{"id":6127,"date":"2024-04-12T16:23:55","date_gmt":"2024-04-12T15:23:55","guid":{"rendered":"https:\/\/www.valueinvest.com\/newyork\/?page_id=6127"},"modified":"2026-06-12T14:16:21","modified_gmt":"2026-06-12T13:16:21","slug":"past-speakers","status":"publish","type":"page","link":"https:\/\/www.valueinvest.com\/newyork\/past-speakers\/","title":{"rendered":"Past Speakers"},"content":{"rendered":"\t\t
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Meet the Speakers at VINY<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Mario Gabelli<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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GAMCO Investors<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Fireside Chat and Audience Q&A<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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\u2019s 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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p>\n

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.<\/span>
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John W. Rogers Jnr.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ariel Investments<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Fireside Chat and Audience Q&A<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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John W. Rogers, Jr. is Founder, Chairman and Co-CEO of Ariel Investments. <\/span>John\u2019s 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. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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While Ariel\u2019s 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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John Heins<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Value Investor Insight<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Moderator<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s degree in Economics from the University of Pennsylvania\u2019s Wharton School and received an M.B.A. from Stanford University\u2019s Graduate School of Business.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Paula Robinson<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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WTW<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Paula Robinson joined WTW in 2022 and is responsible for researching equity strategies. She also leads WTW\u2019s 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.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p>

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\u2019s U.S. Manager Research function, a position she held until 2019, when she left the profession to start a family.<\/span><\/p>

Paula received a master\u2019s in actuarial finance from Imperial College London and a bachelor\u2019s degree in mathematics from the University of Durham. Paula has her CFA in ESG Investing.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Jennifer Wallace<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Summit Street Capital Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Value Investing in the Age of AI (Revenge of the Old Economy)<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jennifer Wallace is a founding partner of Summit Street Capital Management, LLC and serves as the firm\u2019s Chief Investment Officer and Portfolio Manager. Jennifer has more than 23 years of investment experience.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Dan Babkes<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Pzena Investment Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Humana \u2013 A Classic Value Opportunity<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Amit Wadhwaney<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Moerus Capital Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Trouble is Opportunity<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p>\n

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.<\/span>
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Jonathan Boyar<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Boyar Value Group<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It's Deja Vu All Over Again. Again<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jonathan Boyar is President of Boyar\u2019s Intrinsic Value Research, an independent research boutique established in 1975 whose subscribers include some of the world\u2019s 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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He is frequently featured in leading financial media outlets, including Barron\u2019s, The Wall Street Journal, CNBC, Fox Business, and Yahoo Finance. Jonathan is also a frequent speaker at investment conferences, a contributor to Harriman\u2019s Book of Investing Rules: The Do\u2019s & Don\u2019ts of the World\u2019s Best Investors, and host of The World According to Boyar podcast.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Cole Smead<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Smead Capital Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Manias in American Capex Cycles<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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\u2019s Luxembourg SICAV. Cole is also the President of the Smead Funds Trust.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Cole is an avid reader. He hosts the firm\u2019s podcast, A Book With Legs. He is also a guest on Bloomberg and CNBC.<\/p>

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.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Rui Cardoso<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Beutel Goodman<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Is Health Care in the ICU?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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. <\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Christine Phillpotts<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ariel Investments<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Emerging Markets: Busting the Myths<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Christine serves as Portfolio Manager for Ariel\u2019s 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\u2019s inaugural frontier markets strategy.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s first international office in Nairobi, Kenya. As a member of the fund\u2019s 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 Lyc\u00e9e Fran\u00e7ais 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Simon Adler<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Schroders<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Do Not Adjust Your Set: Japanese TV is Screening Value<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Richard Garstang<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Oldfield Partners<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Bloomberg of Oil Services<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Brian Louko<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Artisan Partners<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Taking Flight with Global Special Situations<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Brian Louko, CFA, is the portfolio manager for the Artisan Global Special Situations Strategy.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s degree in business with a focus on finance and accounting from Northeastern University and a master\u2019s degree in business administration from Columbia Business School.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Christina Siegel Malbon<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Patient Capital Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Discipline of Discomfort<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Jeff Everett<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tectonic Investors<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Profits from Independence<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jeffrey Everett is the founding partner of Tectonic Investors, a firm that specializes in identifying and capitalizing on transformative forces shaping global markets.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p>

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\u2019s Circle.<\/span><\/p>

