Investing and the Art of Managing presented by Robert Miles. Learn the Oracle of Omaha's educational timeline, investment principles, management philosophies, corporate governance, succession plan, mistakes, philanthropy and more.

    Unique and Limited: One of a kind course
    Inclusive and Diverse: Open to non-enrolled students from a variety of ages, academic backgrounds and work experience
    Distinguished Guest Lecturers: Including Berkshire managers
    Buffett Style Valuations: Immediately apply methods taught to value actual stocks and businesses acquired by Warren Buffett
    Investment Challenge Contest: Present a stock that fits Buffett's acquisition criteria
    Immediate Measurable Results: Previous participants selected an actual stock purchased by Berkshire Hathaway, have been promoted to lead Berkshire subsidiaries and appointed board members of non-profits

    Genius of Warren Buffett production by Maverick PR at UNO.

    GOB Spring 2019 - Students with their course graduation certificates.

    3 Day Course - 18 Hours


    GOB Spring 2019 Investment Challenge Merit Scholarship Winners.
    Genius of Warren Buffett Class Fall 2018
    Spring 2019 class members for the Genius of Warren Buffett Course with guest speaker Susie Buffett and instructor Bob Miles.
    Fall 2022 Course (F22)
    When: Thurs., Fri., Sat. - Oct. 6, 7, 8, 2022 ( 3 - Day Course - 18 hours)
    Where: University of Nebraska at Omaha, College of Business Administration, Mammel Hall
      Included in your Registration:
    • Genius of Warren Buffett Course F22 - 18 hours
    • Catered meals as listed below.

    Fall Course Schedule:
    Thursday (10/6/2022): 3 p.m. - 9 p.m. Catered dinner
    Friday (10/7/22): 3 p.m. - 9 p.m. Catered dinner
    Saturday (10/8/2022): 8 a.m. - 2 p.m. Catered lunch

    Make your travel plans and register now, this class fills early. 

    Susie BuffettSpring 2019 Guest Speaker Susie Buffett explaining the Sherwood Foundation.

    Register Now for Discounts!
    Genius of Warren Buffett
    +

    Genius of Warren Buffett Course - S23

    3 Day Course - 24 Hours

    One of a kind concentrated study of The Genius of Warren Buffett: The Science of Investing and the Art of Managing presented by Robert Miles. Learn the Oracle of Omaha's educational timeline, investment principles, management philosophies, corporate governance, succession plan, mistakes, philanthropy and more.

    Unique and Limited: One of a kind course
    Inclusive and Diverse: Open to non-enrolled students from a variety of ages, academic backgrounds and work experience
    Distinguished Guest Lecturers: Including Berkshire managers
    Buffett Style Valuations: Immediately apply methods taught to value actual stocks and businesses acquired by Warren Buffett
    Investment Challenge Contest: Present a stock that fits Buffett's acquisition criteria
    Immediate Measurable Results: Previous participants selected an actual stock purchased by Berkshire Hathaway, have been promoted to lead Berkshire subsidiaries and appointed board members of non-profits

    Genius of Warren Buffett Class Spring 2015 with Susie Buffett
    GOB Fall 2018 Investment Challenge Merit Scholarship Winners with instructor Bob Miles.
    Genius of Warren Buffett Class Fall 2018
    Fall 2018 class members for the Genius of Warren Buffett Course with instructor Bob Miles.

    Genius of Warren Buffett production by Maverick PR at UNO.
    Spring 2022 Course (S-22)
    When: May 1, May 2, May 3, 2023 ( 3 - Day Course - 30 hours)
    Where: University of Nebraska at Omaha, College of Business Administration, Mammel Hall
      Included in your Registration:
    • Genius of Warren Buffett Course S23 - 30 hours
    • Catered meals as listed below.
    • Berkshires System Summit

    Spring Course Schedule:
    Monday (5/1/2023): 8 a.m. - 5 p.m. Catered lunch
    Tuesday (5/2/2023): 8 a.m. - 5 p.m. Catered lunch
    Wednesday (5/3/2023): 8 a.m. - 5 p.m. Catered lunch

    Berkshire System Summit (5/4/23): 10:00 a.m. - 3:30 p.m. CST Lunch included

    Make your travel plans and register now, this class is usually sold out very early. 

