Already registered for European Investing Summit 2014? Enter the Main Conference Area.

 
 

November 4-5, 2014, fully online
(plus six months of access to all sessions)

Looking for compelling value ideas in Europe?

Find out how to navigate European equity markets, protect capital, and make money.

ValueConferences.com and The Manual of Ideas present the largest fully online investment conference.

 

Dear Fellow Investor,

ValueConferences has partnered with The Manual of Ideas to bring you European Investing Summit 2014, the fully online conference for investors looking to uncover great investment ideas in Europe.

At this third annual event, you will gain unique insight into where we stand in Europe -- how the various countries have managed through the crisis, where danger continues to lurk, and where to look for opportunity. While the European Union no longer appears in imminent jeopardy, member states are clearly moving along different paths, with major implications for business performance and equity valuation. Your instructors have scoured Europe for the best investment opportunities, and they will bring them to you exclusively on November 4-5, 2014.

More than a dozen of the world's best Europe-focused investors will come together to share their insights and ideas. You’ll enjoy six months of access to all sessions, so if you’re busy (or on vacation) on November 4-5, no problem!

If you’ve ever paid $2,000+ for a physical conference — not to mention the hassle and expense involved in getting there — you will appreciate the convenience and return on investment of European Investing Summit 2014. We invite you to experience a fully online event created with your desires in mind — to uncover money-making ideas and learn from fellow investors worldwide — all from the comfort of your home or office.

Consider this: Through the immediately accessible bonus features and the live event on November 4-5, we bring you exclusive insights from the world’s greatest investors, including François Badelon (Amiral), Massimo Fuggetta (Bayes), Daniel Gladis (Vltava), David Marcus (Evermore), Prof. Dr. Max Otte (IFVE), Tom Russo (Gardner, Russo & Gardner), Guy Spier (Aquamarine), and many more! Indeed, we are convinced you'll find the up-and-coming fund managers presenting at European Investing Summit to have truly compelling and differentiated ideas.

When you register for European Investing Summit 2014, you’ll join a global community of ValueConferences attendees, which includes Artisan Partners, Baillie Gifford, Baupost, Bestinver, Chanticleer, Citigroup, Diamond Hill, Fidelity, GAM, Gardner Russo & Gardner, GMO, GoldenTree, International Value Advisers, Invesco, Knott Partners, Merrill Lynch, J.P. Morgan, Raymond James, Rothschild, Ruane Cunniff, Schroders, Third Avenue, Thornburg, Tiger Global, Tweedy Browne, and many smaller funds, advisors, analysts, and individual investors.

Register now and get hours of exclusive content already in the run-up to the live event! You'll benefit from great ideas even before European Investing Summit 2014 kicks off on November 4. The 25% special rate expires soon -- act now! Secure your seat.

We look forward to welcoming you soon!

Warm regards,

John Mihaljevic, CFA, Managing Director, ValueConferences

Oliver Mihaljevic, Managing Director, ValueConferences

 

Tom Russo and Guy Spier join other great investors at European Investing Summit 2014.

Profit from the best investment ideas. Register today!

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, the 25% OFF special savings expire soon)

 

 

Conference Agenda (partial)

Profit from Great Sessions at European Investing 2014

 

DAY 1: November 4 (+ six months of access)

 
 

Tuesday, November 4, 2014, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: François Badelon, Chairman, Amiral Gestion

About the session: François Badelon will present his best investment idea.

About the instructor: François, who has has over 25 years of investment experience, is chairman, managing director, and head of equity management at Amiral Gestion. He started his financial career in 1986 with Meeschaert-Rouselle, a Paris brokerage firm, and moved on to Exane, where he worked from 1990 to 2001. In 2003 he founded Amiral, an independent asset management firm based in Paris, where he manages the Sextant funds. Amiral’s single goal is sustained performance with minimum risk based on the firm’s value investing approach.

Meet François Badelon, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, November 4, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Dominic Fisher, Director, Thistledown Investment Management

About the session: Dominic Fisher will unveil his best investment idea.

