ALERT: Conference attendees should avoid Center Street due to UNO Commencement at Baxter Arena on Friday, May 4.

Spring 2018 Events

Still accepting Dinner Reservations until 4/27/18!
Value Investor Dinner

2018 Omaha Value Dinner
Keynote Speaker — 
Kunal Kapoor, CEO, Morningstar, Inc.
• Thursday, May 3, 2018
Omaha Value Dinner is included with Conference registrations.
Individual seating still available.

Read More About Value Investor Conference

Value Investor Registration

Still accepting Dinner Reservations until 4/27/18!
CEO Dinner
Omaha CEO Dinner

2018 Omaha CEO Dinner
Keynote Speaker — 
Bruce Flatt, CEO
Brookfield Asset Management
• Friday, May 4, 2018 - Scott Center
•  Host/Beneficiary: University of Nebraska at Omaha, College of Business Administration
•  
Omaha CEO Dinner is included with Conference registrations after 2/1/18.

Read More About Value Investor Conference

Value Investor Registration

Still accepting reservations untill 4/27/18!
Berkshire System Summit
Berkshire System Summit
• Thursday, May 3, 2018, 10:00 AM - 3:30 PM Includes Lunch!
 
Speakers —
Ron Olson, Don Wurster, Kevin Clayton, Larry Cunningham, Nicole Freedman, Mark O'Hare
• Registration includes PRIORITY Seating for the Conference and Lunch.

Read More About Value Investor Conference

Value Investor Registration

Genius of Warren Buffett Course
Genius of Warren Buffett Course - F18

"2-Weekend Investment, Lifelong Returns"

NOW REGISTERING! Fall 2018 - Two for One Registration!   Save $3,995.

  1. Fall 2018 -
    2 - Weekend Course - 36 hours
  2. • Sept. 27, 28, 29 and Oct. 4, 5, 6, 2018
  3. • Includes catered meals.
  4. • University of Nebraska at Omaha, College of Business Administration

Read More About Value Investor Conference

Value Investor Registration

New!  Anouncing 2019 Conference on Sale starting May 4!
Value Investor Conference++

2019 Value Investor Conference
ON SALE
starting May 4, 2018!

Thursday - Friday, May 2 - 3, 2019
Registration also includes:
♦  Omaha Value Dinner (OVD) on Thursday, May 2
♦  Omaha CEO Dinner (OCD) on Friday, May 3
Speakers — TBA Fall 2018 Save $1,100.! Register for 2019 for $995.

3/13/18 - Individual Seating for the  2018 Conference is now sold out. Register for BSS, Omaha Value Dinner, or Omaha CEO Dinner. Registering 2019 starting May 4!
Value Investor Conference++

SOLD OUT - join wait list 2018 Value Investor Conference
Thursday - Friday, May 3 - 4, 2018
Registration also includes:
♦  Omaha Value Dinner (OVD) on Thursday, May 3
♦  Omaha CEO Dinner (OCD) on Friday, May 4
Speakers — Staley Cates, Bill Thorndike, Robert Hagstrom, Jeff Gramm, Jeff Matthews, Sanjay Bakshi, Glen Arnold, Barbara Ann Bernard, Jon Clifton, Guy Spier, Chris Swasbrook, Dave Whorton

Read More About Value Investor Conference

Value Investor Registration

Value Investor Conference

Welcome to the official information and registration site for the
15th Annual Value Investor Conference and Events
held at the University of Nebraska at Omaha, College of Business Adminstration, Mammel Hall.

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

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

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

Our events support Education, Scholarships and Charities with contributions to date: $172,770

Individual Seating for the 2018 Conference is now sold out. Register for 2019 , BSS, OVD, or OCD. 

Value Investor Registration

Or join our waitlist for the 2018 Conference.

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

2018 Value Investor Conference SOLD OUT - please join waitlist or register for Summit, OVD, OCD, or 2019.

Omaha S18 Event Advantages

  • Original Value Conference
  • One of a Kind Buffett Course, Summits and Dinners
  • University Based
  • Often includes participation from Berkshire CEOs, managers, directors, family members, CFO, Marketing Director and more
  • Presenters recommended by previous atttendees
  • Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management
  • Over $170,000 donated to support education, scholarships and charities
  • As many as 5 separate exclusive events offered
  • World class networking opportunities with attendees from six continents and over 20 countries
  • Consecutive years SOLD OUT

Please join us again in 2019 for our 16th Annual Value Investor Conference and Events: Genius of Warren Buffett S19 - April 29, April 30, May 1, 2019, Summit Series S19: May 2, 2019, Value Investor Conference - May 2 - 3, 2019, Omaha Dinner S19 - May 2, 2019, and Omaha CEO Dinner S19 - May 3, 2019.

