15th Annual Value Investor Conference - Omaha
of Nebraska at Omaha, College of Business Adminstration
Thursday and Friday, May 3 - 4, 2018
Barbara Ann Bernard, Robert Hagstrom, Chris Swasbrook, Sanjay Bakshi, Jon Clifton, Glen Arnold, Staley Cates, TBA, TBA, TBA, TBA, TBA, and more...
Keynote Speaker: TBA
Barbara Ann Bernard, the founder of Wincrest Capital, has a passion for investing that goes back to her days growing up in The Bahamas. It was there that a 15-year-old Barbara Ann persuaded legendary value investor Sir John Templeton, a fellow Bahamian resident, to take her on board for the first of what would become a series of summer jobs, giving her a first glimpse of the business and instilling in her a fundamentally value-oriented perspective on public markets.
Later working in investment banking at Goldman Sachs and asset management at Deutsche Bank, Barbara Ann acquired a robust grasp of private market valuation that she went on to leverage at Holowesko Partners for nearly a decade, helping the hedge fund grow to several billion in AUM with her focus on special situations and takeouts. Barbara Ann has kept her focus on value since striking out two years ago to launch Wincrest, where she runs a concentrated long-short portfolio built around a foundation of in-depth research.
Author, Sr Portfolio Manager, EquityCompass Strategies, Stifel Financial
Robert Hagstrom is Senior Portfolio Manager for Stifel Financial Corp's investment advisory subsidiary, EquityCompass Strategies. Mr. Hagstrom focuses on developing equity strategies that will invest globally combining EquityCompass' quantitative approach and his own qualitative approach to investing. Mr. Hagstrom has more than 28 years of investment experience, including 14 years as Portfolio Manager for Legg Mason Capital Management's Growth Equity Strategy.
Mr. Hagstrom was most recently Chief Investment Strategist of Legg Mason Investment Counsel. Previously, he was Senior Vice President and Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management. Prior to that, he served as President and Chief Investment Officer of Legg Mason Focus Capital, General Partner of Focus Capital Advisory, and Principal at Lloyd, Leith and Sawin. Mr. Hagstrom acted as Portfolio Manager with First Fidelity Bank from 1989 to 1991. From 1984 to 1989, he was a Financial Advisor for Legg Mason Wood Walker, Inc.
Mr. Hagstrom is the author of nine investment books, including The New York Times Best Seller, "The Warren Buffett Way," (which has sold over 1.5 million copies and is now in its third edition), "The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy," "The Detective and the Investor: Uncovering the Investment Techniques from the Legendary Sleuths," and "Investing: The Last Liberal Art" (second edition). He earned his Bachelor and Master of Arts degrees from Villanova University and is a member of the CFA Institute and the CFA Society of Philadelphia.
Christopher Swasbrook is the Managing Director and Founding Shareholder of the Manager. He was previously a Partner of Goldman Sachs JBWere Pty Limited, Co-Head of Institutional Equities at Goldman Sachs JBWere (NZ) Limited and a Foundation Broker of the New Zealand Exchange Limited (“NZX”) and prior to that an Individual Full Member of the NZ Stock Exchange (“NZSE”).
He is currently a member of the NZX Listing Sub-Committee (since 2008) and a member of the NZ Markets Disciplinary Tribunal (since 2013). He is also Chairman of NZX listed - Bethunes Investments Limited [BIL.NZX]. Mr. Swasbrook is independently recognised as a global value investor. Mr Swasbrook graduated from the University of Auckland with a BCom (Economics) in 1995.
Sanjay Bakshi is an experienced and successful value investor/advisor and is also one of India’s best-recognized finance professors who has been teaching Security Analysis, Behavioral Finance and Business Valuation at Management Development Institute, Gurgaon since 2001. As a practitioner of value investing in India for more than 22 years, Sanjay has an excellent long-term track record.
Sanjay received M.Sc. (Economics) from London School of Economics and Political Science and B.Com. (Hons.) from University of Delhi, India. He is also a fellow member of the Institute of Chartered Accountants of India.
For more information on Mr. Bakshi: https://www.sanjaybakshi.net/
Jon Clifton is a Managing Partner at Gallup and a member of the company’s Executive Committee. His mission is to help the world’s 7 billion citizens be heard through the Gallup World Poll, a 100-year initiative in 160 countries to measure the “will” of every person in the world. He is responsible for the company’s global government work and is a member of the Public Release Committee, the governance board that oversees and maintains Gallup’s public release standards for data, research and methodology.
Jon is a nonresident Senior Fellow at Baylor University’s Institute for Studies of Religion and a member of the University of Nebraska College of Business Administration’s International Business Advisory Board. He serves on the board of directors of the Meridian International Center and StreetWise Partners. Jon received a bachelor’s degree in political science and history from the University of Michigan and a J.D. in international law from the University of Nebraska. He lives and works in Washington, D.C.
Glen Arnold, PhD, used to be a professor of investing but concluded that academic life was not nearly as much fun, nor as intellectually stimulating, as making money in the markets. As a wealthy investor he now spends most of his time running his equity portfolio from an office in the heart of rural Leicestershire, far from the noise of the City of London. His main research focus explores the question ‘What works in investment?’, drawing on the ideas of the great investors, academic discoveries and corporate strategic analysis – see www.glen-arnold-investments.co.uk. While he used to teach on this subject in the City, he would now rather concentrate on actual investment analysis, but does explain his investment choices and discusses investment ideas at newsletters.advfn.com/deepvalueshares. He is the author of many investment books, including the UK’s bestseller.
Vice-Chairman, Principal, Southeastern Capital Management, Longleaf Partners Fund
Staley Cates is the President of Southeastern Asset Management, Inc., an independent global investment management firm. Southeastern manages over $19 billion as the investment advisor to the Longleaf Partners family of mutual and UCITS funds and to separately managed institutional accounts. Mr. Cates joined Southeastern in 1986. Morningstar named him and Co-Portfolio Manager, Mason Hawkins, Domestic Equity Fund Manager of the Year in 2006, for which they were also nominated in 2003 and 2009. In 1998 Money magazine called Longleaf "The Best Mutual Fund Family in America."
Cates attended the University of Texas and holds a Bachelor's degree in Business Administration. He is a Chartered Financial Analyst. He is Co-Founder of New Hope Christian Academy and was a founding board member of Soulsville, Memphis Athletic Ministries, and the Memphis Grizzlies Charitable Foundation. He serves as Chairman of the Poplar Foundation, which supports various educational initiatives in Memphis. He was the Governor's appointee to the Transition Planning Commission in 2011-2012 for the consolidation of Memphis City Schools and Shelby County Schools.