top of page
CONFERENCE
Previous Speakers
Vickie Hollub
Ron Olson
2022 BSS
Managing Partner of Munger, Tolles and Olson and Berkshire Director
Topic: "Q&A Ron Olson with Katherine Chiglinsky, Bloomberg News"
Takeaways: :
1) What is the Berkshire System?
2) Berkshire latest acquisitions and updates. 3) Berkshire's latest board appointments. 4) Succession
Managing Partner of Munger, Tolles and Olson and Berkshire Director
Topic: "Q&A Ron Olson with Katherine Chiglinsky, Bloomberg News"
Takeaways: :
1) What is the Berkshire System?
2) Berkshire latest acquisitions and updates. 3) Berkshire's latest board appointments. 4) Succession
Adrienne Fay
2022 BSS
Vice President and Officer, Borsheims Jewelry
Topic: "Q & A"
Takeaways:
(1) What is the Berkshire System? (2) How does Berkshire’s Culture compare to previous employer.
(3) How does Borsheim benefit by being part of the Berkshire Family of Businesses?
Vice President and Officer, Borsheims Jewelry
Topic: "Q & A"
Takeaways:
(1) What is the Berkshire System? (2) How does Berkshire’s Culture compare to previous employer.
(3) How does Borsheim benefit by being part of the Berkshire Family of Businesses?
Kim Shannon
2022 VIC
CFA, MBA. Founder, CIO, Sionna Investment Managers [Canada]
Topic: MacroValue Investing Lessons from History in Navigating this Changing Market Environment
Takeaways:
1) Return expectations in bull markets and sideways markets.
2) The coming Value Bull market.
3) Canadian Value expected to Outperform U.S. and Global markets for next several years.
CFA, MBA. Founder, CIO, Sionna Investment Managers [Canada]
Topic: MacroValue Investing Lessons from History in Navigating this Changing Market Environment
Takeaways:
1) Return expectations in bull markets and sideways markets.
2) The coming Value Bull market.
3) Canadian Value expected to Outperform U.S. and Global markets for next several years.
Johanthan Brandt
2022 Vic
Research Analyst - Ruane,
Cunnif & Goldfarb
Topic: "Fireside Chat among Two Stock Analysts"
Takeaways:
1) An inside look into RCG’s investment process
2) Necessary ingredients to being a long term investor
3) Our investment in Berkshire Hathaway
Research Analyst - Ruane,
Cunnif & Goldfarb
Topic: "Fireside Chat among Two Stock Analysts"
Takeaways:
1) An inside look into RCG’s investment process
2) Necessary ingredients to being a long term investor
3) Our investment in Berkshire Hathaway
Martin Bouchard
2022 VIC
Founder, Copernic Technologies, President, QScale [Canada] with Michel Bell
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."
Takeaways:
1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
Founder, Copernic Technologies, President, QScale [Canada] with Michel Bell
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."
Takeaways:
1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
Michel Bell
Investment Advisor,
CIBC Wood Gundy [Canada] with Martin Bouchard
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."
Takeaways:
1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
CIBC Wood Gundy [Canada] with Martin Bouchard
Topic: "Artificial intelligence, supercomputers and quantum computers. The new space race between countries."
Takeaways:
1) Which business sectors will be most disrupted by artificial intelligence. 2) Why access to supercomputers and energy is key in AI. 3) How to differentiate between “fake” and “real” AI companies.
Rupal Bhansali
2022 OVD, 2016 VIC
CIO, Ariel Investments
Topic: "The Power and Payoff of Non-Consensus Investing"
Takeaways:
1) How minimizing risk helps maximize returns.
2) How misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities.
3) How patience is the smart move, not the slow one.
CIO, Ariel Investments
Topic: "The Power and Payoff of Non-Consensus Investing"
Takeaways:
1) How minimizing risk helps maximize returns.
2) How misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities.
3) How patience is the smart move, not the slow one.
Dave Sekera
2022 VIC
Chief U.S. Market Strategist, Morningstar
Topic: "Spending Reverting Back to Prepandemic Norms, Where to Find Value Today"
Takeaways:
1) As pandemic recedes, we forecast consumer spending behavior will shift back to Services and away from Goods.
