Grant Conferences has just made some presentations from prior events available to the public. Jim Grant announced the message via social media. Although many presentations were not made available, below is the full list of all available presentations going back to 2009. Enjoy!
Spring 2013 – April 9
Speakers
David A. Stockman, Former Director of the Office of Management and Budget, 1981-85 Bio
James Rickards, JAC Capital Advisors Bio – Presentation, Easing at the Zero Bound: Beond QE & the “Foolproof Way”
John H. Cochrane, The University of Chicago Booth School of Business Bio – Presentation, The Interest Rate Paradox
Joseph La Nasa, III, Serengeti Asset Management Bio
Kyle Bass, Hayman Capital Management Bio
Mark W. Yusko, Morgan Creek Capital Management Bio – Presentation, This Time For The Money
Sean Egan, Egan-Jones Rating Co. Bio – Presentation, Some actionable ideas in credit adn equities
Stephen A. Schwarzman, Blackstone Group Bio
Timothy M. Walsh, Division of Investments, State of New Jersey Bio
James Grant, Grant’s Interest Rate Observer Bio
Fall 2012 – October 23
Speakers
Bob Saul, GMO Renewable Resources Bio – Presentation, Domestic Timber Investments: How? Where and When? What Happened and Why? and Why Not Now?
Bruce Kovner, Caxton Alternative Management Bio
Christopher Cole, Artemis Capital Management Bio – Presentation, Bull Market in Fear
Lewis E. Lehrman, L.E. Lehrman & Co. Bio
Michael Price, MFP Investors Bio
Pierre Lassonde, Franco-Nevada Corp. Bio – Presentation, The Perfect Gold Storm
Thomas Levenson, Massachusetts Institute of Technology Bio
Van R. Hoisington, Hoisington Investment Management Bio – Presentation, The Fed vs. the 30-Year Bond
James Grant, Grant’s Interest Rate Observer Bio
Spring 2012 – Wednesday April 11
Speakers
David Einhorn, Greenlight Capital, Inc. Bio
Hugh Hendry, Eclectica Asset Management Bio – Presentation, Profiting from Contrarian Opinion
James Aitken, Aitken Advisors, LLP Bio – Presentation, Some observations on the plumbing.
James Chanos, Kynikos Associates, LP Bio – Presentation, A Search for Global Value . . . TRAPS!
Joe Rosenberg, Loews Corporation Bio
Meredith Whitney, Meredith Whitney Advisory Group, LLC Bio
Paul Singer, Elliott Associates, LP Bio
Simon A. Mikhailovich, Eidesis Capital, LLC Bio – Presentation, Testing your Metal–Do you have Systemic Insurance?
Stanley Druckenmiller, Duquesne Family Office, LLC Bio
James Grant, Grant’s Interest Rate Observer Bio
Fall 2011 – October 26
Speakers
Carl E. Walter, Author Bio – Presentation, China’s Financial Circles: Banks, Borrowers and the National Budget
David Bonderman, TPG Capital Bio
David Ben-Ur, Corbin Capital Partners Bio – Presentation, Concerning investments under-valued, under-analyzed and under-owned
Emanuel Derman, Columbia University & Prisma Capital Partners Bio – Presentation, The world is not a model
Joel Lusman, Lusman Capital Management Bio – Presentation, A Bird in the Hand AND 30 in the Bush
John C. Bogle, The Vanguard Group, Inc. Bio
Karthik Sarma, SRS Investment Management Bio
Robert Knapp, Ironsides Partners Bio – Presentation, Buying Discounts & Selling Premiums
Sean Fieler, Equinox Partners, LP Bio
James Grant, Grant’s Interest Rate Observer Bio – Presentation, That was deflation
Spring 2011 – March 29
Speakers
Conrad Black Bio
James Bianco, Bianco Research, LLC Bio
Joshua Friedman, Canyon Partners, LLC Bio
Lewis E. Lehrman, L.E. Lehrman & Co. Bio
Mark Doyle, Sterling Grace Municpal Bio
Michael Harkins, Levy, Harkins & Co. Bio
Randy Smith, Alden Global Capital Bio
Seth Klarman, The Baupost Group Bio
Steven Eisman, FrontPoint Partners Bio
James Grant, Grant’s Interest Rate Observer Bio
Grant’s London 2011 – February 24
Speakers
David A. Stockman, Former Director of the Office of Management and Budget, 1981-85 Bio –Presentation, the Infernal Engine of the Dollar
Frederick “Shad” Rowe, Greenbrier Partners, Ltd. Bio
Hugh Hendry, Eclectica Asset Management Bio
James Montier, GMO Bio
John Adams, Emeritus Professor of Geography, University College London Bio – Presentation, Risk Management: it’s not rocket Science
John Dizard, The Financial Times Bio – Presentation, European Sovereign Defaults: A Preview
Lisa W. Hess, SkyTop Capital Management Bio
Paul Isaac, Codogan Management, LLC Bio – Presentation, London Charts
James Grant, Grant’s Interest Rate Observer Bio
Fall 2010 – October 19
Speakers
Felix Rohatyn, Lazard, Ltd. Bio
Francis Daniels, Anibok Investment Research Chambers Bio – Presentation, Reflections of a value investor in Africa
Frank Byrd, Fielder Capital Group, LLC Bio
James Chanos, Kynikos Associates, LP Bio – Presentation, A Walk on the (Asian) Wild Side
John Burkank, Passport Capital, LLC Bio
Mark Werner, Pierpont Securities, LLC Bio – Presentation, The case for building a Government Securities dealer
Theodore Aronson, Aronson+Johnson+Ortiz Bio
Vivian Pan, Hamlin Capital Management Bio
James Grant, Grant’s Interest Rate Observer Bio
Spring 2010 – March 23
Speakers
Adam Weiss, Scout Capital Bio
Bruno Rocha, Dynamo Capital, LP Bio – Presentation, Brazil from a value investor’s perspective
Byron Wien, The Blackstone Group Bio
Cristiano Souza, Dynamo Capital, LP Bio – Presentation, Brazil from a value investor’s perspective
David Rosenberg, Gluskin Sheff & Associates Bio
Paolo Pellegrini, PSQR Management, LLC Bio
Steven Galbraith, Maverick Capital Bio
Steven Eisman, FrontPoint Partners Bio
Sy Jacobs, JAM Partners, LP Bio
Thomas Gayner, Markel Corp. Bio
Thomas Gallagher, ISI Group, Inc. Bio – Presentation, Government – Buy, Sell, or Hold?
James Grant, Grant’s Interest Rate Observer Bio
