Menu
Mario J. Gabelli, CFA is the Chairman and Co-Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University’s College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business, and honorary doctorates from Fordham University and Roger Williams University.
Prior to founding Moerus, Mr. Wadhwaney was a Portfolio Manager and Partner at Third Avenue Management LLC. Mr. Wadhwaney founded the international business at Third Avenue and was the founding manager of the Third Avenue Global Value Fund, LP, the Third Avenue Emerging Markets Fund, LP, and the Third Avenue International Value Fund, an open end mutual fund. The Third Avenue Global Value Fund, LP, Third Avenue Emerging Markets Fund, LP, and the Third Avenue International Value Fund are not offered by Moerus Funds.
Earlier in his career, Mr. Wadhwaney was first a securities analyst and then Director of Research at M.J. Whitman LLC, a New York-based broker-dealer. Prior to joining M.J. Whitman, Mr. Wadhwaney was a paper and forest products analyst at Bunting Warburg, a Canadian brokerage firm. He began his career at Domtar, a Canadian forest products company. Mr. Wadhwaney holds an M.B.A. in Finance from The University of Chicago. He also holds a B.A. with honors and an M.A. in Economics from Concordia University; at Concordia, he was awarded the Sun Life Prize and the Concordia University Fellow in Economics, and he subsequently taught economics classes there. He also holds B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota.
John W. Rogers, Jr. is Founder, Chairman and Co-CEO of Ariel Investments. John’s passion for investing began at age 12 when his father began buying him stocks as Christmas and birthday gifts. His interest in equities grew while in college and over two-plus years as a stockbroker for William Blair & Company. In 1983, John founded Ariel at age 24 to focus on patient, value investing within small- and medium-sized companies.
While Ariel’s research capabilities have expanded across the globe, patience is still the disciplined approach that drives the firm today. John is active civically and professionally based on his belief that these engagements make him a better leader and investor. He is a member of the board of directors of Nike, The New York Times Company and Ryan Specialty. John also serves on the board of trustees of the University of Chicago and the Obama Foundation. John received an AB in economics from Princeton University, where he was captain of the varsity basketball team.
John Heins is the Publisher and Editor-in-Chief of the investment newsletter Value Investor Insight and also the Fitzpatrick Endowed Professor of 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.
Paula Robinson joined WTW in 2022 and is responsible for researching equity strategies. She also leads WTW’s Focus Equity team, responsible for sourcing and reviewing concentrated Global Equity mandates. In addition, she is a key member of our Equity Investment Committee, contributing to strategic decisions across our Equity platform.
Paula works with advisory clients on manager selections and our internal equity portfolio management group on portfolio construction. Her day-to-day role involves in-depth qualitative and quantitative analysis across areas such as stock selection; portfolio management; ESG integration; culture; firm stability; and diversity, equity and inclusion (DEI). Paula is on the Global Manager Research Leadership team and currently leads the DEI manager research working group at WTW.
Prior to joining WTW, Paula started her career in London in 2007 with Buck Consultants, where she held a range of roles across the Actuarial Pension and Investment Consulting practice. Paula moved to the U.S. in 2013, where she led Buck’s U.S. Manager Research function, a position she held until 2019, when she left the profession to start a family.
Paula received a master’s in actuarial finance from Imperial College London and a bachelor’s degree in mathematics from the University of Durham. Paula has her CFA in ESG Investing.
Jennifer Wallace is a founding partner of Summit Street Capital Management, LLC and serves as the firm’s Chief Investment Officer and Portfolio Manager. Jennifer has more than 23 years of investment experience.
Prior to co-founding Summit Street, Jennifer worked with the Robert M. Bass investment groups where she was manager of Emerald Value Partners and co-manager of Alpine Capital. Before joining the Bass organization, Jennifer was a consultant with McKinsey & Company and an investment banker. Jennifer earned a BA from Columbia College and an MBA from the Columbia University Graduate School of Business where she received Beta Gamma Sigma honors as well as other awards and prizes. In addition, Jennifer serves on the Advisory Board of The Heilbrunn Center for Graham & Dodd Investing at the Columbia Business School and the Stewardship Committee of the Episcopal Church of the Heavenly Rest in New York.
