I am speaking at the best ideas online conference in January (and I see my buddy Wes is too). Will post a reminder in 2013, but presentation will be an expansion of our CAPE work.
Lineup for now includes:
- Randall Abramson, Portfolio Manager, Trapeze Asset Management
- Arne Alsin, Lead Portfolio Manager, Alsin Capital Management
- Anthony Cambeiro, Portfolio Manager, Anthology Capital
- Eric DeLamarter, Managing Member, Half Moon Capital
- Ori Eyal, Portfolio Manager, Emerging Value Capital Management
- Mebane Faber, Chief Investment Officer, Cambria Investment Management
- Thomas S. Gayner, President and Chief Investment Officer, Markel Corporation
- Wesley Gray, Managing Member, Empiritrage
- Robert Hagstrom, Chief Investment Strategist, Legg Mason Investment Counsel
- Dah Hui Lau (David), Portfolio Manager, Seilern Investment Management
- Paul Lountzis, President, Lountzis Asset Management
- Ryan Morris, Managing Partner, Meson Capital Partners
- Marco Priani, Co-Manager, International Small Cap Value Fund, Advisory Research
- Jean-Pascal Rolandez, Fund Manager, The L.T. Funds
- Jake Rosser, Managing Partner, Coho Capital Management
- Glenn Surowiec, Portfolio Manager, GDS Investments
- Soo Chuen Tan, Managing Member, Discerene Value Advisors
- Josh Tarasoff, General Partner, Greenlea Lane Capital Partners
- Chris White, Partner, Greenstone Capital Management Partners
- Stephan Zeppelin, Director of Research, SMZ Advisors
