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

17th Annual Value Investor Conference - Omaha

Date: Thursday and Friday, April 30 and May 1, 2020

Location: University of Nebraska at Omaha, College of Business Administration, Mammel Hall

Previous Conference and Summit Speakers

2019 Presenters

2019 Agenda and Speakers

Thursday,
4:00 p.m. - 4:40 p.m.
Robert Robotti

2019 Value Investor Speaker
Robert Robotti
, Founder and CIO - Robotti & Company Advisors LLC
Topic: "Creative Destruction: A Contrarian Approach to Cyclical Investing"

Takeaways:  (1) The impact of capital flows on future returns; (2) Cyclical industries: friend or foe of the value investor?; (3) An example in real-time.

Thursday,
4:40 p.m. - 5:20 p.m.
Staley Cates
Value Investor Speech Borjesson
Download Presentation Transcript

2019 Value Investor Speaker:
Per Håkan Börjesson, CEO
, Investment AB Spiltan [Sweden]
Topic: "How Buffett's Methods Work In Sweden"

Takeaways:  (1) It is possible to create the same shareholder community as Berkshire; (2) A concentrated portfolio builds value; (3) Build an investment company that last for 3000 years

Thursday,
5:20 p.m. - 6:00 p.m.
Florian Bartunek

2019 Value Investor Speaker
Florian Bartunek
, Founder, CIO; Constellation Asset Mgmt [South America]
Topic: " Would Buffett Be Successful in Emerging Markets?"

Takeaways:

(1) investment process in Emerging Markets; (2) lessons learned in Emerging Markets; (3) one investment idea.

Thursday,
7:00 p.m. - 8:00 p.m.
Ross Glotzbach

2019 Omaha CEO Dinner Keynote Speaker
Ross Glotzbach,
CFA, CEO, Head of Research, Southeastern Asset Management
Topic: "Concentration and Engagement Go Together in Investing and Running a Business"

Takeaways: (1) recap of the relevance of a long-term horizon in active, value investing; (2) the importance of a cohesive yet diverse global research team; (3) the advantage of like-minded client partners in a concentrated approach; (4) the benefits of collaboration and humility in engagement

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,
8:00 a.m. - 9:00 a.m.
Tom Russo

2019 Value Investor Speaker
Tom Russo
, Partner and Portfolio Manager at Gardner Russo & Gardner

Topic:  "Conversation and Q&A with Tom Russo"

Takeaways:  (1) Getting his investment start; (2) His investment process; (3) His portfolio composition and criteria; (4) Advice for others starting out and more

Friday,
9:20 a.m. - 10:00 a.m.
William Smead

Value Investor Speech Smead
Download Presentation Transcript

2019 Value Investor Speaker
William Smead
, Founder, CEO, CIO; Smead Capital Management
Topic: "Value Stock Selection in an Era of Aging Millennials"

Takeaways:

(1) 89 million Millennials are taking the place of 65 million Gen-Xers in the most economically important age bracket; (2) The companies that make the products and services most demanded by families aged 35-44 years old will be in the sweet spot of the economy; (3) Where are we finding value in this demographic shift?

Friday,
10:00 a.m. - 10:40 a.m.
Beini Zhou

2019 Value Investor Speaker
Beini Zhou,
CFA [Asia] Portfolio Manager, Matthews Asia
Topic: "Buying Growth at a Discount – Value Investing is Alive and Well in Asia"

Takeaways:

(1) Why value investing is not dead (2) How a value approach differs across the globe, from region to region (3) Why value investing in Asia makes sense now

Friday,
11:00 a.m. - 11:40 a.m.
Yefei Lu

2019 Value Investor Speaker
Yefei Lu
, Author, Portfolio Manager, Shareholder Value Management [Germany]
Topic: "Inside the Investments of Warren Buffett: 20 Cases"

Takeaways:  (1) High quality investments; (2) Letting available opportunities drive investment style; (3) It's all about management

Friday,
11:40 a.m. - 12:20 p.m.
Joel Cohen

2019 Value Investor Speaker - University Foundation Executives Panel
University Foundations:
Joel Cohen , MIT; Mike Billings, Vanderbilt; Brian Neale, Nebraska; with Charles Murphy, CFA, Portfolio Mgr, Liberty Park Capital
Topic: "Foundation Panel: Portfolio Composition & Investment Manager Selection"

Takeaways:

(1) Foundation Portfolio Composition (2) Assets Under Management and Annual Distributions (3) Foundation Investment Manager Selection Criteria

Read Bio

Joel Cohen is a member of the global investment staff at the MIT Investment Management Company, which manages MIT's endowment by seeking long-term partnerships with a small number of exceptional external investment managers worldwide. Joel is charged with traveling the world to find, identify, and evaluate exceptional managers for inclusion in MIT's portfolio. Joel graduated from Brown University with a degree in Philosophy and Economics

Friday,
11:40 a.m. - 12:20 p.m.
Nathan Chesley

2019 Value Investor Speaker - University Foundations Executive Panel
University Foundations:
Brian Neale, Nebraska; Nate Chesley, MIT; Mike Billings, Vanderbilt; with Charles Murphy, CFA, Portfolio Mgr, Liberty Park Capital
Topic: "Foundation Panel: Portfolio Composition & Investment Manager Selection"

Takeaways:

(1) Foundation Portfolio Composition (2) Assets Under Management and Annual Distributions (3) Foundation Investment Manager Selection Criteria

Read Bio

Mr. Neale has 20 years of institutional investment experience, and is responsible for the oversight and investment of more than $2.3B of investable assets on behalf of the University of Nebraska Foundation. In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio compliance and oversight, and serving as principal investment staff liaison to the Foundations Investment Committee and Board of Directors. Mr. Neale is also the portfolio manager for a balanced portfolio of more than $450M. In addition to leading the Foundation's investment team, Mr. Neale is member of the Foundations Executive Leadership Team. Mr. Neale has been with the Foundation since 2014, having joined most recently from MedStar Health (Baltimore, MD), and Wells Fargo Securities (Richmond, VA) prior to that. He Holds a Bachelors of Arts degree in History from the Virginia Military Institute and an MBA from The College of William & Mary. Proud to call himself a Midwesterner, he resides in Lincoln with his wife and two children.

Friday,
11:40 a.m. - 12:20 p.m.
Michael Billings

2019 Value Investor Speaker - University Foundations Executive Panel
University Foundations:
Mike Billings, Vanderbilt; Brian Neale, Nebraska; Nate Chesley, MIT; with Charles Murphy, CFA, Portfolio Mgr, Liberty Park Capital
Topic: "Foundation Panel: Portfolio Composition & Investment Manager Selection"

Takeaways:

(1) Foundation Portfolio Composition (2) Assets Under Management and Annual Distributions (3) Foundation Investment Manager Selection Criteria

Read Bio

Michael Billings Investment Manager Vanderbilt University, Office of Investments LinkedIn: https://www.linkedin.com/in/mabtito

Michael Billings is an Investment Manager at Vanderbilt University's Office of Investments. He's a generalist with a primary area of focus on public markets investments across all strategies. He also contributes to the private markets portfolio.

Previously, Mr. Billings was an Analyst at First Pacific Advisors, L.L.C. (FPA) for the FPA Multi- Advisor Funds. Prior to joining FPA, he was a consulting Investment Analyst at Dougan & Associates, a single-family office in Salt Lake City, UT.

Billings earned a B.S. in Economics from the Wharton School of the University of Pennsylvania and a M.S. in Finance from the University of Utah. He was selected as a member of the inaugural Ron Brown scholar program class and graduated from Rowland Hall St. Mark's high school which he attended as a David E. Cumming scholar.

A native of Salt Lake City, UT, he enjoys skiing at Alta/Snowbird (and Deer Valley/Park City), hiking, paddle boarding (on the rare occasion he can get to open water). He currently resides in Nashville, TN and cheers for the Vandy Commodores, Penn Quakers, Utah Utes (by Five) and Utah Jazz (How bout this Jazz!).

Friday,
1:20 p.m. - 2:00 p.m.
Jennifer Oppold

2019 Value Investor Speaker
Jennifer Oppold
, Founder, CIO, Alpine Peaks Capital; with Lindsay Corp [NYSE: LNN] Tim Hassinger, CEO, and Brian Ketcham, VP, CFO
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"

Takeaways:

(1) Why we consider Lindsay to be a high quality, long-term compounder; (2) Agricultural irrigation poised for strong growth; (3) Lindsay's self-help in the face of market uncertainty; and (4) Management perspective

Friday,
1:20 p.m. - 2:00 p.m.
Tim Hasssinger

2019 Value Investor Speaker
Tim Hassinger
, President, CEO; Lindsay Corporation
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"

Takeaways:

(1) Why we consider Lindsay to be a high quality, long-term compounder; (2) Agricultural irrigation poised for strong growth; (3) Lindsay's self-help in the face of market uncertainty; and (4) Management perspective

Read Bio

Timothy L. Hassinger is the President and Chief Executive Officer of Lindsay Corporation (NYSE: LNN), a position he has held since October 2017. Mr. Hassinger has also been a director of the Company since October 2017 and he is the only executive officer of the Company serving on the Board of Directors. Prior to joining the Company, Mr. Hassinger served as President and Chief Executive Officer of Dow AgroSciences, an Indianapolis-based subsidiary of The Dow Chemical Company. During his 33-year career at Dow AgroSciences, Hassinger held a series of senior leadership positions across a variety of domestic and international business units. Prior to becoming President and Chief Executive Officer of Dow AgroSciences in May 2014, he served as its Global Commercial Leader from February 2013 to April 2014 and as Vice President for its Crop Protection Global Business Unit from August 2009 to April 2014. Previously, he served as Vice President for the Dow AgroSciences business in the Europe, Latin America, and Pacific regions from 2007 to 2009. In 2005, he moved to Shanghai, where he served as Regional Commercial Unit Leader for Greater China. Mr. Hassinger currently serves on the Board of Directors of AGDATA.

Friday,
1:20 p.m. - 2:00 p.m.
Brian Ketcham

2019 Value Investor Speaker
Brian Ketcham
, President, VP, CFO; Lindsay Corporation
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"

Takeaways:

(1) Why we consider Lindsay to be a high quality, long-term compounder; (2) Agricultural irrigation poised for strong growth; (3) Lindsay's self-help in the face of market uncertainty; and (4) Management perspective

Read Bio

Mr. Brian L. Ketcham is Senior Vice President and Chief Financial Officer of Lindsay Corporation (NYSE:LNN), and has held such positions since April 2016. Prior to joining Lindsay and since 2001, Mr. Ketcham served in various finance roles at Valmont Industries, Inc., most recently as Vice President and Group Controller of the Engineered Support Structures segment. Prior to joining Valmont, Mr. Ketcham held various positions with Consolidated Container Company LLC and KPMG LLP.

Friday,
2:00 p.m. - 2:40 p.m.
Chad Naylor

2019 Value Investor Speaker
Chad Naylor
, CEO, Naylor & Company
Topic: "The Dynamics of Change in Value Investing"

Takeaways:

(1) The history of change in value investing; (2) Adapting value investing to a 21st-century market; (3) Specific investment ideas in today's market

Friday,
3:00 p.m. - 3:40 p.m.
Parames

2019 Value Investor Speaker
Francisco García Paramés,
Founder, Portfolio Manager, Cobas Asset Management [Euruope]
Topic: "Investing for the Long-Term"

Takeaways:

(1) Grasp his evolution, experience from this learning process over the decades; (2) Discover the values, intellectual structure and convictions behind his evolution.

Friday,
3:40 p.m. - 4:20 p.m.
Chuck Murphy

2019 Value Investor Speaker
Charles Murphy
, CFA, Portfolio Manager, Liberty Park Capital Management
Topic: All About Alpha."

Takeaways:

(1) Finding and defending fertile ground for alpha generation. (2) Complex or multi-industry smaller caps: prime territory for a variant perception approach. (3) Pitfalls of traditional value investing. (4) The Liberty Park process.