About the instructor: Dominic started Thistledown Investment Management to invest in undervalued assets with sound finances that pay a reasonable income. He has more than 25 years of investment experience having started his career at Hambros Bank before joining Mercury Asset Management in 1992. As head of the team investing for charities he successfully resisted the dotcom mania and the pressure to invest in a ‘new era’. He joined Singer and Friedlander in 2001 but left in 2002 to run his own business for three years. He then worked at OLIM, a subsidiary of Close Brothers before establishing Thistledown Investment Management in 2009. Dominic is Chairman of the Officers’ Association, a charity that cares for ex-officers and head of the investment sub-committee of the Armed Forces Common Investment Fund. He is a director of Aberforth Geared Income Trust Plc. and a founder member of the Value Investors Special Interest Group of the Chartered Financial Analysts’ Institute (UK).

Meet Dominic Fisher, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, November 4, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Theron De Ris, Portfolio Manager, Eschler Recovery Fund

About the session: Theron De Ris will reveal his favorite European investment idea.

About the instructor: Theron is the founding partner of Eschler Asset Management LLP and portfolio manager for the Eschler Recovery Fund SP. He is responsible for client services at Indus Capital Partners in Europe and was formerly a consultant and senior research analyst in the London office of Indus Capital LLC where he contributed global macro and bottom up investment ideas to the portfolio management team. Theron joined Indus in March 2008 and was previously an executive director and leader of the global strategies team at Morgan Stanley in London for the three years ending February 2008. Prior to joining the global strategies team in 2003, he was responsible for US equity institutional sales to Italy at Morgan Stanley in Milan. From 1995 to 2000, he worked at Goldman Sachs in Frankfurt, London and Milan. Theron, a Chartered Financial Analyst and Chartered Alternative Investment Analyst, graduated magna cum laude from Middlebury College in 1995 with a degree in International Politics & Economics.

 
 

Tuesday, November 4, 2014, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Florian Schuhbauer, Portfolio Manager, Active Ownership Fund

About the session: Florian Schuhbauer will present his best investment idea.

About the instructor: Florian has a strong track record of value creation in public companies. Before starting Active Ownership Fund in 2014, Florian was Partner at Triton Partners since 2010. Previously, Florian held top investment management and business operational positions at AVI/General Capital Group (Partner/Portfolio Manager), Deutsche Post World Net & DHL Global Mail (CFO & Executive VP), Newtron AG (Director Corporate Finance & Investor Relations) and Dresdner Bank / Dresdner Kleinwort Benson. At Active Ownership Fund, Florian is focused on making significant minority investments in a limited number of undervalued small and midcap companies in Northern Europe in order to increase their value through operational, strategic and governance improvements.

Meet Florian Schuhbauer, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, November 4, 2014, 11:30 AM Eastern Standard Time

A Global Perspective on Value Investing in Europe

INSTRUCTOR: Prof. Dr. Max Otte, Founder, IFVE Institut für Vermögensentwicklung

About the session: Prof. Dr. Max Otte will share his latest thoughts on European value ideas.

About the instructor: Max Otte, Ph.D. is one of the most prominent academics in the field of value investing. Having received his doctorate degree from Princeton University, he became professor of corporate finance at Fachhochschule Worms in Germany in 2001. In 2011, Max became professor of quantitative and qualitative business leadership at the Karl-Franzens-University in Graz. He is also founder of an independent financial advisory firm and a center for value investing in Germany, as well as author of the German bestseller Der Crash kommt. The latter was published in 1996 and predicted the financial tsunami caused by the implosion of the U.S. subprime sector. More recently, Max has authored the books Stoppt das Euro-Desaster! and Endlich mit Aktien Geld verdienen.

Meet Prof. Dr. Max Otte, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, November 4, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: David Marcus, Co-founder, CEO and CIO, Evermore Global Advisors

About the session: David Marcus will reveal his favorite investment idea.

