Already registered for European Investing Summit 2016? Enter the Main Conference Area.

 
 

October 4-5, 2016, fully online
(plus six months of access to all sessions)

Looking for compelling ideas post-Brexit?

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

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

 

Great ideas were presented at European Investing Summit 2016!

Purchase a six-month REPLAY pass now, for a limited time only.

 

Dear Fellow Investor,

ValueConferences has partnered with The Manual of Ideas to bring you European Investing Summit 2016, the fully online conference for investors looking to uncover great investment ideas in Europe.

At this fifth annual event, you will gain unique insight into where we stand in post-Brexit Europe -- how the UK and the European Union are managing through a treacherous environment, where danger continues to lurk, and where to look for opportunity. Countries across Europe are clearly moving along different paths, with major implications for business performance and equity valuation (it is not just about Brexit!). Your instructors have scoured Europe for the best investment opportunities, and they will bring them to you exclusively on October 4-5, 2016.

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 October 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 2016. 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 October 4-5, we bring you exclusive insights from Europe’s most thoughtful investors, including Massimo Fuggetta (Bayes), Daniel Gladis (Vltava), Sebastien Lemonnier (Mansartis), David Marcus (Evermore), Florian Schuhbauer (Active Ownership Capital), 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 2016, you’ll join a global community of ValueConferences attendees, which includes Artisan Partners, Baupost, Bestinver, 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 2016 kicks off on October 4. The 25% OFF special discount expires soon -- act now! Secure your seat.

We look forward to welcoming you soon!

Warm regards,

John Mihaljevic, CFA, Managing Director, ValueConferences

Shai Dardashti, Managing Director, ValueConferences

 

David Marcus joins other great investors at European Investing Summit 2016

Profit from the best investment ideas. Register today!

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, the 25% OFF special discount expires soon)

 

Conference Agenda (partial)

Profit from Great Sessions at European Investing Summit 2016

 

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

 
 

Tuesday, October 4, 2016, 2:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Adam Crocker, Chief Investment Officer, Logbook Investments

About the session: Adam Crocker will reveal his best investment idea.

About the instructor: Adam Crocker, CFA is Founder and Chief Investment Officer of Logbook Investments, a process-focused hedge fund founded in 2016 and seeded by his prior employer. Prior to Logbook, Adam was a co-manager at Metropolitan Capital Advisors, a long/short equity fund founded in 1992. Prior to joining Metropolitan, he was an analyst at Morgan Stanley Investment Management conducting research on behalf of growth and value investment teams. He began his professional career in Leveraged Finance investment banking at JPMorgan. Adam is a 2005 graduate of the Value Investing Program at Columbia Business School and has an undergraduate degree in Economics from Columbia University.

 
 

Tuesday, October 4, 2016, 4:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Jeremie Couix and Sebastian Hahn, Managing Directors, HC Capital Advisors

About the session: Jeremie Couix and Sebastian Hahn will present their best investment idea.

About the instructors: Jeremie Couix and Sebastian Hahn are the founders of HC Capital Advisors based in Germany. Prior to founding HC Capital they both worked at Discover Capital as investment analysts and later as co-portfolio advisors of the fund Squad Growth. They both met while working at FORUM Faimily Office a value oriented investment manager based in Munich. Sebastian graduated from the LMU University in Munich with an MSc in Finance and Accounting. Jeremie graduated from EM Lyon Business School in France with an MSc in Management.

 
 

Tuesday, October 4, 2016, 5:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Matthias Riechert, Portfolio Manager, Polleit & Riechert Investment Management

About the session: Matthias Riechert will unveil his best wide-moat investment idea.

About the instructor: Matthias Riechert is co-founder and portfolio manager at Polleit & Riechert Investment Management, an investment firm dedicated to significantly increasing the wealth of its clients, adjusted for inflation. Prior to co-founding the firm in 2012, Matthias worked at Citigroup, including as head of investment products Germany, from 2001 to 2010. Previously, he was an equity and options trader at Van der Moolen. Matthias holds an MBA from Columbia Business School and London Business School.


Meet Matthias Riechert, your instructor at European Investing Summit 2016 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, October 4, 2016, 7:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Florian Schuhbauer, Managing Partner, Active Ownership Capital

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 Capital 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 Advisors, 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 2016 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, October 4, 2016, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Roshan Padamadan, Fund Manager, Luminance Global Fund

About the session: Roshan Padamadan will present his best European investment idea.

About the instructor: Roshan Padamadan is Fund Manager of Luminance Global Fund, which has a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Roshan spent more than seven years with the HSBC Group, including more than three years with HSBC Asset Management, as a Product Specialist. He worked for the highly commended Offshore Indian Equity team which ran US$5+ billion from Singapore, including a US$100+ million award-winning India hedge fund. Roshan has earned an MBA in Management from Indian Institute of Management, Ahmedabad. He holds the CFA, FRM and CAIA charters and speaks over five languages.