Friday,
4:40 p.m. - 5:40 p.m.
Tom Gayner

2019 Value Investor Speaker:
Tom Gayner,
Co-CEO, Markel Corp
Topic: "Conversation and Q&A with Tom Gayner"

Takeaways:

(1) Getting his investment start; (2) His investment process; (3) His biggest investment mistake; (4) Advice for others starting out and more

Friday,
7:00 p.m. - 8:00 p.m.
Elizabeth Collins

2019 Omaha Value Dinner Keynote Speaker
Elizabeth Collins, CFA, Head of Global Equity Research, Morningstar

Topic: "Making Smarter Investment Decisions"

Takeaways:  (1) Cautionary tales and success stories from across the globe; (2) Avoiding biases and harmful heuristics; (3) Designing processes that lead to improved outcomes

Read Bio

Elizabeth Collins, CFA, is head of global equity research for Morningstar, responsible for leading the firm's team of equity research analysts. Before assuming her current role in 2014, Collins was chair of Morningstar's Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar. She was also director of basic materials equity research, where she oversaw coverage of companies in the agriculture, building materials, chemicals, coal, forest products, metals and mining, packaging, and steel industries. Prior to leading the basic materials team, Collins was a senior analyst on the energy team. She joined Morningstar in 2005. Collins holds a bachelor's degree in psychology from Boston College and a master's degree in business administration from DePaul University. She also holds the Chartered Financial Analyst® designation.

Berkshire System Summit

2019 Berkshire System Summit Agenda and Speakers

Thursday,
9:30 a.m. - 9:40 a.m.
Robert Miles

2019 Berkshire Systems Summit Speaker
Robert Miles, Executive in Residence, University of Nebraska Omaha, College of Business Administration

Topic:  "Opending Remarks"

Takeaways: (1) Berkshire System or culture on a start up, family operated and a publicly traded wholly owned subsidiary; (2) Berkshire's unique culture; (3) Reporting requirements, budgets, meetings, HQ oversight and directives

Thursday,
9:40 a.m. - 10:40 p.m.
Don Wurster

2019 Berkshire Systems Summit Speaker
Don Wurster, CEO, National Indemnity Company

Topic: "Conversation and Q&A with Don Wurster"

Takeaways: (1) How to manage risk and set appropriate premium price (2) Advantages and disadvantages of being part of Berkshire Hathaway (3) Berkshire unique culture

Read Bio

Don Wurster serves as the President of National Indemnity Company and Berkshire Hathaway Life Insurance Company of Nebraska. Mr. Wurster was employed By Pacific Stock Exchange, San Francisco, CA. from 1980 to 1982. Mr. Wurster is graduate of University of Michigan, Ann Arbor, Mi, in 1975. He holds an MBA Degree from University of California, Berkeley, Ca in 1980.

About National Indemnity: National Indemnity Company provides commercial insurance products. It offers commercial auto insurance products, which provide coverage for business auto, commercial trucks and truckers, passenger transport, and specialty operations; garage insurance products that provide coverage for dealers, and service and repair shops; motor truck cargo insurance that provides coverage for loading and unloading, refrigeration breakdown, and earned freight operations; and prize indemnification and special events insurance products. The company also provides general liability insurance, which provides coverage for construction, manufacturing and distribution, transportation, miscellaneous, and stores and rental operations, as well as installation, service, and repair operations. It offers its products through retail and contracted general agents in the United States. The company was founded in 1940 and is based in Omaha, Nebraska. National Indemnity Company operates as a subsidiary of Berkshire Hathaway Inc

Thursday,
11:00 a.m. - 12:00 p.m.

2019 Berkshire Systems Summit Speaker
Bob Batt, Executive VP (retired), Nebraska Furniture Mart
Topic:
"Conversation and Q&A with Bob Batt"

Takeaways: (1) Becoming Berkshire's first family owned and managed subsidiary; (2) NFM before and after Berkshire's acquisition; and (3) how the retail business has changed over the past 7 decades.

Thursday,
1:00 p.m. - 2:00 p.m.
Tony Nicely

2019 Berkshire Systems Summit Speaker
Tony Nicely, CEO, GEICO
Topic:
"A Conversation and Q&A with Tony Nicely"

Takeaways: (1) Berkshire's longest serving subsidiary manager; (2) Building GEICO from 7th to 2nd; (3) GEICO culture before and after Berkshire acquisition

Thursday,
1:00 p.m. - 2:00 p.m.
Katherine Chiglinsky

2019 Berkshire Systems Summit Speaker
Katherine Chiglinsky
, Bloomberg News
Topic: "Speaker Q&A with Katherine Chiglinsky, Bloomberg News"

Read Bio
Katherine Chiglinsky is a finance reporter at Bloomberg News where she covers Berkshire Hathaway and insurance companies. She has 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.

Thursday,
2:00 p.m. - 3:30 p.m.
Ron Olson

2019 Berkshire Systems Summit Speaker
Ron Olson*, Managing partner of Munger, Tolles and Olson and Berkshire Director

Topic:  "Conversation and Q&A with Ron Olson and Nicole Friedman, Journalist, Wall Street Journal"

Takeaways: (1) Berkshire's board meeting topics of discussion; (2) Succession; (3) Acquisition updates

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.

Thursday,
2:00 p.m. - 3:30 p.m.
Nicole Friedman

2019 Berkshire Systems Summit Speaker
Nicole Friedman
, Wall Street Journal Reporter
Topic:   "Conversation and Q&A with Ron Olson and Nicole Friedman, Journalist, Wall Street Journal"

Takeaways: (1) Berkshire's board meeting topics of discussion; (2) Succession; (3) Acquisition updates

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

2019 Berkshire Systems Summit Speaker
Robert Miles, Executive in Residence, University of Nebraska Omaha, College of Business Administration

Topic:  "Closing Remarks"

Takeaways: Join us next year - April 30; www.valueinvestorconference.com

2018 Presenters

2018 Value Investor Conference

Omaha Value Dinner and Omaha CEO Dinner

May 3 - 4, 2018
University of Nebraska-Omaha, College of Business Administration, Mammel Hall

Staley Cates

2018 Value Investor Speaker
Staley Cates, CFA
, Vice-Chairman, Principal, Southeastern Capital Management, Longleaf Partners Fund
Topic: "Active, Long-Term Value Investing In Common Stocks Will Actually Work"

Takeaways: (1) There aren't many of us left anymore…which is good for those of us who are left

(2) Passive investing mania and closet indexing

(3) Private equity as the new panacea

ElizabethLilly

2018 Value Investor Speaker
William N. Thorndike
, Managing Director, Housatonic Partners, Author

Topic: "Q&A with Author of The Outsiders: CEOs Who Excel at Capital Allocation

Takeaways: (1) Metrics used to determine outstanding capital allocators;   (2) What separates superior capital allocators from average;   (3) Who would be in book if writing today;

(4) Outsiders outside USA.

Robert Hagstrom

2018 Value Investor Speaker
Robert Hagstrom

CFA, Author, Sr Portfolio Mgr, EquityCompass Strategies
Topic: "How to Become a Self-Transforming Investor: Closing the Gap on an Increasingly Complex Financial World

Takeaways: (1) Presenting "new" alternative performance benchmarks.  (2) Is the "death bell" ringing for Strategic Asset Allocation? What's next?  (3) Can you see the stock market's "green light turn yellow before changing to red?"

 

Jeff Gramm

2018 Value Investor Speaker
Jeff Gramm
, Author, Adjunct Professor, Columbia Business School, Founder and Portfolio Manager, Bandera Partners, Director, Tandy Leather

Topic:  "Boardroom Battles and the Rise of Shareholder Activism"

Takeaways: (1) Does corporate governance matter?  (2) Governance best practices?   (3) Current state of shareholder activism

(4) Advice for aspiring activists

Jeff Matthews

2018 Value Investor Speaker
Jeff Matthews
, General Partner of Ram Partners, LP
Topic: "Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism"

Takeaways: (1) Does corporate governance matter?  (2) Governance best practices?   (3) Current state of shareholder activism

(4) Advice for aspiring activists

  

Sanjay Bakshi

2018 Value Investor Speaker
Sanjay Bakshi,
Managing Partner, Value Quest Capital [India]
Topic: "Reputational Advantage and Optionality in Valuation"

Takeaways: (1) Reputational advantage is a hard-to-copy source of competitive advantage.  (2) In some business models, the value of optionality exceeds the value of current operations.  (3) It's difficult to quantify reputational advantage and optionality. Nevertheless, there are ways to incorporate them in one's investment thinking.

Glen Arnold

2018 Value Investor Speaker
Glen Arnold, PhD.
, Businessman, Investor, Author, Professor [UK]
Topic: "Buffett Mistakes: Invert, Always Invert!"

Takeaways:  (1) Buffett learned as much from mistakes as from his successes  (2) Mini-cases of Buffett blunders: how to lose some net worth if you are really determined to do so  (3) Accept error as part of the investment process, learn how to do it better

 

Barbara Ann Bernard

2018 Value Investor Speaker
Barbara Ann Bernard
, CEO & CIO, Wincrest Capital [Bahamas]
Topic: "Topic: Value Investing: By Definition You Have to be Contrarian, but You Also Have to be Right! "

Takeaways:  (1) What makes for a successful value investor?
(2) The Art and Science of value investing
(3) The Temperament Test
(4) How long do you wait to be right?
(5) How do you know when you're wrong?

Jon Clifton

2018 Value Investor Speaker
Jon Clifton
,Managing Partner, Gallup 
Topic: "Gallup World Poll: Crucial World Issues Affecting People's Lives, including Media Freedom, Security, Leadership Approval, Happiness, and Employment "

Takeaways:  (1) The most quoted jobs metric in the world is misleading.  (2) Many of the truly unemployed are considered self-employed.  (3) About 3 billion people who want a great job don't have one.

  

François Rachon

2018 Value Investor Speaker
François Rochon
[Canada], President and Portfolio Manager Giverny Captial
Topic: "The Art of Investing: Going Beyond the Numbers"

Takeaways:  (1) How to look at the investment world with an artistic, original and creative mind  (2) What qualitative aspects we look for in our portfolio companies   (3) How we reconcile the artistic aspects of investing with the central ideas of "value investing"

 

Guy Spier

2018 Value Investor Speaker
Guy Spier
, Author, Investment Manager, Aquamarine Fund (Switzerland)
Topic: " The True Source of Competitive Advantage for Investors in an Overpriced World"

Takeaways: (1) How to really win big when pretty much everything is overpriced and picked over  

Chris Swasbrook

Read Speaker Transcript

2018 Value Investor Speaker
Chris Swasbrook
, Managing Director, Elevation Capital [New Zealand]
Topic: ""I'd like to own either Hershey's or Tiffany's if it's the right price, wouldn't you?" [Charlie Munger, February 2018]

Takeaways:  (1) Analysis of one of the above companies via Elevation Capital's framework.  (2) Potential investment idea.

  

Dave Whorton

2018 Value Investor Speaker
Dave Whorton
, Founder Tugboat Ventures, Entrepreneur, Investor
Topic: "Forever Businesses with High Character CEOs: Guiding Quality Managers for the Long Run"

Takeaways: (1) How Tugboat Group identifies and assists forever businesses and high character CEOs  (2) Achieve superior returns investing in compounding machines with evergreen management  (3) Examples of businesses being managed for the long run

  

Kunal Kapoor

2018 Omaha Value Dinner Keynote Speaker
Kunal Kapoor, CFA
, CEO Morningstar, Inc.
Topic: "Morningstar's Methodology: Delivering State-of-the-Art Investment Research"

Takeaways:  (1) Taking over from the founder and transitioning to CEO role; (2) How Morningstar built its methodology on a Buffett-like way of thinking, from selecting active managers to picking individual stocks; (3) How Morningstar is using technology to deliver research in new ways

Bruce Flatt
Read Bruce Flatt's Keynote Presentation

2018 Omaha CEO Dinner Keynote Speaker
Bruce Flatt,
CEO Brookfield Asset Management
Topic: "REAL ASSETS: The Place to Be"

Takeaways: The real asset industry and where it is headed; value investing in real assets; Brookfield's competitive advantages of scale, global reach and operating capabilities; and technology and its impact on the business.

