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 Intelligent Investing in Crisis Mode: 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 Intelligent Investing in Crisis Mode: 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 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.