Already registered for Wide-Moat Investing Summit 2014? Enter the Main Conference Area.

 
 

July 1-2, 2014, fully online
(plus six months of access to all sessions)

Wide-moat businesses have been at the center of many of the largest fortunes created in the stock market.

Find competitively advantaged companies available at compelling prices.

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

 

Exclusive Interview: PAT DORSEY ON MOATS

We spoke with Pat Dorsey, Chief Investment Officer of Dorsey Asset Management, about the significance of economic moats.

Watch the full 74-minute conversation in the online conference area immediately upon registering.

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Dear Fellow Investor,

ValueConferences has partnered with The Manual of Ideas to bring you Wide-Moat Investing Summit 2014, the fully online conference for investors looking to uncover great businesses trading at good prices.

At this second annual event, you will learn of companies with wide moats that your expert instructors judge to be sustainable. The latter is a key consideration of Warren Buffett-style investment strategies. Your instructors have scoured the globe for attractively priced great businesses, and they will bring them to you exclusively on July 1-2, 2014.

More than a dozen of the world's best value-oriented 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 July 1-2, 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 value-for-the-money of Wide-Moat 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.

When you register for Wide-Moat 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 stock ideas even before Wide-Moat Investing Summit 2014 kicks off on July 1-2. The special 25% discount 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

 

Pat Dorsey joins other great value investors at Wide-Moat Investing Summit 2014.

Profit from the best investment ideas. Register today!

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, 25% OFF special savings expire soon)

 

 

Conference Agenda (partial)

Profit from Great Sessions at Wide-Moat Investing 2014

 

DAY 1: July 1 (+ six months of access)

 
 

Tuesday, July 1, 2014, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Paul Lountzis, President, Lountzis Asset Management

About the session: Paul Lountzis will present his best investment idea.

About the instructor: Paul Lountzis founded Lountzis Asset Management, LLC in October 2000. He has more than 25 years experience in the investment industry, beginning his career with Royce & Associates, a New York City-based investment advisory firm managing the Royce Mutual Funds. Paul spent nine years, with the last five as a partner at Ruane, Cunniff & Goldfarb, Inc. an investment advisory firm managing more than $9 billion including the Sequoia Mutual Fund. While at Ruane, Cunniff & Goldfarb, Inc., Paul also evaluated several companies for Warren E. Buffett, CEO of Berkshire Hathaway.

Meet Paul Lountzis, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 1, 2014, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTORS: John Heldman, President, and David Hutchison, Managing Director, Triad Investment Management

About the session: John Heldman and David Hutchison will unveil their best investment idea.

About the instructor: John brings over 28 years of experience to the management of investment portfolios. Prior to founding Triad, he was a Senior Vice President and Portfolio Manager with Neuberger Berman. John has also managed investment portfolios for Deutsche Bank, Scudder Investments and Bank of America, including managing equity funds and serving on the Equity Strategy Committee. He obtained his Bachelor of Science degree in Finance and Master of Business Administration from California State University, Long Beach. John is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

About the instructor: Dave has 20 years of experience in investment management. Prior to joining Triad, he served as Investment Strategist for Chamberlain Group, directing investment manager research. Dave also founded and managed Hutchison Capital, a registered investment advisor. He holds a Bachelor’s degree in Political Science from Macalester College and a Master of Business Administration from the University of Southern California’s Marshall School of Business. Dave is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

 
 

Tuesday, July 1, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTORS: Pat Dorsey, Chief Investment Officer, Dorsey Asset Management

About the session: Pat Dorsey will present his best investment idea.

About the instructor: Pat Dorsey leads the investment team and also helps guide overall capital allocation. Before joining The Trust Company, Pat was Director of Equity Research at Morningstar for over ten years, where he was responsible for the overall direction of Morningstar’s equity research, as well as for communicating Morningstar’s ideas to the media and clients. He led the development of Morningstar’s economic moat ratings as well as the methodology behind Morningstar’s framework for competitive analysis. Pat is the author of two books — The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealth — and has been quoted in publications such as The Wall Street Journal, Fortune, The New York Times, and BusinessWeek. Pat holds a master’s degree in political science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA Charterholder.

Meet Pat Dorsey, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):


 
 

Tuesday, July 1, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Tim Eriksen, President, Eriksen Capital Management

About the session: Tim Eriksen will present his best investment idea.

