What did I learn at the RV Capital Meeting in Engelberg?
From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported…
Author: Tilman Versch
Tilman Versch founded Good Investing and a very enthusiastic, long-term investor. Over the last few years, he has taught himself important investing concepts and shared his learning journey publicly. He tries to combine a positive societal and ecological impact with his investments.
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Michael Maboussin – Director of Research, BlueMountain Capital
Prior to joining BlueMountain, Michael Maboussin was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael…
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James "Jamie" Dinan interviewed by Oliver Michael Weinberg
James “Jamie” Dinan founded York Capital Management in September 1991. It manages USD 20bn AUM. Jamie previously worked at the well-known 1980s Wall Street firm…
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Michael Oliver Weinberg, APG, interviewed by Svea Herbst-Bayliss
APG manages USD 500bn (!) for Dutch pensioners. Michael Oliver Weinberg is an asset allocator for APG, and teaches investing at Columbia Business School. He…
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Cliff Asness, ARQ Capital Management, at Project Punch Card Conference
AQR Capital Management has USD 180bn (!) AUM. Cliff Asness is a very active researcher and writer: Blog, Twitter, research papers, articles and guest contributions….
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A panel with Victor Khosla, Robert Koenigsberger, Andrew J. Herenstein
On the panel were Victor Khosla – Founder & Chief Investment Officer, Strategic Value Partners (SVP), Robert Koenigsberger – Founder & Chief Investment Officer, Gramercy…
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Barbara Ann Bernard, Wincrest Capital, interviewed
Barbara grew up in the Bahamas, where she enjoyed stints as an intern for Sir John Templeton. Later, she worked in investment banking at Goldman…
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Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019
Swen Lorenz had the pleasure to take notes during the presentations of Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019. Here…
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Rupal Bhansali (CIO of Ariel Investments) "Non-consensus investing"
As Chief Investment Officer of Ariel, Rupal Bhansali oversees USD 7bn of AUM in long-only international and global equity strategies. She started her career at…
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Swen Lorenz: Ideas & wisdom from the Project Punch Card Conference
On 11 December 2019, the 2nd annual “Project Punch Card” value investing conference took place in partnership with the Gabelli Center for Global Securities Analysis…
