Registration

The Value Intelligence Conference is an event for institutional fund investors. Unfortunately, private clients cannot attend the event. We will gladly accept registrations from institutional fund investors for the next conference. Details will be avaliable shortly.

 

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Value Intelligence Conference
Speakers 2005 – 2022

2022

 Agenda 2022 deutsch

Speakers 2022

  • Prof. Dr. Thorsten Hens, Zurich University
  • Edward Chancellor, Financial Historian, London
  • Prof. Bruce Greenwald, Columbia Business School, New York
  • Joe Bauernfreund, AVI Japan, London
  • Adam Rozencwajg, Goehring & Rozencwajg, New York
  • Caesar Bryan, Gabelli Gold, New York
  • Jan Hummel, Paradigm Capital, Munich
  • Gregor Mast (Moderator), The Market / NZZ
  • Stefan Rehder, VIA GmbH, Munich
  • Thomas Wiedemann, VIA GmbH, Munich

2019

Agenda 2019 englisch

Speakers 2019

  • Prof. Dr. Thorsten Hens, Zurich University
  • Boris Hofmann, Bank of International Settlements
  • Prof. Dr. Xuewu Gu, University of Bonn
  • Crispin Odey, ODEY Asset Management
  • Felix Zulauf, Zulauf Asset Management
  • Dave Iben, Kopernik Global Inv., Florida
  • Caesar Bryan, Gabelli Funds, LLC, New York
  • Gregor Mast (Moderator), The Market / NZZ
  • Stefan Rehder, VIA GmbH, Munich
  • Thomas Wiedemann, VIA GmbH, Munich

2017

Agenda 2017

Speakers 2017

  • Dr. Christian Osendorfer, NNAISENSE, Lugano
  • Prof. Dr. Thorsten Hens, Zurich University
  • Thomas Wiedemann & Peter Seppelfricke, VIA GmbH, Munich
  • Caesar Bryan, Gabelli Funds, LLC, New York
  • Dave Iben, Kopernik Global Inv., Florida
  • Richard Elmslie, RARE Infrasturcture, Sydney
  • Dr. Karl Pilny, asia 21 gmbh, Zurich
  • Filip Weintraub, Skagen Funds, Norway
  • Tristan Camp, Royce & Associates, New York
  • Emily Leveille, Nordea, Copenhagen
  • Rainer Unterstaller, ACATIS Fair Value Inv. AG, Switzerland
  • Stefan Rehder, VIA GmbH, Munich
  • Lars Thørs, Danske Invest, Denmark
  • Tom Stubbe Olsen, European Value Partners S.A., Luxembourg

2016

VIC-Englisch-2015.jpg

Speakers 2016

  • Jean-Marie Eveillard, First Eagle Investment Mgmt., New York
  • Edward Chancellor, Author & Fin. Historian
  • Isabel Levy, Metropole Gestion, Paris
  • Giorgio Caputo, First Eagle Investment Mgmt., New York
  • Michael Fleisher, Brandywine Global, Philadelphia
  • Prof. Thorsten Hens, Zurich University, Zurich
  • Georg von Wyss, BWM AG, Zurich
  • Stefan Rehder, Value Intelligence Advisors, Munich

2015

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Speakers 2015

  • Prof. Bruce Greenwald, Columbia Business School, New York 
  • Prof. Thorsten Hens, Zurich University
  • Samantha McLemore, Legg Mason
  • James Montier, GMO
  • Lauren Templeton, Templeton & Phillips Cap.
  • David Blount, Eagle Asset Management
  • Alex Morozov, Morningstar
  • Stefan Rehder, VIA GmbH

2014

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Speakers 2014

  • D. Ehrlichman, ClearBridge Investments, New York
  • Frank Fischer, Shareholder Value Management AG, Ffm
  • David Iben, Kopernik Global Investors, Tampa/Florida
  • James Montier, GMO, London 
  • Thorsten Polleit, Frankfurt School of Fin. and Mgmt., Ffm
  • Tom Stubbe Olsen, European Value Partners, S.A., Luxembourg
  • Felix Zulauf, Vicenda Asset Management, Zug
  • Roman Zulauf, Vicenda Asset Management, Zug
  • Stefan Rehder, Value Intelligence Advisors, Munich

2013

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Speakers 2013

  • Felix Zulauf, Zulauf Asset Managment, Zug 
  • Prof. Bruce Greenwald, Columbia Business School, New York 
  • Prof. Peter Bossaerts, California Inst. of Technology, Pasadena 
  • Prof. Thorsten Hens, University of Zurich, Zurich 
  • Jack P. McIntyre, Brandywine Global, Philadelphia 
  • Ed Cowart, Eagle Asset Management, St. Petersburg 
  • Filip Weintraub Labrusca Family Office, Stockholm