Mr. Babkes is a co-portfolio manager for the U.S. Large Cap and Focused Value strategies and the Global strategies. He became a member of the firm in 2016.
Prior to joining Pzena Investment Management, Mr. Babkes worked as an analyst at LG Capital Management, an event-driven hedge fund, and as an investment banker in the restructuring group at Evercore Partners. He began his finance career as a trader at Chesapeake Partners, a multi-billion dollar hedge fund. He earned a B.A. cum laude from Amherst College and an M.B.A from the Wharton School of the University of Pennsylvania.
Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Value Fund. Mr. Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios since 1996.
Prior to founding Moerus, Mr. Wadhwaney was a Portfolio Manager and Partner at Third Avenue Management LLC. Mr. Wadhwaney founded the international business at Third Avenue and was the founding manager of the Third Avenue Global Value Fund, LP, the Third Avenue Emerging Markets Fund, LP, and the Third Avenue International Value Fund, an open end mutual fund. The Third Avenue Global Value Fund, LP, Third Avenue Emerging Markets Fund, LP, and the Third Avenue International Value Fund are not offered by Moerus Funds.
Earlier in his career, Mr. Wadhwaney was first a securities analyst and then Director of Research at M.J. Whitman LLC, a New York-based broker-dealer. Prior to joining M.J. Whitman, Mr. Wadhwaney was a paper and forest products analyst at Bunting Warburg, a Canadian brokerage firm. He began his career at Domtar, a Canadian forest products company. Mr. Wadhwaney holds an M.B.A. in Finance from The University of Chicago. He also holds a B.A. with honors and an M.A. in Economics from Concordia University; at Concordia, he was awarded the Sun Life Prize and the Concordia University Fellow in Economics, and he subsequently taught economics classes there. He also holds B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota.
Jonathan Boyar is President of Boyar’s Intrinsic Value Research, an independent research boutique established in 1975 whose subscribers include some of the world’s largest sovereign wealth funds, hedge funds, mutual funds, and family offices. He is also a Principal of Boyar Asset Management, which has managed capital using a value-oriented strategy since 1983.
He is frequently featured in leading financial media outlets, including Barron’s, The Wall Street Journal, CNBC, Fox Business, and Yahoo Finance. Jonathan is also a frequent speaker at investment conferences, a contributor to Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors, and host of The World According to Boyar podcast.
Cole is the CEO and a Portfolio Manager at Smead Capital Management. He leads the organization and its international equity portfolios. Mr. Smead also co-manages the US-equity portfolios. He is the Chairman of Smead Funds SA, the firm’s Luxembourg SICAV. Cole is also the President of the Smead Funds Trust.
Cole is an avid reader. He hosts the firm’s podcast, A Book With Legs. He is also a guest on Bloomberg and CNBC.
Mr. Smead grew up in the Seattle area. He attended Whitman College and holds a B.A. in History and Economics from the school. Cole also holds the Chartered Financial Analyst designation. He now resides in Phoenix with his wife Kaydee and their four children.
Rui Cardoso is Managing Director and head of the Global Equity team at Beutel Goodman. Rui joined Beutel Goodman in 2013 and has over 25 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities.
Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder.
Christine serves as Portfolio Manager for Ariel’s emerging markets value strategies. Additionally, as a Senior Research Analyst, she researches consumer and real estate stocks across Asia, Latin America, Middle East, Eastern Europe and Africa. Christine joined Ariel after 10 years at AllianceBernstein (AB) where she held the positions of portfolio manager and senior research analyst in emerging and frontier markets. She was part of the group that launched the Next 50 Emerging Markets Fund, AB’s inaugural frontier markets strategy.
