Check out my coverage from the Value Investing Seminar in Italy. I will be updating this frequently over the next few days, so make sure to check back-http://www.gurufocus.com/news.php?author=Jacob+Wolinsky
I hope to be doing write-ups on of the presentations on all of the following people:
Sahm Adrangi is the portfolio manager of Kerrisdale Capital Management, a value-oriented and special situations fund based in New York. In recent months, Kerrisdale has shared in-depth research with the investment community on fraudulent U.S.-listed Chinese companies, including China Education Alliance and Advanced Battery Technologies. Mr. Adrangi is a leading expert on Chinese stock scams and his work has been discussed in Bloomberg, Businessweek and the Wall Street Journal.
Prior to founding Kerrisdale Capital Management, Mr. Adrangi was an investment analyst at Longacre Fund Management, a distressed debt credit fund. Prior to Longacre, Mr. Adrangi worked in the bankruptcy restructuring group at Chanin Capital Partners and the leveraged finance group of Deutsche Bank Securities.
Mr. Adrangi holds a Bachelor of Arts in Economics from Yale University.
|Beniamino Francesco Azzollini (Ciccio)|
Ciccio Azzollini was born in Molfetta on July 1, 1974. Ciccio has completed executive program courses in Value Investing at Columbia University in New York City and in addition has achieved a diploma in “Portfolio Management at New York University SCPC”.
He worked from 2000 through 2003 as Fund Manager in “Abax Bank” in Milan. Since 2003 he is CEO of Cattolica Partecipazioni S.p.A, an investment vehicle; he is co-founder of the “Value Investing Seminar” in Italy and founder of More Love Charity Association.
Following full-time internships at Price Waterhouse (Madrid, 1994), BBVA (Madrid, 1996), and DG Bank (Frankfurt, 1997), he started his professional career in 1998 in Frankfurt at an asset management company, Value Management&Research, where he worked closely with the founder, a former associate to legendary investors Peter Lynch and the Browne brothers of Tweedy Browne. It was then that he began to gain in-depth knowledge of the theories of value investing. He then worked in the Spanish private equity sector as an Associate at BNP Paribas Leveraged Finance. Subsequently he joined the analysis team at Banesto following the oil and steel sectors, and later formed and led the analysis team at a small Spanish independent brokerage house, whose strategy was focused on investment ideas based on the theory of value. In 2005 he joined the Vetusta Group as investment director, leading a three-person team specialising in the value-style management of portfolios and funds. In his two years in charge at Vetusta he achieved average annual returns of around 30% on equities, always beating the benchmark indices. He joined Bestinver in February 2007 along with Francisco and Álvaro, whom he considered the leading lights in the value school in Spain.
He has a Bachelor in Business Administration (summa cum laude, awarded jointly by ICADE, Madrid and Northeastern University, Boston), has 3 years education in Spanish Law and is a CFA charter holder. He is fluent in English and reads German and French.
Philip Best launched the Argonaut Micro Cap Fund in June 2003 and is a director and major shareholder of Argos Managers. He has 26 years’ experience of the European investment scene having started as a fund manager at Warburg Investment Management (later Mercury/Merrill Lynch). At Warburg, Philip launched and managed the Mercury European Income Fund. In 1987 he joined Enskilda Securities as a broker specialising in European small cap companies. In 1994 he established and ran the Paris office of The Europe Company Limited, a specialist research-driven European small cap brokerage which was sold to Jefferies & Co in 2000. Philip joined Gadd & Cie in Geneva in January 2003 and The Argonaut Fund was launched later that year.
Philip has a degree in Modern History from Oxford University and is bilingual in English and French.
Matteo Castelli is an Associate in the investment banking division of Credit Suisse in London, with focus on M&A transactions in the TMT sector.
Until June 2011, he was an Associate in the Private Equity team of National Holding, a diversified investment group based in Abu Dhabi. He joined Emirates International Investment Company, the investment arm of National Holding, in 2009, after three years in the investment banking division of Lehman Brothers / Nomura in London and Milan.
Prior experience includes periods at Mediobanca in Milan.
Matteo holds an MSc in Corporate Finance and a BSc in Finance from Bocconi University. He also attended an exchange program at Kelley School of Business, Indiana University.
Vice President. In Morgan Stanley since 2001. He worked for Goldman Sachs and Lazard in London in the Private Wealth Management division. He graduated in Business and Finance at Bocconi University, Milan. CFA charterholder since 2003.
Ori Eyal, Founder and Portfolio Manager, Emerging Value Capital Management (EVCM).
EVCM is a long-short global value fund. Our in-depth research explores the merits of each investment in the context of a global market. Ori Eyal worked at Deutsche Bank Asset Management, Deephaven Capital Management LLC and Aquamarine Fund LLC. He holds an MBA from the University of Chicago Booth School of Business. Ori has experience investing in both developed and emerging markets. His interests include logic games & puzzles, artificial intelligence, science/ physics/ astronomy and futurology.
Don has worked as an investment and finance professional in Europe for the past fifteen years and spent the last eight years identifying, analyzing and managing portfolios of undervalued securities in the European equity and distressed debt markets. Prior to that he spent seven years in corporate and investment banking. He has worked in Dublin, London, Frankfurt and Paris. He completed the CFA program in 2006 and graduated from Trinity College Dublin with a first class honours degree in Business Studies and German in 1996.
Don co-manages the Tocqueville Value Europe fund. The fund’s multi-capitalization investment strategy is contrarian and value-oriented and stock selection is bottom-up, based upon intensive proprietary research and a disciplined investment process. Don is rated A by Citywire for risk-adjusted returns and the fund ranks among the top-performing European equity mutual funds over the past decade with five out of five ratings from Lipper in all categories and a five-star Morningstar rating.
Tocqueville Finance is a Paris-based value house with €1.8 billion in assets under management. The company has followed a value investing philosophy since its foundation in 1991.
Sergio Fontana (1975) has an Economic degree at Bocconi University in Milan and University of Vienna. In 1999 he starts working in London in the management of European stocks for Goldman Sachs. In the following 11 years, in the same bank, he diversifies his activities in the stock market for Goldman Sachs’ clients and on his own.
In 2010 he starts working at Carthersio in Lugano, managing the Philos Flexible Fund.
Since 2003 Investment Manager of Cattolica Partecipazioni S.p.A.. He’s a regular attendee since 2005 at the “Value Investing Congress” managed by Schwartz Tilson Information inc., USA.
2000 Degree in