About the instructor: Tim Eriksen is the President of Eriksen Capital Management, LLC. He is a registered investment advisor representative in Washington and California, and provides portfolio management services to individual accounts and private funds. Tim has a Masters in Business Administration from Texas A&M University, and Bachelor of Arts degrees in History and in Political Studies from the Master’s College. From 2004 to 2005, Tim worked as an independent contractor, primarily for Walker’s Manual Inc., a publisher of investment books and newsletters that focuses on unlisted stocks, micro-cap stocks and community bank stocks. Prior to his work for Walker’s Manual Inc., Tim was employed from 1999 to 2004 by Peter Kiewit & Sons, one of the country’s largest general contractors, most recently serving as an Administrative Engineer on the $600 million Benicia-Martinez Bridge project.

 
 

Tuesday, July 1, 2014, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Jason Subotky, Portfolio Manager, Yacktman Asset Management

About the session: Jason Subotky will reveal his favorite investment idea.

About the instructor: Jason Subotky is Senior Vice President and Portfolio Manager of Yacktman Asset Management. He joined the firm in August, 2001, having previously worked as a General Partner at Peterschmidt Ventures and as a Vice President at Goldman Sachs. Mr. Subotky received a BMusic from the University of Southern California and an MBA from Brigham Young University.

 
 

Tuesday, July 1, 2014, 11:30 AM 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 Andersson 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 Cundills 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.

 
 

Tuesday, July 1, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Jeremy Deal, Managing Partner, JDP Capital Management LLC

About the session: Jeremy Deal will present his best investment idea.

About the instructor: Jeremy Deal is the Founder and Managing Partner of JDP Capital Management LLC, a San Diego-based hedge fund manager launched in 2011. The firm’s research process and culture utilizes a private equity-like approach to public company investing focused on deep value, distressed, and special situations within North American mid cap and micro cap equities. Prior to launching JDP Capital, Jeremy was a fundless private equity sponsor and co-founder of Secure Wireless Inc., a designer and manufacturer of intrusion security electronics sold to Nortek (NASDAQ: NTK) in 2006. Jeremy graduated from U.S. International University with a B.S. in Business and a minor in International Relations.

 
 

Tuesday, July 1, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Stephen Dodson, Portfolio Manager, Bretton Fund

About the session: Stephen Dodson will present his best investment idea.

About the instructor: Stephen Dodson founded the Bretton Fund in 2010 and serves as its president and portfolio manager. Most recently, Stephen served as president of Parnassus Investments, which was founded in 1984 and manages the Parnassus Funds, a family of mutual funds for individual and institutional investors. Stephen was with Parnassus from 2002 to 2008 and served in a number of areas within the firm, including chief operating officer, portfolio manager, and chief compliance officer. In 2008, Institutional Investor News named him one of the 20 Rising Stars of Mutual Funds. He is a board member of the philanthropy group Full Circle Fund, serving on its executive committee, and has led projects for education reform in California. Prior to Parnassus, he worked for the venture capital group of Advent International, a private equity firm, and was an investment banker for Morgan Stanley in New York and Menlo Park. He holds a BS in business administration from the University of California, Berkeley.

 
 

Tuesday, July 1, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Timothy Vick, Senior Portfolio Manager, Sanibel Captiva Investment Advisers

About the session: Timothy Vick will discuss his best investment idea.

About the instructor: Timothy Vick is considered one of the leading authorities on value investing and the methods of Benjamin Graham and Warren Buffett. He is the author of three investment books, including the bestseller, How to Pick Stocks Like Warren Buffett. In addition to client portfolio management and securities research, he serves as a member of the Asset Management Committee at Sanibel Captiva Investment Advisers. Timothy has appeared on CNBC and CNN and has been quoted by The Wall Street Journal, The New York Times, The Los Angeles Times, The Washington Post, Barron’s, and The Chicago Tribune. Timothy holds a master’s degree in management from Purdue University and Bachelor of Arts in history and economics. He previously served as a securities analyst and portfolio manager for buy-side investment firms. Prior to joining the securities industry, he was an award-winning investigative journalist in Chicago. Timothy has served on several non-profit boards, including the Northwest Indiana Symphony Orchestra, Calumet College of St. Joseph, Tradewinds Rehabilitation Services, Westminster Presbyterian Church, and the Jim and Betty Dye Foundation.

