Latticework New York 2020

In September 2020, members will meet at the Yale Club for the fifth annual Latticework. The summit explores the topic of mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Mohnish Pabrai, Chamath Palihapitiya, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

(member invitations forthcoming)

Selected Latticework New York Highlights:

Arnold Van Den Berg on Five Decades of Investing and Life Lessons

Arnold Van Den Berg, CEO of Century Management, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. In a session led by renowned author William Green, Arnold reflected on his path in life and investing.

Sean Stannard-Stockton on Capitalism Without Capital

Sean Stannard-Stockton, President and Chief Investment Officer of Ensemble Capital Management, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. Sean spoke about “Capitalism Without Capital: Why Buffett Loves FAANG”.

David Barr on Catalyst-Driven Small-Cap Value Investing

David Barr, President, Chief Executive Officer and Portfolio Manager of Pender, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. David discussed his catalyst-driven approach to small-cap value investing.

Charles de Vaulx on Value Investing in a Changing World

Charles de Vaulx, CIO of International Value Advisers, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. Charles shared his thoughts on the state of value investing amid a seemingly unrelenting trend toward passive investing.

Rupal Bhansali on Non-Consensus Investing

Rupal Bhansali, CIO of International and Global Equities at Ariel Investments, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. Speaking about her book, Non-Consensus Investing, Rupal discussed her independent research process.

David Marcus on Partnering with Owner-Operators in Europe

David Marcus, CEO and CIO of Evermore Global Advisors, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. David discussed his strategy of identifying great owner-operators in Europe and building long-term relationships with them.

Serge Belinski and Nigel Friend on Unlocking Value at Orca

Nigel Friend, CEO of Orca Exploration, joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September. In a session led by Serge Belinski, CEO of Value Holdings, Nigel discussed ways of creating and unlocking shareholder value at the company.

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.

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.

Value Investing in Asia — Navigating Threats and Opportunities

Adam Schwartz of First Manhattan Co. and Sean Huang of First Beijing joined the MOI Global community at Latticework 2017, held at the Yale Club of New York City.