2016 Conference

Summary

With the support of the

  • September 29-30, 2016
  • Cleopatra Hotel, Nicosia, Cyprus
  • 31 participants.
  • 17 investment ideas:  16 longs and 1 short.
  • Participant Q&A with Bob Robotti (CEO, Robotti & Company)
  • Bail-in and banking sector Q&A with Dr. Christos Patsalides (Deputy CEO, Bank of Cyprus).
  • 2 buffet business lunches and gala-dinner by the pool (included in the price).

Cost

Event fee:  EUR 247.
CFA Society of Cyprus:   EUR 200
Special hotel rates started at EUR 80 per night.

Videos

The Q&A with Bob Robotti was filmed.
It is currently available to the public.
Click here to see the video.

Presentations

They are currently available to the public.
Click here to see presentations.

Participants

Andreas Cleanthous, CFA Society of Cyprus
Arko Kadajane, Ambient Sound Investments (Estonia)
Argiris Fisou, Eurobank (Cyprus)
Bo Lindfors, Taurus Capital (Finland)
Bob Robotti, Robotti & Company (U.S.A.)
Charis Charalambous, Active Banking Fund (Cyprus)
Christos Patsalides, Bank of Cyprus (Cyprus)
Christos Spanos, CFA Society of Cyprus
Christina Varnava, Eurobank (Cyprus)
David Kessler, Robotti & Company (U.S.A.)
Diederik van Rappard, Capitalize B.V. (Netherlands)
Diego Moreno, Forum Family Office (Germany)
Dominic Fisher, Thistledown Investment Management (U.K.)
Evgeny Tarakanov, CFA Society of Cyprus
Florentzos Kassoumis, FAMco (Cyprus)
George Karatzias, Alter Domus (Cyprus)
Guy Mollet, Private Investor
Marios Andreou, Abacus (Cyprus)
Marios Stellakis, cdb Global Capital (Cyprus)
Pasi Havia, Helsinki Capital Partners, Finland
Pavel Begun, 3G Capital (Canada)
Peter Rodger, CFA Society of Cyprus
Raman Minhas, Private Fund (U.K.)
Samir Mohamed, Family Fund (Switzerland)
Simon Caufield, SIM Limited (U.K.)
Sophocles Sophocleous, FatAlpha (Cyprus)
Steve Gorelik, Firebird Management (U.S.A.)
Theodoros Costeas, CFA Society of Cyprus
Tim du Toit, Serendipity Ventures (Germany)
Vassos Kyprianou, Dimacos Capital (Cyprus)
Zenon Papafilippou, Bank of Cyprus (Cyprus)

The 17 Investment Ideas Presented

Average 1-year performance (without dividends):   40% 

Long Allison Transmission
Long Bank of America
Long Banrisul SA
Long BNP Paribas
Long Fiat Chrysler Automobiles
Long Hargreaves Services
Long JD Wetherspoon
Long Linedata Services SA
Long McColl’s Retail Group PLC
Long Public Power Corporation
Long Rieter Holding AG
Long Sekisui Jushi Corp
Long Siauliai Bankas
Long Silvano Fashion Group AS
Short Tesla
Long Tianneng Power International Ltd
Long Waddell & Reed Financial, Inc