Latticework New York

In September 2019, intelligent investors will meet at the Yale Club of New York City for the fourth annual Latticework summit. Latticework has been lauded as a uniquely impactful interactive forum of the best minds from the MOI Global community.

In 2018, participants explored the topic of “outsider” CEOs and owner-operators. Speakers included Howard Marks, Tom Russo, Murray Stahl, Will Thorndike, Ed Wachenheim, and other thought leaders.

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Selected Latticework New York Highlights:

Ed Wachenheim on Investing with a Contrarian Mindset

Edgar Wachenheim, chairman of Greenhaven Associates, joined the MOI Global community at Latticework New York 2018, held at the Yale Club of New York City in September. Ed spoke about his investment philosophy with Saurabh Madaan, managing director of Markel Corporation.

Howard Marks on Mastering the Market Cycle

Howard Marks, chairman of Oaktree Capital Management, joined the MOI Global community at Latticework New York 2018. Speaking about his new book, Mastering the Market Cycle for the first time before an audience, Howard explained his thesis on cycles.

Will Thorndike on Compounder Businesses Led by Outsider CEOs

Will Thorndike, managing director of Housatonic Partners, joined the MOI Global community at Latticework New York 2018. Will discussed his research into businesses that compound value on a long-term basis and answered questions on related topics.

Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders

Dave Sather, Sean Stannard-Stockton, and Felix Narhi joined the MOI Global community at Latticework New York 2018. Dave, Sean, and Felix discussed compounders, with emphasis on the changing nature of wide-moat businesses and the compounders of tomorrow.

Murray Stahl Discusses His Investment Philosophy

Murray Stahl, chairman of Horizon Kinetics, joined the MOI Global community at Latticework New York 2018, held at the Yale Club of New York City in September. Murray discussed his investment philosophy and answered questions on multiple topics, including his top holdings.

Tom Russo on the Evolution of Quality Investing

Tom Russo, managing member of Gardner Russo & Gardner, joined the MOI Global community at Latticework New York 2018, held at the Yale Club of New York City in September. Tom discussed the evolution of quality investing in a conversation with Robert Hagstrom.

David Pakman on the Changing Landscape in Consumer Products

Venrock partner David Pakman joined the MOI Global community at Latticework 2017, held at the Yale Club of New York City. David, an early investor in “challenger brand” Dollar Shave Club, presented Venrock’s investment thesis on the changing landscape in consumer products.

Disrupting the Communications Industry — Implications for Investors

Elliot Noss, chief executive officer of Tucows, joined the MOI Global community at the Latticework 2017 summit, held at the Yale Club of New York City in September. John Lewis, managing partner of Osmium Partners, moderated the keynote Q&A session.

Chamath Palihapitiya on Intelligent Investing in a Changing World

Chamath Palihapitiya, founder of Social Capital, joined the MOI Global community at the Latticework 2017 summit, held at the Yale Club of New York City in September. Brad Stone, author of “The Everything Store” and “The Upstarts”, moderated the keynote Q&A session.

Tom Russo and Josh Tarasoff on the Durability of Brands

Tom Russo, managing member of Gardner Russo & Gardner, joined the MOI Global community at the Latticework 2017 summit, held at the Yale Club of New York City in September. Josh Tarasoff, general partner of Greenlea Lane Capital, joined Tom for the keynote Q&A session.

Tom Gayner on the Indispensable Drivers of Long-Term Compounding

Renowed value investor Tom Gayner, co-chief executive officer of Markel Corporation, joined the MOI Global community at the Latticework 2017 summit, held at the Yale Club of New York City in September. We are pleased to share a transcript of Tom’s remarks and Q&A.

The Role of Active Management in the Modern World

A trio of thought leaders explored “The Role of Active Management in the Modern Role” with the MOI Global community at Latticework 2017. The expert panel featured Bob Robotti, Michael van Biema, and Andrew Burns. Jim Basili moderated the conversation.