Author Background:
Gary Antonacci has over 35 years experience as an investment professional focusing on under-exploited investment opportunities. His research introduced the investment world to dual momentum, which combines relative strength price momentum with trend following absolute momentum. Antonacci is recognized as a foremost authority on the practical applications of momentum.
Author Background:
Born in Montreal, Gillian Zoe Segal has lived in Manhattan since she was eight years old. She received a Bachelor of Arts from the University of Michigan and a law degree from the Benjamin N. Cardozo School of Law. She is also a photographer.
Author Background:
Bonnie Marcus, M.Ed., is a certified executive coach, speaker and author. A former corporate executive, Bonnie founded her firm, Women’s Success Coaching, in 2007 with the mission to help professional women promote and position themselves for success. Her latest book, The Politics of Promotion: How High Achieving Women Get Ahead and Stay Ahead, provides a road map for women to navigate the complexities of their workplace to get the promotions they deserve. A contributing writer for Forbes and Business Insider, Bonnie has also been published in Entrepreneur, Women in HR, Reader’s Digest, Diversity MBA, and CIO Magazine. She has been featured in Fast Company, Fortune, the Wall Street Journal, and Huffington Post.
Author Background:
Paul Allen is a Professor Emeritus at Mississippi State University. He holds a CPA, DBA (Doctor of Business Administration), MBA, BPA (Bachelors of Professional Accountancy) and previously worked as a senior accountant for 5 years with Exxon Co. USA . He has been widely published in accounting, finance and marketing journals.
Author Background:
Michael Yogg is trained as both a historian and an investor. He holds three degrees in history from Yale and Harvard and worked in the investment business in Boston from 1978 until 2012, in positions ranging from analyst and research director to portfolio manager and chief investment officer. Before that he taught history at Harvard, and before that served as an officer in the U.S. Navy. He knew Paul Cabot personally from 1978 to 1994.
Author Background:
Barbara Oakley, PhD, PE is a professor of engineering at Oakland University in Rochester, Michigan and a Visiting Scholar at the University of California, San Diego. She is the author of A Mind for Numbers and co-teaches Coursera – UC San Diego’s massive open online course “Learning How to Learn.”
Author Background:
Ron Fierstein was a young lawyer on the team of litigators from the prestigious patent law firm of Fish & Neave representing Polaroid in its epic patent battle with Eastman Kodak over instant photography technology. He had the unique experience of working closely with Polaroid’s founder and star witness, Dr. Edwin Land. After leaving the practice of law in the early 1980s, he enjoyed a long and successful career in the entertainment industry, representing artists in the recording (Suzanne Vega, Shawn Colvin, Mary Chapin Carpenter) and theater (Harvey Fierstein) industries. He is a co-producer of the current Broadway hit, Kinky Boots.
Author Background:
Samuel Arbesman is a complex systems scientist and writer, whose work focuses on the nature of scientific and technological change. He is currently a Senior Adjunct Fellow of the Silicon Flatirons Center for Law, Technology, and Entrepreneurship at the University of Colorado and a Research Fellow of the Long Now Foundation. He lives in Kansas City with his wife.
Author Background:
Barbara Gaughen Muller is the founder of Gaughen Global public relations and co-author ofRevolutionary Conversations, The Tools You Need for the Success You Want. Her late husband, Robert Muller, was the Assistant Secretary-General of the United Nations for 40 years. Barbara is the president of the UNA-USA Santa Barbara & organizer for the Rotary World Peace Conference.
Author Background:
Scott Fearon has spent thirty years in the financial services industry. Since 1990, he has managed the hedge fund Crown Capital. The fund has significantly outperformed the S&P 500 by investing in fast-growing companies while shorting the stocks of “dead companies walking,” businesses on their way to bankruptcy. Scott holds a BA from Stanford University and an MBA from the Kellogg School of Management at Northwestern University.
Author Background:
Nick Gogerty is a financial expert with experience in technology and asset allocation. He’s worked with some of the world’s largest hedge funds, banks, and science research institutes. Nick is also a guest lecturer at Columbia’s Executive MBA program on innovation and macro-economics. He’s interested in large complex problems and making difficult things easier to understand.
Author Background:
Michael Shearn founded Time Value of Money, LP, a private investment firm, in 1996, to devote his attention to selecting and researching stocks and private investments. He launched the Compound Money Fund, LP, a concentrated value fund, in 2007. Shearn serves on the Investment Committee of Southwestern University, which oversees the school’s $250 million endowment.
Author Background:
After serving as a Captain in the United States Marine Corps, Dr. Wesley Gray became a finance professor at Drexel University. Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect. Wes earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.