Berkshire System Summit

Berkshire Systems Summit - 2018

Ron Olson

2018 Berkshire Systems Summit Speaker
Ron Olson
, Managing partner of Munger, Tolles and Olson and Berkshire Director

Topic:  "Q&A with Nicole Friedman, Reporter, WSJ"

Don Wurster

2018 Berkshire Systems Summit Speaker
Don Wurster*
, President, National Indemnity Company

Topic:  "Q & A"

Kevin Clayton

2018 Berkshire Systems Summit Speaker
Kevin Clayton*
, President of Clayton Homes

Topic:  "Q & A"

Larry Cunningham

2018 Berkshire Systems Summit Speaker
Larry Cunningham
, Author, Corporate Governance and Business Law Professor, Berkshire Governance Expert

Topic:   "The Warren Buffett Shareholder: Key Partners of the Berkshire System"

Takeaways include features of the Berkshire System from the shareholders' viewpoint: (1) Berkshire is unusually congenial to taxable shareholders, enhancing compounding rates considerably; (2) Berkshire's internal cultural features such as autonomy, decentralization, and permanence help attract sellers of high-quality companies to sell to Berkshire at reasonable prices with managers who stay on and become substantial shareholders; and (3) There is a close symbiotic connection between features (1) and (2) that reinforces Berkshire's high compounding rate and long time horizon.

Nicole Friedman

2018 Berkshire Systems Summit Speaker
Nicole Friedman
, Wall Street Journal Reporter

Topic:   "Q&A with Ron Olson, Managing Partner, Munger, Tolles and Olson; Director, Berkshire Hathaway"

2018 Berkshire Systems Summit Speaker
Mark O'Hare
Chartered Accountant; Partner, Grant Thornton (Australia) Privately Held Businesses

Topic:  "The Berkshire System: How it has Defined the Company, its Management and its Shareholders"

(1) The Berkshire System is an original creation of Warren Buffett, based upon his personal approach to investing and managing. (2) The Berkshire System attracts and retains outstanding managers of outstanding businesses, through a clear focus on the long term. (3) The Berkshire System taps the deepest desires of human needs - to be trusted to perform important tasks with extreme autonomy.

Robert Miles

2018 Berkshire Systems Summit Speaker
Robert Miles
, Author, Warren Buffett Scholar, Executive in Residence UNO CBA

Topic:  "Opending and Closing Remarks"

Opening Remarks:(1) What is the Berkshire System? (2) Insights from Berkshire Director and Legal Counselor. (3) Perspectives from key Berkshire subsidiary executives. (4) Observations from an accountant as well as academic and corporate governance expert.
Closing Remarks:  (1) Admire Buffett for his investing skill and shared knowledge but follow his simple and effective corporate values for long term success. (2) Long-term investors must be concerned about corporate governance (3) Berkshire is built to succeed, endure and prosper.

2018 Value Investor Agenda

Agenda


Thursday, May 3, 2018

3:00 p.m. – 4:00 p.m.
REGISTRATION
University of Nebraska at Omaha,
College of Business Administration, Mammel Hall Atrium
3:00 p.m. – 6:00 p.m.
Conference Bookstore Open
Mammel Hall Atrium
4:00 p.m. - 4:05 p.m. 
Robert Miles, Author, UNO Distinguished Lecturer and Conference Organizer
Topic: Welcome and Introductions

Afternoon Sessions: 4:05 p.m. – 6:00 p.m.

Value Investor Dinner

Omaha Value Dinner
Keynote Speaker:  Kunal Kapoor, CFA
CEO Morningstar, Inc.
(Included with Conference registration)

6:15 p.m. - 6:45 p.m. — Reception
6:45 p.m. - 7:15 p.m. — Dinner
7:15 p.m. - 8:15 p.m. — 2018 Keynote Speaker, Q & A
Keynote Topic: "Morningstar's Methodology: Delivering State-of-the-Art Investment Research"
Location:  Scott Conference Center at the University of Nebraska (approx. 1 block from Mammel Hall)
Benefiting: UNO Maverick Investment Club

Friday, May 4, 2018
 7:30 a.m. - 8:00 a.m.
Breakfast and Coffee
REGISTRATION
University of Nebraska at Omaha, College of Business Administration, Mammel Hall Atrium
8:00 a.m. – 6:00 p.m.
Conference Bookstore Open
Mammel Hall Atrium

Morning Sessions: 8:00 a.m. - 12:00 p.m.


Morning Break Sponsor:  Matthews Asia
9:20 a.m. - 9:40 a.m. Break
10:40 a.m. - 11:00 a.m. Break

12:20 p.m. - 1:20 p.m. — LUNCH:  Mammel Hall Atrium
Afternoon Sessions:  1:00 p.m. – 5:40 p.m.
2:40 p.m. - 3:00 p.m. Break
4:20 p.m. - 4:40 p.m. Break

5:40 p.m. – 5:45 p.m. — Conference Closing Remarks - Bob Miles

Omaha CEO Dinner
Keynote Speaker:
Bruce Flatt, CEO
Brookfield Asset Management

6:30 p.m. - 7:00 p.m.
Dinner
7:00 p.m. — 2018
Keynote Speaker: 
Bruce Flatt, CEO, Brookfield Asset Management
Q & A
Keynote Topic: "REAL ASSETS:  The Place to Be"
Location: Scott Conference Center at the University of Nebraska (approx. 1 block from Mammel Hall)
(Included with Conference registrations on/after 2/1/18.)

Benefitting: UNO Executive MBA Program

2017 Presenters

2017 Value Investor Conference

14th Annual Value Investor Conference
Conference Date:  Thursday, May 4, 2017 (4:00 p.m. - 6:00 p.m.) and Friday, May 5, 2017 (8:00 a.m. - 5:00 p.m.). Location:: University of Nebraska at Omaha, College of Business Adminstration, Mammel Hall, Address: 6708 Pine Street, Omaha, NE 68106

Hear one of the top "Influential people in the world: 
Robert Cialdini", May 5, ValueInvestorConference.com - Huffington Post

Pat Dorsey

2017 Value Investor Speaker
Pat Dorsey
, Author, Founder, Portfolio Manager, Dorsey Asset Management
Topic: "Competitive Advantage and Capital Allocation"

Takeaways: (1) Competitive advantage drives the duration of excess ROIC, which increases long-term business value (2) Capital allocation links shareholder value and business value, amplifying or reducing the returns received by equity owners (3)Competitive advantage and capital allocation have quantitative outputs, but the inputs require qualitative evaluation

Bob Robotti

2017 Value Investor Speaker
Robert Robotti
Founder and CIO - Robotti & Company Advisors LLC
Topic: "Rebuilding America – One home at a time"

Takeaways: (1) Cyclical businesses are ripe for Value Investing – Mr. Market manic depressive on steroids 2) Single family homebuilding still far off 40 year averages 3) Operating leverage translates into dramatic earnings and free cash flow leverage – can buy recognized industry leader for 3x normalized earnings

Shane Parrish

2017 Value Investor Speaker
Shane Parrish
, Founder of farnamstreetblog.com and Farnam Street Holdings [Canada]
Topic: "Mastering the Best of What Other People Have (already) Figured Out"

Takeaways: (1) Building a multidisciplinary mindset starts with a conscious consumption of information. (2) How to read more effectively. (3) And the simple tool that will enable you to digest and apply your knowledge.

Dr. Robert Cialdini

2017 Value Investor Speaker
Dr. Robert Cialdini
, New York Times Bestselling Author of Influence and Pre-Suasion
Topic: "A Revolutionary Way to Influence and Persuade."

Takeaways: (1) Learn what pre-suasion does to make persuasion even more powerful. 2) Learn how you can use pre-suasion ethically to be more persuasive. 3) Learn how to recognize and deflect unwanted pre-suasion.

Ron Muhlencamp

2017 Value Investor Speaker
Ron Muhlenkamp
, Founder, President, and Portfolio Manager - Muhlenkamp & Co., Inc.
Topic: "A Perspective on Consumer Spending "

Takeaways: (1) Spending Priorities. 2) Spending Over Time. 3) Spending Across Countries.

Kim Shannon

2017 Value Investor Speaker
Kim Shannon
, President, Co-Chief Investment Officer, Sionna Investment Managers [Canada]
Topic: "Macro Value Investing: What to Expect in Sideways Markets"

Takeaways: (1) Expect Modest returns in next decade for both Equities and Bonds. (2) History Suggests Equities should do better. (3) Time to bring Equity Allocation back up to more normal levels

Jeff Stacey

2017 Value Investor Speaker
Jeff Stacey
, Founder, Portfolio Manager, Stacey Muirhead [Canada]
Topic: "An Underappreciated Warren Buffett Investment Technique"

Takeaways: (1) Event Driven Investing is an underappreciated Warren Buffett Investment Technique 2) Event Driven Investing gives you a second page in your "Investment Playbook" 3) You expect to profit regardless of the direction of the stock market in most cases

ElizabethLilly

2017 Value Investor Speaker
Elizabeth Lilly
, CFA, Founder, Portfolio Manager, Crocus Hill Partners
Topic: "Microcaps: The Last Undiscovered Frontier for Alpha"

-

Takeaways: (1) Why do small and micro-cap stocks outperform? (2) How our philosophy is different (3) Case Study/Valuation Analysis of investment.

Lauren Templeton

2017 Value Investor Speaker
Lauren Templeton
, Author, Founder and President, Lauren Templeton Capital Management
Topic: "The Virtue of Patience: Applying Contrarian Value Investing Principles"

Takeaways: (1) US equity markets show limited return potential without accelerating growth. (2) Poor risk/reward in fixed income market. (3) Active management can add value through better downside capture ratios.

Yefei Lu

2017 Value Investor Speaker
Yefei Lu
, Author, Portfolio Manager, Shareholder Value Management [Germany]
Topic: "Analyzing Buffett’s Investments: Lessons Learned"

Takeaways: (1) Quality of information is central in making a good investment. (2) Consistency of earnings is likely more important than high growth or high returns on capital in determining a good investment.

Rob Vinall

2017 Value Investor Speaker
Rob Vinall
, Founder RV Capital, Portfolio Manager, Business Owner Fund Manager [Switzerland]
Topic: "Identifying Managers with Talent and Integrity"

Takeaways: (1) Identifying great managers is difficult, but important.  (2) It provides the thoughtful investor with the opportunity to beat the market through superior insight. (3) Key attributes to look for are those which are different and overlooked.

Tom Gayner

2017 Value Investor Speaker
Tom Gayner
, Co-CEO and Director - Markel Corporation President, Markel Gayner Asset Management, Inc
Topic: "A Fireside Chat moderated by Shane Parrish"

David Poppe

Value Investor Dinner

Keynote Speaker 2017: David Poppe, CEO, Sequoia Fund 

Thursday, May 4, 2017 
Location: Scott Conference Center, Omaha
Topic: "Sequoia’s Process and Perspective"

Key Takeaways:   (1) Where we find competitive advantage in a well-informed marketplace. (2) How we think about management quality. (3) Is long-duration earnings growth less appreciated than short-term momentum.

Dinner with David Poppe is included with your registration for the Value Investor Conference!

2017 Corporate Values Summit

Peter Lefferts

2017 Corporate Values Speaker
Peter Lefferts
, Director, American Express Bank, FSB https://www.linkedin.com/in/peter-lefferts-74985a16

Topic:  Topic: Why Corporate Values
Takeaways: (1) Values-driven cultures create, enhance, sustain brand and shareholder value. (2) Walk the talk: Key to "values culture" is integrity in daily behavior (not just words) at all levels. (3) Enterprise values culture: Increasingly visible, influential with key audiences.

 

LJ Rittenhouse

2017 Corporate Values Speaker
L.J. Rittenhouse
, Author, Founder, Rittenhouse Rankings

Topic:   "How to Profit From Candor"
Takeaways: (1) It is possible to create meaningful Alpha by systematically measuring the gap between candor and the lack of candor in executive communications. (2) Candor scores and rankings reveal the underlying integrity - or lack of integrity - in executive leadership and the corporate culture. (3) Warren Buffett still believes we are doing the work of the angels.

 

Lawrence Cunningham

2017 Corporate Values Speaker
Lawrence Cunningham
, Author, Professor, George Washington Univerisity, Business Law and Corporate Governance  https://www.law.gwu.edu
/lawrence-cunningham

Topic:  Autonomy, Decentralization and Trust in Corporate Culture
Takeaways: (1) the power of human agency that gives value to autonomy in corporate culture, (2) the logic of many specific Berkshire Hathaway decentralization decisions and how to apply the lessons in other businesses. (3) the relative merits of a corporate culture founded on mutual trust versus commanded control.