2019 Value Investor Conference ON SALE NOW!

Join us in 2019 for the 16th Annual Value Investor Conference.  Take advantage of early registeration for the 2019 Conference with savings from now until 9/1/2018.

Conference Dates: Thursday and Friday, May 2 - 3, 2019
Location: University of Nebraska - Omaha, College of Business Administration, Mammel Hall
Speakers: TBA Fall 2018

Registeration includes: Value Investor Conference — May 2 - 3, 2019; Omaha Value Dinner — May 2; CEO Dinner — May 3, 2019.
Register Now and Save $1,100.
Value Investor Registration

2018 Events
ALERT: Conference attendees should avoid Center Street due to UNO Commencement at Baxter Arena on Friday, May 4, 2018.

New! Omaha CEO Dinner

Omaha CEO Dinner*

New! Tables for 10 now available! Save $250. now until 4/27/18.

Announcing the New! Omaha CEO Dinner on Friday, May 4, 2018 featuring a world renown chief executive and benefiting the University of Nebraska at Omaha College of Business Administration. 

This year we are pleased to feature Bruce Flatt, CEO, Brookfield Asset Management (nyse:BAM), a publicly owned Canadian based global investment firm. In 2012, Berkshire and Brookfield's real estate division joined forces to create a new franchise brand, Berkshire Hathaway HomeServices. The new network includes more than 53,000 Prudential Real Estate and Real Living Real Estate agents.  Mr. Flatt will talk about the future of Brookfield and offer his thoughts of global investments. Audience question and answer session will immediately follow his remarks.

2018 Omaha CEO Dinner Keynote Speaker:
Bruce Flatt, CEO, Brookfield Asset Management
More info on Brookfield Asset Management: https://bam.brookfield.com/en
Friday, May 4, 2018
6:30 p.m. Dinner, 7:00 p.m. Keynote
Location: Scott Conference Center,  6450 Pine Street, Omaha



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.

*Omaha CEO Dinner is included with Value Investor Conference registrations on or after 2/1/18.  To Upgrade your Conference registration prior to 2/1/18, click here to Upgrade.
For non-Conference (Dinner Only) registrations, click here to register.

Bruce Flatt, CEO, Brookfield Asset Management
Keynote Bio

Bruce Flatt has served as the CEO of Brookfield Asset Management—the world's largest real estate manager and a leading investor in infrastructure, renewable energy and private equity with more than $265 billion in assets. Flatt joined the company in 1990.

Under his leadership, Brookfield has developed a global presence with 2,000 projects across 30 countries on five continents, employing 70,000 people. Since becoming CEO, Brookfield's stock has returned 1,350 percent—an annual 19 percent. At 51, Flatt joined the Forbes Billionaires list, with a net worth of $1.3 billion. It's no wonder he's been named Canada's Warren Buffett, not only because he's a contrarian, long-term investor. It's also because his investment strategy relies less on price than on patience and the power of compounding income streams.

However, he also shares Buffett's frugality, modesty and lack of pretense. Flatt lives in a quiet Toronto neighborhood and often commutes by subway. He is prone to secondhand cars when he rarely does drive and opts for economy when flying on short-haul routes, according to The Globe and Mail.

Brookfield "quietly owns entire city skylines" in places like Toronto and Sydney. It's the biggest office landlord in London and downtown Los Angeles. In all, Brookfield owns around 400 million square feet of commercial space, and that's just real estate, according to Forbes. As for infrastructure, Flatt sees a $35 trillion opportunity. And when it comes to energy, Brookfield owns 218 hydroelectric plants on 82 river systems in North and South America.

In France, Brookfield is the largest independent owner of cell towers. In Chile, its electric power lines serve 98 percent of the population. In Ireland, it owns 20 percent of the country's wind-farm capacity. Brookfield also owns 36 ports in the U.K., North America, Australia and Europe, and in India and South America, it manages 3,600 kilometers of toll roads.