    Genius of Warren Buffett Course FAQs/Class Updates/Events

    Genius of Warren Buffett Course FAQ:

    Q. What are the differences between the Genius of Warren Buffett Fall and Spring Course?

    A. While the fall and spring courses cover the same material, share the same syllabus and include catered meals, the principle difference is the amount of course hours.
    Although both sessions are 3 days, the spring course is a total of 30 hours (8 hours per day on Monday, Tuesday and Wednesday from 8 am to 5 pm plus an additional bonus day and 6 hours of the Berkshire System Summit). The spring seminar is popular with international Berkshire Shareholders traveling to Omaha the first week of May to immerse themselves in an advanced study of Warren Buffett. The concentration of like-minded investors representing all continents and over 40 countries is a one of a kind experience. Some have repeated the spring course as many as 4 times.
    The fall course is a total of 18 hours (6 hours per day from 3 pm to 9 pm on Thursday and Friday and 8 am to 2 pm on Saturday). This session is designed for the busy executive, professional investment manager, or private investor seeking a better understanding of Warren Buffett's investment principles and methods. Many Omaha executives enrolled in the University of Nebraska at Omaha (UNO) Executive MBA program select the fall course as an elective towards their degree. The first weekend in October is also popular with families and time sensitive investors wishing to fly into Omaha on Thursday morning, stay two nights to complete the course and fly home on Saturday afternoon.
    Special Berkshire subsidiary tours, welcome lunch/dinner, introduction to investment research reports, guest speakers, investment pitch contest and UNO Certificate of Completion are the same for the Spring and Fall courses.

    Class Updates

    Update: 4-29-22
    Fall 2022 class is now registering. Save $1000. by registering before 9/15/22. Go to Registeration
    Update: 5-1-21
    Fall 2021 class has been postponed until Fall 2022.
    Update: 6-11-20
    Unfortunately the Genius of Warren Buffett Course -F20 (GOB - Fall 2020) scheduled for Oct 1 - 3, 2020 has been postponed by the University of Nebraska at Omaha (UNO) to the spring of 2022. The Genius of Warren Buffett Spring 2021 Course has been rescheduled to April 25 - 27, 2022 with limited seating. We strongly suggest early registration to insure your participation. 2021 Berkshire System Summit and the 2021 Value Investor Conference has been rescheduled to April 28 - 29, 2022. Auditorium seats will be very limited due to university requirements. Early registration is also recommended.

    EVENTS: Genius of Warren Buffett Course Early Registration


    Genius of Warren Buffett Course Fall 2022 - Thurs., Fri., Sat. - Oct. 6, 7, 8, 2022
    Genius of Warren Buffett Course Spring 2023 - Mon., Tues., Wed.. - May 1, 2, 3, 2023/Berkshire System Summit - May 4, 2023


    Genius of Warren Buffett Course Spring 2024 - Mon., Tues., Wed.. - May 1, 2, 3, 2024/Berkshire System Summit - May 4, 2023


    Genius of Warren Buffett Spring 2019 News

    Read article from the University of Nebraska - Omaha about the course. https://www.unomaha.edu/college-of-business-administration/news/2019/04/weekend-investment-brings-lifelong-returns.php

    Watch CBS television station segement that profiled the Genius of Warren Buffett Course and interviewed lifelong learners from Brazil and Canada highlighting GOB's international reach. https://www.3newsnow.com/news/local-news/genius-of-warren-buffett-executive-mba-course-being-taught-at-uno

    Previous - GOB Spring 2018 Events - pre and post-media coverage

    Pre-coverage:

    • '300+ Book Recommendations From Mohnish Pabrai,' January 9, 2018 (Value Walk)

    https://www.valuewalk.com/2018/01/mohnish-pabrai-books/

    • 'New book features essays on Berkshire Hathaway's annual shareholder meetings,' April 1, 2018 (Omaha World-Herald)

    http://www.omaha.com/money/buffett/new-book-features-essays-on-berkshire-hathaway-s-annual-shareholder/article_91b95d57-3028-5da2-8934-271be043cc00.html

    • 'Lifelong learner Bob Miles teaches the 'genius' of Warren Buffett,' April 18, 2018 (UNO Gateway)

    http://unothegateway.com/lifelong-learner-bob-miles-teaches-genius-warren-buffett/