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.<\/span><\/p>

Mr. Everett holds a bachelor\u2019s degree in finance from Pennsylvania State University and is a CFA charterholder. He and his wife, Gillian, are the proud parents of four daughters.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Ned Reeves<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Juniper Investment Company<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Investing in the Skills Gap<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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…<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Rich Pzena<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Pzena Asset Management<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mr. Pzena is the architect of the firm\u2019s investment strategy and conceived and developed our proprietary screening model. He serves as co-portfolio manager for the U.S. Large Cap strategies and the U.S. Best Ideas service.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Kim\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Kim Shannon<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sionna investment Managers<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna\u2019s large cap, all cap and focused Canadian value strategies and co-lead on Sionna\u2019s high conviction strategy.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s 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 was also inducted into the IIAC Investment Industry Hall of Fame in 2022. Kim is a Fellow of the Royal Canadian Geographical Society, and 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 previously 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\u2019s \u201cFrom Graham to Buffett and Beyond\u201d Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Samantha\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Samantha McLemore<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Patient Capital Management<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Samantha McLemore has been actively involved in markets for over two decades. Investing side by side with famed value investor Bill Miller for over 20 years, Samantha has experience managing through significant market cycles and sentiment shifts.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Samantha launched Patient Capital Management, LLC in 2020 where she serves as Chief Investment Officer and portfolio manager for Patient Partners LP. In 2023, Patient Capital acquired the Miller Value Partner\u2019s Opportunity Equity strategy, a multi-billion-dollar strategy across a mutual fund and separate accounts. Samantha has co managed Opportunity Equity with Bill Miller at Miller Value Partners and took sole management responsibilities in 2023. Samantha started her career as an analyst at Legg Mason Capital Management. In 2019, 2020 and 2021 Samantha received Sauren Gold medals for excellent Fund management. In 2017, she was named one of Baltimore\u2019s 40 Under 40. Samantha has been featured in The New York Times, The Wall Street Journal, Bloomberg, Barron\u2019s and others. Samantha has spoken at conferences by Columbia University, the CFA Society New York and 100 Women in Finance. She received her CFA designation in 2005 and graduated magna cum laude from Washington & Lee University. Samantha is Chair of the Board of Improving Education, a nonprofit focused on early childhood literacy, a member of the Board for the Next Generation Investing Event, which raises money for a number of Baltimore educational institutions, and member of the Board of Trustees at Washington & Lee University.<\/span><\/font>
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Jeff\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jeff Everett<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tectonic Investors<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jeffrey Everett is the founding partner of Tectonic Investors, a firm that specializes in identifying and capitalizing on transformative forces shaping global markets.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/span><\/span><\/p>

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\u2019s Circle.<\/span><\/p>

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.<\/span><\/p>

Mr. Everett holds a bachelor\u2019s degree in finance from Pennsylvania State University and is a CFA charterholder. He and his wife, Gillian, are the proud parents of four daughters.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Andrew McDermott<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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After graduating from Princeton University with a history degree, Andrew joined NEC Logistics in Tokyo in 1992. In 1994 he fell into a finance career courtesy of JPMorgan, where he worked on deals ranging from Chinese infrastructure finance to venture capital to tech IPOs in Hong Kong, Singapore and San Francisco.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He returned to his hometown of Memphis to join Southeastern Asset Management in 1998. He helped lead its international business from Tokyo and London until 2009. He founded Mission Value Partners in 2010. MVP manages a global equity portfolio that is currently 100% invested in Japan. Andrew recently moved MVP from California to Nashville, where he has been surprised by the relevance of Japan to the local economy.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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John Heins<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Value Investor Insight<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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John Heins joined the University of Alabama in 2016 as a Professor of Value Investing and was named the Director of the C.T. and Kelley Fitzpatrick Center for Value Investing upon its creation in 2020. He is a well-known and highly regarded member of the value investing community, serving since its inception as the Editor and Publisher of Value Investor Insight, the industry-leading newsletter he co-founded in 2005.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to founding Value Investor Media, John served as the President & Chief Executive Officer of Gruner + Jahr USA Publishing, a consumer magazine publisher, as the Senior Vice President for Personal Finance at AOL, and as a reporter for Forbes magazine. He holds an M.B.A. from Stanford University and a B.S. in Economics (with an Accounting major) from the University of Pennsylvania\u2019s Wharton School.<\/span><\/span><\/p>

John also serves as Faculty Advisor for the Culverhouse Investment Management Group, Faculty Advisor for the University of Alabama\u2019s Investment Banking Academy, and as Chairman of the Capstone Student Investment Conference. He received an Outstanding Commitment to Teaching Award in 2020 from the University of Alabama National Alumni Association and was named by the University of Alabama Division of Student Life as the John L. Blackburn Advisor of the Year in 2019.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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David Salem<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Hedgeye<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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David Salem is Managing Director, Capital Allocation at Hedgeye Risk Management, which provides investment-focused research to a globally diverse array of asset owners.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Previously, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF).<\/span><\/span><\/p>

Prior to TIFF\u2019s founding, David was a partner at the global investment advisory firm GMO, working closely with Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.\u00a0<\/span><\/span><\/p>

David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar since earning his JD, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel\u2019s office while enrolled at Harvard.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Whitney Tilson<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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New York City Mayoral Candidate<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Whitney Tilson is a Democratic candidate for mayor of New York City. He is Editor of Stansberry Research, which provides advice, commentary and in-depth research and analysis to help people become better investors. The business has more than 100,000 paid subscribers.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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In the year prior to joining Stansberry in 2018, he founded and ran Kase Learning, through which he taught a range of investing seminars around the world and hosted two conferences dedicated solely to short selling.<\/span><\/font><\/p>

Mr. Tilson founded and, for nearly two decades, ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds, with assets that peaked at over $200 million.<\/span><\/font><\/p>

Mr. Tilson has built six small businesses in New York City over the past 30 years and has been active in Democratic party politics for more than two decades.<\/span><\/font><\/p>

He grew up in Tanzania and Nicaragua, the child of teachers who met and married in the Peace Corps. His first job out of college was helping start Teach for America in New York City in 1989, and he served on the board of KIPP charter schools in NYC for more than 20 years. After finishing business school in 1994, he founded and ran the Initiative for a Competitive Inner City for five years. He also led the effort to create ICV Partners, a national for-profit private equity fund that has raised and invested $1.7 billion in minority-owned and inner-city businesses. <\/span><\/font><\/p>