Brookfield's activities are conducted through three flagship private funds for institutional clients and four permanent capital listed entities: Brookfield Property Partners, Brookfield Renewable Partners, Brookfield Infrastructure Partners and Brookfield Business Partners, all of which trade on the New York Stock Exchange (NYSE).

Flatt also chairs Brookfield's Investment Committee, whose investment approach is to acquire high-quality assets at less than replacement cost by looking for opportunities in regions and sectors during periods of financial upheaval or operational challenge. The company then uses its deep global operating experience to improve long-term performance on behalf of its clients.

Prior to his current role, Flatt ran the company's real estate operations, including the acquisition out of bankruptcy of Olympia & York in New York in the early 1990s, which became the basis of growth for the property group. Following this acquisition, Brookfield proceeded to build and acquire a portfolio of iconic office buildings globally by investing in numerous corporate distress situations. The same build out was completed with Brookfield's renewable power business, its infrastructure business and, more recently, the scaling up of its private equity business.

Recent significant transactions include the acquisition of the Colombian hydro company Isagen, Canary Wharf and Center Parcs in the UK, a major stake in GGP in the U.S. and Australian infrastructure company Babcock & Brown and Asciano port company.

Flatt has also served on more than 20 public company boards over the past two decades. He's been featured on Forbes, Bloomberg, The New York Times, The Wall Street Journal, Reuters, The Financial Times, The Globe and Mail and Canadian Business.

In June 2017, the Americas Society awarded Flatt a Gold Medal at its 37th annual fundraising event—an organization dedicated to education, debate and dialogue on the Americas. The nonprofit's mission is to foster an understanding of the contemporary political, social, economic issues and cultural heritage.

Brookfield has a long history with Latin America and continues to be a significant, long-term investor in the region—across Brazil, Colombia, Peru, Chile and Mexico. In Flatt's own words the company is "deeply committed to the communities in which we operate," that they firmly believe in Latin America's prospects and look forward to continuing to contribute to its growth. ~ Contributed by UNO CBA MAVPr Students

Agenda


To download complete 2018 Agenda, click here.

Friday, May 4, 2018
Scott Conference Center
6450 Pine Street
On the campus of the
University of Nebraska at Omaha

6:30 p.m.
Dinner

7:00 p.m.
Keynote Address
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.
Benefitting: UNO Executive MBA Program

Additional Information


ALERT: Conference attendees should avoid Center Street due to UNO Commencement at Baxter Arena on Friday, May 4, 2018.
Location/Parking Information/Accommodations
Scott Conferece Center is located a short wallk from Mammel Hall.

Parking for Scott Conference Center

2018 Mammel Hall Parking and Transportation: Open parking during event hours so ignore student permit parking only signs.
PLEASE NOTE: there is a lot of construction happening around the parking lot. Currently, the easiest way to get to Mammel Hall is from Pacific street. Take the first entrance, near the Pete Kiewit Institute and drive through the parking lot to get to Mammel Hall.
• Map of construction near Mammel Hall: Construction and Parking Overview (click for map)
• Happy Taxi Cab: (402) 292-2222 http://happycab.com/
• Uber is available in Omaha.


CEO Dinner News

Register before 4/27/18 and Save!

Go to Top of CEO Dinner | Go to Registration

Top of Page

BRK System Summit Registration

 

2018 Berkshire System Summit
Thursday, May 3, 2018
Held at the University of Nebraska at Omaha, College of Business Administration, Mammel Hall

Berkshire System Summit is an in-depth discussion on the unique culture, principles and methods used by Warren Buffett's conglomerate to become America's 2nd largest company (by sales) over 50 years. Coined by Vice Chairman Charlie Munger, 'the Berkshire System' was outlined by him in a 2015 shareholder letter in celebration of the company's 50th anniversary. To understand the system is to understand Berkshire Hathaway, one of the world's most admired companies. Often copied but never duplicated, these are some of the areas the Summit will explore:

  • Extraordinary Capital Allocation: Investing in pieces of companies through the stock market as well as wholly owned subsidiaries using value investment methods; Buying old economy industries; Purchasing with the intention to keep not trade; Focusing on durable competitive advantages; Centralizing capital and reallocating to highest and best use; Being paid (with float) to hold capital to invest
  • Unique Corporate Values Culture: Never losing a subsidiary CEO to a competitor; Gold standard of corporate governance; 370,000 employees with only 25 at headquarters; a system of deserved management trust; the buyer of choice; Fort Knox of capital when markets need it most; Employees are always in a position to do the right thing; Well defined management succession plan that is deep within the organization
  • Passionate and Talented Managers: A management team assembled over time that prefers work over retirement; Fair manager compensation; Berkshire CEOs selected based on merit not seniority; No retirement required and often discouraged

2018 Summit Speakers

  • 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.

