14th Annual Value Investor Conference - Omaha

Date: Thursday and Friday, May 4 and 5, 2017
Location: University of Nebraska at Omaha, College of Business, Mammel Hall

Presenter Bios:

Corporate Values Summit
Summit Series Speakers 2017:  Peter Lefferts, Lawrence Cunningham, Paul Lountzis, L.J. Rittenhouse, Robert Miles, and more...
Omaha Value Dinner
Value Investor Conference Dinner:
Keynote Speaker: David Poppe

Dr. Robert Cialdini
Author, Influence and Pre-Suasion
Topic: “A Revolutionary Way to Influence and Persuade
Dr. Robert Cialdini
Dr. Robert Cialdini has spent his entire career researching the science of influence, earning him an international reputation as an expert in the fields of persuasion, compliance and negotiation.

His books including, Influence: Science & Practice, are the result of decades of peer-reviewed research on why people comply with requests. Influence has sold over three million copies, is a New York Times Bestseller and has been published in over 30 languages.

Because of the world-wide recognition of Dr. Cialdini’s cutting-edge scientific research and his ethical business and policy applications, he is frequently regarded as the “Godfather of Influence.”

To read more detailed information about Dr. Cialdini, click here.


Elizabeth Lilly, CFA
CFA, Portfolio Manager, TETON Fund
Topic: "TBA"

Elizabeth Lilly, CFA

Elizabeth Lilly joined the portfolio management team of the TETON Westwood Mighty MitesSM Fund in July, 2011. 

Ms. Lilly has been associated with GAMCO Asset Management since 2002 following the acquisition of Woodland Partners by GAMCO. Prior to co-founding Woodland Partners in 1996, she spent six years as a portfolio manager with First Asset Management (FAM), following a stint at Fund American Companies. 

Ms. Lilly began her career at The Goldman Sachs Group in 1985 as a research analyst and holds a B.A. degree from Hobart/Williams Smith College.

To read more about Ms. Lilly, please click here.

Pat  Dorsey
Author, Founder, Portfolio Manager, Dorsey Capital Management
Topic: “TBA”

Pat Dorsey

Pat Dorsey is the founder of Dorsey Asset Management. Prior to starting Dorsey Asset, he was Director of Research for Sanibel Captiva Trust, an independent trust company with approximately $1 billion in assets under management serving high net worth clients.

From 2000 to 2011, Pat was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 10 to over 100 analysts. Pat developed Morningstar’s economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage. Pat is also the author of two books — The Five Rules for Successful Stock Investing and The Little Book that Builds Wealth — and has been quoted in publications such as the Wall Street Journal, Fortune, the New York Times, and BusinessWeek.

Pat holds a Master’s degree in Political Science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA charterholder.

Robert Vinall

Kim Shannon

Kim founded Sionna in the summer of 2002 and has more than 30 years of investment management experience. She was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada Inc. Kim is a past president of the CFA Society Toronto. She is currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Board of Regents (where she previously served as its chair), and on the board of the Brandes Institute. Kim also serves as a board member with the following: the Canadian Coalition for Good Governance, the Community Business Diversity Council, the Women’s College Hospital Investment Committee, and the United Corporation (a listed closed-end fund). Kim was awarded the Morningstar Fund Manager of the Year for 2005. She was also awarded the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award in 2007, and has been continuously listed as one of Profit Magazine’s Top 100 Women of the year over the last several years. Kim was also one of the recipients of the 2015 Rotman Women in Management Association Top 10 Awards, under the Entrepreneur category.

For additional information on Ms. Shannon, please click here.

Jeff Stacey

Jeffrey Stacey is the Founder of Stacey Muirhead Capital Management Ltd.  Jeff has almost 30 years of investment industry experience. Prior to starting Stacey Muirhead Capital Management Ltd., he was employed with a boutique Toronto investment firm where he was also a shareholder.

Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst. He is a member of the Finance and Investment Committee and an Advisory Board Member of the student managed School of Accounting and Finance Investment Fund at the University of Waterloo. He is also an Advisory Board Member of the student managed Ivey Value Fund at the University of Western Ontario. Additionally, he serves as a member of the Dean’s Advisory Council at the Wilfrid Laurier University School of Business and Economics and on the Board of Trustees at Parkminster United Church. He is a former director of Rainmaker Entertainment Inc. and previously served on the Board of Trustees and Investment Management Committee at the University of Guelph.

Yefei Lu
Author, Portfolio Manager, Shareholder Value Management [Germany]
Topic: “Inside the Investments of Warren Buffett”
Yefei Lu

Ron Muhlenkamp
Founder, President, and Portfolio Manager - Muhlenkamp & Co., Inc.
Topic: “TBA”
Muhlenkamp Fund

Ronald H. Muhlenkamp Founder, President, and Portfolio Manager - Investment Team Ronald H. Muhlenkamp is founder and president of Muhlenkamp & Company, Inc., established in 1977 to manage private accounts for individuals and institutions. In 1988, Muhlenkamp & Company launched a no-load mutual fund as an investment vehicle for all investors, large or small.

An award-winning investment manager, frequent guest of the media, and featured speaker at investment shows nationwide, Mr. Muhlenkamp’s entire business career has been devoted to the professional management of investment portfolios. His work since 1968 has been focused on extensive studies of investment management philosophies, both fundamental and technical. As a result of this research, he developed a proprietary method of evaluating both equity and fixed income securities, which continues to be employed by Muhlenkamp & Company. In addition to publishing his quarterly newsletter, Muhlenkamp Memorandum, Mr. Muhlenkamp is the author of Ron’s Road to Wealth: Insights for the Curious Investor.

Mr. Muhlenkamp received a Bachelor of Science degree in Engineering from M.I.T. in 1966, and a Masters in Business Administration from the Harvard Business School in 1968. He holds a Chartered Financial Analyst (CFA) designation. He and his wife, Connie, make their home on a farm near Pittsburgh, but travel extensively to meet and talk with companies and clients around the country.

The majority of Mr. Muhlenkamp’s long-term investment assets are invested in the Company’s self-named mutual fund.

For more information on Mr. Muhlenkamp, please click here.

Mario Gabelli
Founder, Chairman, CEO - GAMCO Investors, Inc.
Topic: “TBA”

Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business, and honorary doctorates from Fordham University and Roger Williams University.

Mr. Gabelli serves on the Boards of Boston College, Roger Williams University, Columbia University Graduate School of Business, the American-Italian Cancer Foundation, the Foundation for Italian Art & Culture and is a Trustee of the Winston Churchill Foundation of the United States and of the E.L. Wiegand Foundation. He was Morningstar's Portfolio Manager of the Year in 1997. He was named Money Manager of the Year by Institutional Investor for 2011 and is a member of Barron's All Star Century Team.

For more information on Mr. Gabelli, please click here.

Bio courtesey Gabelli Funds

Shane Parrish
Chief Operating Officer of Adventur.es, Founder "The Farnam Street Blog"
Topic: “TBA”
Shane Parrish

Mohnish Pabrai
Founder and Chairman - Dakshana Foundation
Topic: “Fireside Chat with Mohnish Pabrai, Founder, Pabrai Investment Funds”
Mohnish Pabrai

Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and CEO of Dhandho Holdings Corporation. Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $518 million in assets under management in 2015. The funds invest in public equities utilizing the Munger/Buffett Focused Value investing approach. Since inception, the funds have widely outperformed market indices and most investment managers. A $100,000 investment in Pabrai Funds at inception in 1999 would have been worth $889,900 as of December 31, 2015 – an annualized gain of 14.2% (versus 5.3% for the Dow).

Pabrai founded and raised over $150 million for Dhandho Holdings in early 2014. Dhandho Holdings is an insurance-focused holding company based in Puerto Rico. Dhandho has filed a patent and launched an “index-plus” set of funds called Junoon.

