Our Distinguished Speakers
Meet the fund managers and analysts who have shared their most compelling investment ideas at Best Ideas conferences over the years.
Alex Gates
Clayton Partners
Managing Partner
Alex Gates is the Managing Partner of Clayton Partners, a concentrated equity fund focused on companies benefiting from structural shifts in the energy and industrial sectors. Alex has developed particular expertise in renewable energy and clean technology companies, combining deep technical understanding with rigorous financial analysis.
Amar Pandya
PenderFund Capital Management
Portfolio Manager
Amar Pandya is a Portfolio Manager at PenderFund Capital Management, where he manages several equity mandates focused on Canadian small- and mid-cap companies. Amar is known for his deep understanding of the Canadian resource and technology sectors, and his ability to identify companies benefiting from structural shifts in global supply chains.
Amit Wadhwaney
Moerus Capital Management
Founder & Portfolio Manager
Amit Wadhwaney is the Founder and Portfolio Manager of Moerus Capital Management, a global value-oriented investment firm. With over 30 years of experience in international equity markets, Amit is recognized as one of the foremost practitioners of deep value investing across global markets. He previously spent 15 years at Third Avenue Management, where he served as portfolio manager of the Third Avenue International Value Fund.
Charlotte Dubois
Lumière Capital
Founder & Managing Partner
Charlotte Dubois is the Founder and Managing Partner of Lumière Capital, a Paris-based investment firm specializing in European consumer and luxury goods companies. Charlotte has built a distinguished career spanning 17 years in European equity markets, with particular expertise in the luxury sector's competitive dynamics and brand economics. She previously served as a senior analyst at Comgest and began her career at Rothschild & Co. Charlotte holds a degree from HEC Paris and is a CFA charterholder.
Christopher Karlin
Associated Bank
Senior Investment Analyst
Christopher Karlin is a Senior Investment Analyst at Associated Bank, where he covers technology and payments companies. Chris has developed deep expertise in the fintech and payments ecosystem, identifying companies with strong network effects and high switching costs that are positioned to benefit from the ongoing digitization of commerce.
David Park
Pacific Rim Capital
Founder & Lead Analyst
David Park is the Founder and Lead Analyst of Pacific Rim Capital, a San Francisco-based investment firm focused on technology and healthcare companies across the Asia-Pacific region. David combines deep technical knowledge with rigorous financial analysis, having previously worked as a software engineer at Google before transitioning to investment management. He spent five years at Tiger Global Management before launching Pacific Rim Capital. David holds a BS in Computer Science from Stanford University and an MBA from MIT Sloan.
Elena Vasquez
Patagonia Value Fund
Founder & Portfolio Manager
Elena Vasquez is the Founder and Portfolio Manager of Patagonia Value Fund, a Latin America-focused investment firm based in Buenos Aires. Elena has spent over 18 years analyzing and investing in Latin American equities, with particular expertise in Brazilian and Mexican markets. She is known for her contrarian approach and willingness to invest in complex situations. Prior to founding Patagonia Value Fund, Elena was a partner at Itaú Asset Management. She holds a degree in Economics from the University of Buenos Aires and an MBA from Columbia Business School.
James Hannack
Punch & Associates
Portfolio Manager
James Hannack is a Portfolio Manager at Punch & Associates, where he focuses on identifying undervalued small- and mid-cap companies with strong competitive positions and capable management teams. James has developed particular expertise in the manufactured housing and building products sectors, where he has generated significant alpha for his clients through deep fundamental research.
James Whitfield
Albion Partners
Co-Founder & CIO
James Whitfield is the Co-Founder and Chief Investment Officer of Albion Partners, a London-based investment firm focused on UK and European equities. James has over 20 years of experience in equity investing, with deep expertise in financial services, real estate, and special situations. He is a frequent speaker at investment conferences and has been recognized by Citywire for his long-term track record. Before founding Albion Partners, James was a fund manager at Schroders. He holds a degree in PPE from Oxford University.
