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. 

Ben Graham Chair in Value Investing & Founder & Managing Director, Ben Graham Centre for Value Investing, Ivey Business School at Western University

Lorne Steinberg founded his firm in 2009.  From the outset, the firm has been focused on creating value for clients by responsibly growing their capital while safeguarding their assets.  The research team uses a fundamental approach to investing, and a strong price discipline, with a bias for businesses that meet strict financial criteria.   Prior to founding the firm, he was President and Chief Investment Officer of AGF’s investment counsel business in Montreal, Magna Vista Investment Management Ltd., which he joined in 1999. Before Magna Vista he spent 10 years at Lafferty, Harwood and Partners, where he began as a research analyst and was later responsible for the fixed income desk.

Lorne received his MBA from the Wharton School of the University of Pennsylvania and his BA from McGill University. He has been a Chartered Financial Analyst (CFA) charterholder since 1996. Download Presentation 

Daniel co-founded Gehlen Bräutigam Capital which initiated the Gehlen Bräutigam Value HI fund in 2018. The fund’s strategy is focused on finding deeply undervalued companies in European small and micro caps. Further attributes of the strategy: long-only, fundamental, concentrated, independent and long-term thinking. Since inception in July 2018 the fund returned 18% p.a.

Previously worked in investment banking at Barclays. Prior experiences include, among others, investment banking at Goldman Sachs, portfolio management at Union Investment as well as equity and macro research at DZ Bank.

Studied at London School of Economics (MSc Finance, best student of the year) and at Frankfurt School (BSc) as well as Harvard University and MIT. Download Presentation

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

Alex holds an Executive MBA for international Wealth Management from GSIA Carnegie Mellon University and a MBA from the University of Geneva. In addition he is Chartered European Financial Analyst.

 He formally joined Strategic Investment Advisors Group in January 2006. Until December 2005, he was Head of the Investment Process at Centrum Bank, a specialized Privat Bank Liechtenstein. Before joining Centrum Bank in 1999 he spent three years setting up and then managing the Eastern European Equity Fund for UBS Asset Management. Alex acquired a very solid finance education at UBS Zurich, where he started his career in 1989. Download Presentation

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.