2012

VIC-Einladung-Englisch-2012-1-midi.jpg

Speakers 2012

  • James Montier, GMO, London
  • Jean-Marie Eveillard, First Eagle Funds, New York
  • Francis D. Gannon, Royce & Associates, New York
  • Prof. Thorsten Hens, Zurich University
  • Dylan Grice, Société Générale, London
  • Mary Chris Gay, Legg Mason Capital Mgmt., Baltimore
  • Ben Davies, Hinde Capital, London
  • Donald Yacktman, The Yacktman Funds, Austin/Texas

2011

VIC-Einladung-Englisch-2011-1-midi.jpg

Speakers 2011

  • James Montier, GMO, London
  • Prof. Bruce Greenwald, Columbia Business School, New York
  • Howard Marks, Oaktree Capital, Los Angeles
  • Uto Baader, Baader Bank, Munich
  • Dr. Nikolaus Lang, Boston Consulting Group, München
  • Dylan Grice, Société Générale, London
  • Mary Chris Gay, Legg Mason, Baltimore
  • Jakub Rehor, Third Avenue, New York
  • Frank Fischer, Shareholder Value, Frankfurt

2010

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Speakers 2010

  • Dr. Magne Orgland, Bankhaus Wegelin, St. Gallen
  • James Montier, GMO, London
  • Prof. Dr. Thorsten Hens, Swiss Banking Inst., Zurich University 
  • Claus Vogt, Aequitas Capital Partners, Munich
  • Prof. Dr. Carl-L. Holtfrerich, Freie Universität Berlin
  • Dr. Wang Hai Jun, CINDA Staatsfonds VR China, Peking
  • Caesar Bryan, Gabelli & Co Inc., New York
  • Mary Chris Gay, Legg Mason, Baltimore
  • Jean-Marie Eveillard, First Eagle, New York

Speakers 2008

  • Jean-Marie Eveillard, First Eagle Funds, New York
  • Prof. Bruce Greenwald, Columbia Business School, New York
  • Erin Bellissimo, Heilbrunn Center for Graham & Dodd Investing, New York
  • Prof. Josef Lakonishok, Founding Partner, LSV Asset Management, Chicago
  • Caesar Bryan, Gabelli & Co Inc., New York
  • Prof. Dr. Thorsten Hens, Swiss Banking Institute,  Zurich University
  • Bruce Berkowitz, Fairholme Capital Management, Miami
  • James Montier, Société Générale, London

Speakers 2007

  • Edwin Schloss, Edwin Schloss Associates LLC, New York
  • Thomas Shrager, Tweedy Browne Company LLC, New York
  • Russ Fuller, Fuller & Thaler Asset Management Inc., San Mateo, California
  • Prof. Peter Bossaerts, California Institute of Technology, Pasadena, Californa
  • Prof. William Ziemba, University of British Columbia, Vancouver, Canada
  • James Montier, Dresdner Kleinwort, London
  • Prof. Thorsten Hens, Swiss Banking Institute, Zurich
  • Thierry Pascault, Head Financial Institutions Europe, AT Kearny, Paris
  • Mike Burdon, Poten & Partners, London
  • Georg von Wyss, Braun, von Wyss & Müller AG, Zurich
  • Prof. Max Otte, Institut für Value Investing, Worms

Speakers 2006

  • Amit Wadhwaney, Third Avenue, New York
  • Prof. Bruce Greenwald, Columbia Business School, New York
  • Prof. Andrei Shleifer; Harvard University, Boston
  • Sebastian Holl, BayernLB, Munich
  • Robert Hassler, Oekom Research AG, Munich
  • Markus Hamella, BayernInvest, Munich
  • Cliff Schireson, Brandes Partners, San Diego

Speakers 2005

  • Charles D. Ellis, Ex-AIMR-Präsident, Prof. i. R. Harvard und Yale
  • Thomas H. Shrager, Tweedy, Browne Company LLC, New York
  • Prof. Bruce Greenwald, Columbia Business School, New York
  • Prof. Dr. Thorsten Hens, Zurich University
  • Prof. Dieter Schmitt, Universität Duisburg-Essen
  • Malte Barth, Skillnet Consulting, Hamburg
  • Dr.-Ing. Rudi Knorr, Fraunhofer Institut, Munich
  • Thomas Loster, Münchener Rück Stiftung, Munich
  • Paul Mc Carthy, PricewaterHouse Coopers, Stuttgart
  • Dr. Karsten von Köller, Lone Star GmbH Deutschland, Frankfurt am Main