He is on the board of the Pershing Square Foundation, co-chaired Central Synagogue\u2019s criminal justice reform initiative, was the President of the Manhattan chapter of the Young Presidents\u2019 Organization, served on the finance committees of Barack Obama and Cory Booker and, most recently, raised more than $18 million for Ukraine and traveled there four times. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of New York.<\/span><\/font><\/p>

Mr. Tilson is an avid mountaineer \u2013 he climbed the Nose of El Capitan in June 2020 and has summited Mt. Kilimanjaro, Mt. Blanc, the Matterhorn and the Eiger. He also regularly competes in obstacle course races and has run seven 24-hour World\u2019s Toughest Mudders, winning the 50+ age group twice and setting the all-time age-group record of 75 miles in 2016.<\/span>
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Mr. Tilson graduated magna cum laude from Harvard College in 1989 with a bachelor\u2019s degree in Government and received an MBA with High Distinction from the Harvard Business School in 1994, where he was elected a Baker Scholar (top 5% of class). <\/span>
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He lives in Manhattan with his wife of 31 years, with whom he has three adult daughters.<\/span>
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Michael-Mauboussin\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Michael Mauboussin<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Counterpoint Global<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Michael Mauboussin is Head of Consilient Research for Counterpoint Global. He joined Morgan Stanley in 2020 and has 37 years of investment experience.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to joining the firm, he was director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management. Additionally, Michael is an adjunct professor of finance at Columbia Business School and chairman emeritus of the board of trustees at the Santa Fe Institute. Michael earned an A.B. in government from Georgetown University.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Sarah Ketterer<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ms. Ketterer is the chief executive officer at Causeway, fundamental portfolio manager, and is responsible for investment research across all sectors. Ms. Ketterer co-founded the firm in June 2001 and is a member of the operating committee.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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From 1996 to 2001, Ms. Ketterer worked for the Hotchkis & Wiley division of Merrill Lynch Investment Managers (HW-MLIM). At HW-MLIM, she was a managing director and co-head of the firm\u2019s HW-MLIM International and Global Value team. From 1990 to 1996, Ms. Ketterer was a portfolio manager at Hotchkis & Wiley, where she founded the International Equity product.<\/span><\/span><\/p>

Ms. Ketterer earned a BA in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College. Ms. Ketterer serves on the Stanford University Board of Trustees, is a member of UT Southwestern President\u2019s Advisory Board, is on the advisory board of Portal Schools, and is a supporter of Girls Who Invest. She previously served as a board member and chair of the Los Angeles World Affairs Council and Town Hall and chair of the investment committee of the Music Center Foundation.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Matthew McLennan<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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First Eagle Investments<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Matthew McLennan is co-head of the Global Value team and a portfolio manager of the Global Value, Global Equity, International Value, International Equity and US Value strategies.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to joining First Eagle in September 2008, Matt worked for Goldman Sachs Asset Management in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the investment strategy group for Goldman Sachs\u2019 private client business. He joined Goldman Sachs in Sydney in 1994. Matt started his career in 1991 in Brisbane, Australia, with the Queensland Investment Corporation and was ultimately responsible for the firm\u2019s international equity exposure. He was born in Rabaul, Papua New Guinea, and grew up in Queensland, Australia. He received his bachelor of commerce with first-class honors and master of international commercial law from the University of Queensland, and he holds the Chartered Financial Analyst designation. Matt is interested in the field of education, and he is a trustee (and former president of the Board of Trustees) of the Trinity School in New York City. He serves on the Board of Dean\u2019s Advisors of the Harvard T.H. Chan School of Public Health and as a board member of the University of Queensland in the United States of America. He also serves on the Advisory Council of the Institute on the Formation of Knowledge at the University of Chicago and is a board member of the Library of America.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Ben Inker<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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GMO<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mr. Inker is co-head of GMO\u2019s 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.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/span><\/font>
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David Samra<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Artisan Partners<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Dave is the Chief Investment Officer, Lead Portfolio
Manager, Managing Member of Kopernik Global Investors,
which he founded in July 2013. From July 2012 through
March 2013, Dave managed the $2.7 billion Global Value
Long\/Short Equity portfolio at Vinik Asset Management.
Prior to this, Dave was co-founder, CIO, co-President
and Lead Portfolio Manager of Tradewinds Global
Investors, a $38 billion (at February 2012) firm. <\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Dave\u00a0directed Tradewinds\u2019 investment activities, including\u00a0<\/span>portfolio management, research, and trading, and has\u00a0<\/span>been recognized by nationally known publications such as\u00a0<\/span>Bloomberg, Lipper, etc. Dave was previously CEO, Lead \u00a0<\/span>Portfolio Manager and Founding Member of Palladian\u00a0<\/span>Capital Management, and Senior Portfolio Manager at\u00a0<\/span>Cramblit & Carney. He began his career with Farmers\u00a0<\/span>Group in 1982, where at the time of his departure in 1996,\u00a0<\/span>he was acting as the CIO responsible for $16 billion of\u00a0<\/span>investable assets. Dave earned a B.A. from the University\u00a0<\/span>of California, Davis, his M.B.A. from the University of\u00a0<\/span>Southern California, and holds the CFA designation.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Alex-Roepers\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Alex Roepers<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Atlantic Investment Management<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Atlantic\u2019s 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).<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Gary-Channon-cropped\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Gary Channon<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Phoenix Asset Management<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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\u2019s total return of 142%), an annualised return of 12% (versus the benchmark annualising at 4.9%).\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u00a0<\/p>

