NOVEMBER 7 & 8 - ONLINE
INTERNATIONAL INVESTORS
THE NEW GLOBAL ECONOMY
THE CHALLENGES WE FACE IN 2021
TOBIAS CARLISE - JOHN BOYAR - TAVI COSTA
JEFF GRAMM - MEB FABER AND MANY MORE

THE ONLINE EVENT

Enjoy online of 12 presentations, 2 round tables, 1 weekend and 12 world-class investors.

Market disruption

Artificial intelligence and investment technology(round table)

The value investing

Facing the new economic change(round table)

The annual Zonavalue Club event opens the doors to the world of international investment. Access the largest Investment Event exclusively, totally online and from any device. A full weekend where you can enjoy: 12 exclusive presentations given by some of the largest investors on the world scene, 2 round tables in which we will discuss topics of global interest such as: "market disruption" led by two phenomena such as technology and artificial intelligence, as well as "the adaptation of value investment to the new economic paradigm".

  • Modality Online through Zonavalue TV
  • Languages Presentations in V.O. dubbed into english and spanish
  • Available in Latam, Spain, Europe and the USA
  • Price Free

* The profit obtained by the event will be donated to the Zonavalue Club Foundation for its collaboration with the dissemination of financial training in Spain and Latin America.

SPEAKERS

Tobias Carlisle | Acquirers Funds

Founder and chief investment officer of the Acquirers fund LCC Funds. Better known as the author of the famous book Investment: "The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market". It has a extensive experience in investment management, valuation of companies, corporate management of public companies and corporate law.

John Boyar | Boyar AM

Director of the Boyar Value Group, which is formed by Boyar Asset Management (a boutique company of investment advice registered with the SEC) and Boyar's Intrinsic Value Research (a company of institutional values research that's been continuously publishing Asset Analysis Focus from 1975). He is also a contributor to Forbes.com and host from The World According to Boyar podcast.

Meb Faber | Cambria

Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and many leather bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.


Michael Morosi | Saivers

Global ESG equity portfolio manager with a focus on technology, energy, and industrials in the US, Europe, and Asia. Lower middle-market private equity investor. Adjunct Professor of Finance at IE Business School.

Tavi Costa | Crescat Capital

Otavio Costa is the portfolio manager at Crescat Capital and has been with the firm for 6 years. “Tavi” built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish.

Bren Worth | Substrate AI

Co-Founder and CTO of Subtrate AI. Senior software engineer with over 10 years of experience. Has spent over 5 years in the development of advanced Reinforcement Learning algorithms. Features of this work include automated temporal abstraction, hierarchical state learning, adaptive lookahead and a top-down affective model of cognition.

Jeff Gramm | Bandera Partners

Co-founder and portfolio manager of the hedge fund Bandera Partners. Gramm is also a director at boards of Tandy Leather and Rubicon Technology. Was Board member of Peerless, Morgan's Foods and the already disappeared Ambassadors Group. He teaches applied value investment at Business School of Columbia. He is the author of the corporate governance book 2016 Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism, a book on activism of the shareholders.

Christopher Dembik | Saxo Bank

Head of Macroeconomic Analysis at Saxo Bank. It has 10 years experience in the financial sector and as a senior political advisor. More accurate forecasting in economic indicators of Germany in 2019 (Refinitiv). Best Forecast for France in 2015 (Thomson Reuters StarMine Award) Experience: macro global, USA, Eurozone, ECB and Fed surveillance, China, FX and trading ideas.

Wesley Gray | Alpha Architect

"Wes" Gray is the founder of the management company Alpha Architect, author of books like EMBEDDED: A Marine Corps Adviser Inside the Iraqi Army, an account of his eight-month military assignment in Iraq" and co-author together with Tobias Carlisle of "QUANTITATIVE VALUE: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors”; portfolio manager and ex-associate professor of finance at the university of Drexel University's Bennett S. LeBow College of Business.

Eduardo Ripollés | Mapfre AM

Experienced Director with a demonstrated history of working in the Asset Management industry. Skilled in business development, focused in Mutual Funds, Private Banking and Insurance solutions for Wealth Management. Strong finance professional with master degree of IE Business School.

Diego Parrilla | Quadriga

He joined Quadriga in March 2017 after almost 20 years of experience macro commodities sales and trading in London, Singapore and New York, where has managed risk and equipment in investment banks prestigious global brands such as JP Morgan, Goldman Sachs or Merrill Lynch. In these destinations, held positions of senior management as Managing Director, Global Head of Commodities Sales and Structuring in London, Head Commodities Asia-Pacific established in Singapore, or Management Commitee for Merrill Lynch Asia-Pacific, among others.

Phil Bak | SecLenX & Exponential ETF

Phil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1 Billion in AUM in just over three years after launching the company from scratch. As Managing Director at NYSE Phil exceeded 90% market share of ETF listings. Phil is the author of two patents on innovative ETF structures and has led market structure initiatives that have become industry standard. Phil is featured regularly on top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC, Financial Times and Reuters. Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The ETF Experience and the Phil Bak Podcast.

PENDING CONFIRMATION

Catherine Wood

ARK Invest

PROGRAM

12 presentations, 2 round tables, 1 weekend

SATURDAY, NOVEMBER 7

10:00 - 11:00h.
Presentation by Meb Faber of Cambria
11:00 - 12:00h.
Presentation by Michael Morosi of Saivers
12:00 - 13:00h.
Round Table ”Market disruption. Artificial intelligence and investment technology” with Bren Worth, Tavi Costa, Wesley Grey, Christopher Dembick and Jeff Gramm with Iván García as moderator
13:00 - 14:00h.
Presentation by Tavi Costa of Crescat Capital
14:00 - 15:30h.
Break
15:30 - 16:30h.
Presentation by Jeff Gramm of Bandera Partners
16:30 - 17:30h.
Presentation by Eduardo Ripollés of Mapfre AM
17:30 - 18:30h.
Presentation by Wesley Grey of Alpha Architect

SUNDAY, NOVEMBER 8

10:00 - 11:00h.
Presentation by Bren Worth of Substrate AI
11:00 - 12:00h.
Presentation by Diego Parrilla of Quadriga
12:00 - 13:00h.
Round Table “Value investing against the new economic change” with Meb Faber, John Boyar, Tobias Carlisle, Diego Parrilla, Michael Morosi and Eduardo Ripollés with Lorenzo Serratosa as moderator
13:00 - 14:00h.
Presentation by John Boyar of Boyar AM
14:00 - 15:30h.
Break
15:30 - 16:30h.
Presentation by Christopher Dembik of Saxo Bank
16:30 - 17:30h.
Presentation by Phil Bak of SecLenX
17:30 - 18:30h.
Presentation by Tobias Carlisle of Acquirers Funds

SPONSOR

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