About the instructor: David has more than 20 years of experience in the investment management business. He began his career at Mutual Series Funds, mentored by renowned value investor Michael Price, and rose to manage the Mutual European Fund and co-manage the Mutual Shares and Mutual Discovery Funds. He also served as director of European Investments for Franklin Mutual Advisors, LLC. After leaving Franklin Mutual, David founded Marcstone Capital Management, LP, a long-short Europe-focused equity manager, largely funded by Swedish financier Jan Stenbeck. When Mr. Stenbeck passed away in 2002, David closed Marcstone and then co-founded a family office for the Stenbeck family; as an advisor to the family, he advised on the restructuring of a number of the public and private companies the family controlled. He later founded and served as managing partner of MarCap Investors LP, the investment manager of a European small cap special situations fund, which he managed from 2004 to 2009.

Meet David Marcus, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, November 4, 2014, 2:30 PM Eastern Standard Time

KEYNOTE SESSION: A Global Perspective on Value Investing in Europe

INSTRUCTOR: Thomas A. Russo, Managing Member, Gardner Russo & Gardner LLC

About the session: Thomas A. Russo will share his latest thoughts on European value ideas.

About the instructor: Tom joined Gardner Russo & Gardner LLC as a partner in 1989. In 2014 he became the Managing Member of the firm. Tom and Eugene Gardner, Jr. each manage individual separate accounts and share investment approaches and strategies. In addition, Tom serves as the Managing Member of the General Partner to Semper Vic partnerships. Tom oversees more than $9 billion through separately managed accounts and Semper Vic partnerships. Gardner Russo & Gardner LLC is a registered investment adviser under the Investment Advisers Act of 1940, and is not associated with any bank, security dealer or other third party. Tom’s investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. While these would seem to be obvious key considerations in any manager’s approach, it is equally obvious that all too often they are either misjudged or, perhaps more frequently, simply not viewed together. Tom looks for companies with strong cash-flow characteristics, where large amounts of “free” cash flow are generated. Portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets. The challenge comes in finding these obviously desirable situations at reasonable or bargain prices. Tom’s investment approach is focused on a small number of industries in which companies have historically proven to be able to generate sustainable amounts of net free cash flow. (These industries typically have included food, beverage, tobacco, and advertising-supported media.) This fairly narrow approach reflects his training and discipline at the Sequoia Fund in New York, where he worked from 1984 to 1988. Tom tries to limit risk by not paying too large a multiple of a company’s net free cash flow in light of prevailing interest rates. He attempts to broaden this otherwise narrow universe by including companies with smaller market capitalizations and companies in similar industries based abroad. Tom’s goal is one of an absolute return rather than a relative return, and he continues his long-term investment objective of compounding assets between 10 and 20 percent per year without great turnover, thereby realizing a minimum amount of realized gains and net investment income. Tom is the Managing Member of the General Partner of Semper Vic Partners, L.P., and Semper Vic Partners (Q.P.), L.P., limited partnerships whose combined investments are roughly $3 billion, along with overseeing substantially more funds through separate accounts for individuals, trusts, and endowments. He is a graduate of Dartmouth College (B.A., 1977), and Stanford Business and Law Schools (JD/MBA, 1984). Memberships include Dean’s Advisory Council for Stanford Law School, Dartmouth College’s President’s Leadership Council, and California Bar Association. Tom is a charter member of the Advisory Board for the Heilbrunn Center for Graham & Dodd Investing at Columbia Business School. He serves on the boards of the Winston Churchill Foundation of the U.S., Facing History and Ourselves, and Storm King Art Center.

Meet Thomas A. Russo, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, November 4, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Frank Fischer, Chief Investment Officer, Shareholder Value Management

About the session: Frank Fischer will share his latest thoughts on European value ideas.

About the instructor: Frank Fischer is a member of the board of directors of Shareholder Value Beteiligungen AG and of Shareholder Value Management AG in the function of Chief Investment Officer. Furthermore Frank Fischer is on the board of Pulsion AG. Until the end of 2005 he was managing director of Standard & Poor´s Fund Services (former Micropal GmbH) where he was responsible for investment fund data and ratings. In his business development role he ran the S&P Advisory business in the areas Hedge Fund Indices and US Equity in continental Europe since 2003. After an education as a banker at Hessische Landesbank he studied economics at the University of Frankfurt with a degree in economics. Mr. Fischer is married with two children.

