Already registered for Wide-Moat Investing Summit 2015? Enter the Main Conference Area.

 
 

July 7-8, 2015, 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 at compelling prices.

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

 

REPLAY registration available now, for a limited time only!

 

Dear Fellow Investor,

ValueConferences has partnered with The Manual of Ideas to bring you Wide-Moat Investing Summit 2015, the fully online conference for investors looking to uncover great businesses trading at good prices.

At this third 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 7-8, 2015.

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 7-8, no problem!

Your instructors at Wide-Moat Investing Summit 2015 include Sahm Adrangi, Chief Investment Officer of Kerrisdale Capital Management, Robert Deaton, Managing Partner of Fat Pitch Capital, Paul Lountzis, President of Lountzis Asset Management, Matthias Riechert, Portfolio Manager of Polleit & Riechert Investment Management, Dave Sather, President of Sather Financial Group, Jeffrey Stacey, Founding Partner of Stacey Muirhead Capital Management, Todd Sullivan, Managing Partner of Rand Strategic Partners, and other investors whose ideas will impress you. These fund managers are the thought leaders in their field — they do the hard analytical work required to gain an edge in today's competitive market.

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 2015. 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 2015, you’ll join a global community of ValueConferences attendees, including 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 stock ideas even before Wide-Moat Investing Summit 2015 kicks off on July 7. The 25% special 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

 

Tom Russo and Pat Dorsey join other great investors at Wide-Moat Investing Summit 2015.

Profit from the best investment ideas. Register today!

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, your 25% OFF special savings expires soon)

 

 

Conference Agenda (partial)

Profit from Great Sessions at Wide-Moat Investing Summit 2015

 

DAY 1: July 7 (+ six months of access)

 
 

Tuesday, July 7, 2015, 7:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Henrik Andersson, Fund Manager, Didner & Gerge

About the session: Henrik Andersson will present his best wide-moat 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 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.

Watch Henrik Andersson, your instructor at Wide-Moat Investing Summit 2015, discuss great capital allocators in his home country, Sweden (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Robert Deaton, Managing Partner, Fat Pitch Capital

About the session: Robert Deaton will present his best wide-moat 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.

Meet Robert Deaton, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Elliot Turner, Managing Director, RGA Investment Advisors

About the session: Elliot Turner will present his best wide-moat investment idea.

About the instructor: Elliot Turner is a managing director at RGA Investment Advisors, LLC. Prior to joining RGA, Elliot was a principal and managing director at AustinWeston Asset Management LLC, a value-driven investment management firm, where he specialized in discovering and analyzing long-term investment opportunities and strategic portfolio management. Elliot holds a Juris Doctor from Brooklyn Law School, and is admitted to practice law in New York State. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.

Meet Elliot Turner, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Paul Lountzis, President, Lountzis Asset Management

About the session: Paul Lountzis will unveil his best wide-moat investment idea.

About the instructor: Paul founded Lountzis Asset Management, LLC in October 2000. He has more than 25 years of 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 Buffett.


Meet Paul Lountzis, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 11:30 AM Eastern Standard Time

KEYNOTE Q&A SESSION

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

About the session: Tom Russo will join us live online to provide his latest insights and ideas and to answer your questions on wide-moat investing. Email us your questions in advance or ask them live on Tuesday!

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 Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTORS: Arvind Mallik and Jonathon Fite, Managing Partners, KMF Investments

About the session: Arvind Mallik and Jonathon Fite will unveil their best wide-moat investment idea.

About the instructors: Arvind Mallik is a Managing Partner of KMF Investments, a pure Pay-for-Performance Private Investment Partnership based in Denton, Texas. KMF seeks long-term capital appreciation by investing in companies whose intrinsic value is significantly higher than the market price. Over its 8 years of operations, KMF has found opportunities in world dominating franchises, hard assets below replacement costs, businesses at large discounts to liquidation value, and firms with beneficial exposure to rising interest rates. Prior to founding KMF Investments, Mr. Mallik was a Senior Manager in the Strategy practice of Accenture. At Accenture, he helped global companies formulate and execute strategies to enter new markets, develop innovative new services and solutions, and reduce their operating costs to improve shareholder returns. Mr. Mallik 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.