  • Read Speaker Bios>>

    * Tentative subject to other meetings not yet scheduled.

    Watch Bob Miles interview with Kevin Clayton!

  • Agenda
    Value Investor Cover
    To download complete 2018 Agenda, click here.

Summit Agenda
Download PDF 2018 Agenda

Thursday, May 3, 2018

9:30 p.m. – 9:55 a.m.
REGISTRATION
University of Nebraska at Omaha,
College of Business Administration,
Mammel Hall Atrium
10:00 a.m. - 6:00 p.m
Summit Bookstore Open

9:50 a.m. – 10:00 a.m.
Welcome - Robert Miles
Executive in Residence, UNO
Welcome
Takeaways:
(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.

Summit Morning Session
10:00 a.m. – 11:00 a.m.
Don Wurster
Q&A with President, National Indemnity Co.

11:00 a.m. – 12:00 p.m.
Kevin Clayton
 Q&A with CEO, Clayton Homes 

12:00 p.m. – 12:30 p.m.
Lunch 
Mammel Hall Atrium 

Summit Afternoon Session
12:30 p.m. – 1:00 p.m.
Mark O'Hare
Partner, Grant Thornton (Australia)
Topic: "The Berkshire System:  How it has Defined the Company, its Management and its Shareholders"

Takeaways: (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.

1:00 p.m. – 1:40 p.m.
Larry Cunningham
Author, Professor, George Washington University
 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 selll 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.


1:40 p.m. - 2:00 p.m.
Afternoon Break
Mammell Halll Atrium

2:00 p.m. – 3:30 p.m.
Ron Olson (confirmed)
Q&A with Managing Partner, Munger, Tolles and Olson;
Director, Berkshire Hathaway
 with Nicole Friedman, reporter, WSJ

3:30 p.m. – 3:35 p.m.
Robert Miles, Executive in Residence, UNO
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.

Summit Info

Upgrade Registrations


$75. CEO Dinner Upgrade Registration

Value Investor Conference Registrations prior to 2/1/18 or any Berkshire System Summit Registrations are eligible for $75. CEO Dinner Upgrade Registration. 
Standard Registration = $100.
Save $25. with CEO Dinner Upgrade Registration.
Register now until 4/27/18 = $75.

Summit Register


Location/Parking Information/Accommodations

2018 Mammel Hall Parking and Transportation:
Open parking during event hours so ignore student permit parking only signs.
PLEASE NOTE: there is a lot of construction happening around the parking lot.
Currently, the easiest way to get to Mammel Hall is from Pacific street. Take the first entrance, near the Pete Kiewit Institute and drive through the parking lot to get to Mammel Hall.
• Map of construction near Mammel Hall: Construction and Parking Overview (click for map)
• Happy Taxi Cab: (402) 292-2222 http://happycab.com/
• Uber is available in Omaha.

Summit News

2016 Philanthropy Summit at UNO presents $10,000 check to Girls Inc. Read more about this donation!
2016 Phillanthropy Summit speakers Susie Buffett and Peter Buffett, take a moment to pose for a photo during Q&A session.
Susie Buffett

Value Investor Conference Charlie Munger Summit
Sold out audience for the 2015 Charlie Munger Summit with Ron Olson taking questions from Wall Street Journal Reporter Anupreeta Das.

Summit Info

2018 Berkshire System Summit
Thursday, May 3, 2018
Register Early and Save.

Go to Top of Summit | Go to Registration
Top of Page
Tables for 10 now available for Omaha Value Dinner and CEO Dinner!
Register for Conference + +

Conference SOLD OUT - please register for Summit, OVD, OCD.
15th Annual Value Investor Conference

May 3 - 4, 2018
Omaha Value Dinner - May 3, 2018 - Still taking reservations untill 4/27/18
Omaha CEO Dinner - May 4, 2018 - Still taking reservations untill 4/27/18

(Individual Seating for the 2018 Conference Only is now sold out.)
Register for Berkshire System Summit, Omaha Value Dinner, and/or Omaha CEO Dinner
.  Registering for 2019 starting May 4!