    • 'Events set for new book of 43 essays on Berkshire Hathaway's annual meetings,' April 20, 2018 (Omaha World-Herald)

    http://www.omaha.com/money/events-set-for-new-book-of-essays-on-berkshire-hathaway/article_9b5da646-339c-5b1c-afca-79d7a184e9c5.html

    Post-coverage:

    • 'Friday recap: A day of shopping, schmoozing and for some, celebrating their 30th wedding anniversary,' April 28, 2018 (Omaha World-Herald)

    http://www.omaha.com/money/buffett/friday-recap-a-day-of-shopping-schmoozing-and-for-some/article_6305d2a9-003f-5410-973f-d72c755c439a.html

    • '2018 Berkshire Hathaway Annual Shareholders Meeting,' April 28, 2018 Yahoo Finance Video (featured interview with Robert Miles)

    https://finance.yahoo.com/brklivestream/

    Genius of Warren Buffett Course Speaker Profiles

    Fall 2018 Course

    Adrienne Fay
    Adrienne Fay shares Borsheims' marketing strategies with Genius of Warren Buffett course participants on October 5. (Photo by Maria Nevada)

    Borsheims' Adrienne Fay shares her marketing expertise

    By Maria Nevada

    Diamonds sparkled in the light as visitors explored Omaha-based luxury jewelry store Borsheims.

    For the participants in the University of Nebraska at Omaha (UNO) Genius of Warren Buffett Executive MBA course, the October 5 tour was a master class in the importance of detail and strategy. Led by Adrienne Fay, "Borsheims'" Director of Marketing and Business Sales, the tour allowed visitors to gain insight on selling a brand.

    At one point during the tour, Fay ushered the group inside a semi-enclosed area that displayed and highlighted the most prized pieces in the Borsheims' inventory. The space gives customers a sense of privacy and exclusivity, Fay says.

    The site visit is a bi-annual "skills check-in" for Fay to stay informed on every aspect of the store, its history and progress. She points out the details invisible to the untrained eye that create a consumer journey.

    When customers enter the store, they are gently misted with a relaxing scent that reinforces Borsheims' branding. Fay says this tactic is called scent marketing. Everything down to the packaging of the products, Fays says, creates "moments." To improve customer experience, the company also plans to put new carpet down to remove the subtle discomfort from standing on a hard floor. "Sometimes it's hard to see past the beautiful jewelry or the really unique things that make our store visibly beautiful," Fay says. Borsheims develops goals and strategies that define everyday business decisions "to ensure that our business stays strong and vibrant." Borsheims offers a glamorous experience and luxury goods- but at a discount, Fay says. It's a business model maintained through various methods. As part of the Berkshire Hathaway family, the company receives direction from Warren Buffett. Every year, Buffett writes a note to the company. It's simple, concise and shows how Borsheims is part of the Berkshire Hathaway experience. The company even sets up a pop-up store every year at the Berkshire Hathaway Annual Shareholders Meeting, held the first weekend in May.

    Previous Genius of Warren Buffett course participants suggested guest speakers include a Berkshire subsidiary Chief Financial Officer and a Chief Marketing Officer to highlight the depth of the Berkshire culture. Fay has been a course lecturer for five years now.

    Like the course participants, Fay considers herself a life-long learner.

    "It's really wonderful," Fay says. "It's probably one of the hardest talks that I do but is the most rewarding as well."

    Genius of Warren Buffett Course Photos

    GOB Photos Spring 2019

    S19 Genius or Warren Buffett Course Photos: Guest Speaker Susie Buffett explaining the Sherwood Foundation.

    Instructor Robert Miles with S19 class.

    GOB S19 Scholarship Recipients
    Instructor Robert Miles becomes an honorary Brazilian football leaguer.
    S19 class members receiving eMBA certificates.
    Robert Miles
    Genius of Warren Buffett S19 class holding flags of their country with guest speaker Susie Buffett and instructor Robert Miles.

    GOB Photos 2018

    The Genius of Warren Buffett Course Testimonial Video (3 min. feature) was produced by five graduates (William Maag, Feng Chang, Matt Ord, Mark O'Hare, and Jamie Hunt). This clip was produced, filmed and edited by UNO student PR firm MaverickPR.

    "Genius Course for S15, S16, S17 and S18 included international groups of students representing over 20 countries and were sold out."

