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CONFERENCE
Previous Speakers
Vickie Hollub
Ron Olson
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
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
Adrienne Fay
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?
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?
Kim Shannon
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.
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.
Johanthan Brandt
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
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
Martin Bouchard
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.
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.
Michel Bell
Investment Advisor,
CIBC Wood Gundy [Canada] with Martin Bouchard
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."
Takeaways:
1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
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.
Rupal Bhansali
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.
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.
Dave Sekera
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.
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.
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