Registration Savings until 4/27/18!

2018 Omaha Value Dinner

Still accepting Dinner registrations until 4/27/18.  Register for OVD.

For Individual Dinner or Tables for 10 Only Registrations, click here.

Value Investor Dinner




 

David Poppe

Keynote Speaker 2018: Kunal Kapoor, CFA
CEO Morningstar, Inc.

Date:  Thursday, May 3, 2018 
Location: Scott Conference Center, Omaha
Time: 6:15 p.m. - 6:45 p.m. — Reception
6:45 p.m. - 7:15 p.m. — Dinner
7:15 p.m. - 8:45 p.m.
Topic:"Morningstar's Methodology: Delivering State-of-the-Art Investment Research"

Key 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

Benefiting: UNO Maverick Investment Club

Dinner Registrations


Omaha Value Dinner Only Registration

$95. Omaha Value Dinner Registration
Standard Registration = $100.
Save $5. with individual OVD Dinner Only Registration = $95.
Save $250. with
NEW! Table for 10 Registrations
now until 4/27/18 = $750.


CEO Dinner Only Registration

$95. CEO Dinner Registration
Standard Registration = $100.
Save $5. with individual CEO Dinner Only Registration = $95.
Save $250. with
NEW! Table for 10 Registrations
now until 4/27/18 = $750.

+

Both Dinners:  Omaha Value and CEO Dinners Registration
$145.

$145. Omaha Value and CEO Dinners
Standard Registration = $100.
Save $55. Register now until 4/27/18 = $145.


Previous Sold-out Omaha Value Dinner at Scott Center


Value Investor Register

Register Early and Save!

Individual Seating for the Conference is now sold out. Still Registering for BSS, OVD, and/or OCD.
Value Investor Registration

Conference is SOLD OUT - please register for Omaha Value Dinner (OVD), Omaha CEO Dinner(OCD), or Summit
2018 Value Investor Conference

Plus Omaha Value Dinner and CEO Dinner
Thursday and Friday
May 3 - 4, 2018

2018 Value Investor Conference Presenters

  • 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: " 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

    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

    Still accepting Dinner registrations until 4/27/18.  Register for OVD. 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

    Still accepting Dinner registrations until 4/27/18.  Register for OVD.
  • Read Speaker Bios >>

  • Plus More!

    Global Symposium for the Rational Investor representing all Six Continents and over 20 Countries:

    (Africa) South Africa; (Americas) Brazil, Canada, Mexico, Panama, United States; (Asia) China, India, Japan, Philippines, Singapore, Turkey; (Europe) Germany, Ireland, Netherlands, Portugal, Spain, Sweden, Switzerland, United Kingdom; (Oceania) Australia, New Zealand

  • Agenda
    Value Investor Cover
    To download complete 2018 Agenda, click here.

2018 Value Investor Agenda

ALERT: Conference attendees should avoid Center Street due to UNO Commencement at Baxter Arena on Friday, May 4.

Agenda


To download complete 2018 Agenda, click here.


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

Value Investor Conference and Events

SOLD OUT Conference Registration
Individual Seating for the Conference is now sold out. Register for BSS, OVD, and/or OCD.
(Omaha Value Dinner was included with Conference Registration. Omaha CEO Dinner was included with Conference registrations on or after 2/1/18 - upgrade to dinner until 4/27.)
Value Investor Registration

Upgrade Registrations


$75. CEO Dinner Upgrade Registration

Value Investor Conference Registrations prior to 2/1/18 or any Berkshire System Summit Registrations are eligible for $75. CEO Dinner Upgrade Registration. 
Standard Registration = $100.
Save $25. with CEO Dinner Upgrade Registration.
Register now until 4/27/18 = $75.

Summit Register

Dinner Only Registrations


Omaha Value Dinner Only Registration

$95. Omaha Value Dinner
Standard Registration = $100.
Save $5. with individual OVD Dinner Only Registration = $95.
Save $250. with
NEW! Table for 10 Registrations
now until 4/27/18 = $750.