Timothy Vick, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 1, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Arvind Mallik, Managing Partner, KMF Investments

About the session: Arvind Mallik will reveal his favorite wide-moat investment idea.

About the instructor: Prior to founding KMF Investments, Arvind was a Senior Manager in the Strategy practice of Accenture LLP. At Accenture, he helped leading global companies formulate and execute strategies to enter new market segments, develop innovative new services and solutions, and reduce their operating costs. He has also advised clients in navigating complex change initiatives, including mergers and acquisitions, and business process outsourcing. He brings a strong background in value analysis and understanding of opportunity areas for companies to improve their returns to shareholders. Arvind obtained a BS in Chemical Engineering and BS in Bioengineering from UC Berkeley, and an MS in Chemical Engineering from MIT. He graduated with highest honors from both institutions.

 
 

Additional expert instructors to be announced soon.

DAY 2: July 2 (+ six months of access)

 
 

Wednesday, July 2, 2014, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Robert Deaton, Managing Partner, Fat Pitch Capital

About the session: Robert Deaton will reveal his favorite investment idea.

About the instructor: Robert Deaton has enjoyed a long and successful investment management career as a money manager and private investor. Currently, Robert is managing member of Fat Pitch Capital, an investment partnership. Robert was a founding member of Bennett Lawrence a NY-based investment fund, which had peak assets of over $2 billion. Robert was chief investment officer of Cambium Capital and member, and is past managing member of Deaton Partnership. Robert holds an AB from Davidson College, an MBA from Vanderbilt University and is a CFA charter holder. Robert is an active member of numerous community organizations. He is a board member of the Presbyterian Healthcare Foundation (executive committee), the Physicians Impact Fund and the Vanderbilt University Owen School of Management Alumni Board. He is a member of the Board of Trustees at The Fletcher School (executive committee, treasurer-elect). He is a past two-term member of both the Board of Visitors at Davidson College and the Board of the Davidson Athletic Foundation. Robert is married with two children.

Robert Deaton, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 2, 2014, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Christian Ryther, Portfolio Manager, Curreen Capital

About the session: Christian Ryther will reveal his favorite investment idea.

About the instructor: Christian Ryther is an investor focused on excellent businesses with exceptional management teams, whose securities are undervalued. Christian founded Curreen Capital in 2013 having previously worked at NeuStrada Capital, Principled Capital Management and Riva Ridge Capital Management. Christian earned an MBA from the Columbia Business School, where he was selected to join the school's elite Value Investing Program. Christian holds a bachelor's degree in economics from Boston College.

 
 

Wednesday, July 2, 2014, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTORS: Frédéric Motte, Lead Portfolio Manager, and Eric Boroian, Portfolio Manager, Focus Asset Managers

About the session: Frédéric Motte and Eric Boroian will present their best investment idea.

About the instructor: Frédéric Motte is the Founder and Lead Portfolio Manager of Asset Managers, a Paris-based asset manager. He began his career with Merrill Lynch in 1993, where he was a portfolio manager specializing in concentrated portfolios of US and EU equities for private clients and family offices. In 2005, with over a decade of investment experience strongly influenced by American value investing, he founded Focus Europa, a concentrated long only fund with a ‘business owner’ approach, specializing in global leading businesses of European origin, managed by excellent teams, and bought cheaply.

About the instructor: Eric Boroian is a Portfolio Manager with Focus Asset Managers. He graduated from the London School of Economics with a graduate degree in Sociology and Quantitative Research Methods, and from Imperial College London, with an MBA in Finance. He started his career as a business analyst at Vivendi Universal, and then spent time as an equity research analyst at CA Cheuvreux, with a focus on European Consumer Staples. Eric also has investing experience in concentrated portfolios of European and US equities.

Meet Frédéric Motte, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):


 
 

Wednesday, July 2, 2014, 11:30 AM 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 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 Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 2, 2014, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Dave Sather, President, Sather Financial Group

About the session: Dave Sather will unveil his best investment idea.

