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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.
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.
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.
Jonathan Boyar is President of Boyar’s Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers.
He is also a Principal of BoyarAsset Management, which has been managing money utilizing a value oriented strategy since 1983. Jonathan has been interviewed by Barron’s, Welling on Wall Street and GuruFocus. He spoke at the 2017 London Value Investor Conference, the 2017 GuruFocus Value Conference and the 2017 International Value Investing Conference. He is also a contributor to the latest edition of Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors.
Paula heads the Focused Equity manager research team at Willis Towers Watson, leading the research efforts on concentrated, unconstrained active equity portfolios. Paula works with large institutional investors globally to construct and manage equity portfolios.
Paula is part of the Equity Investment Committee responsible for managing WTW’s delegated equity assets which includes the Towers Watson Investment Management’s Global Equity Focus Fund. Prior to joining Willis Towers Watson in 2022, Paula was head of US Manager Research at Buck Consultants where she worked for 12 years in their London and New York offices. Paula has a bachelors degree in mathematics from Durham University and a masters in finance from Imperial College London Business School.
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 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.
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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