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.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Paula Robinson<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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WTW<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Paula heads the Focused Equity manager research team at Willis Towers Watson, leading the research efforts on concentrated, unconstrained active equity portfolios.\u00a0Paula works with large institutional investors globally to construct and manage equity portfolios.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Paula is part of the Equity Investment Committee responsible for managing WTW\u2019s delegated equity assets which includes the Towers Watson Investment Management\u2019s 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.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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David Iben<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Kopernik Global Investors<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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David Iben is the Lead Portfolio Manager of the Kopernik Global All-Cap and Global Unconstrained strategies, and the Co-Portfolio Manager of the Kopernik International and Global Long-Term Opportunities strategies. He is the Chief Investment Officer, Managing Member, Founder, and Chairman of the Board of Governors of Kopernik Global Investors.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to Kopernik, Dave managed the $2.7 billion Global Value Long\/Short Equity portfolio at Vinik Asset Management, where he was a director and head of the Global Value team (July 2012 through March 2013). Prior to this, Dave was lead portfolio manager, co-founder, chief investment officer, and co-president of Tradewinds Global Investors, LLC, a $38 billion (at February 2012) investment firm. He continually sole-managed equity portfolios for Tradewinds (inclusive of its two predecessor firms) from October 1998 through February 2012. He was the portfolio manager for the firm\u2019s Global All-Cap strategy, North American All-Cap strategy, and Global Long\/Short strategy, directly managing more than $20 billion assets at the time of his departure.<\/p>

He was a co-Founder and Lead Portfolio Manager of Palladian Capital Management. From 1996 through 1998 Dave was a senior portfolio manager at Cramblit & Carney. He began his career with Farmers Group, Inc. where over the course of 14 years, he worked his way up from securities analyst\/trader to portfolio manager and eventually to director of research and lead portfolio manager for both equity and fixed income strategies. At the time of his departure in 1996, Dave was acting as Farmers\u2019 chief investment officer responsible for $16 billion of investable assets.<\/p>

Dave earned his bachelor\u2019s degree from University of California, Davis, and his MBA from the University of Southern California Marshall School of Business. He holds the Chartered Financial Analyst\u00ae designation.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Rajiv Jain<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as the portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 with over 24 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at Vontobel Asset Management.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He was the sole portfolio manager of the International Equities strategy (since 2002) and Emerging Markets Equities strategy (since 1997), and the lead portfolio manager for the Global Equities strategy (since 2002). Rajiv built the business from less than US$400 million under management to just under US$50 billion in 2016. He joined Vontobel Asset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994. Prior to that, he was an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. He also has a master\u2019s degree from the University of Ajmer and undergraduate degree in accounting with honors.<\/p>


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Joel Greenblatt<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Joel Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches \u201cValue and Special Situation Investing.\u201d Mr. Greenblatt is a director of Pzena Investment Management, Inc., a global investment management firm.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), and The Big Secret for the Small Investor (Random House, 2011). He is the Former Chairman of the Board (1994-1995) of Alliant Techsystems, a NYSE-listed aerospace and defense contractor. He holds a BS (1979), summa cum laude, and an MBA (1980) from the Wharton School of the University of Pennsylvania.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Richard L. Chilton Jr.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Richard L. Chilton, Jr. is the founder, Chairman, CEO & CIO of Chilton Investment Company. Since founding Chilton Investment Company with his Flagship Strategy in 1992, Mr. Chilton has built a team of investment professionals focused on long term capital growth seeking to capture upside during favorable markets and preserve capital in declining markets. The Chilton Flagship Strategy has generated impressive and consistent returns with moderate volatility since inception.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to forming Chilton Investment Company, Mr. Chilton was a managing director at Allen & Company and a vice president and equity portfolio manager at Alliance Capital Management. Mr. Chilton began his career in the Mergers and Acquisitions group at Merrill Lynch and received his B.S. in Finance from Alfred University.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Thomas A. Russo<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Gardner Russo & Gardner<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Thomas A. Russo joined Gardner Russo & Gardner LLC as a partner in 1989 and has, since 2014, served as Managing Member of Gardner Russo & Gardner LLC and General Partner to Semper Vic\u2019s \u201cglobal value,\u201d long-only equity investment partnerships. Mr. Russo oversees more than $11 billion through the Semper Vic partnerships and separate accounts. Mr. Russo favors globally based consumer products companies which possess the \u201ccapacity to reinvest\u201d into developing and emerging markets.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mr. Russo frequently invests in family-controlled companies to reduce agency cost and to align shareholder interest for long-term, tax-deferred performance. Such control provides portfolio company managements the \u201ccapacity to suffer\u201d Wall Street censure when investments intended to build long-term wealth burden near-term reported profits. Mr. Russo prefers companies which can endure \u201cshort-term pain for long-term gain.\u201d Graduate of Stanford Business and Law Schools (MBA\/JD, 1984) and Dartmouth College (BA, 1977). Charter member of the Advisory Board for the Heilbrunn Center for Graham & Dodd Investing at Columbia Business School. In May 2017, Mr. Russo was awarded Columbia University\/Gabelli\u2019s Graham & Dodd, Murray, Greenwald Prize for Value Investing. Mr. Russo serves as a board member of Storm King Art Center.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Jennifer\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jennifer Wallace<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Summit Street Capital Management<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jennifer Wallace is a founding partner of Summit Street Capital Management, LLC and serves as the firm\u2019s 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.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Robert\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Robert Hagstrom<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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EquityCompass Investment Management (Moderator)<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Robert is Chief Investment Officer of EquityCompass Investment Management, LLC and Senior Portfolio Manager of the Global Leaders Portfolio. He joined EquityCompass in April 2014 and launched the Global Leaders Portfolio in July 2014. Robert was appointed Chief Investment Officer in March 2019.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Robert has more than 30 years of investment experience. Prior to joining EquityCompass, he was Chief Investment Strategist at Legg Mason Investment Counsel, and before that, the Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management for 14 years where he managed $7 billion in assets. Robert received \u201cHonorable Mention\u201d recognition in Morningstar\u2019s Domestic-Stock Fund Manager of the Year in 2007 while with Legg Mason.*<\/span><\/span><\/p>