Jeffrey Stacey
Stacey Muirhead Capital Management
President & CIO
Jeffrey Stacey is the President and Chief Investment Officer of Stacey Muirhead Capital Management, a Canadian investment firm known for its disciplined, long-term approach to global equity investing. Jeff has over 25 years of experience and is recognized for his ability to identify high-quality businesses at attractive valuations across global markets, with a particular focus on spinoffs and corporate restructurings.
John Mihaljevic
MOI Global
Chairman & Managing Editor
John Mihaljevic is the Chairman of MOI Global and Managing Editor of Latticework, the firm's research platform for intelligent investors. He is the author of The Manual of Ideas, now in its second edition, which has become a foundational text for value investors worldwide. John founded MOI Global with the mission of connecting great minds in the investment community and facilitating the exchange of actionable investment ideas. He has hosted the Best Ideas conference since its inception in 2013 and has interviewed hundreds of distinguished investors throughout his career.
Kenji Tanaka
Sakura Investment Management
Chief Investment Officer
Kenji Tanaka is the Chief Investment Officer of Sakura Investment Management, a Tokyo-based firm specializing in Japanese equities with a focus on corporate governance improvements and shareholder activism. Kenji has been at the forefront of Japan's corporate governance revolution, engaging constructively with management teams to unlock shareholder value. With over 22 years of experience in Japanese markets, he previously managed Japanese equity portfolios at Nomura Asset Management. Kenji holds a degree in Economics from the University of Tokyo and an MBA from Wharton.
Kyle Mowery
GrizzlyRock Capital
Managing Partner
Kyle Mowery is the Managing Partner of GrizzlyRock Capital, a Chicago-based investment firm focused on event-driven and special situations investing. Kyle has developed deep expertise in healthcare services and staffing companies, combining fundamental analysis with an understanding of industry dynamics and regulatory catalysts.
Marcus Lindberg
Nordic Value Advisors
Founder & Portfolio Manager
Marcus Lindberg is the Founder and Portfolio Manager of Nordic Value Advisors, a Scandinavian-focused investment boutique based in Stockholm. Marcus specializes in identifying undervalued small- and mid-cap companies across the Nordic region, with a particular emphasis on serial acquirers and capital-light business models. Before founding Nordic Value Advisors in 2015, he spent eight years at Handelsbanken Asset Management. Marcus holds an MSc in Finance from the Stockholm School of Economics.
Priya Sharma
Ganges Capital
Founder & Chief Investment Officer
Priya Sharma is the Founder and Chief Investment Officer of Ganges Capital, an emerging markets equity fund with a focus on the Indian subcontinent. Priya brings over 15 years of experience investing in South Asian markets, with deep expertise in technology, financial services, and consumer sectors. She previously served as a senior analyst at Fidelity International's emerging markets team and began her career at McKinsey & Company. Priya holds a BTech from IIT Delhi and an MBA from INSEAD.
Sarah Chen
Meridian Capital Partners
Managing Partner & CIO
Sarah Chen is the Managing Partner and Chief Investment Officer of Meridian Capital Partners, a concentrated value-oriented investment firm she founded in 2012. With over two decades of experience in global equity markets, Sarah has developed a reputation for identifying high-quality compounders trading at reasonable valuations. Prior to founding Meridian, she served as a portfolio manager at Wellington Management and as an analyst at Goldman Sachs. Sarah holds a BA in Economics from Yale University and an MBA from Harvard Business School.
Stephen Dodson
Bretton Fund
Portfolio Manager
Stephen Dodson is the Portfolio Manager of the Bretton Fund, a concentrated, long-only equity fund focused on large-cap companies with durable competitive advantages. Stephen is known for his patient, research-intensive approach and his willingness to take contrarian positions when the market overreacts to short-term challenges facing high-quality businesses.
Thomas Müller
Rhein Capital Management
Managing Director & Lead Portfolio Manager
Thomas Müller is the Managing Director and Lead Portfolio Manager at Rhein Capital Management, a German-based investment firm specializing in European small- and mid-cap equities. Thomas is known for his deep-dive approach to industrial and Mittelstand companies, often spending months researching a single investment thesis. He previously worked at Berenberg Bank's equity research division and holds a Diplom-Kaufmann from the University of Mannheim and a CFA charter.