15th Annual Value Investor Conference - Omaha
Thursday and Friday, May 3 - 4, 2018

University of Nebraska at Omaha, College of Business Adminstration

2017 Value Investor Conference
Presenter Transcripts

2015 Charlie Munger Summit
Larry Cunningham Presentation Video


Larry Cunningham
, Author, Professor GWU Law School Presentation Transcript

Topic: "Berkshire Beyond Buffett . . . and Munger . . ."

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2013 Video Excerpts
Jeff Matthews

 

2011 Video Interviews
Conference Video Interviews with Morningstar Reporter Jason Stipp
Sokol's Gone...Move On
How Serious Is the Succession Issue at Berkshire?
Weighing Berkshire's Acquisition Prospects

2007 Al Ueltschi -
Video interview with 2007 presenter, Buffett CEO and FlightSafety founder, Al Ueltschi.


10th Annual Value Investor Conference 2013 - Omaha, Thursday, May 2, 2013 (4 p.m. - 6 p.m.), Friday, May 3, 2013 (8 a.m. - 5 p.m.), University of Nebraska at Omaha Mammel Hall Auditorium (67th St. and Pine)


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 Manager, Lauren Templeton Capital Management
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 A. Rolfe
CFA, Chief Investment Officer, Wedgewood Partners
Francisco Garcia Parames
Barnett Helzberg,Chairman and Founder of Helzberg Entrepreneurial Mentoring Program (HEMP)
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.

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

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"

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, Guru Focus
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"

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"

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 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"

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"

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"

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”

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.


For more information on this conference or others, to suggest a seminar topic or presenter, to offer to present a topic or to register, send an email