Tue 27 Oct 15 at BBA, London
At this event, two practitioners will give very different perspectives on value investing.
In his presentation on active value investing in today's environment, Vitaliy Katsenelson will explore structural and pseudo-linearity, obstacles faced by the global economy and what strategies could be taken.
Following that, Guy Spier will speak on developing a personal investment checklist and will present three worked examples. Attendees will learn how to construct, develop and extend their own investment checklist and will come out of this talk with a better set of tools to guard against future investment blunders and mistakes of their own.
This 1.5 hour session will end with joint Q&A - your opportunity to put questions to both speakers - and, as always, CFA UK invites you to join us for drinks immediately following the completion of the session.
Forbes called Vitaliy 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 organisations in the US and abroad.
Vitaliy has close to 20 years of investment experience and has taught a graduate investment course at the University of Colorado at Denver. He is a CFA Charterholder and received both his bachelor of science and master of science degrees in finance from the University of Colorado at Denver.
Guy Spier is a Zurich-based investor, and commentator. In June 2007, he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. In 2009, he was featured in The Checklist Manifesto by Atul Gawande, regarding his use of checklists as part of his investment process.
Guy manages the Aquamarine Fund, an investment partnership inspired by, and styled after, the original 1950's Buffett partnerships. He 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.
From 2001 to 2007, Spier was the President of the Oxford Alumni Association of New York. Guy completed his MBA at the Harvard Business School in 1993 and holds a first class degree in PPE (politics, philosophy and economics) from Oxford University where he studied at Brasenose College with the British Prime Minister, David Cameron. In 2014, he published his first book, The Education of a Value Investor.