Robert is the author of ten investment books including The New York Times Best Seller, The Warren Buffett Way, widely considered to be the definitive book on the investment approach and strategies of Warren Buffett. The book has sold over one million copies worldwide and is translated into 17 foreign languages. In addition, Robert wrote, Investing: The Last Liberal Art, a multidiscipline examination of investing and decision making. His latest book, published in 2021, is Warren Buffett: Inside the Ultimate Money Mind.<\/span><\/p>

Robert earned his Bachelor\u2019s and Master\u2019s of Arts degrees from Villanova University. He is a Chartered Financial Analyst, a member of the CFA Institute, and the CFA Society of Philadelphia. Robert is also a member of the Global Interdependence Center.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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David Shapiro<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Conferences since they began in 2012 and 2018 respectively. Previously, he was the Portfolio Manager for the Global Equity Focus Fund at Willis Towers Watson and for Alliance Trust, a quoted Investment Trust listed on the London Stock Exchange.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Alongside his portfolio management responsibilities David provided regular research input to a number of clients. Prior to Willis Towers Watson David was Deputy CIO at Stamford Associates where he was responsible for devising and implementing investment strategies for a range of its largest investment clients. Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003. In total David has 30 years of portfolio management and investment analyst experience. David is a member of the Chartered Institute for Securities and Investment (CISI)
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James Wilson<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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James joined Phoenix in 2013 and became a Partner shortly thereafter. James manages The Huginn Fund which is the \u201cperformance fee only\u201d international strategy.\u00a0James has also represented Phoenix on the board of Hornby PLC, Dignity PLC and Silverwood Brands PLC.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u00a0Like 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.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Jennifer De Sisto<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jennifer DeSisto is currently the Chief Investment Officer at Anchor Capital, a $7.4 billion institutional asset manager based in Boston. Jennifer is also the lead portfolio manager for the firm\u2019s All Cap, Balanced, Value Opportunities and Multi-Manager portfolios.\u00a0<\/p>

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Prior to Anchor, Jennifer was overseeing the investment process at Fiduciary Trust Company, which included managing a team to implement asset allocation and construct portfolios with internal stock and bond portfolios along with external managers. Before then, Jennifer was a portfolio manager on the global equity team at Batterymarch Financial Management, a subsidiary of Legg Mason. Earlier in her career, Jennifer worked at Bank of Boston working on leveraged buy-outs and distressed loans. Jennifer earned an MBA from the MIT Sloan School of Management and a BS in industrial management and economics from Carnegie Mellon University. Jennifer is a Chartered Financial Analyst (CFA) and a Chartered Alternatives Investment Analyst (CAIA).<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Henry Engelhardt<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Henry Engelhardt is a founder and CEO emeritus of Admiral Group plc. Henry was CEO from Admiral\u2019s 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\u2019 only FTSE 100 company.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Admiral is known for market-leading results and for its award-winning culture. \u00a0(Admiral is the only company to be listed in the Sunday Times Best Companies To Work For list every year it\u2019s been compiled.) \u00a0Admiral is guided by Henry\u2019s simple philosophies like: \u2018if people like what they do, they\u2019ll do it better\u2019, which has helped turn culture-energy into big profits. \u00a0\u00a0<\/span><\/span><\/p>

Henry is semi-retired, spending his time working as mentor, teacher and recruiter within Admiral. \u00a0He also does management lectures for companies and MBA programmes. \u00a0His book on management, Be A Better Boss, will be published in June. \u00a0<\/span><\/p>

