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Value Investing for beginning & small time investors and the value investing strategies of Graham & Klarman

Value Investing Conferences

I think that a Value Investing Conference is such an important resource to individual value investors that I am devoting a page to it. I will update this page as new information becomes available.

A value investing conference is a gathering of the best investment minds and scholars to educate and inspire professional investors, students and individual value investors about the science and art of value investing. Some of the following are charity events than none the less draw speakers who are the top of investment world.

Top 7 Value Investing Conferences


February 2012

Columbia Investment Management Conference

The 15th Annual Columbia Investment Management Conference organized by the Columbia Investment Management Association (CIMA) should be held some time in February 2012 at Columbia University in New York. It is another great platform for exchanging ideas in value investing. Distinguished speakers at the last conference held on February 4th, 2011 included:

Cheryl Einhorn – Columbia Business School,

Sarah Ketterer – Causeway Capital Management

John Spears – Tweedy Browne Company

I will add a link when the conference date and speakers have been set.

May 2012

Value Investor Conference

The 2012 Value Investor Conference will be held in  Omaha on May 3 – 4, 2012. They claim to be the “original value investing conference.” The event features speakers such as:

Robert Hagstrom, author of the Warren Buffet Way and fund manager at Legg Mason,

Pat Dorsey formerly Director of  Equity Research at Morningstar and author of the Little Book that Builds Wealth.

The Value Investing Conference is held right before the Berkshire Hathaway annual meeting and thus attracts part of the throng making the pilgrimage to Omaha to hear Warren Buffett and Charlie Munger preach the gospel of Investing. I am working on getting a discount for my readers, but nothing yet. Check back in the next month or so.

Value Investing Congress

Was formerly a West Coast version of the value investing congress (which I attended last year) has now moved to Omaha. This is to take advantage of the woodstock for capitalists vibe that surrounds Berkshire Hathaway’s annual meeting. This year’s event is taking place May 6th and 7th.

The rock star hedge fund managers that will be speaking include the following

• Carlo Cannell, Cannell Capital
• Douglas A. Kass, Seabreeze Partners
• Guy Gottfried, Rational Investment Group
• David Nierenberg, The D3 Family Funds
• Matt Swaim & Bruce M. Zessar, Advisory Research
• Chuck Akre, Akre Capital
• Keith D. Trauner & Larry Pitkowsky, GoodHaven Capital
• Thomas Russo, Gardner Russo & Gardner
• Aaron Edelheit, American Home Real Estate Company
• Chan H. Lee & Albert Yong, Petra Capital
• Glenn Tongue & Whitney Tilson, T2 Partners


June 2012

Morningstar Investment Conference

This annual investing conference is not strictly for equities only, but it definitely has a value investing orientation. The 2011 speakers included such investment luminaries as:

Bill Gross – Pimco – the biggest bond fund in the world

Bruce Berkowitz- Fairholme Capital – Morningstar’s fund manager of the decade.

The conference is attended by over 1000 investors, students and is likely to be scheduled for June of 2012. I will add a link when the conference date has been established.

October 2012


Excellence in Investing Conference – San Francisco

This is the West Coast version patterned after the Ira Sohn foundation fundraiser held in New York. It is being held on October 19th. Although the fund managers speaking are not the household names that some of the other investment conferences the proceeds are donated to education and other children’s causes. The primary beneficiaries of the 2011 conference are Leadership Public Schools (LPS), The Posse Foundation, The Sohn Conference Foundation, and Summer Search. This event is $1000 donation.

November 2012

Great Investors Best Idea’s 5th Annual Investment Symposium

This even which is scheduled for November 8th in Dallas, Texas. It is a one day charitable event that looks amazing. All proceeds raised through this event are donated to The Michael J. Fox Foundation for Parkinson’s Research and the Vickery Meadow Youth Development Foundation. It features the following speakers:

Bill Ackman, Pershing Square – Founder and CEO. Mostly long but some short investing in a fundamental investment

David Einhorn, Greenlight Capital– Hedge fund manager and author of Fooling Some of the People all of the Time. Has been in the headlines for some of his short positions most recently St. Joes where he is up against Bruce Berkowitz.

Bruce Berkowitz- Fairholme Capital – Founder and Chief Investment Officer. Although Einhorn are publically civil toward each other who knows if the sparks will fly.

Mario Gabelli- Gamco Securities – Chairman and CEO.

Boone Pickens – BP Capital – Corporate Raider and sledge hammer for the natural gas industry (coincidence that he has large holdings?)

This event requires a $1000 donation.

AAII Investor Conference

The American Association of Individual Investors Investor Conference is scheduled for Nov. 10-12 2011 in Las Vegas. While this conference is not specifically a value investing conference it does feature some value investing notables, including the key note speaker Joel Greenblatt who will be speaking about his most recent book The Big Secret for the Small Investor. Other Speakers include:

Christine Benz – Director of Personal Finance, Morningstar- I don’t always agree with Christine Benz, she does espouse the dollar cost averaging concept that I abhor, she is knowledgable.

Marilyn Cohen –Columnist for Forbes

Chuck Jaffe –Senior Columnist, MarketWatch

Ken Fisher – CEO & Founder, Fisher Investments

The other advantage of this Investing conference is that it is priced for value investors at $295 for AAII members. THIS VALUE INVESTING CONFERENCE IS SOLD OUT.

Disclosures: I have no relationship with the Value Investor Conference, AAII conference, Morningstar, Value Investing Congress or the Columbia Investment Conference.

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