Founder and Chief Investment Officer - Atlantic Investment Management
Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials and businesses services sectors. Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the U.S., Europe and Japan.
Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82).
Mr. Roepers has a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980), and an MBA from Harvard Business School (1984).
Partner & CIO - European Capital Partners
Léon Kirch, CFA, born in Luxembourg in 1972, has been involved with Value Style Investing for twenty years now. He holds a Commercial Engineering degree from Solvay Brussels School and is a Chartered Financial Analysts.
Léon Kirch started his career in 1997 at Banque de Luxembourg as a Portfolio Manager. In early 2002, he joined Nordea as the Co-Portfolio Manager of the Nordea European Value Fund until Mid-2014. In August 2014, he became Partner at European Capital Partners where he launched his own European Equities strategies and got back to the roots of his “Entrepreneurial Value Investing” approach.
Léon Kirch was founding President of the Luxembourg CFA Society and is a regular guest speaker at the University of Luxembourg.
Head of Global Value Equities - Maj Invest
Mr. Kara joined Maj Invest in 2004, and has been responsible for managing the Global Value equities strategy since its inception. Prior to joining Maj Invest, Mr. Kara worked as an equity strategist at Danske Bank. Previously he held a position as portfolio manager at Danske Capital for the Danske Invest Latin American Equities fund. Mr. Kara holds a MSc in Economics from the University of Copenhagen.
Portfolio Manager - Cobas Asset Management
Spain 1977. Bachelor’s degree in Business Administration from the Complutense University (Madrid). In 2001, he joined Credit Suisse where he worked as aportfolio manager first in Madrid and then in Zurich. In 2007, he joined RAB Capital in London as a Long/Short equities portfolio manager for Latin America, and subsequently for Global Emerging Markets. In 2011, he joined Allianz Global Investors in London, before moving to Edinburgh to work for Standard Life Investments in 2014 where he ran Global Emerging Markets funds. His investment style is contrarian and fundamental, based on a bottom up understanding of companies and industry cycles. Andres was appointed in Cobas AM in January 2017.
Managing Director - Chief Investment Officer – ValueInvest Global Equity Team
Jens Hansen heads the firm’s ValueInvest Global Equity team and is a portfolio manager for the team’s strategies. He joined Macquarie Investment Management (MIM) in June 2018 as part of the firm’s acquisition of ValueInvest Asset Management based in Luxembourg. Hansen joined ValueInvest Asset Management in 2001 as a portfolio manager. Hansen started his career in 1982 with Spar Nord Bank, where he worked as an analyst and trader of bonds, equities, and derivatives. In 1994, he joined Nykredit Bank, where he worked as a bond trader. He attended the Aarhus School of Business where he gained a graduate diploma in business administration within finance and international trade.
Associate Professor - University of Luxembourg
Jos van Bommel is associate professor of Finance at the University of Luxembourg. He holds an MSc from the University of Eindhoven, an MBA from the IESE Business School, and a PhD in finance from INSEAD. He taught valuation and other corporate finance courses at many business schools and universities, a.o. Babson College, Oxford University’s Said Business School and Esade Business School. His research on IPOs, Corporate Governance and Market Liquidity has been published in numerous peer reviewed academic journals. Jos is a value investor and tries to practice what he preaches.
Fund Manager - Firebird U.S. Value Fund
Steve Gorelik is the Fund Manager of Firebird U.S. Value Fund as well as portfolio manager of Firebird’s Eastern Europe and Russia Funds. He joined Firebird in 2005 from Columbia University Graduate School of Business while completing education from a highly selective Value Investing Program. Prior to business school, Steve was an operational strategy consultant at Deloitte working with companies in various industries including banking, healthcare, and retail. He holds a BS degree from Carnegie Mellon University as well as a CFA (chartered financial analyst) charter and a membership in Beta Gamma Sigma honor society. Steve serves on the boards of Teliani Valley (Georgia), Arco Vara (Estonia), and Pharmsynthez (Russia). He speaks Russian, English and his native Belarussian.
Co-founder - 3G Capital Management
Pavel Begun is a co-founder of 3G Capital Management LLC, a private investment partnership that invests in undervalued securities around the world. The firm's strategy is to invest at single-digit multiples in a small collection of industry-leading businesses across Frontier, Emerging, and Developed markets. Since inception in 2004 3G Capital Management LLC produced a track record of significant outperformance vs. MSCI ACWI ex USA and the S&P 500.
