12th Annual Value Investor Conference - Omaha


"Where Value Investors Learn, Network and Exchange Investment Ideas"

Value Investor Conference 2013
  Presenter Bios

2013 Value Investor Conference
Presenter Bios

Donald Yacktman

Mr. Yacktman is the President and Co-Chief Investment Officer of Yacktman Asset Management. As of June 28, 2012, the firm managed more than $17 billion. Prior to founding the firm in April, 1992, Mr. Yacktman served for ten years as the Senior Portfolio Manager of Selected Financial Services, Inc. For nine of those years, he also was the Portfolio Manager of the Selected American Shares mutual fund. Don was named "Portfolio Manager of The Year" by Morningstar for his performance in 1991. Before joining Selected Financial Services, Don was a portfolio manager at Stein Roe & Farnham. Mr. Yacktman holds a B.S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University.

Howard Marks

Mr. Marks is founder and Chairman of Oaktree Capital Management, LLC, and recently authored The Most Important Thing: Uncommon Sense for the Thoughtful Investor. Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in Finance and an M.B.A. in Accounting and Marketing from the Graduate School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder and a Chartered Investment Counselor.


Bethany McLean

Bethany McLean is a contributing editor at Vanity Fair since 2008. She is co-author All the Devils are Here: The Hidden History of the Financial Crisis. Formerly she was an editor-at-large for Fortune magazine, where in 2001 she wrote an article for the magazine that raised questions about the immense profitability of Enron, then a darling of the stock market. In 2003 she co-wrote a book about the scandal that led to the energy company’s collapse, The Smartest Guys in the Room, which became an Academy Award-nominated documentary in 2005. She received her degree in English and mathematics at Williams College in 1992.


Ryan Floyd

Ryan Floyd is owner and president of Barca Capital, which he founded in 2008 to combine his broad understanding of global affairs with financial analysis. The company name was taken from the family of Hannibal Barca of Carthage, about whom he first learned in his eighth grade ancient history class. Mr. Floyd grew up outside of Baltimore. He received a B.A. in history from Yale University in 2003. Mr. Floyd began his career in finance in 2005 working for the global brokerage firm, Auerbach Grayson and Company, in order to deepen his understanding of global trade and business. As an institutional salesman, he advised American equity investors seeking investment opportunities in emerging markets. By traveling frequently to discuss business operations and local politics, he learned first-hand about the investment opportunities and economic potential in developing countries.

Scott Phillips
Scott Phillips

Scott Phillips is portfolio manager and head of research at Lauren Templeton Capital Management, LLC, and the author of the book, Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture (Financial Times Press, 2010). Prior to working with Lauren Templeton Capital Management, LLC, Scott Phillips founded Cumberland Capital Corp, located in Chattanooga, TN in June 2004. Cumberland Capital provided equity research services to Green Cay Asset Management, a hedge fund management company located in Nassau, Bahamas. Scott was the lead research analyst on a long/short equity fund and provided equity recommendations emerging markets funds. Scott received his B.A. in English from the University of the South in May of 1997.

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.

Jeff Matthews

Jeff Matthews founded Ram Partners, LP, a hedge fund based in Greenwich, CT, in 1994. A graduate of Lehigh University, Matthews embarked on his career in 1979 when he worked as an analyst for Merrill Lynch. He has held positions at Aetna, Penn Central Corp., and the Rocker Partners, LP, hedge fund.

He began his distinctive financial blog, Jeff Matthews Is Not Making This Up, in 2005. It is regularly featured in the Wall Street Journal’s blog roll and enjoys a loyal following among Wall Street analysts, traders, portfolio managers, and investors from around the world. He is a regular speaker at industry meetings and events.

Tom Russo
Thomas A. Russo has been a partner at Gardner Russo & Gardner since 1989. The firm has over $5 billion under management, and he oversees $4 billion as general partner of Semper Vic Partners limited partnerships, as well as in individually managed accounts. Prior to joining Gardner Russo & Gardner, Mr. Russo was at the Sequoia Fund. Mr. Russo is a graduate of Dartmouth and has an MBA and JD from Stanford.



