Speakers

22 world-renowned speakers will come to the Congress from all sectors of value investing to share the cutting edge ideas and techniques that make them successful.
 
Tap each speaker’s picture to learn more.

Impressive speakers and interesting ideas.
Q&A was great.

— Ron Reuven

Congress Speakers

The Sleuth
OF WALL STREET  

Over the years, TSOWS has carefully studied a wide range of dicey companies and made a lot of money shorting their stocks. Now, he has uncovered damning new information about a number of public companies and the promoters behind them… and will reveal it in a special session (closed to the press) at our Congress in Las Vegas.

Eric Sprott
Founder and CEO Sprott Inc.

Eric Sprott is CEO and Chief Investment Officer of Sprott Asset Management, one of Canada’s largest independent investment firms. He is one of the world’s most knowledgeable commodities investors.

Zeke Ashton
Founder and Managing Partner Centaur Capital Partners

Zeke Ashton is the Founder and Managing Partner of Centaur Capital Partners. CCP is the advisor to the Centaur Value Fund, a long/short private investment partnership founded in 2002. Mr. Ashton is also the portfolio manager of the Centaur Total Return Fund (ticker TILDX), a retail mutual fund that follows an income-oriented equity strategy.

Carlo Cannell
Managing Member Cannell Capital LLC

Since 1992, Carlo Cannell has searched for and discovered mispriced securities in the dusty corners of the public equities market. Known for his bottom-up, fundamental approach, this third-generation investment manager’s style has been contrarian and adaptive over time.

David Hurwitz
Partner SC Fundamental

David Hurwitz is a Partner at SC Fundamental, a value-based long/short hedge fund founded in 1990. In focusing on value, SC invests as if there were no market. That is, it attempts to buy stocks and bonds which would provide good returns even if it could never sell them.

Michael Kao
CEO Akanthos Capital

Michael Kao is the founder and portfolio manager of Akanthos Capital Management, LLC, a capital structure long-short fund with an event focus based in Los Angeles.  Prior to forming Akanthos in 2002, Mike worked at Canyon Capital Advisors where he co-founded the Canyon Capital Arbitrage Fund, directing investments in various arbitrage strategies.

Isaac Schwartz
Portfolio Manager Robotti & Company

Isaac Schwartz is a Portfolio Manager for Robotti & Company Advisors LLC, an investment adviser that seeks to invest in companies trading at a significant discount to intrinsic value. In 2005, Mr. Schwartz launched the Robotti Global Fund, to apply fundamental investing in overseas markets.

Chan Lee
Managing Partner Petra Capital Management

Chan H. Lee is the Co-Founder and a Managing Partner of Petra Capital Management. Since inception in September 2009, its Petra Korean Value Equity strategy has earned an annualized return of 24.9%, significantly outperforming the Korean index (i.e., KOSPI) which has returned 4.7% annualized during the same period.

Eric Andersen
Portfolio Manager Western Standard LLC

Eric Andersen founded Western Standard in 2008 after working at the Blackstone Group, J.P. Morgan Partners, and Ivory Investment Management.  Western Standard’s approach to analyzing long-term investment opportunities is research intensive and focused on downside risk.

Albert Yong
Managing Partner Petra Capital Management

Albert H. Yong is the Co-Founder and a Managing Partner of Petra Capital Management. Petra Korean Value Equity strategy has substantially outperformed the Korean market as its portfolio is up 159.9% since its inception in September 2009, compared with 21.6% increase by the Korean index (i.e., KOSPI).

Whitney Tilson
Founder and Managing Partner Kase Capital

Whitney Tilson is the Founder and Portfolio Manager of Kase Capital, a value-oriented hedge fund. He is the Chairman of Value Investor Insight and the co-author of The Art of Value Investing. He is co-founder and Chairman Emeritus of the Value Investing Congress.

John Lewis
Managing Partner Osmium Partners

John Lewis is a Founder and Managing Partner of Osmium Partners, which is in its 10th year of operation. Osmium invests in high quality small cap businesses with a long term time horizon. The investment process is driven by eight key variables known as the Osmium.

Lisa Rapuano
CEO Lane Five Capital Management

Lisa O’Dell Rapuano founded Lane Five Capital Management in 2007. Lane Five runs a long-biased, concentrated valuation-driven investment partnership to buy significantly undervalued securities of businesses it believes can create long-term value for shareholders and to hold them for many years.

