2017 GuruFocus™ Value Conference, Omaha

Join us at GuruFocus Value Conference
Limited to 200 seats

Dinner: Thursday, May 4, 2017, 6pm

Presentations: Friday, May 5, 2017, 8am - 6pm

(The day before 2017 Berkshire Hathaway annual meeting)

Location: DoubleTree by Hilton Hotel Omaha Downtown


 

Why Attend GuruFocus Value Conference?

 

Over the years, we have received many requests from our users for a gathering, especially a gathering at the Berkshire Hathaway Annual Meeting because many of us go there anyway. At the GuruFocus Value Conference you can:

  • Learn from some of the best value investors in the world

  • See old friends again, and make new friends

  • Share ideas and investment strategies 

  • Network with peer value investors and investment professionals who share your passion for investing

  • Understand more about using GuruFocus strategies and research tools to improve outcomes
  • Thursday dinner with local Ohama cuisine

What Will You Take Away?

  • More than 10 investment ideas for undervalued companies you can buy now (the ideas from the last conference have outperformed the market by 5.1% in less than five months)

  • The investment analysis and theses behind these ideas

  • Networking contacts you make before and after dinner, and during the break times
  • Understanding of how successful value fund managers research and evaluate companies

  • Exclusive insight and actionable value strategies from world-class professional investors

 

Jean-Marie Eveillard (Keynote Speaker)

Jean-Marie became a senior advisor to the First Eagle Investment Management Global Value team in March 2009 and now serves as board trustee to the First Eagle Funds. From 1979–2004, Jean-Marie was the portfolio manager for the First Eagle funds. He then moved to an advisory position but returned as portfolio manager in March 2007 until September 2008 when he shared responsibility for the funds with Matthew McLennan, and moved again to the position of Senior Adviser in March 2009.

Jean-Marie was named Morningstar's International Manager of the Year in 2001, and in 2003 received a Lifetime Achievement Award from Morningstar.

Thomas Russo

As managing member of Gardner Russo & Gardner LLC, Thomas A. Russo oversees in excess of $10 billion in discretionary individually managed accounts for individual trusts and endowments and in his capacity as General Partner of the Semper Vic Partners partnerships (in excess of $3 billion).

Mr. Russo's portfolios are concentrated (70 percent in ten largest holdings), international (over 60 percent of AUM), and are largely managed on behalf of wealthy families and taxable investors. His focus has been on companies in the consumer products industry and prefers companies in which founding families still retain control.

Charlie Dreifus

Charlie Dreifus is a portfolio manager at small-cap equity specialist, The Royce Funds. He manages the firm's Special Equity mutual funds that attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism.

In 2008, Mr. Dreifus was named Morningstar's Domestic-Stock Fund Manager of the Year and in 2009 he was a finalist for Morningstar's Fund Manager of the Decade.

Jeff Auxier

Mr. Jeff Auxier is President and Chief Executive Officer of Auxier Asset Management.

Mr. Auxier's investment process combines fundamental value investing with top-down macro approach. He has been a GuruFocus Premium Member since September 2007.

Mindy Perry

Mindy Perry, CPA, CFA, is the managing director and portfolio manager for Manulife Asset Management. She has built the Global Healthcare Strategy for the firm and grown the strategy from $5 million seed capital to well over $2 billion in eight years. She won the Benchmark Magazine Investment Manager of the year Award in 2015 and won the Bloomberg Weekly Magazine Top Fund Awards In Best one-year, five-year and since inception categories in 2015 and 2014.

Ms. Perry runs a relatively concentrated portfolio of stocks with strong emphasis on the quality of the businesses and downside protection. She graduated with an MBA from the MIT Sloan School of Management and a BA from Beijing University.

David Sather

David Sather is president of Sather Financial Group. Sather Financial was established in Victoria, Texas in 1999, manages roughly $450 million in individual accounts.

Mr. Sather received his BA in business from Texas Lutheran University and an MBA from Texas A&M University. He is also an adjunct professor at Texas Lutheran where he developed the Bulldog Investment Company program. Bulldog Investment Company educates students in financial statement analysis with a value investing structure.

Vitaliy Katsenelson

Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colorado. He is the author of Active Value Investing (Wiley) and The Little Book of Sideways Markets (Wiley).

His articles have appeared in Barron's, The Financial Times, and Business Week, among others. He also writes a monthly column for Institutional Investor magazine. Mr. Katsenelson has close to 20 years of investment experience and has taught a graduate investment class at the University of Colorado at Denver.

Jonathan Boyar

Jonathan Boyar is President of Boyar's Intrinsic Value Research (BIVR). BIVR is the publisher of Asset Analysis Focus (AAF). AAF specializes in uncovering intrinsically undervalued companies across the market cap spectrum.

Mr. Boyar is also a principal at Boyar Asset Management, which since 1983 has been managing money through various vehicles utilizing a value-oriented approach.

Timothy Hartch

Timothy Hartch has been a co-manager of BBH Core Select since October 2005. He has also been a co-manager of BBH Global Core Select, an investment partnership that invests in a select number of small and mid-cap providers of essential products and services, since its 2001 inception.

Mr. Hartch joined BBH in 1996 and became a partner of the firm in 2010. He received an AB from Harvard University, where he was elected to Phi Beta Kappa. He also received an MBA and JD from the University of Michigan

David Zhang

David Zhang is the co-founder and portfolio manager of Shanghai-based Ginkgo Capital.

David Zhang manages a highly-concentrated and low-turnover portfolio. He aims to find great companies in China for long-term compounding return.

Charlie Tian, Ph.D.

Charlie Tian, Ph.D. founded GuruFocus.com in 2004. He is the author of the value strategies and research tools on GuruFocus.com.

Prior to GuruFocus, Dr. Tian was a scientist and an inventor. He is credited with more than 30 US patents.

2017 GuruFocus™ Value Conference, Omaha

Dinner: Thursday, May 4, 2017, 6pm
Presentations: Friday, May 5, 2017, 8am - 6pm

Conference Fee Schedule

Dates Fee (Conference & Dinner)
Before 12/15/2016$775
Before 04/28/2017$875
Before 05/04/2017$975

The conference is limited to 200 seats. Register early and pay lower fees.
Multi-seat discount will be displayed when you select the number of tickets.
Premium Membership discount is applied if you are a Premium Member.

Registration for GuruFocus Value Conference 2017 - Omaha

Gross Total: $875

By clicking Register, you agree to the GuruFocus Conference Terms and Conditions.

Questions?

1-469-248-6885