2) We’ll review those stocks that we think are currently undervalued and will leverage off this theme.
3) We’ll also provide a broad market valuation update and highlight those stocks with Economic Moats across categories and sectors that are undervalued.
Chief U.S. Market Strategist, Morningstar
Topic: "Spending Reverting Back to Prepandemic Norms, Where to Find Value Today"
Takeaways:
1) As pandemic recedes, we forecast consumer spending behavior will shift back to Services and away from Goods.
2) We’ll review those stocks that we think are currently undervalued and will leverage off this theme.
3) We’ll also provide a broad market valuation update and highlight those stocks with Economic Moats across categories and sectors that are undervalued.
Greg Steinmetz
2022 VIC
Research Analyst - Ruane, Cunnif & Goldfarb
Topic: "Fireside Chat among Two Stock Analysts"
Takeaways:
1) An inside look into RCG’s investment process.
2) Necessary ingredients to being a long term investor.
3) Our investment in Berkshire Hathaway
Research Analyst - Ruane, Cunnif & Goldfarb
Topic: "Fireside Chat among Two Stock Analysts"
Takeaways:
1) An inside look into RCG’s investment process.
2) Necessary ingredients to being a long term investor.
3) Our investment in Berkshire Hathaway
Robert Beauregard
2022 VIC
Chief Investment Officer Global Alpha, Lead Portfolio Manager SCES
Topic: "Global Small Cap as an asset class"
Takeaways:
1) How to find the growth in value priced companies, a framework.
2) How to use thematic in bottom-up stocking-picking.
3) The expected outcome is a framework to choose companies while minimizing the risk of multiple compression.
Chief Investment Officer Global Alpha, Lead Portfolio Manager SCES
Topic: "Global Small Cap as an asset class"
Takeaways:
1) How to find the growth in value priced companies, a framework.
2) How to use thematic in bottom-up stocking-picking.
3) The expected outcome is a framework to choose companies while minimizing the risk of multiple compression.
Parag Khanna
2022 OCD
Author, Founder and Managing Partner of FutureMap [Singapore]
Topic: "Climate adaptation: America's great resettlement challenge"
Takeaways:
1) Why our sequencing of climate modeling, immigration, and infrastructure investment is backwards.
2) Why investing in the right geography is the best ESG strategy. 3) How AI can help us re-sort American real estate.
Author, Founder and Managing Partner of FutureMap [Singapore]
Topic: "Climate adaptation: America's great resettlement challenge"
Takeaways:
1) Why our sequencing of climate modeling, immigration, and infrastructure investment is backwards.
2) Why investing in the right geography is the best ESG strategy. 3) How AI can help us re-sort American real estate.
Ross Glotzbach
2022 VIC
CFA, CEO, Head of Research, Southeastern Asset Management
Topic: "Why We Believe in Value, Even When it is Hated, Ignored and Misunderstood"
Takeaways:
1) Finding a balance between Graham and Buffett by seeking out the “Business, People, Price” sweet spot. 2) Investing for the long-term in an evolving market environment. 3) Uncovering hidden quality and owners focused on creating value per share.
CFA, CEO, Head of Research, Southeastern Asset Management
Topic: "Why We Believe in Value, Even When it is Hated, Ignored and Misunderstood"
Takeaways:
1) Finding a balance between Graham and Buffett by seeking out the “Business, People, Price” sweet spot. 2) Investing for the long-term in an evolving market environment. 3) Uncovering hidden quality and owners focused on creating value per share.
Jim Weber
2022 BSS
CEO, Brooks Sports
Topic: "Running with Purpose: How Brooks Outpaced Goliath Competitors to Lead the Pack"
Takeaways:
1) What is the Berkshrie System?
2) Brooks Sports culture before and after Berkshire's acquisition.
3) What will reader learn by reading Running with Purpose?
CEO, Brooks Sports
Topic: "Running with Purpose: How Brooks Outpaced Goliath Competitors to Lead the Pack"
Takeaways:
1) What is the Berkshrie System?
2) Brooks Sports culture before and after Berkshire's acquisition.
3) What will reader learn by reading Running with Purpose?
