The International Value Investing Conference 2019 (IVIC 19) will take place in Luxembourg from 05 to 07 November 2019. We will be there for you! In Luxembourg we will – as last year – conduct interviews and record the presentations. The videos will be published weekly on our YouTube channel.
What programme awaits you in Luxembourg at IVIC 19?
An overview of the speakers at the conference can be found here. We are especially looking forward to the contributions of Alex Roepers, Dr. Hendrik Leber, Greggory Warren and Andrés Allende. Why? We’ll explain that to you here.
Alex Roepers: Value in midcaps
Alex Roepers from Atlantic Investment Management is one of the keynote speakers at IVIC 18. His presentation – in which he explains his investment strategy – was very exciting to watch in 2018.
This year, we look forward to his assessment of Value and also to his assesment on some of his holdings in his $370 million portfolio. For instance, what he says about Owens-Illinois Inc. will be interesting. This investment, which now accounts for over 20% of his portfolio, has halved in value since 2018.
Dr. Hendrik Leber: Investing where the puck flies to
Dr. Hendrik Leber of ACATIS has been a guest at Value Investing TV on several occasions. You can find the videos with him in this playlist:
At IVIC 19, we are eager to find out how he is positioning himself to invest where “the puck will fly to in the future”.
Greggory Warren: The Berkshire Hathaway Questioner
Greggory Warren is a senior analyst at Morningstar for North American assets. There he also covers Berkshire Hathaway. He has been a member of the Berkshire Hathaway Analyst Panel since 2014. That is why he is asking questions to Warren Buffett and Charlie Munger during Berkshire Hathaway’s annual meeting.
He has also just published an article on “What’s Berkshire Going to Do With All That Cash?” in the IVIC 19 blog, that is worth reading.
Andrés Allende: Which idea follows Samsung?
Andrés Allende of Cobas Asset Management presented Samsung at the last International Value Investing Conference. We are curious to see what idea he will present this year.