2017 GuruFocus Value Conference registration has now started. The number of seats is limited to 200. Register now before the seat runs out. Get a deep discount by registering before Oct. 31.
You can find more information here.
Dinner: Thursday, May 4, 2017, 6pm
Presentations: Friday, May 5, 2017, 8am - 6pm
(The day before 2017 Berkshire Hathaway annual meeting)
Location: DoubleTree by Hilton Hotel Omaha Downtown
This is the current list of speakers. We will continue to add more speakers to our list. If you have any suggestions for speakers, please let us know by commenting at the end of the announcement.
Thomas Russo
Thomas Russo oversees $3 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along with overseeing funds in discretionary, individually managed accounts for individuals, trusts and endowments.
Thomas Russo's portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets.
Charlie Dreifus
Mr. Charlie Dreifus is a Portfolio Manager at small-cap equity specialist, The Royce Funds. He manages the firm's Special Equity mutual funds that attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism.
In 2008, Mr. Dreifus was named Morningstar's Domestic-Stock Fund Manager of the Year and in 2009 he was a finalist for Morningstar's Fund Manager of the Decade.
Jeff Auxier (Trades, Portfolio)
Mr. Jeff Auxier (Trades, Portfolio) is President and Chief Executive Officer of Auxier Asset Management.
Mr. Auxier's investment process combines fundamental value investing with top-down macro approach. He has been a GuruFocus Premium Member since September 2007.
Mindy Perry
Mindy Perry, CPA, CFA, is the managing director and portfolio manager for Manulife Asset Management. She has built the Global Healthcare Strategy for the firm and grown the strategy from $5 million seed capital to well over $2 billion in 8 years. She won the Benchmark Magazine Investment Manager of the year Award in 2015; Won the Bloomberg Weekly Magazine Top Fund Awards In Best 1-yr & 5-yr & since inception categories in 2015, 2014.
She runs a relatively concentrated portfolio of stocks with strong emphases on the quality of the businesses and the downside protections.
David Sather
David Sather is President of the Sather Financial Group. Sather Financial was established in Victoria, Texas in 1999, managing about $450 million in individual accounts.
David received his BA in Business from Texas Lutheran University and an MBA from Texas A&M University. He is also an adjunct professor at Texas Lutheran where he developed the Bulldog Investment Company program. Bulldog Investment Company educates students in financial statement analysis with a value investing structure.
Vitaliy Katsenelson
Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo. He is the author of Active Value Investing (Wiley) and The Little Book of Sideways Markets (Wiley).
His articles have appeared in Barron's, The Financial Times, and Business Week, among others. He also writes a monthly column for Institutional Investor magazine. Vitaliy has close to 20 years of investment experience and has taught a graduate investment class at the University of Colorado at Denver.
Jonathan Boyar
Jonathan Boyar is President of Boyar's Intrinsic Value Research (BIVR). BIVR is the publisher of Asset Analysis Focus (AAF). AAF specializes in uncovering intrinsically undervalued companies across the market cap spectrum.
Jonathan Boyar is also a Principal at Boyar Asset Management, which since 1983 has been managing money through various vehicles utilizing a value-oriented approach.
For our 2016 conference, we had 9 speakers and more than 150 attendees. Donald Yacktman (Trades, Portfolio) gave the keynote address, and Professor Bruce Greenwald gave a passionate talk about his view on the current market and value investing. You can see some of the pictures from our 2016 conference here.Â
Again, register now at a deep discounted rate.
