2022 BSS Managing Partner of Munger, Tolles and Olson and Berkshire Director Topic: "Q&A Ron Olson with Katherine Chiglinsky, Bloomberg News" Takeaways: : 1) What is the Berkshire System? 2) Berkshire latest acquisitions and updates. 3) Berkshire's latest board appointments. 4) Succession
2022 BSS Vice President and Officer, Borsheims Jewelry Topic: "Q & A" Takeaways: (1) What is the Berkshire System? (2) How does Berkshire’s Culture compare to previous employer. (3) How does Borsheim benefit by being part of the Berkshire Family of Businesses?
2022 VIC CFA, MBA. Founder, CIO, Sionna Investment Managers [Canada] Topic: MacroValue Investing Lessons from History in Navigating this Changing Market Environment Takeaways: 1) Return expectations in bull markets and sideways markets. 2) The coming Value Bull market. 3) Canadian Value expected to Outperform U.S. and Global markets for next several years.
2022 Vic Research Analyst - Ruane, Cunnif & Goldfarb Topic: "Fireside Chat among Two Stock Analysts" Takeaways: 1) An inside look into RCG’s investment process 2) Necessary ingredients to being a long term investor 3) Our investment in Berkshire Hathaway
2022 VIC Founder, Copernic Technologies, President, QScale [Canada] with Michel Bell Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries." Takeaways: 1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
Investment Advisor, CIBC Wood Gundy [Canada] with Martin Bouchard Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries." Takeaways: 1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
2022 OVD, 2016 VIC CIO, Ariel Investments Topic: "The Power and Payoff of Non-Consensus Investing" Takeaways: 1) How minimizing risk helps maximize returns. 2) How misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities. 3) How patience is the smart move, not the slow one.
2022 VIC Chief U.S. Market Strategist, Morningstar Topic: "Spending Reverting Back to Prepandemic Norms, Where to Find Value Today" Takeaways: 1) As pandemic recedes, we forecast consumer spending behavior will shift back to Services and away from Goods. 2) We’ll review those stocks that we think are currently undervalued and will leverage off this theme. 3) We’ll also provide a broad market valuation update and highlight those stocks with Economic Moats across categories and sectors that are undervalued.
2022 VIC Research Analyst - Ruane, Cunnif & Goldfarb Topic: "Fireside Chat among Two Stock Analysts" Takeaways: 1) An inside look into RCG’s investment process. 2) Necessary ingredients to being a long term investor. 3) Our investment in Berkshire Hathaway
2022 VIC Chief Investment Officer Global Alpha, Lead Portfolio Manager SCES Topic: "Global Small Cap as an asset class" Takeaways: 1) How to find the growth in value priced companies, a framework. 2) How to use thematic in bottom-up stocking-picking. 3) The expected outcome is a framework to choose companies while minimizing the risk of multiple compression.
2022 OCD Author, Founder and Managing Partner of FutureMap [Singapore] Topic: "Climate adaptation: America's great resettlement challenge" Takeaways: 1) Why our sequencing of climate modeling, immigration, and infrastructure investment is backwards. 2) Why investing in the right geography is the best ESG strategy. 3) How AI can help us re-sort American real estate.
2022 VIC CFA, CEO, Head of Research, Southeastern Asset Management Topic: "Why We Believe in Value, Even When it is Hated, Ignored and Misunderstood" Takeaways: 1) Finding a balance between Graham and Buffett by seeking out the “Business, People, Price” sweet spot. 2) Investing for the long-term in an evolving market environment. 3) Uncovering hidden quality and owners focused on creating value per share.
2022 BSS CEO, Brooks Sports Topic: "Running with Purpose: How Brooks Outpaced Goliath Competitors to Lead the Pack" Takeaways: 1) What is the Berkshrie System? 2) Brooks Sports culture before and after Berkshire's acquisition. 3) What will reader learn by reading Running with Purpose?
2022 VIC Author, Founder, Managing Member, Gravity Capital Topic: "Where the Money Is: Value Investing in the Digital Age" Takeaways: 1) Classic value-based frameworks aren’t capturing the wealth created by software-based companies. 2) Value investors must recalibrate their instruments to measure how Alphabet, Amazon and the rest build shareholder value. 3) Just as value investing transitioned from Graham to Buffett – from Value 1.0 to Value 2.0 -- it must now transition to Value 3.0.
2022 VIC CFO, Gallup Topic: "The Global Rise of Unhappiness" Takeaways: 1) What economic models miss 2) How to measure happiness 3) Addressing the blind spot
2022 BSS Author / with Guy Spier Topic: "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life" Takeaways: 1) Character traits, principles, and practices of great investors such as Charlie Munger, Ray Dalio, Mohnish Pabrai, and Nick Sleep. 2) Lessons learned from writing, investing, and spending time with many great investors. 3) How to live a richer, wiser, happier life.
2017 & 2019 VIC Founder and CIO - Robotti & Company Advisors LLC Topics: "Creative Destruction: A Contrarian Approach to Cyclical Investing" & "Rebuilding America – One home at a time"
2019 VIC University Foundations Executive Panel University Foundations Topic: "Foundation Panel: Portfolio Composition & Investment Manager Selection"
2019 VIC CFA [Asia] Portfolio Manager, Matthews Asia Topic: "Buying Growth at a Discount – Value Investing is Alive and Well in Asia"
2019 VIC Founder, CEO, CIO; Smead Capital Management Topic: "Value Stock Selection in an Era of Aging Millennials"
2019 VIC President, CEO; Lindsay Corporation Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"
2019 VIC CFA, Portfolio Manager, Liberty Park Capital Management Topic: "All About Alpha."
Francisco Garcia Paramés
2019 VIC Founder, Portfolio Manager, Cobas Asset Management [Europe] Topic: "Investing for the Long-Term"
2019 VIC President, VP, CFO; Lindsay Corporation Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"