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.
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, 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, 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 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, 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, 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.
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.
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, 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, 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.
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.
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.