    Fall 2018 class visit to Borsheim's with guest speaker, Director of Marketing, Adrienne Fay..
    Adrienne Fay, Director of Marketing at Borsheim's speaks with Fall 2018 class inside of Borsheim's.
    Fall 2018 class member talks with Adrienne Fay, Director of Marketing, Borsheim's.
    Instructor Bob Miles with a few Fall 2018 class members awarded with Certificates of Business Excellence from the University of Nebraska Omaha, College of Business Administration EMBA Program.
    Genius of Warren Buffett Class Spring 2015 with Susie Buffett
    GOB Spring 16 Investment Challenge Contest $5,000.00 Merit Scholarship Winners with instructor Bob Miles.
    Robert Miles

    Topics in Robert Miles' “Genius of Warren Buffett” class at UNO this week included “the Oracle of Omaha's educational timeline, investment principles, management philosophies, corporate governance, succession plan, mistakes, philanthropy and more,” according to the class marketing materials. — CHRIS MACHIAN/THE WORLD-HERALD
    Read complete article about the Spring 2014 Course.   (Photo/Article courtesy: The World-Herald)

    Production by Maverick PR students

    GOB Miscellaneous Videos and Photos

    Genius of Warren Buffett Class Spring 2015 with Susie Buffett
    Fall 2016 Genius of Warren Buffett class with guest speaker, Donald Wurster (President, National Indemnity Company and Berkshire Hathaway Life Insurance Company of Nebraska) and instructor Bob Miles.
    Genius of Warren Buffett Class Spring 2015 with Susie Buffett
    Spring 2016 Genius of Warren Buffett class with guest speaker, Bob Batt (Former Executive Vice President, Nebraska Furniture Mart - BKG) and instructor Bob Miles.
    Robert Miles
    Bob Miles presenting at the 2012 Value Investor Conference. (Photo courtesy: iMoney — Eric Tsang)
    Mammel Hall Welcome screen for the Genius of Warren Buffett course.
    Genius of Warren Buffett F2016 Scholarship Winner
    Fall 2016 Genius of Warren Buffett Merit Scholarship Recipient, Hallie Hanlon-Ward, and instructor Bob Miles. (Read Omaha World Herald article, "Winning Pitch", by  Steve Jordon.) Read PDF

    Berkshire Annual Meeting Credentials
    Berkshire shareholders and their guests need credentials to attend the annual meeting, to get special discounts at Berkshire-owned businesses and to attend the other shareholder-only events in Omaha in the days before and after the meeting.

    VIC 2014, 2015, 2016, 2017, 2018, 2019 sold out with a United Nations of like minded investors with attendees from around the globe representing 6 continents and over 30 countries.
    Aruba
    Australia
    Austria
    Belgium
    Brazil
    Canada
    Curacao
    Denmark
    Estonia
    France
    Germany=Wunderbar
    Greece
    India
    Indonesia
    Ireland
    Israel
    Italy
    Macau SAR
    Malaysia
    Mauritius
    Netherlands
    New Zealand
    Phillipines
    Singapore
    Slovokia
    South Africa
    Spain
    Sweden
    Switzerland
    Thailand
    United Arab Emirates
    United Kingdom
    United State of America
    Venezuela

    Join us in 2023!
    Please join us again in 2023 for our 20th Annual Value Investor Conference and Events:

    • Genius of Warren Buffett Course Fall 2022 - Thurs., Fri., Sat. - Oct. 6, 7, 8, 2022
    • Genius of Warren Buffett Spring 2023 - May 1- 3, 2023
    •  Berkshire System Summit S23: May 4, 2023
    •  Value Investor Conference - May 4 - 5, 2023
    • Omaha Value Dinner S23 - May 4 , 2023
    •  Omaha CEO Dinner S23 - May 5, 2023
    Omaha S23 Event Advantages
    • Original Value Conference
    • One of a Kind Buffett Course, Summits and Dinners
    • University Based
    • Often includes participation from Berkshire CEOs, managers, directors, family members, CFO, Marketing Director and more
    • Presenters recommended by previous atttendees
    • Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management
    • Over $170,000 donated to support education, scholarships and charities
    • As many as 5 separate exclusive events offered
    • World class networking opportunities with attendees from six continents and over 20 countries
    • Consecutive years SOLD OUT
    Previous Berkshire System Summit Interviews
    2018 Berkshire Summit Speaker
    Kevin Clayton
    Previous Value Investor Conference Interviews