Jonathon Fite is a Managing Partner of KMF Investments, a pure Pay-for-Performance Private Investment Partnership based in Denton, Texas.KMF seeks long-term capital appreciation by investing in companies whose intrinsic value is significantly higher than the market price. Over its 8 years of operations, KMF has found opportunities in world dominating franchises, hard assets below replacement costs, businesses at large discounts to liquidation value, and firms with beneficial exposure to rising interest rates.Prior to founding KMF Investments, Mr. Fite was a Senior Manager in the Strategy practice of Accenture, where he helped companies improve shareholders returns. He is also an Adjunct Professor for the College of Business at the University of North Texas. Mr. Fite graduated with honors from the University of Arkansas with a BS and MS in Industrial Engineering.

 
 

Tuesday, July 7, 2015, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Dave Sather, President, Sather Financial Group

About the session: Dave Sather will reveal his favorite wide-moat investment idea.

About the instructor: Dave Sather is president of the Sather Financial Group, Inc, a “fee-only” financial planning and investment management firm which manages approximately $440 million in client assets. Dave was raised in El Paso, Texas and 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. Prior to starting Sather Financial, he worked for PaineWebber and served as the head of portfolio management for First Victoria National Bank's Trust Department and oversaw the bank's brokerage operations. Dave also serves as an adjunct professor in the Business program at Texas Lutheran University, is a member of the schools Executive Advisory Council and serves on the schools Investment Committee. Additionally, he is a director of Business Bank of Texas. He and his wife, Carol, live in Victoria, Texas.


Meet Dave Sather, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Christopher Karlin, Chief Investment Officer, Aquitania Capital Management

About the session: Christopher Karlin will present his wide-moat investment idea.

About the instructor: Christopher Karlin has been in the investment business since 1991. Prior to founding Aquitania Capital Management in 2012, Christopher held positions as a Research Analyst and Portfolio Manager at First Pacific Advisors, Kestrel Investment Management and Fairview Capital Investment Management. Christopher interned with Farallon Capital Management while pursuing his MBA. He began his career with Wells Fargo Nikko Investment Advisors which later became a part of Blackrock. Christopher received his BBA from the University of Wisconsin in 1990 his MBA from Yale University in 1998 and has held the CFA designation since 1994.

Meet Christopher Karlin, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 2:30 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Robert Robotti, President, Robotti & Company

About the session: Robert Robotti will unveil his best wide-moat investment idea.

About the instructor: Robert Robotti is the President of Robotti & Company. Prior to forming Robotti & Company, Incorporated in 1983, Bob was a vice president and shareholder of Gabelli & Company, Inc. He worked in public accounting before coming to Wall Street and is currently an inactive CPA. Bob holds a BS from Bucknell University and an MBA in Accounting from Pace University. Some of Bob’s areas of coverage include Special Situations, Energy Industry, Property-Casualty Insurance and Banking. Bob is the principal of the managing member or general partner of several investment vehicles. Bob currently serves on the Board of Directors of Panhandle Oil & Gas Company, a NYSE-listed diversified mineral company located in Oklahoma City; as Chairman of the Board of Directors of Pulse Seismic Inc., a seismic data licensing business located in Calgary, Alberta; and on the Board of Directors of Build with BMC, a privately held company specializing in building materials and construction services throughout the United States. In addition, he serves on the Boards of many non-profit organizations where he generously donates his time and expertise. Previously, Bob was a member of the Securities and Exchange Commission’s Advisory Committee on Smaller Public Companies, established to examine the impact of Sarbanes-Oxley Act and other aspects of the federal securities law.


