Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing

Edgar “Ed” Wachenheim III of Greenhaven Associates joined MOI Global members for a LIVE Q&A session at our special event, Intelligent Investing in Crisis Mode 2020. Ed shared his perspective on this turbulent moment.

Ed put the current market upheaval into historical context (to the extent possible!) and discussed his investments in the banking and housing sectors. He talked about how he intends to deploy Greenhaven’s large cash position going forward. He shared his take on several companies, including Citigroup (NYSE: C), Goldman Sachs (NYSE: GS), and Whirlpool (NYSE: WHR).

Ed is a giant of the investment business, having founded Greenhaven Associates in 1987. He is the author of Common Stocks and Common Sense.

In 2016, we had the pleasure of interviewing Ed at his offices in Rye, New York. In 2018, Ed participated in the Latticework summit, hosted by MOI Global. He shared his wisdom and insights in a conversation with Saurabh Madaan.

The full session is available exclusively to members of MOI Global.

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About the instructor:

Ed Wachenheim serves as Chairman of Greenhaven Associates. He is Vice Chairman of the Board of Central National-Gottesman Inc., and sits on the board of the Museum of Modern Art, where he is Chair of the Finance Committee and a member of the Executive and Investment Committees, and the New York Public Library, where he was former Chair of the Executive Committee and former Chair of the Investment Committee (of which he is still a member). Ed is Trustee Emeritus of both Skidmore College, where he served as Vice Chair, and Rye Country Day School, where he was also Board President. Previously, Ed was a Trustee of UJA-Federation, New York Foundation, and Arthur Ross Foundation. He was also on the Board of Directors of Interstate Brands and several other smaller publicly owned corporations. Ed joined the WNET board in 2016. He is a graduate of Williams College. He holds an MBA from Harvard Business School, where he was a first-year Baker Scholar.