Value Investing

Grant’s Conference Fall 2014: Speaker Slides

We received some speaker presentations from Jim Grant’s recent conference on October 21st 2014. VW will be providing more coverage of what happened at the conference (stay tuned) – for now we are posting some of the slides.

The line-up was

Speakers

Ackman, William A. – Pershing Square Capital
Chu, Charlene – Autonomous Research
Diamond, Bob – Atlas Merchant Capital, Founder and CEO
Greenwald, Bruce – Columbia Business School
Hague, Ian – Firebird Management
Langone, Ken – Invemed Associates
Lipton, Martin – Wachtell, Lipton, Rosen & Katz
Mikhailovich, Simon A. – Tocqueville Bullion Reserve
Thompson, Cullen – Bienville Capital Management
Grant, James – Grant’s Interest Rate Observer

We have slides from Greenwald, Mikhailovich, and Hague. Check them out below. Note – besides for the notes we will have up soon we will be posting any other slides we get, so stay tuned.

Grant's

 

Bruce Greenwald Fall 2015

Ian Hauge Grants Presentation v61

Simon TBR – Grant’s Conference – 2014

Ian Hauge Grants Presentation v61

Simon TBR – Grant's Conference – 2014

Bruce Greenwald Fall 2015