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.<\/span><\/p>

Henry\u2019s book, Be A Better Boss, written to help leaders and managers in any organisation, was published in June 2023.\u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mark Hiley<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Founder (2011) of Analyst Alpha Generation, a fundamental independent equity research firm that finds alpha for clients by identifying stocks that could at least double or halve. The Analyst was early in identifying many of the high-profile frauds in Europe in the last decade.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to venturing into the sell-side, Mark started his career at Fidelity as a Research Associate (2001-2004), and learnt plenty of short-selling skills at Trafelet Delta Funds (2004-2008), a long\/short European equity fund. He attended St. Anne\u2019s College, Oxford University and is obsessed with cricket.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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David Schuster<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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David is the portfolio manager for the Small-Cap Fundamental Value strategy. Prior to joining Brown Advisory in 2008, he was a managing director for the financial institutions mergers and acquisition advisory group of Citigroup and a managing director in the M&A practice of Lazard Freres.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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After graduating from college, David served as an officer in the United States Army.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Andrew Brenton<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990\u2019s and prior to that, he was a founding member and Managing Director in the firm\u2019s 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.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Beini Zhou<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Beini Zhou, CFA, is a co-portfolio manager for the Artisan International Explorer Strategy. In this role, he oversees the research process and conducts fundamental research as a generalist.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to returning to Artisan Partners in September 2020, Mr. Zhou was a portfolio manager at Matthews Asia where he managed the Emerging Markets Equity and Asia Value Strategies and co-managed the Asia Small Companies Strategy. Before that, Mr. Zhou was an analyst for the Artisan International Value and Global Value strategies from 2005 to 2012. Earlier in his career, he was a product manager with Oracle, where he designed enterprise software. Mr. Zhou holds a bachelor\u2019s degree in applied mathematics from Harvard College and a master\u2019s degree in computer science from University of California-Berkeley. He is fluent in Mandarin.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Anand Vasagiri<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anand Vasagiri is a co-portfolio manager for the Artisan International Explorer Strategy. In this role, he oversees the research process and conducts fundamental research as a generalist.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to returning to Artisan Partners in September 2020, Mr. Vasagiri was co-head and portfolio manager for the Paradice Global Small Cap Strategy from 2010 to 2019. Before that, Mr. Vasagiri was an analyst for the Artisan International Value and Global Value strategies from 2007 to 2010. Earlier in his career, he was an investment analyst for the global emerging markets team at Pictet Asset Management. Mr. Vasagiri holds a bachelor\u2019s degree of engineering in mechanical engineering from M.N. National Institute of Technology, India, a master\u2019s degree in management from the Thunderbird School of Global Management (ASU) and a master\u2019s degree in business administration from the University of Chicago Booth School of Business.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Jonathan\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jonathan Mills<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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 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 $3.9bn on behalf of institutional investors worldwide.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s tenure as CEO from 1994-2011. He graduated from Oxford University with a First Class Degree in Philosophy, Politics and Economics.<\/span><\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Consuelo Mack<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. \u00a0Now in its nineteenth season, Consuelo Mack WealthTrack is the only program on television devoted to long-term diversified investing. It has been dubbed the \u201cCramer Antidote\u201d by the press and Money Magazine named Mack \u201cThe Best Money TV Host.\u201d\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Before developing WealthTrack, Mack spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly, syndicated business program, \u201cThe Wall Street Journal Report.\u201d \u00a0During her tenure it won the Overseas Press Club award, the Gracie award and was nominated for a News and Documentary Emmy award for excellence in background and analysis. Mack\u2019s international experience includes being the Anchor and Editor of \u201cThe Asian Wall Street Journal Report,\u201d a weekly business program syndicated throughout Asia.<\/span><\/p>

Mack also played a critical role in CNBC\u2019s strategic alliance with Dow Jones, the parent company of The Wall Street Journal. Anchor of a morning show, reporter for a daily \u201cStrategy Session\u201d, she also anchored \u201cLouis Rukeyser\u2019s Wall Street\u201d in its final months on both CNBC and PBS.\u00a0<\/span><\/p>

She has received several honors including the first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism from the Women\u2019s Economic Roundtable and the Malcolm S. Forbes Public Awareness Award. In 2014 she was given the YMCA of Greater New York\u2019s Dodge Award, a recognition presented to outstanding individuals who epitomize their tradition of humanitarian service. \u00a0<\/span><\/p>