Adam Seessel
2022 VIC
Author, Founder, Managing Member, Gravity Capital
Topic: "Where the Money Is: Value Investing in the Digital Age"
Takeaways:
1) Classic value-based frameworks aren’t capturing the wealth created by software-based companies.
2) Value investors must recalibrate their instruments to measure how Alphabet, Amazon and the rest build shareholder value.
3) Just as value investing transitioned from Graham to Buffett – from Value 1.0 to Value 2.0 -- it must now transition to Value 3.0.
Author, Founder, Managing Member, Gravity Capital
Topic: "Where the Money Is: Value Investing in the Digital Age"
Takeaways:
1) Classic value-based frameworks aren’t capturing the wealth created by software-based companies.
2) Value investors must recalibrate their instruments to measure how Alphabet, Amazon and the rest build shareholder value.
3) Just as value investing transitioned from Graham to Buffett – from Value 1.0 to Value 2.0 -- it must now transition to Value 3.0.
Taek Lee
2022 VIC
CFO, Gallup
Topic: "The Global Rise of Unhappiness"
Takeaways:
1) What economic models miss
2) How to measure happiness
3) Addressing the blind spot
CFO, Gallup
Topic: "The Global Rise of Unhappiness"
Takeaways:
1) What economic models miss
2) How to measure happiness
3) Addressing the blind spot
William Green
2022 BSS
Author / with Guy Spier
Topic: "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life"
Takeaways:
1) Character traits, principles, and practices of great investors such as Charlie Munger, Ray Dalio, Mohnish Pabrai, and Nick Sleep.
2) Lessons learned from writing, investing, and spending time with many great investors.
3) How to live a richer, wiser, happier life.
Author / with Guy Spier
Topic: "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life"
Takeaways:
1) Character traits, principles, and practices of great investors such as Charlie Munger, Ray Dalio, Mohnish Pabrai, and Nick Sleep.
2) Lessons learned from writing, investing, and spending time with many great investors.
3) How to live a richer, wiser, happier life.
Robert Robotti
2017 & 2019 VIC
Founder and CIO - Robotti & Company Advisors LLC
Topics: "Creative Destruction: A Contrarian Approach to Cyclical Investing" & "Rebuilding America – One home at a time"
Founder and CIO - Robotti & Company Advisors LLC
Topics: "Creative Destruction: A Contrarian Approach to Cyclical Investing" & "Rebuilding America – One home at a time"
Brian Neale
2019 VIC
University Foundations Executive Panel
University Foundations
Topic: "Foundation Panel: Portfolio Composition & Investment Manager Selection"
University Foundations Executive Panel
University Foundations
Topic: "Foundation Panel: Portfolio Composition & Investment Manager Selection"
Beini Zhou
2019 VIC
CFA [Asia] Portfolio Manager, Matthews Asia
Topic: "Buying Growth at a Discount – Value Investing is Alive and Well in Asia"
CFA [Asia] Portfolio Manager, Matthews Asia
Topic: "Buying Growth at a Discount – Value Investing is Alive and Well in Asia"
William Smead
2019 VIC
Founder, CEO, CIO; Smead Capital Management
Topic: "Value Stock Selection in an Era of Aging Millennials"
Founder, CEO, CIO; Smead Capital Management
Topic: "Value Stock Selection in an Era of Aging Millennials"
Tim Hassinger
2019 VIC
President, CEO; Lindsay Corporation
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"
President, CEO; Lindsay Corporation
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"
Chuck Murphy
2019 VIC
CFA, Portfolio Manager, Liberty Park Capital Management
Topic: "All About Alpha."
CFA, Portfolio Manager, Liberty Park Capital Management
Topic: "All About Alpha."
Francisco Garcia Paramés
2019 VIC
Founder, Portfolio Manager, Cobas Asset Management [Europe]
Topic: "Investing for the Long-Term"
Founder, Portfolio Manager, Cobas Asset Management [Europe]
Topic: "Investing for the Long-Term"
Brian Ketcham
2019 VIC
President, VP, CFO; Lindsay Corporation
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"
President, VP, CFO; Lindsay Corporation
Topic: "Finding Value in an Agricultural Downturn: Profiling Lindsay"
bottom of page