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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 contributing his experience to big-picture decisions relating to investments and corporate direction.
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. 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 Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London). He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University. He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.
David Einhorn is president of Greenlight Capital, Inc., which he co-founded in January 1996. Prior to founding Greenlight, David worked at Donaldson, Lufkin & Jenrette (DLJ) and Siegler, Collery & Co. David is Chairman of the Boards of Greenlight Capital Re, Ltd. (NASDAQ:GLRE) and Green Brick Partners, Inc. (NASDAQ:GRBK).
He is the author of Fooling Some of the People All of the Time: A Long Short Story. David graduated summa cum laude from Cornell University.
Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor’s degree in Economics from Yale University.
In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.
Henry Engelhardt is a founder and CEO emeritus of Admiral Group plc. Henry was CEO from Admiral’s formation in 1991 until his semi-retirement in 2016. Admiral is the largest private car insurer in the UK, also offering home insurance and loans amongst other products. Admiral is headquartered in Cardiff and is Wales’ only FTSE 100 company.
Admiral is known for market-leading results and for its award-winning culture. (Admiral is the only company to be listed in the Sunday Times Best Companies To Work For list every year it’s been compiled.) Admiral is guided by Henry’s simple philosophies like: ‘if people like what they do, they’ll do it better’, which has helped turn culture-energy into big profits.
Henry is semi-retired, spending his time working as mentor, teacher and recruiter within Admiral. He also does management lectures for companies and MBA programmes. His book on management, Be A Better Boss, will be published in June.
Henry has almost 50 years working experience, starting with Poochies at age 13. He earned a BA in journalism and radio-tv-film from the University of Michigan, Ann Arbor, Mi. and an MBA from Insead. Henry was awarded a CBE in 2008 and is a three-time winner of the Sunday Times Best Companies To Work For Best Leader award. He is happily married with four adult children and lives in Cardiff, Wales.
Henry’s book, Be A Better Boss, written to help leaders and managers in any organisation, is expected to be published in June.
James joined Phoenix in 2013 and became a Partner shortly thereafter. James manages The Huginn Fund which is the “performance fee only” international strategy.
James has also represented Phoenix on the board of Hornby PLC, Dignity PLC and Silverwood Brands PLC. Like all the members of the investment team at Phoenix, he will always be an analyst at heart, contributing to holdings across all the strategies. Outside of work, James used to have hobbies before he started a family.
Ben is a Director of Orbis Holdings Limited and one of three key stock pickers who direct client capital in the Orbis Global Equity Strategy. Ben joined Orbis Investments in the summer of 2000 just as the TMT bubble of the late 1990s was beginning to unwind.
He initially began researching stocks in the consumer sector before expanding his research coverage and later leading the Global Sector investment team until 2022. Orbis is a contrarian manager, using a disciplined and fundamental research process to identify shares trading well below their long-term intrinsic value. Ben graduated with a First Class degree in Mathematical Sciences from the University of Oxford in 1998 and had a brief stint as an analyst at an M&A boutique before joining Orbis. He is a CFA charterholder.
Bill is the founder and chairman of Smead Capital Management and created the firm’s investment discipline. As Chief Investment Officer, he is the final decision maker for all investment decisions in the firm’s domestic equity portfolios.
He is often in the media and has appeared on networks such as CNBC and Bloomberg TV, in addition to being quoted by news publications such as The Wall Street Journal, Reuters and Bloomberg. Bill began his career in the investment business with Drexel Burnham Lambert in 1980. He left Drexel Burnham Lambert in 1989 as First Vice President/Assistant Manager and joined Oppenheimer & Co. William left Oppenheimer & Co. and joined Smith Barney in 1990. He was with Smith Barney until September 2001, when he joined Wachovia Securities and became the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. William was with Wachovia Securities until the founding of Smead Capital Management in July 2007.
Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested in control positions of a dozen Canadian private companies.
Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990’s and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984. Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.
Alyx is the Chief Investment Officer of Kernow Asset Management. He is responsible for trading and investment research. Before Co-founding Kernow, Alyx worked as a Fund Manager at Downing LLP, Vice President at Deutsche Bank AG, and Management Consultant at KPMG LLP.
He is a consultant for several family offices and has completed the Non-Executive Directors Programme (BVCA). Alyx is a Qualified Chartered Accountant (ICAS) and holds an Investment Management Certificate (CFA Institute) and a BA in Accounting and Economics.
David took his first degree in Modern History at the University of St Andrews, having developed from a young age an interest in investing. Reading books like Buffettology and learning about other managers like Peter Lynch and Anthony Bolton, sparked a curiosity about investing that has endured.
A strong influence on David’s thinking was the role of Charlie Munger, in steering Buffett away from Ben Graham’s ‘cigar butt’ approach towards a focus on ‘great companies at reasonable prices’. Founding Castlebay, with David MacNeil, has provided an excellent opportunity to put into practice and develop his own ‘Quality-value’ approach to investing. Being a business owner has also helped David become a better investor.
Matthew joined Guinness Global Investors in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund.
Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from New College, University of Oxford in 2004 with a Master’s degree in Physics. Matthew is a CFA charterholder.
Ian joined Guinness Global Investors in December 2006 and is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund.
Prior to joining Guinness, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford, and graduated in 2006. Ian graduated from University College London, University of London, with a First Class Honours Master’s degree in Physics in 2003. Ian is a CFA charterholder.
Jacob Mitchell is CIO of Antipodes, which he founded in 2015 and has grown to over US$6 billion AUM with offices in London and Sydney. Jacob is also Lead Portfolio Manager of Antipodes’ Global strategies and has over 22 years’ experience as a global investor.