Portfolio Manager - Bantleon
Oliver Scharping is Portfolio Manager at Bantleon, responsible for value-oriented and event-driven/special situation investment strategies. Prior to joining Bantleon in 2018, Mr. Scharping held buyside investment research positions at several event-driven/value funds including Quarz Capital Management and Altana Wealth. He began his career in 2010 in Mergers & Acquisitions at Lazard. Mr. Scharping studied Business at University of St. Gallen and Finance at London Business School and Columbia Business School.
Co-founder and CIO - ACATIS
Hendrik Leber studied Business Administration in Saarbrücken (Germany), St. Gallen (Switzerland), Syracuse (New York) and Berkeley (California). He obtained an MBA in Finance and Accounting from Syracuse University and completed his studies at the University of St. Gallen to obtain the doctorate (Dr. oec.) with a thesis on banking management. Hendrik Leber worked for the management consultancy McKinsey from 1984 to 1989 and for Bankhaus Metzler from 1989 to 1994 before founding ACATIS.
ACATIS Investment is an independent boutique asset manager that specializes in value investing according to Benjamin Graham and Warren Buffett. The company was established in 1994 in Frankfurt/Main. Today, ACATIS manages several global and regional investment funds and mandates, including equity, balanced and bond strategies. Four of the funds also pursue a sustainability strategy. The companys flagship fund - ACATIS Aktien Global Fonds - was launched in 1997.
ACATIS is owned and managed by the three managing partners Dr. Hendrik Leber (portfolio management), Dr. Claudia Giani-Leber (marketing) and Faik Yargucu (sales). The company manages assets of around EUR 6.3 bn (as of June 30, 2019).
Co-founder and CEO - Turtle Creek Asset Management
Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested $300 million in control positions of a dozen Canadian private companies. Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990's and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984. Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.
Senior Analyst - Morningstar
Greggory Warren, CFA, is a senior equity analyst for Morningstar, covering traditional U.S. and Canadian asset managers, as well as Berkshire Hathaway. He also serves as the lead strategist and editor for Morningstar’s Ultimate Stock-Pickers’ concept. Before picking up coverage of the asset managers at the end of 2008, Warren covered the non-alcoholic beverage manufacturers and distributors, packaged food firms, food service distributors, and tobacco companies. Warren holds a bachelor's degree in accounting and English from Augustana College. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.
Since 2014, Warren has been selected to participate on the analyst panel at Berkshire Hathaway’s annual meeting, asking questions directly of Warren Buffett and Charlie Munger. He also ranked second in the Investment Services industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year that the survey was conducted.
Portfolio Manager Skagen Insight - SKAGEN FUNDS
Tomas joined SKAGEN in 2015 as portfolio manager of the global equity fund SKAGEN Global. He launched the “shadow” activist fund SKAGEN Insight in August 2017 and has since been portfolio manager of the fund. SKAGEN Insight actively manages a portfolio of 30-40 investments that are exposed to activist campaigns globally.
Prior to joining SKAGEN, Tomas was portfolio manager at Europe’s largest activist hedge fund Cevian Capital in Sweden for six years where he gained specialist knowledge and extensive experience in activist investing. Tomas has an MSc in Corporate Finance from Stockholm School of Economics, an MSc in Industrial Engineering and Software Design and a Master of Laws from Stockholm University.
SKAGEN Funds is an independent boutique fund manager as part of Storebrand Group, focused on long only value equity and fixed income investments. Established in 1993 in Stavanger, Norway it has grown to be one of Scandinavia´s largest independent asset manager with €6 bln in AuM. SKAGEN´s goal is to prove clients with best risk-adjusted returns by pursuing a value-driven, bottom-up, active and long term approach. The ideal investment is Undervalued, Under-researched and Unpopular with potential triggers to unlock the hidden value.
Founding Partner – Equam Capital
· Founding partner of Equam Capital. Fund manager since 2015.
· 12 years of experience as a partner in Capital Alianza Private Equity, investing in Spanish private companies in the middle market.
· Investment experience in chemical, food, retail, outsourcing and telecommunications sectors, having participated in the board of directors of six different companies.
· 4 years of experience in financial advisory, corporate finance and M&A at Lehman Brothers in London and New York
· Professor at Instituto de Empresa Business School (2008-2017).
· Degree in Law and Business Administration from ICADE University and MBA from Insead.
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