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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 is the Head of the Global Value Team and Fund Manager on the Global and International value strategies. He has been a Fund Manager since 2014 focused on European and Global value portfolios before joining the Global Value Team in 2016.
He joined Schroders in 2008 as an analyst covering Chemicals, Media, Transport and Utilities in the UK and then across Pan-Europe. He is a CFA Charterholder and holds an MA in Politics from the University of Edinburgh.
Ms. Gan joined Mondrian in 2005, initially on the International Equity team before moving to the Global Equity team in 2012. She is the CIO of the Global and International Equity products at Mondrian. 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.
Mr. Krishna founded ARGA in 2010 as a differentiated global value manager. Leveraging over 30 years’ experience managing global equities, his aim was to build an employee-owned firm whose independence and discipline favorably impacts client results.
ARGA has rapidly grown to around $31B AUM, with over 150 employees in offices in the US, India, London and Hong Kong. ARGA is known for its industry and technology expertise, enabling its team of 60 investment professionals to consistently implement its valuation process to identify undervalued businesses with significant upside. The process works across geographies and investing environments. Results for ARGA’s 18 investment strategies are strong.
Mr. Krishna’s career before founding ARGA included executive and investment management positions at Pzena Investment Management, Citigroup Asset Management, AllianceBernstein and Credit Suisse in global locations including New York, London, Tokyo and Singapore.
Mr. Krishna is proud to share this exciting journey with ARGA’s next-generation leadership.
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.
Atlantic Investment Management, founded in 1988, is a public equity investment firm distinguished by its highly concentrated, research-intensive value approach. By applying a “private-equity-like” strategy to a strictly defined universe of mid-cap targets, the firm engages in constructive shareholder activism to drive value while maintaining portfolio liquidity.
This disciplined philosophy has delivered superior absolute and relative performance for over 33 years through the firm’s flagship, US-focused Cambrian Fund. Atlantic also manages the high-conviction Cambrian Europe, Cambrian Japan and Cambrian Global, the primary vehicle for the firm’s most compelling ideas from all regions. Alex is recognized as the “Gentleman Activist” for his signature hands-on, constructive approach and “win-win” engagement with management—a strategy that has been central to Atlantic’s success in stock selection, position sizing, and driving shareholder value. Beyond his professional achievements, Alex is a dedicated philanthropist and accomplished competitive sailor, having earned three Rolex Farr-40 World Championships. Mr. Roepers holds an MBA from Harvard and a BBA from Nyenrode University.
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 over ten 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.
Guy Lakonishok, CFA is a Partner and Portfolio Manager at LSV and part of the team responsible for research, data management, portfolio implementation and the ongoing enhancement of LSV’s models and systems.
Prior to joining LSV in 2008, Guy was a member of the Quantitative Equity group at BlackRock and previously Weiss, Peck and Greer in New York.
Guy received a B.S. in Applied Science with a Major in Electrical Engineering from Washington University in St. Louis in 2000 and an M.B.A from the University of Chicago – Booth School of Business in 2009, graduating with honors with a dual- concentration in Analytical Finance and Accounting
Richard Oldfield founded Oldfield Partners LLP in 2005, after 9 years as chief executive of a family investment office. Before this, he was director of Mercury Asset Management plc, which he joined in 1977.
He was Chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd from 2007-2014.
He is now chairman of Shepherd Neame Ltd, and trustee of a number of charities. The second edition of his book “Simple But Not Easy”, a “slightly autobiographical and heavily biased” book about investing, was published by Harriman House in December 2021.
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.
Alex is Chief Investment Officer of Longview Partners. Alex was a Research Analyst at Longview for eight years before moving into the role of CIO in January 2021.
Before Longview, Alex spent four years working as a Research Analyst at Sloane Robinson focusing on Asian equities. Alex obtained an MEng in Engineering Science from Christ Church, Oxford University.
Mr. Ramallo is the Senior Portfolio Manager of the Boston Partners Premium Equity strategy. Previously, he was the assistant portfolio manager of the Boston Partners Small Cap Value strategies.
Prior to his portfolio management roles, Mr. Ramallo was a research analyst for Boston Partners. He joined the firm in December 1995 from Deloitte & Touche L.L.P. where he spent three years, most recently at its Los Angeles office. Mr. Ramallo earned a B.A. in Economics/Business from the University of California at Los Angeles and an M.B.A. from the Anderson Graduate School of Management at UCLA. He holds the Chartered Financial Analyst® designation. He is also a Certified Public Accountant (inactive). Mr. Ramallo began his career in the investment industry in 1995.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.