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Sarah H. Ketterer is the CEO and a portfolio manager of Causeway Capital Management LLC. She co-founded the firm in 2001 and is a member of the firm’s operating committee. Prior to Causeway, she worked for the Hotchkis & Wiley division of Merrill Lynch.
Ms. Ketterer serves on the Stanford University Board of Trustees and the University of Texas Southwestern Medical Center President’s Advisory Board, is a co-founder of the Economic Club of Dallas, and is a supporter of Girls Who Invest. She previously chaired the Los Angeles World Affairs Council and Town Hall and the investment committee of the Music Center Foundation. Ms. Ketterer earned a BA in economics and political science from Stanford University and an MBA from the Tuck School of Business at Dartmouth.
N. David Samra is a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is lead portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio’s inception in September 2002.
Mr. Samra also was co-portfolio manager for the Global Value Fund from its inception in December 2007 through September 2018. Under Mr. Samra’s leadership, the team was nominated six times (in 2008, consecutively from 2011-2014 and again in 2016) for
Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the US and won the award in 2008 and 2013. The team was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by Institutional Investor.
Investor’s Business Daily recognized the Artisan International Value Fund in 2021 and 2022 as one of the best international stock mutual funds for outperforming the MSCI EAFE index over the last one-, three-, five- and ten-year periods. In 2023, the team received three Lipper Fund Awards, recognizing it for consistently strong risk-adjusted performance over the three-, five- and ten-year time periods relative to Lipper’s International Large-Cap Value Funds category. Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division. Mr. Samra holds a bachelor’s degree in finance from Bentley College and a master’s degree in business administration from Columbia Business School.
Gary Channon co-founded Phoenix Asset Management Partners in 1998 and has managed the Phoenix UK Fund since its launch in May the same year.
Since inception, the Fund has returned gross performance of 727% (versus the benchmark’s total return of 142%), an annualised return of 12% (versus the benchmark annualising at 4.9%).
The investment philosophy at Phoenix is strongly inspired by Warren Buffett and Phil Fisher: long-term, value-based and focused. In terms of investment research, Phoenix considers its own primary fieldwork to be a major contributor to the effectiveness of the research effort. Typically, this includes assessing product quality via mystery shopping and undertaking competitor analysis in order to understand the purchasing decision of the marginal customer. Prior to Phoenix, Gary was co-Head of Equity and Equity Derivatives Trading at Nomura International, and before that he was at Goldman Sachs within Global Equity Derivative Products Training.
Simon Adler is a fund manager on the Schroder Global Value Team. He is a co-manager of the Global Recovery, Global Income, Global Sustainable and International Value strategies.
Adler joined the Global Value Team in July 2016 specifically to manage value portfolios. His investment career started in 2008 at Schroders as a UK equity analyst. Previously, he worked as a sector analyst responsible for analysing Chemicals, Media, Transport, Travel & Leisure, and Utilities. Until 2016, Adler held the position of Global Sustainability Specialist in the Global Equity team. He is a Chartered Financial Analyst and holds an MA in Politics from Edinburgh University.
Ms. Gan joined Mondrian in 2005, initially on the International Equity team before moving to the Global Equity team in 2012. She leads the Global and International Equity teams. Previously, she worked as a consultant at Accenture, specializing in the financial services sector.
She holds a Commerce degree from the University of Melbourne, Australia and holds a Master of Commerce degree from the University of New South Wales, Australia. She is a CPA (Australia) and CFA Charterholder, as well as a member of the CPA Australia, the CFA Institute and the CFA Society of the UK.
A. Rama Krishna, CFA, is the founder and Chief Investment Officer of ARGA Investment Management. He was previously President, International of Pzena Investment Management and Managing Principal, Member of Executive Committee, and Portfolio Manager of its operating company in New York.
He led the development of the firm’s International Value and Global Value strategies and co-managed the Emerging Markets Value strategy, in addition to managing the U.S. Large Cap Value strategy in his early years at Pzena. Prior to joining Pzena in 2003, Mr. Krishna was at Citigroup Asset Management, where he was Chief Investment Officer and Head — Institutional and International, and represented the asset management business on the Citigroup Management Committee. He also directly managed the Global Emerging Markets Equity strategy. Prior to Citigroup, Mr. Krishna was Director of International Equity Research, Portfolio Manager, International Equities and Chief Investment Officer, Emerging Markets Equities at AllianceBernstein in New York, London and Tokyo. He has also worked at Credit Suisse First Boston, first as an Equity Research Analyst and ultimately as Chief Investment Strategist and Director — Equity Research, in New York, Tokyo and Singapore. Mr. Krishna earned a joint M.B.A./M.A. in Asian Studies with a Japan Specialization from the University of Michigan in 1987 and a B.A. (Honors) in Economics from St. Stephen’s College, The University of Delhi in 1984. Mr. Krishna received the Prize Fellowship in Japanese Business and the University Fellowship at the University of Michigan as well as the Middlebury College Scholarship. He was on the MSCI Editorial Advisory Board and is a Chartered Financial Analyst.
Richard S. Pzena is Founder, Managing Principal, Co-Chief Investment Officer, Portfolio Manager and member of the firm’s Executive Committee. Mr. Pzena is the architect of the firm’s investment strategy and conceived and developed our proprietary screening model. He serves as co-portfolio manager for the U.S. Large Cap and Mid Cap strategies, Focused Value, and U.S. Best Ideas.