 
 

Tuesday, November 4, 2014, 4:00 PM Eastern Standard Time

KEYNOTE Q&A SESSION

INSTRUCTOR: Guy Spier, Chief Executive Officer, Aquamarine Capital

About the session: Guy Spier will take questions from John and Oliver Mihaljevic as well as from conference participants during this exclusive LIVE session.

About the instructor: Guy Spier is a Zurich-based investor. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950′s Buffett partnerships. Prior to starting Aquamarine Fund, Spier worked as an investment banker in New York, and as a management consultant in London and Paris. Mr. Spier completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics. While at Oxford he was a contemporary of David Cameron at Brasenose and attended economics tutorials with him. Spier is the CEO of the Spier family office. He also serves on the advisory board of Horasis, and is a co-host of TEDxZurich. Spier is a member of YPO, EO, Zurich Minds and the Latticework Club. Aquamarine has offices in New York, London and Zurich where Mr. Spier currently resides with his wife Lory and their three children, Eva, Isaac and Sarah.

Meet Guy Spier, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

DAY 2: November 5 (+ six months of access)

 
 

Wednesday, November 5, 2014, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Daniel Gladiš, CEO and Director, Vltava Fund

About the session: Daniel Gladiš will present his best investment idea.

About the instructor: Daniel, who is based in the Czech Republic, has amassed a market-beating track record since starting VLTAVA Fund in 2004. VLTAVA Fund is a value-oriented, research-driven investment fund focused on investing in good companies run by quality management. Previously, Daniel was Director and Chairman of the Board of Directors of ABN AMRO Asset Management (Czech) from 1999–2004. He was also Director and founder of Atlantik finanční trhy, a.s., a member of the Prague Stock Exchange. Daniel is a graduate of VUT Brno and has authored the best-selling book Naučte se investovat (Learn to Invest).

Meet Daniel Gladiš, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 8:30 AM Eastern Standard Time

FAVORITE EUROPEAN DEEP VALUE IDEAS

INSTRUCTOR: Jeroen Bos, Fund Manager, Church House Investment Management

About the session: Jeroen Bos will reveal his favorite European investment idea.

About the instructor: Jeroen is an investment director at Church House Investment Management where he runs the Deep Value Investments Fund. Jeroen has over twenty years of experience pursuing the strategy of deep value investing and has authored "Deep Value Investing," published in 2013. Arguably, this is the first book since Benjamin Graham's "The Intelligent Investor" to examine the history, rationale and practice of pure deep value investing. Jeroen has worked in the City of London for more than 25 years, including previously at Seilern Investment Management Ltd. He was a director of Panmure Gordon & Co. Ltd from 1989 to 1999. He holds a diploma in Economics from Sussex University and is a member of the Chartered Institute for Securities & Investment.

Meet Jeroen Bos, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Jean-Pascal Rolandez, Fund Manager, The L.T. Funds

About the session: Jean-Pascal Rolandez will present his best investment idea.

About the instructor: Jean-Pascal is the manager of The L.T. Funds, a Geneva-based investment firm focused on a buy and hold strategy based on a limited number of European stocks with a 5+ year investment horizon. Jean-Pascal has more than 25 years of equity investment experience and has founded the first investment club at the leading French business school ESSEC. Prior to establishing The L.T. Funds, Jean-Pascal held various executive positions at BNP Paribas for 22 years, including as Paribas’ French equity strategist.

Meet Jean-Pascal Rolandez, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Massimo Fuggetta, Portfolio Manager, Bayes Fund

About the session: Massimo Fuggetta will present his best investment idea.