 

Paul Lountzis

2017 Corporate Values Speaker
Paul Lountzis
, Founder, Lountzis Asset Management 
http://www.lountzis.com/about_us.html

Topic:  Why Corporate Values Matter to Longterm Investors
Takeaways: TBA

Ron Olson

2017 Corporate Values Speaker
Ron Olson
, Managing partner of Munger, Tolles and Olson and Berkshire Director

Topic:  Berkshire Culture, Crisis Cummunication, Succession and more audience Q&A with Nicole Friedman, Wall Street Journal Reporter and Bob Miles
Takeaways: (1) Is Berkshire's culture of de-centralization sustainable? (2) Will acquisitions be presented to Berkshire after current leadership retires? (3) How confident are you in Berkshire's succession plan?

 

Nicole Friedman

2017 Corporate Values Speaker
Nicole Friedman
, Wall Street Journal Reporter

Topic:   "Berkshire Culture, Crisis Cummunication, Succession and more audience Q&A with Nicole Friedman, Wall Street Journal Reporter and Bob Miles"
Takeaways: Q&A with Ron Olson

 

Robert Miles

2017 Corporate Values Speaker
Robert Miles
, Author, Warren Buffett Scholar, Executive in Residence UNO CBA

Topic:  Q&A with Ron Olson and Closing Remarks
Closing Takeaways: (1) Admire Buffett for his investing skill and shared knowledge but follow his simple and effective corporate values for long term success. (2) Longterm investors must be concerned about corporate governance (3) Berkshire is built to succeed, endure and prosper.

 

2016 Presenters

2016 Value Investor Conference Presenters

Rupal Bhansali

Rupal J. Bhansali
Executive Vice President and Chief Investment Officer, Global Equities Portfolio Manager Ariel Investments

Topic: "The Case for Contrarian Intrinsic Value Investing"

Takeaways: (1) The power and payoff of non-consensus thinking in investing, what investors should insist upon—and not settle for, and that price is not value.

Tom Gayner

Tom Gayner
President and CIO, Markel Corporation

Topic: "Drinks"

Aswath Damoaran

Aswath Damodaran,
Author, Professor of Finance - Stern School of Business, NYU

Topic: "Price or Value? What's Your Game?"

Takeaways: (1) That the pricing and value processes are driven by different forces and can yield different numbers for the same company.  (2) If you are truly an investor, you play the value game but you are at the mercy of the pricing game. (3) Most "value" investors neither care about "value" nor are they "investors".

Jeff Auxier

Jeff Auxier
Founder, Portfolio Manager, Auxier Focus Fund

Topic: "A Farmer's Perspective on Stock Picking Along the Food Value Chain"

Fred Kiel

Fred Kiel, Ph.D.
Author, Consultant, Founder and Managing Partner - KRW Interntaional

Topic: "Return On Character: The Real Reason Leaders and Their Companies Win"

Charles Brandes

Charles Brandes
Author, Philanthropist, Founder, Brandes Investment Partners, L.P.

Q & A LeaderTopic: "A Conversation with Charles Brandes: A Disciple of the Benjamin Graham School of Value Investing"

Tren Griffin

Tren Griffin
Author, Senior Director, Microsoft

Topic: "Charlie Munger: Evolving Value Investing beyond Cigar Butts"

Michael van Biema

Dr. Michael van Biema
Author, Founder and Managing Partner, van Biema Value Partners

Topic: "Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors"

Roger Lowenstein

Roger Lowenstein
Author, Director, Sequoia Fund

Q & A Leader
Topic: "A Conversation with Charles Brandes by Roger Lowenstein"

Brian Bares

Brian Bares, CFA
Founder, Portfolio Manager, Bares Capital Management

Topic: "Finding an Edge: Creating a Moat around an Investment Process"

Takeaways: (1) A good investment process must be differentiated and hard to replicate (2) Investors who rely solely on quantitative screens or filters may run into problems (3) Qualitative analysis allows for variant perception opportunities

Charles Brandes

François Rochon
CEO, Chief Investment Officer, Giverny Capital (Canada)

Topic: "The Art of Investing"

Anna Nikolayevsky

Anna Nikolayevsky
Founder and Chief Investment Officer - Axel Capital Management

Topic: "Global Macro: Drinking Upstream From the Herd"

2016 Philanthropy Summit Presenters

Susie Buffett

Susie Buffett
Chairwoman, Sherwood Foundation; Susan Thompson Buffett Foundation and Buffett Early Childhood Fund; Director, ONE, Ounce of Prevention Fund, The Fulfillment Fund, Girls Inc., Rose Blumkin Performing Arts Center, Building Bright Futures,  and the Omaha Aviation Authority

Topic: Buffett Family Panel Discussion — "Challenges of Giving Money Away; Early philanthropic influences; Concerns, Best Practices and Mistakes of Philanthropic Families, Audience Q & A".

Peter Buffett

Peter Buffett
Co-Chair and Co-President, NoVo Foundation; Director, Susan Thompson Buffett Foundation; Emmy Award Winning Musician and Composer; New York Times Best Selling Author, Life is What You Make It, Barron’s Most Effective Philanthropist

Topic: Buffett Family Panel Discussion — "Challenges of Giving Money Away; Early philanthropic influences; Concerns, Best Practices and Mistakes of Philanthropic Families, Audience Q & A".

Kristen Williams

Kristin Williams
Sherwood Foundation, Director of Community Initiatives
Topic: "How Donor Intent and Shared Values Influence Philanthropic Investments of The Sherwood Foundation: The Case for Risk Taking, Mid-Course Corrections, and Patient Capital – What Has Worked and What Hasn't."

Takeaways:
1. Understand how donor intent and values influence philanthropic investments of The Sherwood Foundation. (2) Hear specific examples of strategies at The Sherwood Foundation that were successful. (3) Why failure in philanthropy is and should be an option.

Jessie Rasmussen

Jessie Rasmussen
President, Buffett Early Childhood Fund
Topic: "Persistence, Partnership and Power: Building an Early Childhood Movement in the United States"

Takeaways:
(1) Learn how a single, steady philanthropic focus pays off through investments in policy, practice and knowledge. (2) Better understand the benefits and challenges of co-investing in public-private partnership. (3) Know more about national and Nebraska efforts to redefine "education" in the 21st Century to include the first five years of life and learning.

Sara Boyd

Sara Boyd
President, The Omaha Community Foundation
Topic: "The Family Dynamic: Making Good Across Generational Divides"

Takeaways:
· Defying the gravity of familial roles
· Leveraging values for common ground 
· Achieving balance between the group and self

Sara Boyd

Katie Weitz
Community Consultant, Executive Director, Weitz Family Foundation
Topic: "The Power and Pitfalls of 'Experimental Philanthropy"

Takeaways:
1. Is it possible to get "informed consent" in philanthropy? [Warren Buffett's suggestion was to use giant resources to do what government and private sector can not do. With the mandate to experiment and be bold along with the general idea that philanthropists work with the most vulnerable, what responsibility do we have to the client if/when our social experiments fail, perhaps another way to ask is--Is it possible to "do no harm" when engaging in philanthropy?]
 (2) What does it mean to valid and replicable? [Any good experiment can be replicated, but who is responsible to do the additional testing? Where is peer review? Is it responsible philanthropy to "scale" your own project?]
 (3) Where is the "what doesn't work" clearinghouse? [Sharing what works with other philanthropists is important, but so is knowing what doesn't. Outside of the public humiliation of newspaper articles, how do we keep others from making the same mistakes?]

Angela Eikenberry

Dr. Angela Eikenberry
Author, Professor, University of Nebraska-Omaha
Topic: "Three Approaches to Making Meaningful Impact Through Philanthropy: Lessons from Giving Circles"
Summary: What is philanthropy for? Making us more fully human? Saving lives efficiently? Bringing about systemic change? In a TED Talk-like format, Dr. Eikenberry discusses three approaches to thinking about and doing philanthropy and their potential implications. She does this by drawing on a decade of research on giving circles, groups of people who pool their money and time to support charities or social enterprises in an engaged and social way.
Takeaways: 1. Discuss different approaches to philanthropy and their implications. (2) Learn about different types of giving circles and changing approaches to giving

Steve Jordon

Steve Jordon
Author, Journalist, Omaha World Herald (a Berkshire Hathaway Company)
Topic: "The Oracle and Omaha: How Each Has Shaped Greater Omaha Charity"

Takeaways:
1. Warren Buffett isn't Omaha's first philanthropist, and he won't be the last, either. (2) Smart giving: How an Omaha group gives success a chance. (3) Why doesn't Warren Buffett just write a check?

Robert P. Miles

Robert Miles
Host, Author, UNO Instructor, The Genius of Warren Buffett Executive MBA Course
Topic: "Warren Buffett an Intelligent Philanthropist: A Thinking Man's Gift to the World"

Takeaways:
1. Making money by investing in sure bets versus giving it away with huge unknown results. (2) Learn how Warren Buffett built his wealth by partnering with outstanding people and how he is giving it away under the same guiding principles. (3) Investing and giving in a very concentrated way.

Philanthropy Summit

Philanthropy Summit Benefiting Omaha Girls Inc.

2015 Presenters

Jon Clifton

Jon Clifton, Managing Director, Gallup World Poll

Topic: TBA
Time: Friday, 10:00 a.m. - 10:40 a.m.

Jean-Marie Eveillard

Jean-Marie Eveillard, Senior Investment Adviser, First Eagle Funds

Topic: "Value Investing: It Makes Sense and It Works Over Time"
Thursday, 5:00 p.m. - 6:00 p.m.

Mariko Gordon

Mariko Gordon, Founder, CEO and CIO, Daruma Capital Management

Topic: "The Cloud, the Grid and the Successful Investor"
Friday, 11:00 a.m. - 11:40 a.m.

Michael Kemp

Michael Kemp, Author

Topic: "Uncommon Sense:  Investment Wisdom since the Stock Market’s Dawn"
Thursday, 4:05 p.m. - 4:40 p.m.

Roger Lowenstein

Roger Lowenstein, Author, Director, Sequoia Fund

Topic: "Buffett: The Making of an American Capitalist Twenty Years Later"
Friday, 1:20 p.m. - 2:20 p.m.

Guy Spier

Guy Spier, Author, Managing Partner, Aquamarine Capital

Topic: "The Education of a Value Investor: Quest for Wealth, Wisdom and Enlightenment"
Friday, 11:40 a.m. - 12:20 a.m.

Lauren Templeton

Lauren Templeton, Author, Founder and President, Lauren Templeton Capital Management

Topic: "Investing the Templeton Way: Market Beating Strategies of a Legendary Value Investor"
Friday, 9:20 a.m. - 10:00 a.m.

William Thorndike

Will Thorndike, Author, Managing Director, Housatonic Partners

Topic: "The Outsiders: Exceptional Capital Allocators"
Friday, 8:00 a.m. - 9:00 a.m.

Bill Child

Bill Child, Chairman, R.C. Willey Home Furnishings

Topic: "How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story"
Friday, 3:20 p.m. - 4:20 p.m.

Greg LeBlanc

Greg LeBlanc, Adjunct Lecturer, University of California

Topic: "Understanding Investment Bubbles: Behavioral Finance and Investment Strategy"
Friday, 2:40 p.m. - 3:20 p.m.

Hendrik Leber

Hendrik Leber, Founder and Portfolio Manager at ACATIS Investment, Frankfurt

Topic: "The Great Minds of Investing"
Thursday, 4:40 p.m. - 5:00 p.m.

John H Rogers

John W. Rogers, Chairman and Chief Executive Officer Ariel Investments

Topic: "A conversation with John Rogers: Three Decades as a Patient Value Investor"
Friday, 4:40 p.m. - 5:40 p.m.