She is a member of the Council on Foreign Relations, the Board of the Museum of American Finance, the YMCA of Greater New York Board Emeritus, and a former member of the Economic Club of New York and The Women\u2019s Forum. \u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Ronald Chan<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s 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\u2019s Top Business Leaders in 2010, and The Value Investors: Lessons from the World\u2019s 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Jonathan Boyar<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jonathan Boyar is President of Boyar\u2019s Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world\u2019s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s, 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\u2019s Book of Investing Rules: The Do\u2019s & Don\u2019ts of the World\u2019s Best Investors.<\/span><\/font>
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Nigel Waller<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Oldfield Partners<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Nigel is one of the founding partners of OP. He was previously at MLIM for 13 years. He was a director and portfolio manager on the global team. At MLIM he was also a member of the emerging markets and European teams in London and, from 1997 to 1999, the Asia team in Singapore. He graduated from City University. He is Chief Investment Officer. He co-manages the global equity portfolios and contributes to the overall investment selection.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Ben Preston<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ben is one of five key stock pickers for the Global Equity Fund at Orbis Investments, which he joined in the summer of 2000 just as the TMT bubble of the late 1990s was beginning to unwind. Orbis is a contrarian manager, using a disciplined research process to identify shares trading well below their long term intrinsic value, usually because of some temporary setback.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Ben initially began researching stocks in the consumer sector but has gradually expanded his coverage and now leads the Global Sector team, in which industry specialists research stock market opportunities globally. 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Bernard R. Horn Jr.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Bernard R. Horn, Jr. is president and portfolio manager of Polaris Capital Management, LLC (www.polariscapital.com), a leading Boston-based global value equity manager serving the investment needs of institutions and individuals. Mr. Horn founded Polaris in 1995 to expand his existing client base from the 1980s. Polaris has one of the longest global and international equity track records of any firm presently in operation and continuously managed by the same individuals.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The value-oriented strategy has been strictly applied by Mr. Horn over the past 30+ years, producing admirable risk-adjusted returns since inception. A forerunner in global and international investing, Mr. Horn has been profiled in national media outlets, a guest lecturer at conferences and his written works have been published throughout the investment industry. Previously, Mr. Horn worked for MDT Advisers, Inc., Freedom Capital Management and Horn & Company. Mr. Horn is a graduate of Northeastern University and holds a master\u2019s degree in management from the Alfred P. Sloan School of Management at M.I.T.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Alvaro Guzm\u00e1n de L\u00e1zaro<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Alvaro Guzm\u00e1n de L\u00e1zaro is Chief Investment Officer and Partner of Spanish boutique azValor AM, which he joined from Spain\u2019s Bestinver in 2014. Guzm\u00e1n, 42, began his career in 1994 as an auditor for Arthur Andersen (Madrid), and spent some time in Paris with Bankers Trust,.In 1997 he moved to Frankfurt to join Value Management, a ground-breaking investment firm founded by a former associate of the legendary US investor Peter Lynch.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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As a stock analyst, Guzm\u00e1n studied and applied the investing style of Lynch and other Value proponents such as Ben Graham, Philip Fisher and Warren Buffett. In 2001, Guzm\u00e1n led his highly-regarded team to Banesto Bolsa, where he became the lead analyst and head of the research department. In March 2003, he joined Bestinver, leaving the firm in 2014 to help establish azValor, Guzm\u00e1n speaks Spanish, French, English and German. He has been Professor of fundamental analysis at the Spanish Institute of Financial Analysts (IEAF) and at the IEB (Stock Exchange Study Institute) since 1999, and became a Chartered Financial Analyst (CFA, AIMR) in 2001. He also has an MA in European Business Studies and a law degree from Spain\u2019s National University of Distance Education (UNED).<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Andrew Goodwin<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Oldfield Partners<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Andrew joined OP in March 2013. He had previously been employed by SVG Capital in London for seven years managing mainly European equity portfolios. Before joining SVG, he held portfolio management positions at Sovereign Asset Management, American Express Asset Management and Phillips & Drew Fund Management.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He graduated from Cambridge University. He co-manages the global equity portfolios and contributes to the overall investment selection.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Fernando Bernad Marrase<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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azValor Asset Management<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Fernando Bernad is a founding partner of azValor AM and is now also a portfolio manager for the Spanish investment boutique. His early career started with internships at Price Waterhouse (Madrid, 1994), BBVA (Madrid, 1996), and DG Bank (Frankfurt, 1997). The following year he joined Value Management in Frankfurt where he worked in the asset manager\u2019s research unit alongside \u00c1lvaro Guzm\u00e1n, gaining in-depth knowledge of the theory and strategy of Value investing.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He developed his career in the Spanish private equity sector as an Associate at BNP Paribas Leveraged Finance and then joined the analysis team at Banesto as a cyclical analyst (steel and oil sectors). He went on to lead the Analysts team at Spanish broker Interdin. In 2005 he joined the private banking Vetusta Group as investment director, leading a team which achieved average annual returns of around 30% on equities. He joined Spain\u2019s Bestinver in February 2007, only leaving the firm in 2014 at the same time as his colleague Alvaro Guzm\u00e1n de L\u00e1zaro, to set up azValor Asset Management. Bernad has a Bachelor in Business Administration (Summa cum Laude), awarded jointly by ICADE, Madrid and Northeastern University, Boston, and is a CFA charter holder. He is fluent in English and reads French.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Andrew Wellington<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Andrew Wellington co-founded Lyrical Asset Management and serves as the firm\u2019s Chief Investment Officer and Managing Partner. Mr. Wellington has been involved with active portfolio management for over twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid\u2010cap value product, growing that product from $1 billion to $3.3 billion in AUM, and earning a five-star Morningstar rating. He also was a managing director at New Mountain Capital, where he played a key role in establishing and managing the $1.2 billion New Mountain Vantage Fund, a value\u2010oriented, long\u2010only, activist hedge fund. Early in his career Mr. Wellington worked as a management consultant at Booz Allen & Hamilton and First Manhattan Consulting Group. Mr. Wellington graduated summa cum laude from the University of Pennsylvania\u2019s Management & Technology Program, earning both a Bachelor of Science from the Wharton School and a Bachelor of Science from the School of Engineering.