About the instructor: Massimo started his career in 1988 with JP Morgan Investment Management in London, where he was an equity portfolio manager and then the head of global balanced portfolios. In 1999 he moved to Milan, where he was CIO and then CEO of Sanpaolo IMI Asset Management. In 2004 he founded Horatius, an asset management company which he ran until 2011. In 2012 he moved back to London, where he is currently managing the Bayes Fund. Massimo graduated in Economics at LUISS in Rome, has a D.Phil. and an M.Phil. in Economics from the University of Oxford and has taught Behavioural Finance at Bocconi University in Milan. He is a member of the CFA Institute and has served on the Editorial Board of the Financial Analysts Journal. In 2012 he started the popular Bayes blog (blog.massimofuggetta.com), where he writes, among other things, about investing and probabilities.

Meet Massimo Fuggetta, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Christopher Rossbach, Managing Partner, J. Stern & Co.

About the session: Christopher Rossbach will present his best investment idea.

About the instructor: Chris is Managing Partner of the London-based family office, J. Stern & Co. Established to provide investments for the Stern family, it is devoted to long-term investments for families with a multi-generational approach. J. Stern & Co. builds on the Stern family's 200 year old banking tradition with a conservative approach and institutional-level analysis and resources. It manages bespoke concentrated global equities portfolios following a strict value approach, based on its own proprietary analysis, with a long-term investment horizon. Prior to co-founding J. Stern & Co., Chris had senior investment roles at Merian Capital, Magnetar Capital, Lansdowne Partners and Perry Capital. Chris holds a BA from Yale University and a MBA from Harvard Business School.

 
 

Wednesday, November 5, 2014, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Sébastien Lemonnier, Fund Manager, Mansartis

About the session: Sébastien Lemonnier will present his best investment idea.

About the instructor: Sébastien joined Mansartis, the Paris-based family-run financial services group, in 2014 after 10 years of experience in European equities, both as financial analyst and since 2006 as fund manager. Before joining Mansartis, Sébastien had been managing the Tocqueville Value Europe fund. Sébastien holds a Masters Degree in Financial Management from Panthéon-Sorbonne Paris.

Meet Sébastien Lemonnier, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Henrik Andersson, Fund Manager, Didner & Gerge

About the session: Henrik Andersson will reveal his favorite investment idea.

About the instructor: Henrik has worked within a framework of investing in quality franchises in a concentrated portfolio setting since the early 2000s. After five years as an assistant fund manager and analyst at Handelsbanken Asset Management, in 2003 he launched a discretionary portfolio named European Quality with 15 holdings, inspired by Peter Cundill's approach of “never shoot into the broom”. That later branched out to a family of funds named the Selective Funds. In 2011 he joined Didner & Gerge, an employee-owned asset management boutique, to launch a Global Equity Fund together with a colleague. D&G Global is now applying the same principles they have used for over a decade in trying to identify sustainably great companies with an appealing valuation starting point. Over the years, an increased emphasis has been put on corporate leadership with a clear preference for owner-operated companies with a history of outstanding operations.

Meet Henrik Andersson, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTORS: Simon Denison-Smith and Jonathan Mills, Investment Managers, Metropolis Capital Limited

About the session: Simon Denison-Smith and Jonathan Mills will unveil their favorite investment idea.

About the instructor: Simon is one of the two founders of the SF Metropolis Valuefund, a focused portfolio of global equities, applying value disciplines which draw extensively from the founders’ experience of private company buy-outs. Simon has been a Director of the Metropolis Group, since its inception in 1994. Prior to this, he was a strategy consultant with Bain & Co. He also founded Rave Technologies, a software business that services clients across a wide range of industries. Simon sold this business to Northgate IS PLC in 2006, delivering a 32% annualised return to investors over a 13 year period. Simon graduated from Bristol University with a BSc in Economics.

About the instructor: Jonathan is one of the two founders of The SF Metropolis Valuefund, a focused portfolio of global equities, applying value disciplines, which draw extensively from the founders’ experience of private company buy-outs. Before running the fund, Jonathan founded Metropolis International Group in 1994 prior to which he worked for Bain & Company as a strategy consultant and then for Schroders in Corporate Finance and M&A. Using a conservative valuation for Metropolis International Group today, the original investors have returned 30% per annum. Jonathan graduated from Oxford University with a First Class Degree in Philosophy, Politics and Economics.

