Philosophy

Event Goals & Philosophy

Our goal is to create an environment that is conducive to learning and sharing, the development of friendships between value investors, and for everyone to walk away with a tangible benefit.  The event is kept small so as to allow people to get to know each other and for friendships to develop.  As a result, participants hear investment ideas, gain knowledge from the topics discussed and get to meet new and interesting investors from around the world.

As this is an idea exchange, participants are asked to contribute in some way to the event.  This is usually by a presentation on an investment idea, topic or a Q&A session.  In other words some type of sharing of information and knowledge.  This helps everyone become better investors and to benefit directly.  In addition, it allows everyone to get to know the participant which usually leads to further discussion.

Who should attend?

The event is by investors for investors.  If you are a professional investor, retail investor, family office, wealth manager, academic or otherwise interested in the markets and want to contribute in some way then you are welcome.

Non-solicitation rule

We share a similar rule to Guy Spier’s VALUEx.  The rule regards non-solicitation and is as follows:  During the whole event, please refrain from all unsolicited pitches – whether of investment or of business propositions.  You should of course, feel free to respond to genuine enquiries of interest from other participants.  Our goal in doing this is to create an environment that is conducive to learning and sharing.  We have learned that some of our highest valued participants will not come if they think that they will be accosted by enthusiastic salespeople.  During the event, there are plenty of networking opportunities so once everyone gets to know each other, any future business happens on its own and thus sales pitches are not required.  So no participants needs to worry about their story or business not getting known.  But we frown upon ‘cold-call’ type pitches.  The small size of the event ensures that everyone will speak to everyone.

If you are in agreement with the above then feel free to contact us to discuss your participation.