MOI Global hosted a special online conference in the second half of March 2020, Intelligent Investing in Crisis Mode, to make sense of that unusual moment in market history. We were pleased to draw on the wisdom of MOI Global instructors to bring members much-needed perspective, wisdom, and ideas.
Howard Marks on Investing in Crisis: End of the World as We Know It?
Howard Marks of Oaktree Capital Management joined members for a LIVE Q&A at our special event, Intelligent Investing in Crisis Mode 2020.
Tom Russo on Investing in Crisis: The Day the Dow Dropped 3,000 Points
Tom Russo of Gardner Russo & Gardner joined members for a LIVE Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Daniel Gladiš on Intelligent Investing in Crisis Mode: Perspectives on Portfolio Management
Daniel Gladiš of Vltava Fund shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Chris Swasbrook on Intelligent Investing in Crisis Mode: Opportunities in Quality Businesses
Chris Swasbrook of Elevation Capital Management shared his perspective in a Q&A at Intelligent Investing in Crisis Mode 2020.
Francisco Carrillo on Intelligent Investing in Crisis Mode: A Value Perspective from Mexico
Francisco Carrillo of Mexico Value Partners shared his perspective at our special event, Intelligent Investing in Crisis Mode 2020.
Sean Stannard-Stockton on Intelligent Investing in Crisis Mode: Why This Time Really Is Different
Sean Stannard-Stockton of Ensemble Capital Management spoke at our special event, Intelligent Investing in Crisis Mode 2020.
Saurabh Sud on Intelligent Investing in Crisis Mode: Dislocations in Corporate Credit Markets
Saurabh Sud of T. Rowe Price shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Naveen Jeereddi on Intelligent Investing in Crisis Mode: Value Opportunities in Hard-Hit Sectors
Naveen Jeereddi of Jeereddi Partners shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Sid Choraria on Intelligent Investing in Crisis Mode: Surveying Value in Key Asian Markets
Sid Choraria shared his perspective with MOI Global members in a session at our special event, Intelligent Investing in Crisis Mode 2020.
Paul Lountzis on Intelligent Investing in Crisis Mode: The Case for Fixed Adjustable Preferreds
Paul Lountzis of Lountzis Asset Management shared his perspective in a session at our special event, Intelligent Investing in Crisis Mode 2020.
Ethan Berg on Intelligent Investing in Crisis Mode: A Human and an Investment Perspective
Ethan Berg of G4 Partnership shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Jean-Pascal Rolandez on Intelligent Investing in Crisis Mode: Value Opportunities in Europe
Jean-Pascal Rolandez of The L.T. Funds shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Louis d’Arvieu on Intelligent Investing in Crisis Mode: Selected Opportunities in Europe and Japan
Louis d’Arvieu of Amiral Gestion shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas
Elliot Turner of RGA Investment Advisors joined members for a LIVE session at our special event, Intelligent Investing in Crisis Mode 2020.
Matthew Peterson on Intelligent Investing in Crisis Mode: Cash-Covered Puts Amid High Volatility
Matt Peterson of Peterson Capital Management shared his perspective at our event, Intelligent Investing in Crisis Mode 2020.
Adam Zuercher on Intelligent Investing in Crisis Mode: Protecting the Downside in a Turbulent Period
Adam Zuercher of Hixon Zuercher Capital Management shared his perspective at our event, Intelligent Investing in Crisis Mode 2020.
Isaac Schwartz on Intelligent Investing in Crisis Mode: Accelerating Adoption of Online Grocery
Isaac Schwartz of Robotti & Company shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Chris Bloomstran on Intelligent Investing in Crisis Mode: BRK Update, Government Intervention
Christopher Bloomstran of Semper Augustus Investments joined members at our special event, Intelligent Investing in Crisis Mode 2020.
James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets
James Davolos of Horizon Kinetics shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Ian Clark on Intelligent Investing in Crisis Mode: Selected Ideas in the Power Sector
Ian Clark of Dichotomy Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Stephen Dodson on Intelligent Investing in Crisis Mode: Sticking with High-Quality Businesses
Stephen Dodson of the Bretton Fund shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Simon Caufield on Intelligent Investing in Crisis Mode: Value Opportunities in the United Kingdom
Simon Caufield of SIM Limited shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Dave Sather on Intelligent Investing in Crisis Mode: Sticking to Discipline, Circle of Competence
Dave Sather of Sather Financial joined MOI Global members for a LIVE session at our special event, Intelligent Investing in Crisis Mode 2020.
Nathaniel Leach on Intelligent Investing in Crisis Mode: COVID Impact on Liberty-Related Entities
Nathaniel Leach of LBW Wealth Management shared his perspective at our special event, Intelligent Investing in Crisis Mode 2020.
Shawn Kravetz on Intelligent Investing in Crisis Mode: The Risk/Reward Equation of Leveraged Equities
Shawn Kravetz of Esplanade Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Phil Ordway on Intelligent Investing in Crisis Mode: Thinking About Business When Health Is Priority
Phil Ordway of Anabatic Investment Partners joined members for a LIVE session at our special event, Intelligent Investing in Crisis Mode 2020.