Meet Simon Denison-Smith and Jonathan Mills, your instructors at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Robert Leitz, Portfolio Manager, iolite Partners

About the session: Robert Leitz will present his best investment idea.

About the instructor: Prior to founding iolite Partners in 2011, Robert was a management consultant at KPMG Corporate Restructuring and investment analyst at Goldman Sachs’ European Special Situations Group. He later joined TPG Credit, a credit opportunities hedge fund launched in partnership with private equity firm Texas Pacific Group, as a founding member. Robert graduated from the University of St. Gallen (HSG), Switzerland, with a Masters of Science in Business Administration and Economics. He wrote his master’s thesis at Columbia University under the guidance of Prof. Eli Noam.

Meet Robert Leitz, your instructor at European Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, November 5, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Sergey Ezimov, Principal, Wermuth Asset Management

About the session: Sergey Ezimov will present his best investment idea.

About the instructor: Sergey joined Wermuth Asset Management (WAM) in 2006 as an Analyst covering Russian companies in the infrastructure and utility sectors. He has also led WAM shareholder activism efforts. In a few successful cases he achieved double digit IRRs for the funds advised by WAM. After his promotion to Portfolio Adviser in 2009 Sergey was overseeing the investment activities of the Greater Europe Deep Value Fund (DVF) in the utilities universe with assets under advice up to $200 million. He has been on the board of directors of MRSK South (2009) and MRSK Urals (2010-2011); he still holds various Committee memberships at the latter. Since September 2013 he is strengthening the Moscow branch of WAM's Private Equity team. Prior to joining WAM, Sergey had analyzed U.S. equities for a Russian family office. His native language is Russian; he is also fluent in English and speaks basic German.

 
 

Wednesday, November 5, 2014, 4:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Alistair Wittet, Portfolio Manager, Comgest

About the session: Alistair Wittet will present his best investment idea.

About the instructor: Alistair started his career in 2006 working as an investment analyst for Standard Life Investments before moving on to cover pan‐European food retail stocks as an equity analyst at Citigroup in 2009. Alistair joined Comgest in 2012 and is a portfolio manager specializing in European equities. Alistair graduated from the University of Durham.

 
 

Additional expert instructors to be announced soon.

 

Guy Spier and Tom Russo join other fund managers at European Investing Summit 2014.

Don't miss out on their favorite ideas. Register today!

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, the 25% OFF special savings expire soon)

 

Accountability is important! A look back at the ideas presented at European Investing Summit 2013

As European Investing Summit 2013 is the third installment of this annual event, we found it important to look back at the first two summits and give you an accounting of the performance of the ideas presented at the events. After all, the raison d'être of European Investing Summit is the presentation and discussion of market-beating investment ideas. Please keep in mind, of course, that past performance is no guarantee of future results.

Performance of Ideas Presented at European Investing Summit 2013:

 

Performance of Ideas Presented at European Investing Summit 2012:

 

Tom Russo joins other respected fund managers at European Investing Summit 2014.

Don't miss out on their favorite ideas. Register today!

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, the 25% OFF special savings expire soon)

 

Conference Highlights:

  • Fully online — skip airport security lines!
  • More than a dozen great investors reveal their best ideas to you
  • Get an inside look into the idea generation processes of the world's best investors
  • Discover how to construct a sound equity investment thesis
  • Get practical tools on how to search for the most compelling equity ideas
  • Learn invaluable lessons from your instructors' extensive experience
  • Ask questions live and get immediate, direct responses
  • Read 100+ page conference issue of The Manual of Ideas
  • Enjoy six months of continuous online access to this conference

Our Guarantee

This conference will feature great investing ideas and wisdom from some of the smartest investment managers in the industry. Join us for Day One and see if the event is right for you. If you decide the conference doesn't meet your needs, simply email us at orders@valueconferences.com by midnight EST on November 4th. You'll receive a full refund, no questions asked. It's that easy!

Register and save 25% with your special savings (expires soon).