We had the distinct pleasure of hosting superinvestor Howard Marks, co-chairman of Oaktree Capital Management, at Best Ideas 2015, held live online on January 13-14. The video and transcript below relates to the portion of the session that focused on a potential contrarian investment opportunity in the oil and gas sector.

Since the formation of Oaktree in 1995, Howard Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.

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