David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies
David Barr of Pender joined MOI Global members for a LIVE session at our special event, Intelligent Investing in Crisis Mode 2020.
Steven Kiel on Intelligent Investing in Crisis Mode: Risks and Opportunities in Unusual Times
Steven Kiel of Arquitos Capital Management shared his perspective at our special event, Intelligent Investing in Crisis Mode 2020.
Harris Kupperman on Intelligent Investing in Crisis Mode: The Case for Oil Tanker Companies
Harris Kupperman of Praetorian Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
William Thomson on Intelligent Investing in Crisis Mode: Surveying Basic Materials, Energy, Mining
William Thomson of Massif Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Brad Hathaway on Intelligent Investing in Crisis Mode: The Value and Necessity of Preparation
Brad Hathaway of Far View Capital Management shared his perspective in a session at our special event, Intelligent Investing in Crisis Mode 2020.
Lauren Templeton on Intelligent Investing in Crisis Mode: Putting Volatility Into Historical Context
Lauren Templeton and Scott Phillips of Templeton & Phillips Capital Management joined us at Intelligent Investing in Crisis Mode 2020.
Jeff Auxier on Intelligent Investing in Crisis Mode: Staying Focused on High-Quality Businesses
Jeff Auxier of Auxier Asset Management shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Joe Magyer on Intelligent Investing in Crisis Mode: Aligning the Portfolio with Accelerating Trends
Joe Magyer of Lakehouse Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Amit Wadhwaney on Intelligent Investing in Crisis Mode: Deep Value Opportunities Globally
Amit Wadhwaney of Moerus Capital Management joined members for a Q&A at our special event, Intelligent Investing in Crisis Mode 2020.
Guy Spier on Intelligent Investing in Crisis Mode: Long-Term Perspective Amid Psychological Stress
Guy Spier of Aquamarine Capital joined MOI Global members for a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Peter Mantas on Intelligent Investing in Crisis Mode: Repositioning to Benefit From Long-Term Tailwinds
Peter Mantas of Logos LP shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
James Choa on Intelligent Investing in Crisis Mode: SARS Lessons, Selected Ideas in Asia
James Choa, based in Hong Kong, shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective
Rudi van Niekerk of Desert Lion Capital shared his perspective in an interview for our special event, Intelligent Investing in Crisis Mode 2020.
Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing
Ed Wachenheim of Greenhaven Associates joined members for a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Nitin Sacheti on Intelligent Investing in Crisis Mode: COVID Impact, Three Investment Ideas
Nitin Sacheti of Papyrus Capital shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Bob Robotti on Intelligent Investing in Crisis Mode: Energy Sector Businesses with Staying Power
Bob Robotti of Robotti & Company joined MOI Global members for a LIVE Q&A at our special event, Intelligent Investing in Crisis Mode 2020.
Frank Fischer on Intelligent Investing in Crisis Mode: A German Superinvestor’s Perspective
Frank Fischer of Shareholder Value Management shared his perspective at our special event, Intelligent Investing in Crisis Mode 2020.
Adrian Saville on Intelligent Investing in Crisis Mode: Finding Value in South Africa and Beyond
Adrian Saville of Cannon Asset Managers shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Massimo Fuggetta on Intelligent Investing in Crisis Mode: Thinking About Value in Italian Small-Caps
Massimo Fuggetta of Bayes Investments shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Bogumil Baranowski on Intelligent Investing in Crisis Mode: Portfolio Management Amid Extreme Volatility
Bogumil Baranowski of Sicart Associates shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Clement Loh on Intelligent Investing in Crisis Mode: Infection Prevention and Portfolio Positioning
Clement Loh of Lion Rock Partners shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Ken Majmudar on Intelligent Investing in Crisis Mode: Staying Sane and Rational in Uncertain Times
Ken Majmudar of Ridgewood Investments shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Adam J. Schwartz on Intelligent Investing in Crisis Mode: Airlines, Credit, and Clear Thinking
Adam J. Schwartz of Black Bear Value Partners shared his perspective in a Q&A at our special event, Intelligent Investing in Crisis Mode 2020.
Yaron Naymark on Intelligent Investing in Crisis Mode: A Bottom-Up Value Investor’s Perspective
Yaron Naymark of 1 Main Capital shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Christian Ryther on Intelligent Investing in Crisis Mode: Portfolio Management in Volatile Times
Christian Ryther of Curreen Capital shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Samuel S. Weber on Intelligent Investing in Crisis Mode: General Thoughts, Value in German Equities
Samuel Weber, based in Switzerland, shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Serge Belinski on Intelligent Investing in Crisis Mode: Perspectives on Energy and the Oil Transport Sector
Serge Belinski of Value Holdings shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Glenn Surowiec on Intelligent Investing in Crisis Mode: Energy Sector Dislocations and Opportunities
Glenn Surowiec of GDS Investments shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.