About the instructor: Dave Sather is president and founder of the Sather Financial Group, Inc, a “fee-only” financial planning and investment management firm responsible for overseeing approximately $290 million in client assets. Dave was raised in El Paso, received his B.A. in Business Management from Texas Lutheran University and received his M.B.A. from Texas A&M University. He has spent the past twenty years in the financial analysis, investment and banking industries. As team leader he is responsible for coordinating portfolio management as well as financial and strategy planning of a client’s life. This strategy planning not only includes traditional fee-only investment management, but also estate, retirement, taxation and risk management planning. In addition to his work with Sather Financial, Dave is a Director of Business Bank Of Texas. Dave is an adjunct professor in the Business program at Texas Lutheran University and is a member of the schools Executive Advisory Council. He is also Chairman of the Finance and Investments Committee for the Brownson Children’s Home and is Treasurer of First English Lutheran Church. He and his wife, Carol, live in Victoria, Texas.

Meet Dave Sather, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 2, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Rupal Bhansali, Chief Investment Officer – International Equities, Ariel Investments

About the session: Rupal Bhansali will reveal her best wide-moat investment idea.

About the instructor: Rupal Bhansali is the portfolio manager for Ariel’s international and global strategies and oversees the entire research effort of these offerings. Additionally, she is responsible for covering the financial and retail sectors. She joined Ariel after spending 10 years with MacKay Shields where she was senior managing director, portfolio manager and head of international equities. During her tenure, Rupal successfully managed both institutional and retail portfolios. Prior to joining MacKay Shields, Rupal was portfolio manager and co-head of international equities at Oppenheimer Capital where she co-managed international and global equity portfolios. She has also held various roles at other investment firms since she began her career in 1989, including Soros Fund Management. Fluent in several Indian languages including Hindi, Rupal earned a Bachelor of Commerce in accounting and finance, and a Master of Commerce in international finance and banking from the University of Mumbai, as well as an MBA in finance from the University of Rochester where she was a Rotary Foundation Scholar.

Meet Rupal Bhansali, your instructor at Wide-Moat Investing Summit 2014 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 2, 2014, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Christopher Pavese, Chief Investment Officer, Broyhill Asset Management

About the session: Christopher Pavese will reveal his best wide-moat investment idea.

About the instructor: Prior to joining the Broyhill family offices, Christopher worked as a Vice President and Portfolio Manager for The JPMorgan Private Bank, where he managed over $1 billion in discretionary assets for high net worth individuals, trusts, endowments and foundations. Christopher served as an active member of the JPMorgan Private Bank Investment Team as well as the firm's Trust & Investment Committee, where he assisted in the construction of the Private Bank's model portfolios and monitored the bank's fiduciary relationships. Christopher is a CFA Charterholder and serves as President of the Board for the CFA Institute's North Carolina Society. Christopher earned a BS in Finance from The Pennsylvania State University.

 
 

Wednesday, July 2, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Steve Leonard, Chief Investment Officer, Pacifica Capital Investments

About the session: Steve Leonard will unveil his best investment idea.

About the instructor: Steve founded Pacifica Capital Investments in 1998 after a successful career as a commercial real estate investor since the early 1980s. Pacifica is dedicated to implementing the same value-based investment philosophy in public equities that Steve had deployed so profitably in commercial real estate. By concentrating holdings in the best managed companies, investing in only businesses it understands well, and buying stock only when priced at a discount to intrinsic value, Pacifica has generated an impressive track record that has attracted approximately 200 clients and families. Steve is Pacifica’s biggest investor in a portfolio valued at more than $320 million that also includes the investable assets of Pacifica’s key officers. Steve has served on the board of directors of both public and private companies, including Colorado Gaming and Entertainment, BJ’s Pizza & Brew House, and Front Range Bank in Denver. Steve is also founder of Brokers for Battered Kids, a charitable organization that has raised over $3 million for disadvantaged children in the Denver area. With his wife Cindy, Steve has two teenage children and resides in Rancho Santa Fe, California.

 
 

Wednesday, July 2, 2014, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Ethan Berg, Chief Investment Officer, G4 Partnership

About the session: Ethan Berg will reveal his favorite wide-moat investment idea.

About the instructor: Ethan Berg is the founder and chief investment officer of G4 Partnership, an investment partnership dedicated to the implementation of the investment discipline of Ben Graham, Warren Buffett and Seth Klarman. Prior to founding G4 Partnership in 2000, Ethan was a management consultant at Monitor Group for six years, including two years of working directly for Michael Porter.

 

Pat Dorsey joins other respected fund managers at Wide-Moat 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 July 1st. You'll receive a full refund, no questions asked. It's that easy!

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