Michael Shearn

Michael Shearn founded Time Value of Money, LP, a private investment firm, in 1996, to devote his attention to selecting and researching stocks and private investments. He launched the Compound Money Fund, LP, a concentrated value fund, in 2007. Shearn serves on the Investment Committee of Southwestern University, which oversees the school's $250 million endowment. He is the author of The Investment Checklist: The Art of In-Depth Research.  He is also a member of the Advisory Board for the University of Texas MBA Investment Fund. Shearn graduated magna cum laude from Southwestern University, a small liberal arts college in Georgetown, Texas, with a BA in business, with an emphasis in accounting and finance.

Mario Gabelli

Mario J. Gabelli is Chairman, Chief Executive Officer of GAMCO Investors, Inc., a widely recognized provider of investment advice to alternative investments, mutual funds, institutional and high net worth investors. GAMCO Investors, Inc. is listed on the New York Stock Exchange under the symbol GBL.

Mr. Gabelli founded the firm in 1977 as an institutional broker-dealer. It has since grown into the diversified financial services corporation it is today.  Mr. Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business, and an Honorary Doctorate Degree from Roger Williams University in Rhode Island.  He is a leading proponent of the Graham & Dodd school of securities analysis. He is a pioneer in applying Graham & Dodd's principles to the analysis of domestic, cash generating, franchise companies in a wide range of industries. His proprietary Private Market Value with a CatalystTM methodology is now an analytical standard in the value investing community.


David Rolfe

David A. Rolfe is the Chief Investment Officer of Wedgewood Partners, a St. Louis based investment management firm, serving as the Sub-Adviser to the RiverPark/Wedgewood Fund. David A. Rolfe is the portfolio manager primarily responsible for the investment decisions of the Fund. With over 22 years of investment experience, David joined Wedgewood 18 years ago and is the architect of Wedgewood’s focused strategy. David has been the strategy’s primary portfolio manager since the product’s inception in 1993.  David holds a BA in Finance from the University of Missouri at St. Louis.



Barnett Helzberg, Jr.

A Kansas City area native, Barnett Helzberg, Jr. received his Bachelor of Business Administration from the University of Michigan.  He is the former Chairman of the Board of  Helzberg Diamonds (est. 1915) and expanded the company from 15 units in 1962 into the third largest jewelry retailer in 23 states which was sold to Berkshire Hathaway (Warren Buffett) in 1995.  Barnett is the creator of the I Am LovedÒ theme and co-creator with Dr. Rich Davis of the book titled “I Am Loved”Ò published in 2001.  He is the author of the book titled “What I Learned Before I Sold to Warren Buffett” published in 2003.  He also wrote, with Deborah Shouse, the book, “Entrepreneurs + Mentors = Success; 22 Convincing Stories” published in 2012.

Barnett is currently the Chairman and founder of the Helzberg Entrepreneurial Mentoring Program and Co-founder and Board Member of the University Academy K-12 Charter School in Kansas City, Missouri.  He established the Helzberg Leadership Fellows (a program to train young Jewish leadership) and has been an Adjunct Professor at Rockhurst University for more than 17 years.

Barnett lives with his wife, Shirley, and they have two adult sons, Barnett III and Bush, and six brilliant grandsons, and one gorgeous and brilliant granddaughter.



Ivan Martin-Aranguez

Mr. Martin-Aranguez is Head of Iberian Equity and Fund Manager at Santander Asset Management, €140bn in AUM. Until October 2012, he worked at Aviva as Head of Equity and Fund Manager responsible for €1bn in AUM. From 2000 to 2005 he worked at Banco Sabadell as an equity fund manager responsible for €300 mill in AUM. He is a deep follower of value investing philosophy, based on the principles of Ben Graham and Warren Buffett´s “School of Value”, delivering a compounded annual return of +12% for the last eleven years. Awarded as the “Best Spanish Fund Manager in the World” by Citywire in its 2012 edition, and rated with an AA-rating distinction. He also received the Alumni Award for Professional Excellence by the Board of the University Carlos III of Madrid in the 2010 edition.
Ivan has a degree in Business Administration and Management and Master in Financial Analysis from Carlos III University in Madrid. He is CFA Charterholder and member of the Spanish CFA Society.   He is an Associate Professor of Portfolio Management at Masters Level at Pompeu Fabra University of Barcelona and University Carlos III of Madrid.

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