2014 Presenters

value investor
2014 Presenters
11th Annual Value Investor Conference 2014 - Omaha
Thursday, May 1, 2014 (4 p.m. - 6 p.m.) - University of Nebraska at Omaha Mammel Hall Auditorium
Thursday, May 1, 2014 (6 p.m. - 8:30 p.m.) CFA/VIC Dinner - Scott Conference Center Friday
Friday, May 2, 2014 (8 a.m. - 5 p.m.) -
University of Nebraska at Omaha Mammel Hall Auditorium (67th St. and Pine)
Tom Gayner, President and CIO Markel Corporation
Tom Gayner
Tom Gayner
President and CIO Markel Corporation
Bill Nygren, Oakmark Funds, Value Investing Dinner Keynote SpeakerBill Nygren
Bill Nygren
Oakmark FundsValue Investor Dinner
Corporate Values Summit

The Corporate Values Summit Thursday, May 1, 2014
Mammel Hall

Jane Siebels
Peter Lefferts
Board Member, American Express
Bank, FSB
Lawrence Cunningham
Lawrence Cunningham
Author,
Professor
GWU Law School


Anupreeta Das
Wall Street Journal Reporter

Value Investor Conference Home Page

11th Annual Value Investor Conference Agenda
May 1 and 2, 2014
University of Nebraska Omaha (UNO)
College of Business, Mammel Hall Auditorium
67th Street and Pine

Thursday, May 1, 2014

3:00 p.m. – 4:00 p.m.

 REGISTRATION

Mammel Hall Atrium

4:00 p.m. - 4:05 p.m. 
Robert Miles
Author, UNO Distinguished Lecturer and Conference Organizer
Topic: Welcome and Introductions

4:05 p.m. – 4:40 p.m.

Pat Dorsey, CFA
Founder, Portfolio Manager, Dorsey Asset Management, Author
Topic:
"Investing Globally: Moats and Macro"

4:40 p.m. – 5:20 p.m.

Rob Vinall
Founder, RV Capital, Portfolio Manager, Business Owner Fund
Topic: "Investment Mistakes of Omission"

5:20 p.m. – 6:00 p.m.

Tom Gayner
President and Chief Investment Officer, Markel Corp (NYSE:MKL)
Topic: "Identifying Great Capital Allocators"

6:15 p.m. - 8:30 p.m.

CFA Society of Nebraska/Value Investor Conference Dinner 2014
Reception Sponsored by Morningstar
Note Location Change: Scott Conference Center (6450 Pine Street)

 Keynote Speaker: Bill Nygren, CFA
Portfolio Manager, Oakmark Select Fund (OAKLX), Oakmark Fund (OAKMX),
Oakmark Global Select Fund (OAKWX)
Topic: "Perspectives on Value Investing"

Friday, May 2, 2014

7:30 a.m. - 8:00 a.m.

Breakfast & Coffee
REGISTRATION
Mammel Hall Atrium

8:00 a.m. - 9:00 a.m.

Arnold Van Den Berg
Founder, Co-Chief Investment Officer, Century Management
Topic: "Value Investing During Worldwide Quantitative Easing"

VanDen Berg
2014 11th Annual Value Investor Conference speaker keynote presentation by Arnold Van Den Berg
9:00 a.m. - 9:15 a.m.

BREAK

Mammel Hall Atrium

9:15 a.m. - 9:55 a.m.

Megh Manseta
Founder, Asset Allocator, Manseta Family Office
Topic: "Buffett Munger Principles in Emerging Markets: An Indian Perspective"

9:55 a.m. – 10:35 a.m.

Sarah Ketterer
Co-Founder, CEO, Fundamental Portfolio Manager, Causeway Funds
Topic: "Combining Fundamental and Quantitative Equity Investing: The Best of Both Worlds"

10:35 a.m. - 10:50 a.m.

BREAK

Mammel Hall Atrium

10:50 a.m. - 11:30 a.m.

Ellen Adams
Portfolio Manager, Long/Short Equity Strategy, Daruma Capital Management
Topic:
My 36 year old recipe for Humble Pie

11:30 a.m. - 12:10 p.m.

Jeffrey D. Stacey
Chairman, CEO, Founder Stacey Muirhead Capital Management Ltd.

Topic:"The Stacey Muirhead Way: Global, Value, Multi-Strategy Investing"

12:10 p.m. - 1:10 p.m.

LUNCH

Mammel Hall Atrium

1:10 p.m. - 2:10 p.m.

Jane Siebels
Founder, Chairman, CEO and CIO, Green Cay Asset Management
Topic: "Lessons Learned the Hard Way from Sir John and Other Famous Investors"

2:10 p.m. – 2:25 p.m.

BREAK

Mammel Hall Atrium

2:25 p.m. - 3:05 p.m.

Ron Mulhenkamp, CFA
Founder, President, Portfolio Manager, Mulhenkamp Fund (MUHLX), Author
Topic: "
Natural Gas: Energy Game Changer"

3:05 p.m. – 3:45 p.m.

Paul Lountzis
Founder, Portfolio Manager, Lountzis Asset Management
Topic: "Generating Differential Investment Insights"

3:45 p.m. - 4:00 p.m.

SEES CHOCOLATE BREAK

Mammel Hall Atrium

4:00 p.m. – 5:00 p.m.

Chuck Akre
Founder, CEO, Chief Investment Officer, Akre Capital Management
Topic:
"Investing in Compounding Machines"

2013 Presenters

10th Annual Value Investor Conference
Date:  Thursday and Friday, May 2 - 3, 2013
Location:  University of Nebraska at Omaha, College of Business, Mammel Hall
Address:  6708 Pine Street, Omaha, NE 68106 Map and Directions
AGENDA - Click Here


Don Yacktman
Founder,
Yacktman Capital

Brian Bares
Howard Marks
Founder,
Oaktree Capital

Aswth Damodaran
Bethany McLean
Author
Journalist

Aswth Damodaran
Ryan Floyd
Founder,
Barca Capital

Patrick Dorsey
Scott Phillips
Portfolio Mgr.,
Lauren Templeton Capital Mgmt.

Robert Hagstrom
Bob Robotti
Founder,
Robotti and Co.

Cara Denver Jacobsen
Jeff Matthews
General Partner,
Ram Partners, LP


Tom Russo
Partner,
Gardner, Russo, and Gardner

Francisco Garcia Parames
Michael Shearn
Founder, Time Value of Money, LP

Francisco Garcia Parames
David Rolfe
CFA, CIO,
Wedgewood Partners

Francisco Garcia Parames
Barnett Helzberg
Chairman and Founder,
HEMP

Francisco Garcia Parames
Ivan Martin- Aranguez, CFA, Head of Iberian Equity, Fund Manager at Santander Asset Mgmt.
Read Presenters' Bios Here

Value Investor Agenda
10th Annual Value Investor
Conference Agenda – May 2 and 3, 2013
University of Nebraska at Omaha (UNO)
College of Business, Mammel Hall Auditorium
67th Street and Pine

Day 1

Value Investor Conference Event Schedule

Thursday, May 2, 2013

Value Investor Conference Schedule3:00 p.m. – 4:00 p.m.
REGISTRATION
Mammel Hall Atrium

Value Investor Conference Schedule3:00 p.m. – 6:15 p.m.
Conference Bookstore Open
Sponsored by Hudson Booksellers and Templeton Press
Mammel Hall Atrium

Value Investor Conference
4:00 p.m. - 4:10 p.m.

Robert Miles
Author, UNO Distinguished Lecturer and Conference Organizer/a>
Topic: Welcome and Introductions

4:10 p.m. – 4:40 p.m.
Jeff Matthews
Founder, Ram Partners LP hedge fund, Author, Blogger
Topic: "Secrets in Plain Sight: Business and Investing Secrets of Warren Buffett"

4:40 p.m. – 5:10 p.m.
Ivan Martin-Aranguez, CFA
Topic: "European Value Investing: The Case For Spanish Equities"

5:10 p.m. – 6:00 p.m.
Tom Russo
Topic: "Global Value Equity Investing: Capacity to Suffer"


6:15 p.m. - 8:30 p.m.

CFA Society of Nebraska/Value Investor Conference Dinner 2012
Reception Sponsored by Morningstar
Note Location Change: Omaha Marriott (10220 Regency Circle)

Separate Registration Required
Keynote Speaker: Mario Gabelli
Topic: "Global Value Investing"

Friday, May 3, 2013
Value Investor Conference Schedule7:30 a.m. - 8:00 a.m.
Breakfast & Coffee Breaks
Sponsored by Templeton Press
Mammel Hall Atrium

Value Investor Conference Schedule7:30 a.m. – 7:30 p.m.
Conference Bookstore Open
Sponsored by Hudson Booksellers and Sponsored by Templeton Press
Mammel Hall Atrium

8:00 a.m. - 9:00 a.m.
Barnett Helzberg
Former Chairman and CEO, Helzberg Diamonds,
Founder and Chairman, Helzberg Entrepreneurial Mentoring Program
Topic: "What I Learned Before I Sold to Warren Buffett"

Value Investor Conference Schedule9:00 a.m. - 9:15 a.m.
BREAK
Mammel Hall Atrium

9:15 a.m. – 9:55 a.m.
David Rolfe
CFA, Chief Investment Officer, Wedgewood Partners
Topic: "GEICO: The Security I (Still) Like Best"

9:55 a.m. - 10:35 a.m.
Scott Phillips
Author, Portfolio Manager and Head of Research, Lauren Templeton Capital Management
Topic: "The Templeton Touch"

Value Investor Conference Schedule10:35 a.m. - 10:50 a.m.
BREAK
Mammel Hall Atrium

10:50 a.m. - 11:30 a.m.
Michael Shearn
Author, Founder, Portfolio Manager, Time Value of Money
Topic: "The Investment Checklist"

11:30 a.m. - 12:10 p.m.
Ryan Floyd
CFA, Founder, Barca Capital
Topic: "Value Investing in Less Liquid Emerging and Frontier Markets"

Value Investor Conference Schedule12:10 a.m. - 1:10 p.m.
LUNCH
Sponsored by
Templeton Press
Templeton Press
Mammel Hall Atrium

1:10 p.m. - 2:10 p.m.
Howard Marks
CFA, Author, Founder, Oaktree Capital
Topic: "The Human Side of Investing"

Value Investor Conference Schedule2:10 p.m. – 2:25 p.m.
BREAK
Mammel Hall Atrium

2:25 p.m. - 3:25 p.m.
Bethany McLean
Author, Contributing Editor, Vanity Fair
Topic: "All the Devils are Here"

Value Investor Conference Schedule3:25 p.m. – 3:40 p.m.
SEES CHOCOLATE BREAK
Sponsored by Templeton Press
Mammel Hall Atrium

3:40 p.m. - 4:30 p.m.
Bob Robotti
Founder, Robotti and Company
Topic:  "Is Buy and Hold Investing Really Dead?”

4:45 p.m. – 5:30 p.m.
Don Yacktman
Founder, Co-Chief Investment Officer, Yacktman Asset Management

Topic: "Viewing Stocks as Bonds"

FREE EVENTS OPEN TO PUBLIC

Distinguished Author Reception
Value Investor Conference Schedule5:30 p.m. - 7:30 p.m.
POST CONFERENCE AND DISTINGUISHED AUTHOR RECEPTION
FREE DQ Dilly Bars Sponsored by John Wiley and Sons, Publishers
Meet bestselling and newly published authors – Confirmed Authors
Reception Sponsored by Templeton Press
Mammel Hall Atrium

Value Investor Conference Schedule5:30 p.m. - 7:30 p.m.
WARREN BUFFETT BARCODE ART DISPLAY
Meet artist Scott Blake and interact with his Warren Buffett Portrait
Mammel Hall Atrium

Mr. Buffett the Teacher Movie
Value Investor Conference Schedule5:45 p.m. - 6:15 p.m. - Premiere for Conference Attendees - no RSVP necessarySorry, First Showing is SOLD OUT.
Value Investor Conference Schedule 6:45 p.m. - 7:15 p.m. - Premiere for General Public - RSVP Below

"MR. BUFFETT THE TEACHER" DOCUMENTARY MOVIE PREMIERE
Presented by Dr. Jeremy Lipschultz, Director and Professor
Produced by University of Nebraska at Omaha School of Communication
Limited Seating. General Public RSVP Required for Premiere
Mammel Hall Auditorium

2012 Presenters

2011 Value Investor Conference

10th Annual Value Investor Conference 2012 - Omaha
Thursday, May 3, 2012 (4 p.m. - 6 p.m.)
Friday, May 4, 2012 (8 a.m. - 5 p.m.)
University of Nebraska at Omaha Mammel Hall Auditorium (67th St. and Pine)