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Mark Pearson<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mark Pearson, ACA, CFA, co-founded Arcus in 1998. He previously managed portfolios of Japanese equities at Kleinwort Benson Investment Management in Tokyo and at Buchanan Partners in London. After graduating from Emmanuel College (University of Cambridge) with an MA in Economics in 1981, he worked for Coopers & Lybrand accountants in London before working as a Japanese equity analyst alongside Peter Tasker at Kleinwort Benson Securities in Tokyo 1986-1989.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Django Davison<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Hosking Partners<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Django Davidson is a founding partner of Hosking Partners. The firm was founded in 2013 to continue the Capital Cycle approach to investing developed in the early 1980s by Jeremy Hosking and team at Marathon Asset Management.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Django is a portfolio manager, having previously trained as a financials analyst at Algebris and Deutsche Bank, which he joined after leaving the University of Oxford in 2002. Hosking Partners has c$5.5bn AUM of institutional AUM.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Anthony\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anthony Campagna<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ISS EVA<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anthony Campagna is currently the Global Head of Fundamental Research at ISS EVA. (ISS acquired EVA Dimensions in 2018) He leads a global research team across all portions of the investment decision process: macro insights and screening for idea generation, sector and industry reports to provide context, company specific reports for single stock ideas, and portfolio analysis to measure risk through the EVA lens.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prior to EVA, he was a Director at Valens Securities, Anthony also assisted in teaching and lecturing at HULT International Business School and at DePaul University\u2019s Kellstadt Graduate School of Business. Alongside his duties at Valens Securities, Anthony served as the Executive Director of The Institute of Strategy & Valuation and helped develop the C.S.V. designation \u2013 Certified in Strategy & Value-Creation. Prior to Valens Securities, Anthony worked as an Analyst at Credit Suisse, in the HOLT division focusing in model development and custom client solutions. ISS EVA provides institutions with an established standard in measuring, analyzing, projecting, valuing, and discounting a firm\u2019s underlying economic profit through the provision of Economic Value Added (EVA) metrics.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Rory Kutisker Jacobson<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Orbis Allan Gray<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Rory is a portfolio manager at Orbis Allan Gray Limited. Orbis Allan Gray Limited is made up primarily of two asset management businesses: Orbis founded in 1989 and Allan Gray founded in 1973. They share the same founder and a common private ownership structure. Both firms employ a fundamental, long-term, and contrarian investment philosophy used to identify shares priced below their intrinsic value.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Today, Allan Gray is the largest privately owned asset management firm in Africa, managing in excess of $35bn of assets. Since inception, Allan Gray has delivered approximately 8% per annum outperformance for its institutional clients. Orbis manages over $34bn in assets invested globally, and its flagship Global Equity Strategy has outperformed by more than 4% per annum since inception. Rory is based in Cape Town. While he researches stocks globally, he tends to find himself gravitating to South African and Frontier equities. He co-manages the Allan Gray Frontier Markets Equity Fund, a concentrated portfolio of companies with significant business interests in frontier markets. The Fund aims to outperform the MSCI Frontier Emerging Markets Index over the long term without taking on greater risk of loss. Rory holds a Bachelor of Business Science from the University of Cape Town and is a CFA charterholder. Prior to joining Allan Gray in 2008, Rory worked for Anglo Irish Bank in Dublin.
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C.T. Fitzpatrick<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Vulcan Value Partners<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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C.T. Fitzpatrick serves as Chief Executive Officer and Chief Investment Officer of Vulcan Value Partners. C.T. founded Vulcan Value Partners in 2007 to manage his personal capital. Since inception, two strategies have peer rankings in the top 1% of value managers in their respective categories, two are in the top 3%, and the fifth is in the top 6%. Prior to founding Vulcan Value Partners, C.T. worked as a principal and portfolio manager at Southeastern Asset Management.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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During his 17 year tenure, the team at Southeastern Asset Management achieved double digit returns well ahead of inflation and was ranked in top 5% of money managers over five, ten, and twenty year periods according to Callan and Associates. C.T. earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance from the University of Alabama.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Keith Ashworth-Lord<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sanford DeLand Asset Management, CFP SDL UK Buffettology Fund<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Keith Ashworth-Lord is Chief Investment Officer of Sanford DeLand Asset Management Ltd and Fund Manager of the CFP SDL UK Buffettology Fund. Keith has over 35 years of equity market experience as an investment analyst and fund manager. He is a seasoned practitioner of \u2018Business Perspective Investing\u2019 as championed by Ben Graham and Warren Buffett. Prior to founding Sanford DeLand Asset Management in 2010, Keith worked with a variety of stockbroking, fund management and private investor clients.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Keith has a Bachelors Degree in Astrophysics and a Masters Degree in Management Studies from Imperial College, London and is a Chartered Fellow of the Chartered Institute of Securities & Investment. In 2017, Keith was conferred with Alpha Manager status by FE Trustnet. The Buffettology Fund that he manages is a multiple award winner over the years since its launch in March 2011. His book \u2018Invest in the Best\u2019 was published in 2016 by Harriman House.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Howard Marks<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Oaktree Capital<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm\u2019s 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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s 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\u00ae 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\u2019s 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\u201c<\/span><\/span><\/span><\/span><\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It\u2019s absolutely fantastic<\/strong>, the quality of speakers is genuinely world class<\/strong>. It\u2019s very much the Rolls-Royce of the investor conference market.<\/p>

Paul Scott, Stockopedia<\/strong><\/h4>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Check out the agenda for VINY 2023<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\tAGENDA<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Meet the Speakers at VINY Mario Gabelli GAMCO Investors Fireside Chat and Audience Q&A 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\u2019s College of Business Administration, he also holds an M.B.A. from Columbia […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/6127"}],"collection":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/comments?post=6127"}],"version-history":[{"count":78,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/6127\/revisions"}],"predecessor-version":[{"id":7704,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/6127\/revisions\/7704"}],"wp:attachment":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/media?parent=6127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}