Meet Roshan Padamadan, your instructor at European Investing Summit 2016 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, October 4, 2016, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Antonio Garufi, Portfolio Manager, Astor Investment

About the session: Antonio Garufi will reveal his best investment idea.

About the instructor: Antonio Garufi is a portfolio manager at Astor Investment Advisors, based in Milan. He has 11 years of experience in finance of which 3 working for JPMorgan in London. He then went on the buyside at Astor where he analyzed and executed investment opportunities across a number of sectors and asset classes, focusing on healthcare. He graduated from Bocconi University in 2005, where he is currently lecturer, has a Phd in Business Administration and attended the Value Investing Program at Columbia Business School.

 
 

Tuesday, October 4, 2016, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Steven Wood, Founder, GreenWood Investors

About the session: Steven Wood will reveal his favorite European investment idea.

About the instructor: Steven Wood, CFA founded GreenWood Investors in late 2010 based on core beliefs that great returns are generated through a concentrated global portfolio of special situations and deep value opportunities, and cannot be generated by being overly concerned with month-to-month returns. We believe investors should have full transparency and liquidity and we share our research with our sophisticated investors, who in turn provide invaluable insights that help us hone our portfolio. Prior to founding GreenWood Investors, Steven worked with notable investors at Carr Securities, Kellogg Capital Group, and Aslan Capital in distressed, deep value, and special situations strategies. Through frequent marathons and by being the sole US-focused analyst in Leveraged Finance at RBC Capital Markets during the peak of the LBO boom, Steven has developed a high pain tolerance, a pre-requisite for value investing. Dissatisfied with just one view of the world, Steven received a bachelor of arts from Tulane University in Economics, Political Economy, and International Relations.

 
 

Tuesday, October 4, 2016, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: David Marcus, Co-founder, Chief Investment Officer, Evermore Global Advisors

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

About the instructor: David Marcus 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.

 
 

Additional expert instructors to be announced soon.

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

 
 

Wednesday, October 5, 2016, 1:00 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, October 5, 2016, 2:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Louis D'Arvieu, Fund Manager, Amiral Gestion

About the session: Louis D'Arvieu will reveal his best investment idea.

About the instructor: Louis joined Amiral Gestion in 2005 and serves as a fund manager for the Sextant funds. Founded by François Badelon, Amiral is an independent asset management firm based in Paris. Amiral’s single goal is sustained performance with minimum risk based on the firm’s value investing approach. Louis graduated from the HEC School of Management in Paris.

 
 

Wednesday, October 5, 2016, 4:00 AM 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.

 
 

Wednesday, October 5, 2016, 5:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Sebastien Lemonnier, Fund Manager, Mansartis

About the session: Sebastien Lemonnier will reveal his favorite investment idea.

About the instructor: Sebastien 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, Sebastien had been managing the Tocqueville Value Europe fund. Sebastien holds a Masters Degree in Financial Management from Panthéon-Sorbonne Paris.


Meet Sebastien Lemonnier, your instructor at European Investing Summit 2016 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, October 5, 2016, 7:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Daniel Gladiš, Chief Executive Officer, Vltava Fund

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

About the instructor: Daniel Gladis, 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 2016 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, October 5, 2016, 8:30 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 European investment idea.

About the instructor: Jean-Pascal Rolandez 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 2016 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, October 5, 2016, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Massimo Fuggetta, Portfolio Manager, Bayes Investments

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

About the instructor: Massimo Fuggetta 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 in 2014 he founded Bayes Investments, which since May 2016 has been the investment advisor to the Made in Italy Fund, a Luxembourg mutual fund dedicated to Italian Small caps. 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.


Listen to Massimo Fuggetta's presentation on Datalogic at European Investing Summit 2014:

 
 

Wednesday, October 5, 2016, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Alejandro Estebaranz, Co-Investment Advisor, True Value Fund

About the session: Alejandro Estebaranz will unveil his best European investment idea.

About the instructor: Alejandro is the co-Investment advisor of True Value fund since its inception. True Value is a long only equity fund with 15m€ AUM ( http://www.bloomberg.com/quote/TRUEVAL:SM ), founded in January 2014, and focused in small and mid caps. Prior to True Value, Alejandro worked as an analyst for private investment partnerships. He holds a degree in mechanical engineering and a degree in industrial engineering.

 
 

Wednesday, October 5, 2016, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Gianluca Ferrari, Portfolio Manager, Shareholder Value Management

About the session: Gianluca Ferrari will present his best investment idea.

About the instructor: Gianluca Ferrari is an analyst at Shareholder Value Management AG based in Germany. His focus is on international equities, in particular in Italy and the U.S. Gianluca graduated from LUISS University in Rome with a B. Sc. in Economics and Business. During his studies he worked at AlcoInvest, a start-up he founded in 2010.

 

Daniel Gladis joins other respected fund managers at European Investing Summit 2016.

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

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, the 25% OFF special discount expires 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 October 4th. You'll receive a full refund, no questions asked. It's that easy!

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