CEO Dinner Only Registration

$95. CEO Dinner Registration 
Standard Registration = $100.
Save $5. with individual CEO Dinner Registration = $95.
Save $250. with
NEW! Table for 10 Registrations
now until 4/27/18 = $750.

OVD+

$145. Omaha Value and CEO Dinners Combo Registration

$145. Omaha Value and CEO Dinners
Standard Registration = $100.
Save $55. Registration savings now until 4/27/18 = $145.


Omaha S18 Event Advantages
  • Original Value Conference
  • One of a Kind Buffett Course, Summits and Dinners
  • University Based
  • Often includes participation from Berkshire CEOs, managers, directors, family members, CFO, Marketing Director and more
  • Presenters recommended by previous atttendees
  • Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management
  • Over $170,000 donated to support education, scholarships and charities
  • As many as 5 separate exclusive events offered
  • World class networking opportunities with attendees from six continents and over 20 countries
  • Consecutive years SOLD OUT

Additional Information
Parking and Accomodation 2018

Location/Parking Information/Accommodations
Mammel Hall Parking and Transportation:
Open parking during event hours so ignore student permit parking only signs.
ALERT: 2018 Conference attendees should avoid Center Street due to UNO Commencement at Baxter Arena on Friday, May 4.
PLEASE NOTE: there is a lot of construction happening around the parking lot.
Currently, the easiest way to get to Mammel Hall is from Pacific street.
Take the first entrance, near the Pete Kiewit Institute and drive through the parking lot to get to Mammel Hall.
• Map of construction near Mammel Hall: Construction and Parking Overview (click for map)

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


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

Full Agendas will be sent to registrants.
All events are limited seating.


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


Your privacy is guaranteed!

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


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

Our events support Education, Scholarships and Charities
with contributions to date: $
172,770.

Please join us again in 2019 for our 16th Annual Value Investor Conference and Events:
Genius of Warren Buffett S19 - April 30, May 1, and 2, 2019;
Summit Series S19: May 2, 2019;
Value Investor Conference - May 2 - 3, 2019,
Value Investor Dinner S19 - May 22, 2019
CEO Dinner - May 3, 2019

Register Early and Save!

Go to Top of VIC | Go to Registration
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Genius of Warren Buffett Course — Fall 2018 Registration

NOW REGISTERING! Fall 2018 - Two for One Registration!   Save $3,995.

Fall 2018 Course [36 hours]
2-Weekends
Dates: Sept. 27, 28, 29 and Oct. 4, 5, 6
Fall Schedule:
(2) Thursdays (3 p.m. - 9 p.m. Includes catered dinner.)
(2) Fridays (3 p.m. - 9 p.m. Includes catered dinner.)
(2) Saturdays (8 a.m. - 2 p.m. Includes catered lunch.)

For Course Information: GOTO: geniusofbuffett.com

Genius of Warren Buffett Registration

Standard Registration Fee for Two = $3,995. + $3,995. = $7,990.  Save $3,995.! Register TWO NOW $3,995.! Register by 9/30/18
GoTo Registration Now!

Note: Group Discounts available. 4 or more receive 20 percent off current rate. (Limited seating for this course.)

One of a kind concentrated study of The Genius of Warren Buffett: The Science of Investing and the Art of Managing presented by Robert Miles.

Learn the Oracle of Omaha's educational timeline, investment principles, management philosophies, corporate governance, succession plan, mistakes, philanthropy and more.

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

"Genius Course for Spring 2015, S16, S17 and S18 included international groups of students representing over 20 countries and were sold out."

Read Latest GOB Investment News Updates

Genius of Warren Buffett F2016 Scholarship Winner
Fall 2016 Genius of Warren Buffett Merit Scholarship Recipient, Hallie Hanlon-Ward, and instructor Bob Miles. (Read Omaha World Herald article, "Winning Pitch", by  Steve Jordon.) Read PDF
Genius of Warren Buffett Class Spring 2015 with Susie Buffett
Fall 2016 Genius of Warren Buffett class with guest speaker, Donald Wurster (President, National Indemnity Company and Berkshire Hathaway Life Insurance Company of Nebraska) and instructor Bob Miles.
Genius of Warren Buffett Class Spring 2015 with Susie Buffett
GOB Spring 16 Investment Challenge Contest $5,000.00 Merit Scholarship Winners with instructor Bob Miles.
Robert Miles

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

Announcing Early Registration for Fall 2018 Genius of Warren Buffett Course

  • 2-Weekends
  • Guest speakers
  • Includes catered meals
Register Now. This class fills early.



