Speakers & Downloads

Pavel Begun is a co-founder of 3G Capital Management, a private investment partnership that invests in undervalued securities around the world.  The firm has been in business since 2004, and over that time frame is has produced a track record of significant outperformance vs. its benchmark indices. 

Daniel graduated from VUT Brno. In 1993-1998 he was the director of Atlantik Financial Markets, a.s., a member of the Prague Stock Exchange, which he founded. In 1999-2004 he was the director of ABN AMRO Asset Management (Czech), a.s. In 2004, he founded the investment fund Vltava Fund SICAV. Vltava Fund is a global equity investment fund dedicated to qualified investors. Daniel Gladiš is the author of Naučte se investovat (Learn to Invest) and Akciové investice (Stock Investments). Download Presentation

David Kessler is a Portfolio Manager with Robotti & Company Advisors, LLC.  Prior to Robotti David held research and portfolio management roles with Aquamarine Capital, Rochdale Investment Management and Morgan Stanley. 

David earned a B.S. in Finance and Marketing from the University of Maryland and an MBA from Columbia Business School where he was a member of the Columbia Applied Value Investing Program. Download Presentation

Mr. Mayer-Heinisch currently serves as Chief Investment Officer and founder of LifeTree Asset Management (froots.io) and steers the firm’s investment strategy. As CIO he oversees the research and portfolio allocation of the quantitative state-of-the-art investment approach. He is a convinced value investors and strong believer that there is a big symbiosis between man and machine when it comes to investing.

Previously, Mr. Mayer-Heinisch held important positions in the investment industry. During his time at Lingohr & Partner Asset Management GmbH from 2013 to 2018, he was Portfolio Manager, Assistant to the Chief Investment Officer and a key member of the Strategy Board. He was co-responsible for managing portfolios totaling €4 billion in around 30 mandates in international long-only equities for some of the best-known SWFs and institutional investors.

He was also responsible for research to continuously improve the systematic process and successfully established a Small Cap Equity Strategy.

Prior to that, he worked at Raiffeisen Bank International from 2011 to 2013, where he focused on Fund Manager Selection and Investment Strategy Evaluation.

Mr. Mayer-Heinisch holds an MBA from IE Business School in Madrid and a bachelor’s degree from WU Vienna, highlighting his academic and professional qualifications in the field. His extensive experience and belief in the collaboration between human understanding and technological advancement have made him a well-known figure in the German speaking investment landscape. Download Presentation

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Head of Equity and Portfolio Manager at Banor SIM, Milan

In 2003 Angelo joined Ribofin (former advisor of Athena Fund) and worked as financial analyst up to 2008. He moved directly to Banor SIM S.p.A. in 2009 when Ribofin and Banor SIM merged as a portfolio manager, reaching the role of Head of Equities in 2011. He holds a bachelor’s degree in Business Administration “Summa Cum Laude” at Luigi Bocconi University (Milan), he’s member of CFA Institute since 2005, CFA Charterholder since 2006, CIPM holder and participates in CFA Grading Process since 2010.

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Georg Geiger is the founder and CEO of Value-Holdings AG. He is also a member of the Management Board of Value-Holdings Capital Partners AG and Chairman of the Supervisory Board of Value-Holdings International AG. He trained  as a banker and successfully completed his studies to become a graduate in business administration (FH). Mr. Geiger has been a financial analyst since 1988 and an asset manager since 1992. At Value-Holdings he is responsible for research and portfolio management.

PIERER Mobility AG is the holding company of KTM AG, a leading European motorcycle manufacturer. With a focus on the premium segment, the company unites the brands KTM, GASGAS, Husqvarna and MV Agusta under one roof.