Pabrai was the Founder/CEO of TransTech, Inc. - an IT Consulting and Systems Integration company. Founded in his home in 1990, Pabrai bootstrapped the company to over $20 million in revenue when it was sold in 2000. TransTech was recognized as an Inc. 500 company in 1996. Pabrai has been profiled by Forbes and Barron’s and appeared frequently on CNN, PBS, CNBC, Bloomberg TV and Bloomberg Radio. He has been quoted by various leading newspapers including USA Today, The Wall Street Journal, The Financial Times, The Economic Times and The Times of India. He is the author of two books on value investing, The Dhandho Investor and Mosaic: Perspectives on Investing. The Dhandho Investor has been translated into German, Mandarin, Japanese and Thai.

Pabrai is the winner of the 1999 KPMG Illinois High Tech Entrepreneur award given by KPMG, The State of Illinois, and The City of Chicago. He is a member of the World President's Organization (WPO).

He is the Founder and Chairman of the Dakshana Foundation (www.dakshana.org). Dakshana Foundation is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide. The initial focus is on providing 1-2 years of world-class IIT-JEE (Joint Entrance Exam) coaching to gifted, but impoverished students in rural India. The IITs in India have accepted over 1,146 impoverished Dakshana Scholars in the last seven years.

Mohnish strongly believes in a balanced life between work, family, and personal time. He enjoys spending time with his wife, Harina and children, Monsoon (20) and Momachi (18). He loves reading and playing duplicate bridge. He lives in Irvine, California.

Bob Robotti
Founder and CIO - Robotti & Company Advisors LLC
Topic: “TBA”
Bob Robotti

Bob Robotti is the founder and CIO of Robotti & Company Advisors LLC, a registered investment adviser, and president of Robotti & Company LLC, a registered broker-dealer. Mr. Robotti began his career as an accountant, and served as CFO of Gabelli & Company before founding Robotti & Company in 1983. The firm’s success over time has been due to his and his team’s ability to identify companies trading at a significant discount to intrinsic value. While investing across a wide range of industries, Mr. Robotti has been particularly active in the energy sector for his entire career. Mr. Robotti graduated from Bucknell University and holds an MBA from Pace University.

Peter Lefferts

Peter A. Lefferts brings along his vast international experience in the financial and banking sector, having served the Citigroup and American Express for four decades. Peter is the former Executive Managing Director of American Express Financial Advisors (predecessor to Ameriprise Financial). He currently serves as an Independent Director on the Board of the American Express Bank, FSB, and on the Bank’s Audit & Risk Management Committee. The American Express Bank is the major provider of American Express Card products, lending services, and bank deposits in the USA. He is also an active member of NACD.
For more information on Mr. Lefferts, click here.

Larry Cunningham

Lawrence Cunningham: the Henry St. George Tucker III Research Professor at George Washington University Law School and Director of GW's Center for Law, Economics and Finance (C-LEAF) in New York.

Cunningham is the author of numerous books including The Essays of Warren Buffett: Lessons for Corporate America (in collaboration with Buffett, a thematically arranged collection of his writings), The AIG Story (written with Hank Greenberg) and Contracts in the Real World: Stories of Popular Contracts and Why They Matter (Cambridge University Press 2012).

Cunningham's research appears in leading university journals, including those published by Columbia, Cornell, Harvard, Michigan, Vanderbilt and Virginia; his op-eds have run in the Baltimore Sun, the Financial Times, the National Law Journal, the New York Daily News and the New York Times. He blogs at Concurring Opinions.

On Amazon, Cunningham has often been ranked one of the top 100 authors in the category of business and investing. He lives in New York City and Washington DC with his wife and two daughters.

To read more about Mr. Cunnighham, please click here.

Lountzis Asset

Lountzis Asset Management, LLC is a registered investment adviser founded by Paul Lountzis in October 2000 to manage customized portfolios serving high net worth individuals, institutions and retirement plans.