Jeff Auxier, Founder, Portfolio Manager, Auxier Focus Fund "Value of Cumulative Research (Over Time)"
Brian Bares
Brian Bares, Founder, Portfolio Manager, Bares Capital Management, "The Small Cap Advantage"
Aswth Damodaran
Aswath Damodaran, Author, NYU professor, "Where is the 'Value' in Value Investing?"
Pat Dorsey
Pat Dorsey, Vice Chairman, Director of Research, Sanibel Captiva Trust,"Management and the Moat: How Strategy Creates and Destroys Competitive Advantages"
Robert Hagstrom
Robert Hagstrom, Author, Portfolio Manager, Legg Mason, "Investing: The Last Liberal Art"<
Cara Denver Jacobsen
Cara Denver Jacobsen, Portfolio Manager, Nierenberg, The D3 Family Funds
Paul Larson, Editor, Morningstar StockInvestor, "Economic Moats: Sources and Outcomes"
Francisco Garcia Parames
Francisco Garcia Paramés, Managing Director, Bestinver Asset Management [Spain],"Two Decades of Finding European Value"
Lisa Rapuano
Lisa O'Dell Rapuano, Founder, Portfolio Manager, Lane Five Capital, "Value Investing With a Contrarian Bent"
Jeff Stacey
Jeff Stacey, Founder, Portfolio Manager, Stacey Muirhead Capital [Canada] "Global Value Investing"
Lauren Templeton
Seng Hock Tan,CEO, Aegis Portfolio Mgrs. [Asia] Topic:"Value Investing in Asia"
Lauren Templeton
Lauren Templeton, Author, Founder, Portfolio Manager, Lauren Templeton Capital, "John Templeton Legendary Value Investor's Market-Beating Strategies"
Tom Russo
Portfolio Manager
Gardner Russo
Chuck Akre
Founder and CIO
Akre Capital Management

Tom Gayner President and CIO
Markel Corporation

In honor of each VIC presenter from the 2011 Conference - Omaha, a donation of $4,000 was made to the University of Nebraska at Omaha, College of Business general fund.

Value Investor Agenda
9th Annual Value Investor
Conference Agenda – May 3 and 4, 2012
University of Nebraska at Omaha (UNO)
College of Business, Mammel Hall Auditorium
67th Street and Pine

Day 1

Thursday, May 2, 2012

3:00 p.m. – 4:00 p.m.
REGISTRATION
Mammel Hall Atrium

3:00 p.m. – 6:15 p.m.
Conference Bookstore Open
Sponsored by Hudson Booksellers and John Wiley and Sons Publishers
Mammel Hall Atrium

4:00 p.m. - 4:30 p.m. 
Robert Miles
Author, UNO Distinguished Lecturer and Conference Organizer
Topic: Welcome and Introductions
Mammel Hall Auditorium

4:30 p.m. – 5:10 p.m.
Paul Larson
Chief Equities Strategist and Editor, Morningstar Stock Investor
Topic: "Economic Moats: Sources and Outcomes"

5:10 p.m. – 6:00 p.m.
Robert Hagstrom
Author, CFA, Portfolio Manager, Legg Mason
Topic: "Investing: The Last Liberal Art"

6:15 p.m. - 8:30 p.m.
CFA Society of Nebraska/Value Investor Conference Dinner 2012
Reception Sponsored by Morningstar
Note Location ChangeOmaha Marriott (10220 Regency Circle)|
Separate Registration Required
Keynote Speaker:Tom Russo
Topic: "Global Value Investing"

Day 2
Friday, May 4, 2012

7:30 a.m. - 8:00 a.m.
Continental Breakfast and Coffee Breaks
Sponsored by SAP (The Best-Run Businesses Run SAP)
Mammel Hall Atrium

7:30 a.m. – 8:00 p.m.
Conference Bookstore Open
Sponsored by Hudson Booksellers and John Wiley & Sons Publishers
Mammel Hall Atrium

8:00 a.m. - 8:40 a.m.
Francisco Garcia Paramés
Managing Director, Bestinver Asset Management [Spain]
Topic: "Two Decades of Finding European Value"
Mammel Hall Auditorium

8:40 a.m. - 9:20 a.m.
Lisa O'Dell Rapuano
CFA, Founder, Portfolio Manager, Lane Five Capital
Topic: "Value Investing With a Contrarian Bent"

9:20 a.m. - 9:35 a.m.
BREAK
Mammel Hall Atrium

9:35 a.m. – 10:15 a.m.
Seng Hock Tan
Founder, CEO, Aegis Portfolio Mgrs [Asia]
Topic: "Value Investing in Asia"

10:15 a.m. - 10:55 a.m.
Jeff Stacey
Founder, Portfolio Manager, Stacey Muirhead Capital [Canada]
Topic: "Global Value Investing"

10:55 a.m. - 11:10 a.m.
BREAK
Mammel Hall Atrium

11:10 a.m. - 11:50 a.m.
Aswath Damodaran
Professor of Finance, Stern School of Business, New York University
Topic: "Where is the 'Value' in Value Investing?"

11:50 a.m. - 1:15 p.m.
LUNCH
Sponsored by Morningstar
Mammel Hall Atrium

11:50 a.m. - 1:15 p.m.
University of Nebraska at Omaha (UNO), College of Business
INVESTMENT LAB TOUR
Professor David Volkman, UNO Chair of Finance, Banking and Law
Mammel Hall Atrium

1:15 p.m. - 1:55 p.m.
Lauren Templeton
Author, Founder, Portfolio Manager, Lauren Templeton Capital
Topic: "John Templeton Legendary Value Investor's Market-Beating Strategies"

1:55 p.m. - 2:35 p.m.
Jeff Auxier
Founder, Portfolio Manager, Auxier Focus Fund
Topic: "Value of Cumulative Research (Over Time)"

2:35 p.m. – 2:50 p.m.
BREAK
Mammel Hall Atrium

2:50 p.m. - 3:30 p.m.
Brian Bares
Author, Founder, Portfolio Manager, Bares Capital Management
Topic: "The Small Cap Advantage"

3:30 p.m. - 4:10 p.m.
Cara Denver Jacobsen
Portfolio Manager, Nierenberg, The D3 Family Funds
Topic:  "10 Years in Micro-cap Land"

4:10 p.m. – 4:25 p.m.
SEES CHOCOLATE BREAK
Mammel Hall Atrium

4:25 p.m. – 5:15 p.m.
Pat Dorsey
Author, Vice Chairman, Director of Research, Sanibel Captiva Trust
Topic: "Management and the Moat: How Strategy Creates and
Destroys Competitive Advantages
"


6:00 p.m. - 8:00 p.m.
DISTINGUISHED AUTHOR RECEPTION
FREE DQ Dilly Bars Sponsored by John Wiley and Sons, Publishers
Meet bestselling and newly published authors – Confirmed Authors
Reception Sponsored by The Omaha Reader
Mammel Hall Atrium

6:00 p.m. - 8:00 p.m.
University of Nebraska at Omaha (UNO), College of Business
UNO INVESTMENT LAB TOUR
Professor David Volkman, UNO Chair of Finance, Banking and Law
Mammel Hall Atrium


6:30 p.m. - 7:30 p.m.
FREE LECTURE

"The Secret Billionaires Club: Why Study Warren Buffett"
Presented by Robert P. Miles, Author, UNO Distinguished Lecturer
Sponsored by University of Nebraska at Omaha College of Business
and Executive MBA Program
Limited Seating. RSVP Required

Value Investor Conference Events
CFA VIC Dinner
  
CFA Society of Nebraska/Value Investor Conference Dinner 2012

Thursday, May 3, 2012
6:15 p.m. - 8:30 p.m.

Location: Omaha Marriott (10220 Recency Circle near Borsheims)
Keynote Presenter: Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value Equity Investing"

Registration Fee: $50 for CFA members and VIC attendees ($65 non-members)

Distinguished Author Reception 2012

Friday, May 4, 2012
6 p.m. - 8 p.m.
University of Nebraska at Omaha Mammel Hall Atrium (67th St. and Pine)
Meet and greet authors of books related to Warren Buffett, Berkshire Hathaway, investing and management.
Books available for purchase @ 20% off from Hudson Booksellers.
Free Dairy Queen Dilly Bars for all attendees compliments of John Wiley and Sons Publishers.
(One DQ Dilly Bar per person while supplies last!)

Note: Free parking in Mammel Hall lot. Ignore 'Student Permit Only' parking during event hours.


Confirmed Authors:

  • Glen Arnold, The Financial Times Guide to Value Investing (FT Press)
  • Brian Bares, The Small Cap Advantage (Wiley)
  • Peter Bevelin, Seeking Wisdom, From Darwin to Munger (PCA Pub)
  • Adam Brownlee, Building a Small Business that Warren Buffett Would Love (Wiley)
  • Joseph Calandro, Applied Value Investing (McGraw-Hill)
  • Sham Gad, The Business of Value Investing
  • Patrick Dorsey, The Little Book That Builds Wealth (Wiley)
  • Robert Hagstrom, Warren Buffett Way; Warren Buffett Portfolio; Essential Buffett (Wiley)
  • Karen Linder, The Women of Berkshire Hathaway (Wiley)
  • Louann Lofton, Warren Buffett Invests Like a Girl (Harper Collins)
  • Janet Lowe, Warren Buffett Speaks (Wiley) The Triumph of Value Investing (Penguin)
  • Roger Lowenstein, The End of Wall Street (Penguin)
  • Jeff Matthews, Business and Investing Secrets of Warren Buffett (eBooks)
  • Robert P. Miles, The World's Greatest Investment; Warren Buffett CEO; Warren Buffett Wealth (Wiley)
  • Scott Phillips, Buying at the Maximum Point of Pessimism (Pearson)
  • John Price, The Conscious Investor (Wiley)
  • Jeeva Ramaswamy, Creating a Portfolio Like Warren Buffett, (Wiley)
  • Michael Shearn, The Investment Checklist (Wiley)
  • Lauren Templeton, Investing the Templeton Way (McGraw-Hill)
  • and more ...

Why Study Warren Buffett
2012 Lecture - FREE Event

Friday, May 4, 2012
6:30 pm - 7:30 pm
University of Nebraska at Omaha Mammel Hall Auditorium (67th St and Pine)
Audit the first of twelve sessions of the popular UNO EMBA Genius of Warren Buffett Course. Compliments of UNO College of Business Administration, Executive MBA Program, and Department of Finance
RSVP required
Please email Debbie Kellogg at UNO - College of Business with your RSVP.  dkellogg@unomaha.eduWarrent Buffett Reservations
Limited seating - Reservations Required

Click here to read more about this evocative topic!