Meet Robert Robotti, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Tuesday, July 7, 2015, 4:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

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

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

About the instructors: John Heldman 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.

Dave Hutchison has twenty 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.

Meet John Heldman, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Additional expert instructors to be announced soon.

DAY 2: July 8 (+ six months of access)

 
 

Wednesday, July 8, 2015, 5:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Jeffrey Stacey, Founding Partner, Stacey Muirhead Capital Management

About the session: Jeffrey Stacey will unveil his best wide-moat investment idea.

About the instructor: Jeffrey Stacey is the Founding Partner of Stacey Muirhead Capital Management. In addition to sharing responsibility for the overall direction of the firm, Jeff has acted as Portfolio Manager for the Stacey Muirhead Limited Partnership and the Stacey Muirhead RSP Fund since their inception. He is also responsible for client service efforts at the firm. Jeff has over 25 years of investment industry experience. Prior to starting Stacey Muirhead Capital Management, he was employed with a boutique Toronto investment firm where he was also a shareholder. Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst. He is a member of the Finance and Investment Committee at the University of Waterloo and is a member of the Dean’s Advisory Council at the Wilfrid Laurier University School of Business and Economics. Additionally, Jeff currently serves on the Board of Trustees at Parkminster United Church. He is a former director of Rainmaker Entertainment Inc. and previously served on the Board of Trustees and Investment Management Committee at the University of Guelph.


Meet Jeffrey Stacey, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 7:00 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 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 Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 7:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Stephen Dodson, Portfolio Manager, Bretton Fund

About the session: Stephen Dodson will present his best wide-moat 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.

Meet Stephen Dodson, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Christian Ryther, Portfolio Manager, Curreen Capital

About the session: Christian Ryther will unveil his best wide-moat investment idea.

About the instructor: Christian 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.

Meet Christian Ryther, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 8:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Koon Boon Kee, Managing Director, Bamboo Innovator Institute

About the session: Koon Boon Kee will present his best wide-moat investment idea.

About the instructor: KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia. The Moat Report Asia’s paid-subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investor who are lifelong learners in the art of value investing. KB was the head of research and fund manager at a Singapore-based value investment firm since 2002. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. KB was formerly the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has also taught accounting at the Singapore Management University (SMU), including the pioneering course Accounting Fraud in Asia (www.asianextractor.com)


Meet Koon Boon Kee, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 10:00 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Adrian Saville, Chief Investment Officer, Cannon Asset Managers

About the session: Adrian Saville will reveal his favorite wide-moat investment idea.

About the instructor: Adrian Saville has been involved in the investment management industry since 1994, when he formed an investment vehicle which later led him to establish BayHill Capital Advisors (in 1998), the forerunner to Cannon Asset Managers. Adrian is an executive director and Chief Investment Officer of Cannon Asset Managers. He has experience in managing all of the major asset classes, including equities, bonds, property, cash and derivative instruments. Adrian's qualifications include a Bachelor of Arts (Honours) degree (cum laude) and M.Com (cum laude) from the University of Natal. He completed his PhD (Econ) at the University of Natal in 1997, for which he was awarded the Economics Society of South Africa's Founders Medal. He is a UNESCO laureate and a matriculant of Linacre College (Oxford). Alongside his career in asset management, Adrian holds a Visiting Professorship in Economics and Finance at the Gordon Institute of Business Science. He has published widely in peer-reviewed journals and books, and is a member of the Investment Analysts Society and Economics Society of South Africa. Adrian is married to Kerry; they have a daughter, Sydney-Bo, and son, Saxon. Adrian claims that fatherhood is the most rewarding investment he has ever experienced. You can read Adrian's views on value investing and the world of capital markets on his blog.

Meet Adrian Saville, your instructor at Asian Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

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

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

chris2_final (3)About the instructor: Prior to joining the Broyhill family offices, Christopher Pavese 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.