Our investment objective is to maximize the long term after tax returns for our clients in various economic and market conditions while emphasizing the preservation of capital.

Prior to forming Lountzis Asset Management, LLC, Mr. Lountzis was employed by Ruane, Cunniff & Company, Inc., New York, NY, a registered investment adviser managing the Sequoia Mutual Fund as well as private accounts, from 1990 through 1999 as an analyst, and as a partner from 1995 through 1999.

Mr. Lountzis was an analyst at Royce & Associates, Inc., New York, NY from 1989 through 1990 where he evaluated small and mid-cap stocks for purchase in institutional accounts as well as various mutual funds including the Pennsylvania Mutual Fund.

Mr. Lountzis received a Bachelor of Science degree with a concentration in Finance and Management from Albright College, Reading, Pennsylvania in 1986.

For more about Mr. Lountzis, please click here.

L.J. Rittenhouse

Rittenhouse Rankings works with Fortune 500 companies to strengthen execution and financial performance.  L.J. Rittenhouse coaches corporate teams to identify blind spots and create trust-building stakeholder communication and action strategies.

Rittenhouse’s new book, Investing Between the Lines, (McGraw 2013), reports on companies that lead with Candor and those which have not.  It was endorsed by Warren Buffett in his 2013 shareholder letter.

For additional information on L. J. Rittenhouse, please click here.

Robert P Miles

Robert P. Miles is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway.

Pursued by journalists and media moguls on just about each and every move that Mr. Buffett makes, Robert is not only a long term shareholder of Berkshire Hathaway [nyse: BRKa/BRKb], he has had the great honor of getting to know Warren Buffett, the man and the remarkable wealth-building strategist.

He is the author of 3 books, has created assorted audio and video programs, and has appeared on many radio and television programs on five continents, including NPR, CNN, CNN International, CNBC, FOX Business, Channel News Asia, Sky Business News, Shanghai Today, CNBC Asia, CNBC Africa and Bloomberg TV. His Buffett CEO book was featured as a special on National Public Television's Nightly Business Report.

As the writer of the top-selling books, The Warren Buffett CEO: Secrets From the Berkshire Hathaway Managers  and 101 Reasons To Own the World's Greatest Investment: Warren Buffett's Berkshire Hathaway [Wiley], Robert has relentlessly followed his passion and found great success in doing so. 

He is the author and presenter of Warren Buffett Wealth: Principles and Practical Methods Used by the World’s Greatest Investor[Wiley (book) and Nightingale (audio)]. He is host of the Buffett CEO Talk video series, conversations with the Berkshire Hathaway managers filmed before live studio audiences and broadcast on public television.

Many of his live keynotes, along with his hardcover and paperback books have been translated into assorted foreign languages, including Chinese, Korean, Thai, Japanese, and Vietnamese.

Known for his subtle wit and entertaining stories, this author without borders has shared his valuable insights, strategies, philosophies, and anecdotes with enthusiastic audiences throughout the world.

For more than a decade, Miles has given hundreds of live presentations throughout North America, Europe, Asia, Africa and Australia in 15 countries, over 45 cities and 12 universities.

Miles is the founder and host of the original Value Investor Conference held each year immediately preceding the Berkshire Hathaway annual meeting. Attendees from all 6 continents enjoy this unique retreat style forum featuring presentations from Warren Buffett CEOs, global investment managers and best-selling authors. 

In the fall of 2011, at the University of Nebraska at Omaha, Robert Miles created the curriculum and began teaching a graduate Executive MBA course based on his worldwide lectures and titled The Genius of Warren Buffett: The Science of Investing and the Art of Managing. This one of a kind program includes a distinguished speaker series, multiple valuation case studies of actual businesses and stocks purchased by Warren Buffett, and for the final exam, student presentations of businesses they think would best fit into the Berkshire family of businesses.

Miles is a graduate of the University of Michigan Business School and resides in Tampa, Florida.

Read more detailed information about Mr. Miles here.