Mr. Pzena began the firm in 1995. Prior to forming Pzena Investment Management, Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. He joined Bernstein as an oil industry analyst and was named to the Institutional Investor All America Research Team for three years running. Mr. Pzena also served as Chief Investment Officer, Small Cap Equities. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania.
Sam Ziff joined OP in April 2013. He was previously employed by J.P. Morgan Cazenove working in the UK Industrials Corporate Finance team for a total of 4 years. He graduated from Oxford University. He is CIO, manages the global equity portfolios, and contributes to the overall investment selection.
Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials, and businesses services sectors.
Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30+ years in the U.S., Europe, and Japan. Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82). Mr. Roepers has an MBA from Harvard Business School (1984) and a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980).
Brian joined Jupiter in March 2020 and has been managing a Global Value All Cap strategy since November 2022. Brian began his career in 2015 working on the investment team led by legendary Scottish fund manager Angus Tulloch. From 2015 until 2020 he was an analyst, and later Deputy Fund Manager, at Stewart Investors (First State Investments).
He worked across their Global, Emerging Market and Frontier strategies. Brian has eight years of professional investment experience. He holds the Chartered Financial Analyst (CFA©) designation, a master’s degree in Law & Finance from Oxford University, and a BCL in Law & Economics from University College Dublin.
Ben Watsa is the Founder, CEO and CIO of Marval Capital Ltd., a Toronto-based, India-focused investment firm founded in 2017. Marval manages over $400 million in AUM, and its flagship strategy, the Marval Guru Fund (launched in 2019), is among the largest actively managed Indian small- and mid-cap equity funds run from outside India and has been one of Canada’s best-performing funds since inception.
Mr. Watsa has twenty-five years of investment experience. He began his career in 2001 as an investment banker in the Financial Institutions Group at Banc of America Securities and later at Cochran Caronia Waller. He then joined Lissom Investment Management Inc. (“Lissom”), where he spent 11 years and ultimately became a Partner and Portfolio Manager. At Lissom, he managed the firm’s small- and mid-cap global equity fund for six years, and subsequently managed a successor mandate as a sub-advisor at Marval for an additional six years.
In addition to Marval, Mr. Watsa serves as Chair of Fairfax India Holdings Corporation and as a director of Fairfax Financial Holdings Limited. He also serves on the advisory board of Impression Ventures and has been honoured with the position of Director Emeritus for his work as a director and Vice Chair of the Investment Committee of the Rideau Hall Foundation.
Mr. Watsa received the King Charles III Coronation Medal (2025) and was named one of the Top 50 Under 50 Indo-Canadian leaders (2023). He is a member of the Young Presidents’ Organization, has delivered a TEDx Talk, and has been an invited speaker at numerous conferences, forums and institutions.
David has over 26 years’ experience in funds management. Prior to joining RQI Investors, David held various roles including Chief Investment Officer at RF Capital, Head of Investments at Acadian Asset Management, Managing Director and Senior Portfolio Manager at BGI Australia, as well as Head of Research at State Street Global Advisors Australia.
Before entering the finance industry, David held academic and engineering roles for nearly a decade. David holds a PhD in Finance, a Postgraduate Diploma in Mathematics, and a Bachelor of Electrical Engineering from the University of Western Australia. He also holds a Master of Business from Curtin University.
Mr. Korngiebel is a portfolio manager on all Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Emerging Markets Long/Short Equity. He also serves as a supporting member of the greater Global Equity team, providing input on idea generation for various international and global portfolios.
Mr. Korngiebel joined the firm from Deccan Value Advisors, which he co-founded, and prior to that he worked at Brandes Investment Partners. Both firms are dedicated to global value investing. Mr. Korngiebel holds a B.A. from Bowdoin (Phi Beta Kappa), M.A. degrees from Harvard and St. Johns College, and an M.B.A. degree from Northwestern (Beta Gamma Sigma). He holds the Chartered Financial Analyst® designation and has nineteen years of investment experience.
Mr. Subotky is Partner and Portfolio Manager at Yacktman Asset Management. He joined the firm in 2001, having previously worked at a family office and as a Vice President at Goldman Sachs.
Mr. Subotky received a bachelor’s degree in Music from the University of Southern California and an MBA from Brigham Young University. Jason is a co-manager for AMG Yacktman Focused Fund, AMG Yacktman Fund, and AMG Yacktman Global Fund. Jason is a member of the Management Committee.
John Heins is the Publisher and Editor-in-Chief of the investment newsletter Value Investor Insight and also the Director of the Fitzpatrick Center for Value Investing at the University of Alabama.
Having started his career as a business journalist for Forbes magazine, John shifted gears to the business side of magazines, eventually serving for seven years as the President and CEO of Gruner + Jahr USA Publishing, which during his tenure grew its annual revenue four-fold, to $425 million, while operating profits more than quintupled. He co-founded Value Investor Media, Inc. in 2004 and in 2016 doubled down on value investing in joining the University of Alabama to create its value-investing program. John graduated magna cum laude with a bachelor’s degree in Economics from the University of Pennsylvania’s Wharton School and received an M.B.A. from Stanford University’s Graduate School of Business.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.