Meet Christopher Pavese, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 11:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Steven Kiel, Chief Investment Officer, Arquitos Capital Management

About the session: Steven Kiel will unveil his best wide-moat investment idea.

About the instructor: Steven L. Kiel is the president of Arquitos Capital Management. Mr. Kiel is also a captain and Judge Advocate in the Army Reserves and a veteran of Operation Iraqi Freedom. He has led a nonprofit consulting firm and was a major gift officer at a nationally recognized public policy organization. Mr. Kiel has been quoted in The Wall Street Journal, BusinessWeek, MarketWatch, Bloomberg, and other publications. He is a graduate of George Mason School of Law and Illinois State University and is a member of the bar in Illinois and Washington, DC. A Chicago native, he lives with his wife and two golden retrievers in Coronado, CA.

 
 

Wednesday, July 8, 2015, 1:00 PM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Todd Sullivan, Managing Partner, Rand Strategic Partners

About the session: Todd Sullivan will unveil his best wide-moat investment idea.

About the instructor: Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. Todd’s blog at www.valueplays.net features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and CBNC. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”, the idea, Audiovoxx, was the top performing name over the following year. Todd also invests in start-up projects and is an angel investor in @Estimize , @milehiorganics and is a backer of “Follow Friday the Film” and “Money for Nothing: Inside the Federal Reserve.”

Meet Todd Sullivan, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 2:30 AM Eastern Standard Time

IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Ben Claremon, Research Analyst, Cove Street Capital

About the session: Ben Claremon will unveil his best wide-moat investment idea.

About the instructor: Ben Claremon joined Cove Street in July 2011 as a research analyst after graduating with an MBA from the UCLA Anderson School of Management. Previously he worked as an equity analyst on both the long and the short side for hedge funds Blue Ram Capital and Right Wall Capital in New York, and interned at West Coast Asset Management in Santa Barbara. His background includes a B.S. in Economics from the University of Pennsylvania’s Wharton School, followed by four years with a family commercial real estate finance and management business. Ben is also the proprietor of the value investing blog, The Inoculated Investor.

Meet Ben Claremon, your instructor at Wide-Moat Investing Summit 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 4:00 PM Eastern Standard Time

KEYNOTE: IN-DEPTH IDEA PRESENTATION

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

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

About the instructor: Pat Dorsey is the founder of Dorsey Asset Management. Prior to starting Dorsey Asset, Pat was Director of Research for Sanibel Captiva Trust, an independent trust company with approximately $1 billion in assets under management serving high net worth clients. From 2000 to 2011, Pat was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 10 to over 100 analysts. Pat developed Morningstar’s economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage. Pat is also 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 2015 (the full conversation is available in the Main Conference Area immediately upon registration):

 
 

Wednesday, July 8, 2015, 4:00 PM Eastern Standard Time

KEYNOTE: IN-DEPTH IDEA PRESENTATION

INSTRUCTOR: Eric Boroian, Portfolio Manager, Focus Asset Managers

About the session: Eric Boroian will present his best wide-moat investment idea.

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.

 

Bob Robotti joins other fund managers at Wide-Moat Investing Summit 2015.

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

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, your 25% OFF special discount expires soon!)

 

Accountability is important! A look back at the ideas presented at Wide-Moat Investing Summit 2014

We find it important to look back and provide an accounting of the performance of the ideas presented at last year's event. After all, the raison d'être of ValueConferences is the presentation and discussion of market-beating investment ideas.

As the following table shows, the ideas presented by your instructors and featured in the conference issues of The Manual of Ideas have, on average, outperformed the market indices. Please keep in mind, of course, that past performance is no guarantee of future results.

Performance of Ideas Presented at Wide-Moat Investing Summit 2014:

 

Pat Dorsey and Tom Russo join other fund managers at Wide-Moat Investing Summit 2015.

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

Plus get exclusive FREE bonuses immediately upon registering.

(hurry, your 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 July 7th. You'll receive a full refund, no questions asked. It's that easy!

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