Author Background:
Jeroen Bos, a Dutch investor, has worked his entire career in the financial services industry in England. He worked for many years at stock broker Panmue Gordon, in the City of London. It was here that his interest in value investing developed. This process accelerated after the October 1987 market crash, during which time he took inspiration from the Intelligent Investor by Benjamin Graham.
Author Background:
Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books:Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Author Background:
Andrew Orr holds Bachelor and Master of Arts degrees in English, and loves all things science fiction. Some of his favorite science fiction writers include Arthur C. Clarke, Ray Bradbury, and Philip K. Dick.
He dreams about one day hitching a rocket ride into space, and wonders when real-life humans will set foot on the Red Planet.
He lives near Seattle with his wife and daughter.
Author Background:
Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colorado. He is the author of The Little Book of Sideways Markets and Active Value Investing. He immigrated to the United States from Murmansk, Russia in 1991. From 2001 to 2007, Katsenelson taught investment classes at the University of Colorado at Denver, Graduate School of Business.
Each year in June, Vitaliy hosts VALUEx Vail, an invitation-only conference where serious value investors share ideas and learn from each other’s experiences, while enjoying family fun in the gorgeous Colorado Rockies.
Author Backgrounds:
Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and Dhandho Holdings. Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $690 million in AUM with an annualized gain of 17.7% (versus 5.2 % for the Dow). He is the author of two books, including The Dhandho Investor. Mohnish is also is the Founder and Chairman of the Dakshana Foundation, which is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide.
Guy Spier is the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships. In 2007 he made headlines by bidding $650k with Mohnish Pabrai for a charity lunch with Warren Buffett. Guy recently published his first book, The Education of a Value Investor. In 2009, Spier and his family moved from New York to Zurich, Switzerland to escape the noise of Wall Street. He attained his MBA from Harvard Business School and has a First Class degree in Economics from Oxford University. He spoke at TED India and co-hosted TEDx Zurich.
Author Backgrounds:
Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and Dhandho Holdings. Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $690 million in AUM with an annualized gain of 17.7% (versus 5.2 % for the Dow). He is the author of two books, including The Dhandho Investor. Mohnish is also is the Founder and Chairman of the Dakshana Foundation, which is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide.
Guy Spier is the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships. In 2007 he made headlines by bidding $650k with Mohnish Pabrai for a charity lunch with Warren Buffett. Guy recently published his first book, The Education of a Value Investor. In 2009, Spier and his family moved from New York to Zurich, Switzerland to escape the noise of Wall Street. He attained his MBA from Harvard Business School and has a First Class degree in Economics from Oxford University. He spoke at TED India and co-hosted TEDx Zurich.
Author Background:
Lawrence Cunningham is a leading authority on corporate governance culture and on Berkshire Hathaway and Warren Buffett. He has written several books on value investing and is the authorized editor of The Essays of Warren Buffett: Lessons for Corporate America. A popular professor of business law at George Washington University, his latest book is Berkshire Beyond Buffett: The Enduring Value of Values, in which executives from dozens of Berkshire’s subsidiaries cooperated.
Author Background:
James Grant is a financial journalist, historian, and the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His new book, The Forgotten Depression, 1921: the Crash that Cured Itself, is a history of America’s last governmentally unmedicated business-cycle downturn.
Author Background:
Tobias Carlisle lives in Santa Monica, CA where he is the founder and portfolio manager of Eyquem Investment Management LLC.
He is best known as the author of the well regarded website Greenbackd.com, the book Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations, and Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors. He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding Eyquem in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law and Business Management.
Author Background:
With a background in engineering, construction, publishing and journalism, Sam founded Centratel in 1984. He resides in Bend, Oregon, which fits with his outside interest of mountaneering, skiing, cycling, reading, and traveling. Other business enterprises include educational products, software, and consulting. Sam is founder and director of Kashmir Family Aid, a non profit aiding surviving school children of the 2005 Pakistan and Kashmir earthquake.
Author Background:
Howard Marks is an American investor and writer. After working in senior positions at Citibank early in his career, Marks joined TCW in 1985 and created and led the High Yield, Convertible Securities and Distressed Debt groups. In 1995, he left TCW and co-founded Oaktree Capital Management. In the 2011 Forbes rankings of the wealthiest Americans, Marks was ranked the #273 richest in the United States, with a net worth of $1.5 billion.
He is known in the investment community for his “Oaktree memos” to clients which detail investment strategies and insight into the economy, and in 2011 he published the book The Most Important Thing: Uncommon Sense for the Thoughtful Investor.
Author Background:
Patrick O’Shaughnessy, CFA is a Principal and Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Patrick is the author of Millennial Money: How Young Investors can Build a Fortune and is a contributing author to the fourth edition of What Works on Wall Street. Patrick’s is an expert in investment strategy research and investor behavior and holds a B.A. in Philosophy from the University of Notre Dame.