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**SOLD OUT** Value Investing Conference (Zurich)

Event Description

Value investing is simple in theory ("buy undervalued stocks").  The difficulty is in putting it to work in practice - successfully.  This event is meant to help delegates develop a practical understanding of the concept by observing three well-known, successful practitioners present and discuss the commonalities and (more importantly) the nuanced differences in their respective approachers​


Event Type

Society; Educational

Education Topic

 

Start Time

29/10/2015 17:30

End Time

29/10/2015 20:30

City

Zurich

State/Province

 

Event Country

Switzerland

Event Region

EMEA

Location Info

Swisscanto Asset Management AG 
Europaallee 39, 8021 Zürich


Speaker

Vitaly Katsenelson CFA, CIO at Investment Management Associates 

Forbes called Vitaly Katsenelson the new Benjamin Graham. He is the author of The Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).  His articles have appeared in Barron's, the Financial Times, and Business Week, among others.  He writes a monthly column for Institutional Investor magazine and speaks to investor organizations in the U.S. and abroad. Vitaly has close to 20 years of investment experience and has taught a graduate investment course at the University of Colorado at Denver.  Vitaly is a CFA and received both his Bachelor of Science and Master of Science degrees in finance from the University of Colorado at Denver.

Guy Spier, Managing Partner, Aquamarine Capital Management

Guy Spier is a Zurich-based investor, and commentator. Guy manages the Aqua-marine Fund, is a regular media commentator on economic and political affairs, and serves on the advisory board of Horasis, a Swiss-based think tank founded by Frank-Jürgen Richter, and on the Harvard Business School Alumni Board.  In 2014 he published his first book, "The Education of a Value Investor" which is now also published in German. He is a noted speaker on investment management and spoke at TED India and co-hosted TEDx Zurich.  In 2009 he was featured in "The Manifesto" by Atul Gawande, regarding the use of checklists as part of his investment process. From 2001 – 2007, Guy served for 4 years as President of the Oxford Alumni Association of New York, and is on the advisory board of the Dakshana Foundation.  Guy completed his MBA at Harvard Business School in 1993 and holds a First Class degree in Politics, Philosophy and Economics from Oxford University and co-awarded the George Webb Meley prize for the best performance in Economics. 

Georg von Wyss, Partner, BWM AG

After graduating from the Amos Tuck School of Business Administration at Dartmouth College with a MBA in 1993, Georg von Wyss worked for Heine Securities, manager of the Mutual Series Funds, in the USA as an analyst for European stocks. From 1995 until the founding of Braun, von Wyss & Müller in late 1997 he was an analyst covering Swiss stocks in the research department of Rüd, Blass & Cie. At Braun, von Wyss & Müller he is co-manager of the Classic Fund Management mutual funds. Georg von Wyss also holds a Masters in English and Comparative Literature from Columbia University in New York and worked as a financial journalist for Institutional Investor Newsletters.

Moderator: Adrian Scherer CFA, CIO of Limmat Wealth

Adrian Scherer advises various private as well as institutional investors and is a member of the board of trustees of the pension plan city of Zug.  Previously, Adrian held the CIO position at Lamda Privatbank (2010 - 2013) and Sal. Oppenheim Switzerland (2000 - 2010)​.  During 1993 and 2000, he worked at Bank Vontobel as a portfolio manager for HNWI clients.  From 1985 until 1993 he was at Union Bank of Switzerland in Zurich and New York as an analyst and fund manager for US equities.  Adrian holds a master of arts (economics) of the University of Zurich and is CFA Charterholder.

CE Credits

2

SER Credit

0

Currency

0

Member Price

30.00

Non-Member Price

90.00

Candidate Price

90.00

Registration

Event Category

CE Event

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 19/08/2015 08:49 by michelle.knecht@cfaswitzerland.org
Last modified at 29/10/2015 10:12 by michelle.knecht@cfaswitzerland.org