Thomas A. Russo
Partner Gardner Russo & Gardner

As a partner of Gardner Russo & Gardner, Thomas A. Russo helps to oversee $4 billion as general partner of Semper Vic Partners limited partnerships and in individually managed accounts. Russell, a graduate of Dartmouth and Stanford, serves on the Executive Advisory Board of the Heilbrunn Center for Graham & Dodd Investing.

Arnaud Ajdler
Founder and Managing Partner Engine Capital

Arnaud Ajdler is the founder and managing partner of Engine Capital L.P., a value-oriented special situations fund. Prior he was a partner at Crescendo Partners since 2003. He is also teaches a course in value investing at the Columbia Business School and serves as the Chairman of the Board of Directors of Destination Maternity, Inc.

Daniel Ferris
Editor Extreme Value

Daniel Ferris is the Editor of Extreme Value, a monthly investment advisory which focuses on the safest stocks in the market: great businesses trading at steep discounts. His strategy of finding safe, cheap, and profitable stocks has earned him a loyal following – as well as one of the most impressive track records in the industry.

Richard Lashley
Principal PL Capital

Richard Lashley is a co-founder and principal of PL Capital, an investment firm specializing in U.S. community banks and thrifts. PL Capital utilizes shareholder activism to improve corporate governance and maximize shareholder value in the banks and thrifts in which it invests. Prior to PL Capital, Rich was a CPA at KPMG Peat Marwick from 1984 to 1996.

Sahm Adrangi
Managing Partner Kerrisdale Capital Management

Sahm Adrangi is the managing partner of a New York-based fundamentally-oriented investment manager that manages $265 million and focuses on long-term value investments and event-driven special situations. Kerrisdale actively shares its investment ideas with the broader investment community through its own website and third party websites.

David Neuhauser
Managing Director Livermore Partners

David Neuhauser founded Livermore Partners, an opportunistic value-oriented hedge fund whose focus is in energy, industrials, and financials. Livermore works with the firm’s portfolio management teams to unlock value and realize strong returns. Prior, he worked with financier Leon Greenblatt III in a activist/risk arbitrage hedge fund.

Tim Eriksen
Founder and President Eriksen Capital Management

Tim Eriksen is the founder and president of Eriksen Capital Management. He has managed a private fund that focuses primarily on small and micro cap stocks since 2006.

Chris Mayer
Managing Editor Agora Financial

Chris Mayer is the managing editor for Agora Financial, one of the largest publishers of independent financial advice. He is the editor and founder of Capital & Crisis, a newsletter focused on global value investing. He is the author of World Right Side Up: Investing Across Six Continents, and has appeared on CNBC and Fox News.

Daniel Miller
Portfolio Manager Gabelli Funds

Daniel M. Miller is a managing director of GAMCO Investors (NYSE: GBL), a diversified financial services firm with over $40 billion under management, and has been the lead portfolio manager of the Gabelli Focus Five Fund since inception of the investment strategy on January 1, 2012.

Workshop Faculty

Whitney Tilson
Founder and Managing Partner Kase Capital

Whitney Tilson is the Founder and Portfolio Manager of Kase Capital, a value-oriented hedge fund. He is the Chairman of Value Investor Insight and the co-author of The Art of Value Investing. He is co-founder and Chairman Emeritus of the Value Investing Congress.

Alex Rubalcava
Manager Rubalcava Capital Management

Alex Rubalcava is the Manager of Rubalcava Capital Management, an investment management firm in Los Angeles, CA. Prior to founding RCM, he was an Analyst at Anthem Venture Partners, a Santa Monica venture capital firm. Mr. Rubalcava serves on the board of two education nonprofits, South Central Scholars and KIPP LA Schools.

Daniel Ferris
Editor Extreme Value

Daniel Ferris is the Editor of Extreme Value, a monthly investment advisory which focuses on the safest stocks in the market: great businesses trading at steep discounts. His strategy of finding safe, cheap, and profitable stocks has earned him a loyal following – as well as one of the most impressive track records in the industry.

Zack Buckley
Founder Buckley Capital Partners

Zack Buckley is the founder of Buckley Capital Partners, a value-focused long/short equity hedge fund. The fund employs a fundamental approach that is research intensive and concentrated, generally with 10-15 core positions focused primarily in small cap equities.