Prior to founding Antipodes Jacob was Deputy CIO of Platinum Asset Management where he was a Portfolio Manager of the flagship International Fund. During his 14 years at Platinum he also served as PM of the Unhedged Fund (January 2007 to May 2014, achieving 5.7% pa outperformance after fees) and Japan Fund (January 2008 to November 2014, achieving 9.9% pa outperformance after fees). From 1996 to 2000, Jacob was Head of Technology and Emerging Industrials Research at UBS Warburg Australia. He commenced his investment career at high conviction, value oriented Australian equities manager, Tyndall Australia.
Antipodes is an Australian based pragmatic value manager offering exposure to global equities via long and long-short strategies. The experienced team identifies resilient companies trading at attractive valuations.
C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As Chief Investment Officer and Equity Analyst, Mr. Fitzpatrick leads a research team responsible for investing approximately $9 billion for a global client base as of September 30, 2022.
Prior to founding Vulcan Value Partners, Mr. Fitzpatrick worked as a principal and portfolio manager at Southeastern Asset Management. Mr. Fitzpatrick earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama.
Mr. Ronald Chan founded Chartwell Capital in 2007 and currently serves as Chief Investment Officer and Co-Portfolio Manager.Ronald is a member of the Public Shareholders Group and the Listing Committee of the Securities and Futures Commission of Hong Kong.
He is also an Independent Non Executive Director of Hong Kong Ferry and Powerlong Commercial Management Holdings Ltd., an international committee member of the Hong Kong M+ Museum, a committee member of the Hong Kong Biotech Development Council of the Hong Kong Science and Technology Park and the Hong Kong Trade Development Council’s Greater Bay Area Working Group. An adjunct professor for the MBA program at The Hong Kong University of Science and Technology, Ronald is the author of two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders in 2010, and The Value Investors: Lessons from the World’s Top Fund Managers in 2012 and 2021 (second edition). He graduated with Bachelor of Science degrees in Finance and Accounting from the Stern School of Business at New York University.
Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna’s large cap, all cap and focused Canadian value strategies and co-lead on Sionna’s high conviction strategy.
Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017), the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015) and the Rotman Alumni Lifetime Achievement Award (2021). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is also a member of the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim served as a board member with the Canadian Coalition for Good Governance and served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.
Chan H. Lee is a Managing Partner and the Portfolio Manager of Petra Capital Management. Mr. Lee has over 20 years of investment experience in Korea and his investment career has focused on identifying and analyzing undervalued competitive companies whose market prices are significantly discounted to intrinsic values.
Prior to co-founding Petra in 2009, he was a Director/Head of M&A at Hana Securities. Mr. Lee started his career in finance as an M&A lawyer in Korea. Mr. Lee received his JD from the UCLA School of Law and his BS in Business Administration from the Haas School of Business Undergraduate Program of the University of California at Berkeley where he was a member of Beta Gamma Sigma.
Mr. Subramaniam (“Subbu”) has over 31 years of experience in the Indian investment management and financial services industry. Subbu joined Quantum Advisors as an equity research analyst in 1996 and since June 2000 he has been managing India-dedicated Portfolios for India-based clients and, since 2005, India-dedicated portfolios for international clients.
During 1998-2004, under advisory services provided by Quantum Advisors to Hansberger Global Investors, Inc, USA, Subbu’s responsibilities included research coverage on Indian companies, electric utilities in emerging countries, and building materials companies globally. Prior to joining Quantum, Subbu worked for Securities Capital, an independent research house. Subbu is presently the MD and Group Head – Equities of Quantum Advisors and received his bachelor’s degree in Commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charter holder.
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.
Simon is the founder of The Money Maze Podcast. He graduated from the London School of Economics with a degree in Economic History, and later took the advanced management programme at INSEAD, France. He started his career at Citibank in 1985, where he trained as a portfolio manager, before joining Morgan Stanley Wealth Management in 1989.
Over the 17 years there, he managed their global balanced portfolio, was Chairman of their European Asset Allocation Committee and Chief Investment Officer. For the subsequent 14 years he was CEO and an owner of Vantage Investment Advisory Ltd. He is a senior advisor to Rothschild and Co, in London, a Governor of Clifton College and Chairman of their Development Trust, and served as a Trustee of Great Ormond Street Hospital. In 2019 he co-founded the Money Maze Podcast, which he hosts, an investment and business podcast that is listened to in over 80 Countries, and which is in the top 1% of global podcasts.
Jonathan founded Metropolis Capital and has co-managed the Metropolis Global Equity strategy since its inception in 2008. Admiral Group PLC has been a holding in the strategy since 2012. Metropolis Capital currently manages $3.6bn on behalf of institutional investors worldwide.
Prior to this Jonathan worked for Bain & Company as a strategy consultant and then for Schroders in their M & A team before setting up Metropolis International, a media and software group which he built through over 30 acquisitions of private businesses, applying a Value investing approach to each transaction. Returns to seed investors in Metropolis International were 30%+ per annum under Jonathan’s tenure as CEO from 1994-2011. He graduated from Oxford University with a First Class Degree in Philosophy, Politics and Economics.
Joss serves as the Development Lead for Justice Defenders, a non-profit working to provide legal education, training, and practice in defenceless communities around the world. His background is in founding and scaling social startups and programmes, including GoodPeople (a London-based social enterprise) and an education NGO in Sri Lanka.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.
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