2011 Presenters

2011 Value Investor Conference
2011 Value Investor Conference
2011 Value Investor Conference
(Click here for additional photos)

8th Annual Value Investor Conference Agenda - 2011

Tom Gayner
President and CIO, Markel Corp
Topic: Challenges in Investing

Charles Brandes
Founder and Chairman, Brandes Investment Partners, Author
Topic: Value Investing Today

Bill Child
Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway)
Topic: "How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story"
Robert Hagstrom
Author and Portfolio Mgr, Legg Mason Growth Trust
Topic: "Go Big: The Investment Case for US Multinationals"

Chuck Akre

Managing Member and CEO Akre Capital
Topic: "Finding Outstanding Investments"

Pat Dorsey
Author, Director of Research - Sanibel Captiva Trust
Topic: "10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience"

Tom Russo
Partner, Gardner Russo & Gardner
Topic: "Global Value Equity Investing"

Robert Cialdini
Professor and NYT Best Selling Author, Yes!: 50 Scientifically Proven Ways to Be Persuasive
Topic:  "Influence Under Conditions of Uncertainty"

Robert Miles
Author and University Lecturer
Topic: "The Genius of Warren Buffett: The Science of Investing and the Art of Managing"
Sponsored by: University of Nebraska at Omaha College of Business

8th Annual Value Investor Conference 2011 Agenda
Date:  Thursday and Friday, April 28 - 29, 2011
University of Nebraska at Omaha, College of Business, Mammel Hall

Value Investor Agenda
Day 1

Thursday, April 28, 2011
4:00 p.m. - 4:15 p.m. 
Robert Miles
Author and Conference Organizer
Topic: Welcome and Introductions

4:15 p.m. – 5:00 p.m. 
Tom Gayner
President and CIO, Markel Corp
Topic: "Challenges in Investing"

5:00 p.m. - 6:30 p.m.
Charles Brandes
Founder and Chairman, Brandes Investment Partners, Author
Topic:  "Value Investing Today"

6:30 p.m. - 7:30 p.m.
Welcome Reception in the atrium
Sponsored by The Reader

Day 2
Friday, April 29, 2011  

8:00 a.m. - 9:30 a.m.
Bill Child
Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway)
Topic: "How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story"

9:40 a.m. - 10:40 a.m. 
Robert Hagstrom
Author and Portfolio Mgr, Legg Mason Growth Trust
Topic: "Go Big: The Investment Case for US Multinationals"

10:50 a.m. – 11:50 p.m. 
Chuck Akre

Managing Member and CEO Akre Capital
Topic: "Finding Outstanding Investments"

11:50 a.m. - 12:50 p.m. 
Networking Lunch - Executive Deli Sandwiches in the atrium
Sponsored by Morningstar

12:50 p.m. - 1:50 p.m.
Pat Dorsey
Author, Director of Research - Sanibel Captiva Trust
Topic: "10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience"

2:00 p.m. - 3:00 p.m. 
Tom Russo
Partner, Gardner Russo & Gardner
Topic: "Global Value Equity Investing"

3:00 p.m. - 3:10 p.m.
Sees Chocolate Break
Sponsored by:  University of Nebraska at Omaha, College of Business

3:10 p.m. - 4:40 p.m.
Robert Cialdini
Professor and NYT Best Selling Author, Yes!: 50 Scientifically Proven Ways to Be Persuasive
Topic:  "Influence Under Conditions of Uncertainty"

Value Investor Conference Events

Other UNO Mammel Hall Events - FREE
5:00 p.m. - 6:00 p.m. 
Robert Miles
Author and University Lecturer
Topic: "The Genius of Warren Buffett: The Science of Investing and the Art of Managing
(FREE Event, limited seating, RSVP and for more information: http://robertpmiles.com/events.html#gen)
Sponsored by: University of Nebraska at Omaha College of Business

6:00 p.m. - 8:00 p.m.
Distinguished Author Reception
Sponsored by John Wiley & Sons

Topic: Meet and greet over a dozen authors of books related to Warren Buffett, Berkshire Hathaway, investing and management. Books available for purchase
Free ice cream with annual meeting credentials.
Additional information on FREE Events: http://robertpmiles.com/events.html#odqr 

2010 Presenters

Value Investor Conference

Dave Gold, Founder and Chairman, 99¢ Only Stores
Topic: "Turning 99 Cents Into a Billion Dollars"

Jeff Matthews, Author, Blogger, and Founder, Ram Partners
Topic: "What I Learned Writing a Book About Warren Buffett"

Lauren Templeton, Author, Founder and President, Lauren Templeton Capital Mgmt.
Topic: "Investing the Templeton Way"

Seng Hock Tan, CEO, Aegis Portfolio Mgrs. [Asia]
Topic: "Value Investing in Asia"

Scott Phillips, Author, Port Mgr. and Head of Research, Lauren Templeton Capital Management
Topic: "Buying at the Point of Maximum Pessimism"

Pat Dorsey, Author, CFA and Director of Equity Analysis, Morningstar
Topic: "Management and the Moat"

Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value Investing"

Timothy Vick, Author and Sr. Portfolio Mgr., Sanibel Captiva Trust
Topic: "Life After Buffett: New Strategies for Duplicating Berkshire's Returns"

Robert Hagstrom, Author and Portfolio Mgr., Legg Mason Growth Trust
Topic: "Who's Afraid of a Sideways Market"

Francois Rochon, Founder and CIO, Giverny Capital [Canada] 
Topic: "The Art of Investing"

7th Annual Global Value Investor Conference 2010 Agenda:

Date: Mon - Wed, May 3 - 5, 2010
Location: Ayres LAX Hotel

Monday, May 3, 2010 

4:00 p.m. - 4:15 p.m. Robert Miles, Author & Conference Organizer
Topic: Welcome and Introductions

4:15 p.m. - 6:00 p.m.  Dave Gold, Founder & Chairman, 99¢ Only Stores
Topic: "Turning 99 Cents Into a Billion Dollars"

6:00 p.m. - 7:00 p.m.  Welcome Reception on 2nd Floor Hotel Veranda

Tuesday, May 4, 2010  

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m. Jeff Matthews, Author, Blogger, & Founder, Ram Partners 
Topic: "What I Learned Writing a Book About Warren Buffett"

9:15 a.m. - 10:00 a.m. Lauren Templeton, Author, Founder & President, Lauren Templeton Capital Mgmt
Topic: "Investing the Templeton Way"

10:15 a.m. - 11:00 a.m.  Seng Hock Tan, CEO, Aegis Portfolio Mgrs [Asia]
Topic:  "Value Investing in Asia"

11:15 a.m. - 12:15 p.m. Scott Phillips, Author, Port Mgr & Head of Research, Lauren Templeton Capital Mgmt
Topic:  "Buying at the Point of Maximum Pessimism"

12:15 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard

1:30 p.m. - 2:30 p.m. Pat Dorsey, Author, CFA & Dir of Equity Analysis, Morningstar
Topic: "Management and the Moat"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break

2:45 p.m. - 3:45 p.m. Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value Investing"

4:00 p.m. - 5:00 p.m.  Timothy Vick, Author & Sr Portfolio Mgr, Sanibel Captiva Trust
Topic: "Life After Buffett: New Strategies for Duplicating Berkshire's Returns"

6:00 p.m. - 9:00 p.m.  Optional Tour: Take the Controls of a Corporate Jet Experience A rare chance to find out what it's like to be a pilot during an evening reception at the flight training facility of FlightSafety® International. With a donation to Project Orbis attendees are able to "take the controls" of an aircraft in one of the state-of-the-art flight simulators that, in some cases, are used by NetJets® pilots for training. RSVP required.

Wednesday, May 5, 2010  

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:30 a.m. Robert Hagstrom, Author & Portfolio Mgr, Legg Mason Growth Trust
Topic: "Who's Afraid of a Sideways Market"

9:45 a.m. - 10:45 a.m.  Francois Rochon, Founder & CIO, Giverny Capital [Canada] 
Topic: "The Art of Investing"

11:00 a.m. - 12:00 p.m.  Optional Shuttle Bus Tour departs from Ayres Hotel LAX to Huntington Library.
Box lunch on board. RSVP required.
12:00 p.m. - 12:30 p.m.  Briefing by the Chief Curator of Rare Books on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:00 p.m.  Continue to Pasadena
2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting [The Pasadena Center, 300 E Green Street, Pasadena, CA.

5:15 p.m. - 6:15 p.m.  Optional Tour depart from The Pasadena Center (15 minutes after annual meeting ends) and return to Ayres Hotel LAX. Shuttle continues on to LAX for evening departures.
(revised May 3, 2010)

2009 Presenters

Value Investor Conference

Robert Cialdini, Professor and NYT Best Selling Author, Yes!: 50 Scientifically Proven Ways to Be Persuasive
Topic: "Influence Under Times of Uncertainty"  

Barnett Helzberg, Former Chairman and CEO, Helzberg Diamonds, Founder and Chairman, Helzberg Entrepreneurial Mentoring Program
Topic: "What I Learned Before I Sold to Warren Buffett"

Hendrik Leber, Managing Director, Acatis
Topic: "How to Value a Business"  

Paul Larson, Equity Strategist and Editor, Morningstar Stock Investor 
Topic: "Four Ways To Upgrade in the Bear Market"

Peter Lindmark, Managing Partner, Lindmark Capital
Topic: "When Macro Matters"

Charles Mizrahi, Managing Partner, CGM Partners Fund LP, Author, Editor, Hidden Value Alert
Topic: "If Buffett Were You, What Would He Do?"

Larry Coats, President and CEO, co-manager Oak Value
Topic: "Haystacks Full of Needles: Finding Good Businesses"

Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value"

George Athanassakos, Professor and Director, Ben Graham Centre for Value Investing,
University of Western Ontario
Topic: "Do Value Investors Add Value? Searching For and Finding Value"

Charlie Tian, Founder and Director of Research, GuruFocus
Topic: "What Worked in the Market from 1998 - 2008: Undervalued Predictable Companies"

Robert Miles, Author and Conference Organizer
Topic: "Portrait of a Disciplined Investor:  Beating the S&P 500 by 6.8% Annually For 25 Years"

6th Annual Global Value Investor Conference 2009 Agenda

Date: Mon - Wed, May 4 - 6, 2009
Location: Ayres LAX Hotel
Agenda:
Monday, May 4, 2009 
4:00 p.m. - 4:15 p.m.  Robert Miles, Author & Conference Organizer & Host [USA]
Topic: Welcome and Introductions

4:15 p.m. - 6:00 p.m.  Robert Cialdini, Professor & NYT Best Selling Author,
Yes!: 50 Scientifically Proven Ways to Be Persuasive
Topic: "Influence Under Times of Uncertainty"

Tuesday, May 5, 2009 

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard

8:00 a.m. - 9:00 a.m. Barnett Helzberg, Former Chairman & CEO, Helzberg Diamonds, Founder & Chairman, Helzberg Entrepreneurial Mentoring Program
Topic: "What I Learned Before I Sold to Warren Buffett"

9:15 a.m. - 10:00 a.m. Hendrik Leber, Managing Director, Acatis [EUR]
Topic: "How to Value a Business"  

10:15 a.m. - 11:00 a.m.  Paul Larson, Equity Strategist & Editor, Morningstar Stock Investor 
Topic: "Four Ways To Upgrade in the Bear Market"

11:15 a.m. - 12:15 p.m.  Peter Lindmark, Managing Partner, Lindmark Capital
Topic: "When Macro Matters"

12:15 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard

1:30 p.m. - 2:30 p.m. Charles Mizrahi, Managing Partner, CGM Partners Fund LP, Author, Getting Started in Value Investing & Editor, Hidden Value Alert [USA]
Topic: "If Buffett Were You, What Would He Do?"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break

2:45 p.m. - 3:45 p.m. Larry Coats, President & CEO, co-manager Oak Value
Topic: "Haystacks Full of Needles: Finding Good Businesses"

4:00 p.m. - 5:00 p.m. Tom Russo, Partner, Gardner Russo & Gardner [USA]
Topic: "Global Value"

6:00 p.m. - 9:00 p.m.  Optional Tour: Take the Controls on NetJets Flight Experience Day A chance for our Value Investor Conference attendees to find out what it's like to be a pilot during an evening reception day at flight training facility of FlightSafety® International. With a donation to Project Orbis attendees are able to "take the controls" of a NetJets aircraft in one of the state-of-the-art flight simulators that their pilots use for training.

Wednesday, May 6, 2009

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m.  George Athanassakos, Professor & Director, Ben Graham Centre for Value Investing, Univ of Western Ontario
Topic: "Do Value Investors Add Value? Searching For and Finding Value"

9:00 a.m. - 9:45 a.m. Charlie Tian, Founder & Director of Research, Guru Focus
Topic: "What Worked in the Market from 1998 - 2008: Undervalued Predictable Companies"

9:45 a.m. - 10:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA]
Topic: "Portrait of a Disciplined Investor: Beating the S&P 500 by 6.8% Annually For 25 Years"

11:00 a.m. - 12:00 p.m.  Optional Tour depart from Ayres Hotel LAX to Huntington Library

12:00 p.m. - 12:30 p.m.  Briefing by the Chief Curator of Rare Books on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:00 p.m.  Continue to Pasadena
2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting [The Pasadena Center, 300 East Green Street, Pasadena, CA.]