Spring SOLD OUT as of 1/30/18.   Please click here to join our waitlist while we attempt to locate a larger classroom. OR Register for Fall 2018!

Genius of Warren Buffett Course — Spring 2018 RegistrationSOLD OUT

Includes Berkshire System Summit and Omaha CEO Dinner!  3 Day Course - 24 Hours

"3-Day Investment, Lifelong Returns"

One of a kind concentrated study of The Genius of Warren Buffett: The Science of Investing and the Art of Managing presented by Robert Miles.

Learn the Oracle of Omaha's educational timeline, investment principles, management philosophies, corporate governance, succession plan, mistakes, philanthropy and more.

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

Genius of Warren Buffett Spring 2018 Course
3 - Day Course - 24 hours
April 30, May 1, and 2, 2018
Monday (4/30): 8 a.m. - 5 p.m. with catered lunch included!
Tuesday (5/1): 8 a.m. - 5 p.m. with catered lunch included!
Wednesday (5/2): 8 a.m. - 5 p.m. with catered lunch included!

Standard Registration Fee = $3,995 + Berkshire Summit = 695.  + Omaha CEO Dinner = $100. = $4,790.
SOLD OUT Register now for $3,890.
SOLD OUT

Register early and save.  Make your travel plans now. 

Click here for course information and syllabus.

University of Nebraska OmahaEMB UNO
geniusofbuffett.com

Genius of Warren Buffett Registration

New! Read the GOB Investment Fund 2017 Update!

Robert Miles
Bob Miles presenting at the 2012 Value Investor Conference. (Photo courtesy: iMoney — Eric Tsang)
Genius of Warren Buffett Class Spring 2015 with Susie Buffett
Spring 2016 Genius of Warren Buffett class with guest speaker, Bob Batt (Former Executive Vice President, Nebraska Furniture Mart - BKG) and instructor Bob Miles.
Genius of Warren Buffett production by Maverick PR at UNO.
Mammel Hall Welcome screen for the Genius of Warren Buffett course.
The Genius of Warren Buffett Course Testimonial Video (3 min. feature) was produced by five graduates (William Maag, Feng Chang, Matt Ord, Mark O'Hare, and Jamie Hunt). This clip was produced, filmed and edited by UNO student PR firm MaverickPR.
Fall 2014, S2015 Genius of Warren Buffett Course guest speaker, Susie Buffett.
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Berkshire Annual Meeting Credentials
Berkshire shareholders and their guests need credentials to attend the annual meeting, to get special discounts at Berkshire-owned businesses and to attend the other shareholder-only events in Omaha in the days before and after the meeting.

Join us in 2019!
Please join us again in 2019 for our 16th Annual Value Investor Conference and Events:

  • Genius of Warren Buffett S19 - April 29, 30, May 1, 2019
  • Summit Series S19: May 2, 2019
  • Value Investor Conference - May 2 - 3, 2019
  • Omaha Value Dinner S19 - May 2, 2019
  • Omaha CEO Dinner S19 - May 3, 2019

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

Omaha S18 Event Advantages
  • Original Value Conference
  • One of a Kind Buffett Course, Summits and Dinners
  • University Based
  • Often includes participation from Berkshire CEOs, managers, directors, family members, CFO, Marketing Director and more
  • Presenters recommended by previous atttendees
  • Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management
  • Over $170,000 donated to support education, scholarships and charities
  • As many as 5 separate exclusive events offered
  • World class networking opportunities with attendees from six continents and over 20 countries
  • Consecutive years SOLD OUT
VIC 2014, 2015, 2016, 2017 sold out with a United Nations of like minded investors with attendees from around the globe representing 6 continents and over 30 countries.
Aruba
Australia
Austria
Belgium
Brazil
Canada
Curacao
Denmark
Estonia
France
Germany=Wunderbar
Greece
India
Indonesia
Ireland
Israel
Italy
Macau SAR
Malaysia
Mauritius
Netherlands
New Zealand
Phillipines
Singapore
Slovokia
South Africa
Spain
Sweden
Switzerland
Thailand
United Arab Emirates
United Kingdom
United State of America
Venezuela
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Value Investor Celebrating 15 Years
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