Before AB, Christine was the global portfolio manager for the Grassroots Business Fund, which spun out of the International Finance Corporation and invests in privately held emerging markets companies. There, she sourced, supervised and structured investments across Africa and helped establish the fund’s first international office in Nairobi, Kenya. As a member of the fund’s investment committee, Christine also evaluated transactions in Latin America and Asia. Previously, she worked at J.P. Morgan Asset Management as an equity research associate covering U.S. technology stocks. Christine serves on the board of trustees of the Lycée Français de New York, an independent bilingual school. Formerly, she was on the board of the CFA Society New York and of the Small Enterprise Assistance Funds, an impact-focused emerging market private equity fund. Christine is also a Robert Toigo Foundation Fellow and a CFA Charterholder. Fluent in French, she obtained her BA in economics with summa cum laude from Columbia University and an MBA from Harvard Business School.
Simon Adler is the Head of the Global Value Team and Fund Manager on the Global and International strategies. He joined Schroders as an analyst covering Chemicals, Media, Transport and Utilities in the UK and then across Pan-Europe. From 2014 he started as a Fund Manager focused on European and Global value portfolios before joining the Value Team in 2016. He is a CFA Charterholder and holds an MA in Politics from the University of Edinburgh.
Richard Garstang joined OP in November 2006. He was previously employed by Man Securities as a research analyst covering the banking and specialty finance sector. He has also worked as a consultant for Deloitte in London and San Francisco. He graduated from St. Andrews University and is a CFA Charterholder. He is Managing Partner, co-manages the international portfolios, and contributes to the overall investment selection.
Brian Louko, CFA, is the portfolio manager for the Artisan Global Special Situations Strategy.
Prior to joining Artisan Partners in September 2024, Mr. Louko was a director at Benefit Street Partners where he focused on distressed and special situations investing. Prior to that, he served as an investment research analyst on an opportunistic value equity and credit hedge fund at Mast Capital. Earlier in his career, Mr. Louko served as a director of capital markets credit risk management with Fidelity Investments and as chief financial officer and advisor at Embed.ly, Inc. Mr. Louko holds a bachelor’s degree in business with a focus on finance and accounting from Northeastern University and a master’s degree in business administration from Columbia Business School.
Christina Malbon, CFA has worked as a Research Analyst with Samantha McLemore since 2013 and as Assistant Portfolio Manager on the Opportunity Trust since 2023.
Christina has a BA in Economics and Business Administration from Rhodes College in Memphis, Tenn., where she studied abroad in both Belgium and Italy, focusing on international business, politics and economics. Christina completed a Master’s in Innovation, Entrepreneurship and Management at Imperial College in London. She previously worked as a Financial Analyst intern at Dobbs Equity Partners LLC and an Investment Research Group intern at Duncan-Williams Inc. She earned her CFA designation in 2017.
Jeffrey Everett is the founding partner of Tectonic Investors, a firm that specializes in identifying and capitalizing on transformative forces shaping global markets.
With over 30 years of global investment management experience, he has led high-performing teams from the Bahamas, the United States, and China, delivering long-term value for institutional and high-net-worth investors. His investment philosophy was shaped by nearly 20 years working alongside legendary investor Sir John Templeton, where he developed a deep understanding of global markets.
A recognized voice in global investing, Mr. Everett has appeared on CNBC, Bloomberg, and PBS and has been profiled in numerous financial publications, including the book The Winner’s Circle.
Beyond investing, he is dedicated to philanthropy, serving as a director and past president of the Lyford Cay Foundation, and currently serving as a Trustee and Executive Committee member of the John Templeton Foundation.
Mr. Everett holds a bachelor’s degree in finance from Pennsylvania State University and is a CFA charterholder. He and his wife, Gillian, are the proud parents of four daughters.
Ned Reeves is a Partner at Juniper and leads investment research for the firm’s long-term, highly concentrated public equity strategy. He joined Juniper in 2013 bringing experience from private equity and investment banking.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.
© Value Invest 2021
