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CFA Travelling Conference: Value Investing – both classic and modern: new impulses (Frankfurt)

CFA Institute Travelling Conference in cooperation with CFA Society Germany, CFA Society of the UK and and CFA Society Switzerland

Date: Tuesday, 3rd November 2015


Active Value Investing in the Over-Leveraged Global Economy: Positioning your portfolio for the uncertainties of today’s world.

Vitaliy Katsenelson, CFA


Developing a personal investment checklist: Three Worked Examples

Guy Spier

Much has been written about the use of checklists to solve hard problems outside of aviation. Charlie Munger has spoken about this in his talks – especially with regard to constructing oil refinerie . Atul Gawande first wrote about using an investment checklist in his acclaimed book, “The Checklist Manifesto” in which he described Guy Spier’s and Mohnish Pabrai’s use of Checklists in their investment process.

In his talk, Guy Spier will take the audience through three worked examples of how he has developed and extended his investment Checklist and how existing items on his checklist have saved him from committing investment blunders.

Spier’s view is that every investment analyst and portfolio manager should be armored their own investment checklist. 

Attendees will learn how to construct, develop and extend their own investment checklist and will come out of this talk with a better set of tools to guard against future investment blunders and mistakes of their own.


Vitaly Katsenelson, CFA

Forbes called Mr. Katsenelson the new Benjamin Graham. He is the author of The Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).  His articles have appeared in Barron’s, the Financial Times, and Business Week, among others.  He writes a monthly column for Institutional Investor magazine and speaks to investor organizations in the U.S. and abroad. Vitaliy has close to 20 years of investment experience and has taught a graduate investment course at the University of Colorado at Denver.
He is a Chartered Financial Analyst and received both his Bachelor of Science and Master of Science degrees in finance from the University of Colorado at Denver.

Guy Spier

Guy Spier is a Zurich-based investor, and commentator. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. In 2009 he was featured in The Checklist Manifesto by Atul Gawande, regarding his use of checklists as part of his investment process. Guy manages the Aquamarine Fund, an investment partnership inspired by, and styled after, the original 1950's Buffett partnerships. He is a regular media commentator on economic and political affairs, and serves on the advisory board of Horasis, a Swiss-based think tank founded by Frank-Jürgen Richter, and on the Harvard Business School Alumni Board.


17:45        Registration
18:00        Presentations Vitaly Katsenelson and Guy Spier
19:00        Q&A Session
19:30        Get-Together


Credit Suisse
60311 Frankfurt am Main

Category: Events
Number of available tickets: 3
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