(revised April 27, 2009)

2008 Presenters

Value Investor Conference LA

Al Ueltschi, Founder and Chairman, FlightSafety, Warren Buffett CEO
Topic: "Building a Business Warren Buffett Would Buy: The Story of FlightSafety" watch video interview 

Todd Green, Portfolio Manager, First Manhattan [USA]
Topic: "Reflections on 25 Years of Investing"

Tom Russo, Partner, Gardner, Russo & Gardner [USA]
Topic: "Be Right Once"

Janet Lowe, Author, Warren Buffett Speaks, Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, Value Investing Made Easy
Topic: "Benjamin Graham on Value Investing: Lessons from the Dean of Wall Street"

Piet Viljoen, Portfolio Manager, RE-CM [South Africa]
Topic: "Compounding: Your Only Friend in the Investing World"

Justin Fuller, CFA, Stock Analyst, Morningstar [USA]
Topic: "Morningstar's Ultimate Stock Picker's Portfolio"

Guy Spier, Principal, Aquamarine Capital Mgmt [USA]
Topic: "Applying Value Investing Outside the USA"

Charles Mizrahi, Managing Partner, CGM Partners Fund LP, Author, Getting Started in Value Investing and Editor, Hidden Values Alert  [USA]
Topic: "How To Loose A Million Dollars Investing in Stocks"

Megh Manseta, Investor, Manseta Family Office [India]
Topic: "Buffett Munger Principles in Emerging Markets: An Indian Perspective"

New Best Value Investment Idea Roundtable featuring presentations by:

Special Tour: Conference attendees visited a wholly owned Berkshire Hathaway subsidiary, FlightSafety and toured $350 million worth of flight simulators. Some attendees actually flew the same corporate jet simulators used to train NetJets pilots.

Value Investor Frankfurt

Robert Miles, Author and Conference Organizer and Host [USA]
Topic: "The Warren Buffett Manager: Making Investments In The Right Partner"

Hendrik Leber, Managing Director, Acatis [EUR]
Topic: "How to Value a Business"

Patrick Dorsey, Author and Director of Equity Research, Morningstar [USA]
Topic: "Using Economic Moats to Improve Investment Returns"

Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUR]
Topic: "Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing"

Prof. Max Otte: Author, Professor and Director of Center for Value Investing [EUR]
Topic: "The Fallacy of Growth and How to Test for Franchises"

Glen Arnold: Author and Professor [EUR]
Topic: "Valuegrowth Investing: How To Become a Disciplined Investor" Read Interview

David Pastel, Founder and CIO, Pastel & Associés [EUR]
Topic: "Margins of Safety: The Concept with a Thousand Faces. How We, at Pastel & Associés, Apply This Powerful Tool in Today's Public Markets"

Robert Vinall, Managing Dir, RV Capital [EUR]
Topic: "Pitfalls Every Value Investor Should Avoid"

Europe 2008 Agenda: (updated 24 Oct 2008)

Monday, 27 October 2008 

Sponsored by:  Center for Value Investing and Investor Academy
Location: Guiollettstraße 14, 60325 Frankfurt am Main
08:00 a.m. - 08:30 a.m. Registration and Welcome Tea

08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA]
Topic: "The Warren Buffett Manager: Making Investments In The Right Partner"

09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE]
Topic: "How to Value a Business"

10:30 a.m. - 10:45 a.m. Mid Morning Tea

10:45 a.m. - 11:45p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA]
Topic: "Using Economic Moats to Improve Investment Returns"

11:45p.m. - 12:45p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE]
Topic: "Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing"

12:45 p.m. - 13:45 p.m. Conference Lunch

13:45p.m. - 14:45p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE]
Topic: "The Fallacy of Growth and How to Test for Franchises"

14:45p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR]
Topic: "Margins of Safety: The Concept with a Thousand Faces. How We, at Pastel & Associés, Apply This Powerful Tool in Today's Public Markets"

15:45 p.m. – 16:00 p.m. Afternoon Tea

16:00 p.m. - 17:00 p.m. Glen Arnold, Author & Professor [EUR]
Topic: "Valuegrowth Investing: How To Become a Disciplined Investor"

17:00p.m. - 18:00 p.m. Robert Vinall, Managing Dir, RV Capital [EUR]
Topic: "Pitfalls Every Value Investor Should Avoid"

18:00 p.m. – 18:15 p.m. Final Words 

18:15 p.m. Close of Conference

2007 Presenters

Value Investor Cape Town

Robert Miles, Author, Conference Organizer and Host [USA]
Topic: "The Genius of Warren Buffett: The Science of Investing and the Art of Managing"

Jannie Mouton, Executive Chairman, PSG Group
Topic: "The Lessons I Have Learnt From Warren Buffett"

Fred J. Robertson, Deputy Chairman and Co-Founder, Brimstone
Topic: "Beyond Risk and Return: The Case for Ethical Investments"

David Shapiro, Fund Manager, Sasfin Twenty Ten Fund
Topic: "Warren Buffett Common Sense Investing: Ignoring the World of Charts, Spreadsheets and Mathematical Driven Trading"

Piet Viljoen, Portfolio Manager, RE-CM
Topic: "Compounding: Your Only Friend in the Investing World"

Kokkie Kooyman, Fund Manager and Head Global Financial Services, Sanlam
Topic: "Value Investing Versus Growth Investing"

2007 S. Africa Agenda

Friday, 26 October, 2007 (revised 9 Oct)

8:30 - 9:45  Conference Registration & Welcome Tea

9:45 - 10:45  Robert Miles, Author, Conference Organizer & Host [USA]
Topic:  "The Genius of Warren Buffett: The Science of Investing and the Art of Managing

10:45 - 11:45  Jannie Mouton, Executive Chairman, PSG Group
Topic: "The Lessons I Have Learnt From Warren Buffett"

11:45 - 12:00  Mid Morning Tea

12:00 - 13:00  Fred J. Robertson, Deputy Chairman & Co-Founder, Brimstone
Topic: "Beyond Risk and Return: The Case for Ethical Investments"

13:00 - 14:00  Conference Lunch (Restaurant 37)

14:00 - 15:00  David Shapiro, Fund Manager, Sasfin Twenty Ten Fund
Topic: "Warren Buffett Common Sense Investing: Ignoring the World of Charts, Spreadsheets and Mathematical Driven Trading"

15:00 - 15:20  Afternoon Tea

14:20 - 16:20  Piet Viljoen, Portfolio Manager, RE-CM
Topic: "Compounding: Your Only Friend in the Investing World"

16:20 - 17:20  Kokkie Kooyman, Fund Mgr & Head Global Financial Services, Sanlam
Topic: "Value Investing Versus Growth Investing"

17:20 - 17:30 Final Words and Close of Conference

Value Investor Bonn

Norman Rentrop, [Host/Translator] Founder, VNR Publishing [Germany]

Robert Miles, Author and Conference Organizer [USA]
Topic: "The Genius of Warren Buffett: The Science of Investing and the Art of Managing"
Topic: "Warren Buffett Wealth: Principles and Practical Methods Used by the World's Greatest Investor"

Pat Dorsey, Author, CFA and Dir of Equity Analysis, Morningstar [USA]
Topic: "Durable Competitive Advantages: Using Economic Moats To Improve Investment Returns"
Topic: "Market Inefficiencies: Where the Enterprising Value Investor Finds Investment Opportunities"

Timothy Vick, Author and Sr Portfolio Mgr, Sanibel Captiva Trust [USA]
Topic: "The Future of Money Management"
Topic: "Can Warren Buffett's Returns Be Duplicated?"

Kristel Kivinum-Priisalm, Managing Partner, Avaron [Eastern Europe]
Topic: "Value Investing in Emerging Europe: Why Five Minutes Spent With Management Matter"

Value Investor Sydney

Robert Miles, Conference Host, Author of Warren Buffett CEO [USA]

Chris Mackay, Chief Investment Officer, Magellan Financial Group [Australia]
"Magellan's Focused Approach to the Rational Allocation of Capital"

David Paradice, Fund Manager, Paradice Investment [Australia]
"Investing in Small Caps"

Carmel Fisher, Managing Director, Fisher Funds [New Zealand]
"Investing Opportunities In-Between the Lines of Growth and Value"

Wayne Peters, Chief Investment Officer, Peters MacGregor Capital Mgmt [Australia]
"Finding Value Stocks Outside Australia"

Geoff Wilson, Chairman, Wilson Asset Management [Australia]
"How We Select Stocks"

Value Investor LA

Al Ueltschi, Founder and Chairman, FlightSafety, Warren Buffett CEO 
"Perfect Vision: The History and Future of Aviation" watch video interview

Wally Weitz, Founder and President, Weitz Funds
"With Friends Like These....Management Matters"

Bethany McLean, Author and Fortune Magazine Journalist
"The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron"

Dr. Alexis Eisenhofer, Founder and Director, ATACAMA Capital
"The Value Premium Puzzle"

Timothy Vick, Author and Senior Portfolio Mgr., Sanibel Captiva Trust
"The Future of Money Management: Can Warren Buffett's Returns Be Duplicated?"

Pat Dorsey, Author, CFA and Director of Equity Analysis, Morningstar
"Durable Competitive Advantages: Using Economic Moats To Improve Investment Returns"

Mohnish Pabrai, Author, Founder and Partner, Pabrai Funds
"The Dhandho Investor: The Low Risk Value Method to High Returns"

Randy Cepuch, Author, Financial Journalist
"A Weekend with Warren Buffett and Other Shareholder Meeting Adventures"

2006 Presenters

Value Investor

Stephan Howard, CEO, Hermes Focus Asset Mgmt. Europe [Europe]
Topic: "Unlocking Value Propositions Through Shareholder Engagement - A European Experience"

Jeff Auxier, Founder and CEO, Auxier Asset Management [USA]
Topic: "Managing Money On a Farm: You Can't Get Any Further From Wall Street"

Tom Russo, Partner, Gardner, Russo & Gardner [USA]
Topic: "Global Value Investing"

Hendrik Leber, Founder and Chief Investment Officer, Acatis [Europe]
Topic: "Value Investing - The Facts: What Academic Research Tells Us About Value, Growth and Momentum Investing"

Seng Hock Tan, CEO, Aegis Portfolio Mgrs. [Asia]
Topic: "Can the Buffett/Munger Investment Approach Be Effectively Employed in Asian Markets?"

François Rochon, Founder and CIO, Giverny Capital [Canada] 
Topic: "The ART of Investing"

Bill Child, Buffett CEO and Chairman, R.C. Willey Home Furnishings
Topic: "What I Learned About Business AFTER I Sold To Warren Buffett"

2005 Presenters

Value Investing

Robert Cialdini, Professor and Author, Influence: Psychology of Persuasion
Topic: "Influence: The Ultimate Power Tool"

Arnie Wood, Founder, CEO and President, Martingale Asset
Topic: "Group Investment Decisions: Why They DON’T Add Value"

Mitch Julis, Founder, Canyon Capital, Author Beyond Graham and Dodd
Topic: “Beyond Graham and Dodd: A Multi-Asset, Multi-Strategy Approach to Value Investing”

Jeff Bronchick, Chief Investment Officer and Principal, Reed Conner Birdwell
Topic: "Value Investing and Winston Churchill"

Eric Flamholtz, Professor, Corporate Director and Author, Growing Pains 
Topic: “6 Invisible Keys To Organization and Financial Success”

2004 Presenters

Value Investor

Wayne Peters, money manager, "The Institutional Imperative: Lessons Learned from AustralAsia"

Whitney Tilson, "Applying Behavioral Finance to Value Investing the Warren Buffett Way"

Peter Low, Managing Director, Griswold Co., "4 Decades on the Floor of the NYSE"

Michael Shearn, money manager, "Qualitative: Assessing the Quality of Management"

Hendrik Leber, money manager, "Owner Earnings: Are They Warren Buffett's Secret Formula?"

Janet Lowe, author of over 20 books including: Ben Graham on Value Investing; Warren Buffett Speaks; and Damn Right! The Story of Charlie Munger, "A Trio of Great Investors: Common Characteristics and Trading Practices of Ben Graham, Warren Buffett and Charlie Munger"

Henry Asher, money manager, "I Was Snow White But I Drifted – How a Value Manager Strayed From Graham and Doddsville"

Ed Barr, money manager, "What Charlie Munger has Taught Me About Investing and Life"

Brad Comp, CPA, "Beyond the Lemonade Stand: Teaching Children About Investing"

Peter Bevelin, Swedish author, Seeking Wisdom: From Darwin to Munger

Roland Schank, Graham Buffett Book Collector, shares his collection updated list

Mark Holloway, investment manager, "The story of meeting Ben Graham"

Bob Miles, author, Warren Buffett Wealth:   Principles and Practical Methods Used By the World's Greatest Investor

Enjoy a summary and an audio recording of the 2004 LA Value Investor Conference.
Enjoy a summary and an audio recording of the 2003 Graham Buffett Book Conference.


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