UVa Investment Conference: Bair, Bass, Grantham and Lockhart.

Adding my alma mater UVa Investment Conference to the list.  I’m going to try and go as they have a killer lineup on Nov 15-16 2012.  Includes:

  • Sheila Bair, Former Federal Deposit Insurance Corporation Chairman
  • Kyle Bass, Managing Partner of Hayman Capital Management, LP
  • Kurt Billick, Chief Investment Officer at Bocage Capital LLC
  • Porter Collins, Portfolio Manager and Analyst at Seawolf
  • Richard Evans, Founder and General Manager of Sector & Sovereign Research
  • Lawrence Goodman, President of Center for Financial Stability
  • Jeremy Grantham, Co-founder and Chief Investment Strategist of Grantham Mayo Van Otterloo (GMO)
  • Robert J. Hugin, Chairman of the board, Chief Executive Officer and President of Celgene Corporation
  • Pierre F. Lapeyre, Jr., Co-founder and Senior Managing Director of Riverstone Holdings LLC
  • Dennis Lockhart, President and Chief Executive Officer of the Federal Reserve Bank of Atlanta
  • David M. Rubenstein, Co-Chief Executive Officer and Managing Director of The Carlyle Group
  • John B. Taylor, Mary and Robert Raymond Professor of Economics at Stanford University and George P. Shultz Senior Fellow in Economics at Stanford’s Hoover Institution
  • Jay Venkatesan, Portfolio Manager at Ayer Capital

Some good resources below to expand your stock screening ideas and building out your investment idea farm.  Any that I am missing?


AFG Research (Summer)

Ira Sohn (Spring NYC, Summer SF)

Value Investing Congress (Spring Omaha/LA, Fall NYC)

Value Conferences (Online)

Drobny (Macro)

The Big Picture (Fall)

Boston Investment Conference (Fall)

UVa Investment Conference (Fall)

Grant’s (Fall, Spring)


Blogs and Newsletters:

Hedge Fund Letters

The Idea Farm

Market Folly


James Altucher

CXO Advisory


Zero Hedge

ValueInvestor and SuperInvestor Insight


Books and Further Readings


Reading Lists