Elliot Turner and Mario Cibelli on Investing and Activism in Small-Caps

Elliot Turner, Managing Partner and Chief Investment Officer of RGA Investment Advisors, led a conversation with highly regarded investor Mario Cibelli, Managing Partner of Marathon Partners Equity Management. Mario is a small-cap aficionado and breakout star of the book Netflixed.

Elliot and Mario joined the MOI Global community at Latticework 2023, held at the Yale Club of New York City on December 12.

This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)

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About the session host:

Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.

About the guest speaker:

Mario Cibelli is the Founder and serves as Managing Partner at Marathon Partners Equity Management. Mario has been in the investment business since 1990. Prior to founding Marathon Partners Equity Management, LLC, Mario worked for Robotti & Company, Prudential Securities and Gabelli Asset Management Company (GAMCO). An early public company investor in companies such as Expedia, Netflix and 1-800 CONTACTS, Mario has been investing in consumer-facing internet brands for over 15 years. Mario earned his Bachelor of Science in Business Management degree from the School of Management at Binghamton University. He also serves as the Board Member at Shutterfly.