Active Investor Conferences

Carson Block from @muddywatersre has done a 180 on AI. Carson was interviewed by Costas Mourselas from the Financial Times at the London Quality-Growth Investor Conference in May. He used to be an AI sceptic. Not any more. Carson explained why he now believes AI will displace white-collar workers at scale - and why the fallout could trigger a GFC-style crisis emanating from the equity markets, rather than the banks. You can watch this clip from the interview below.

We are pleased to announce the final agenda for the London Value Investor Conference on 24th June 2026. 🗓️ 24 June 2026 | London | valueinvest.com/london/agend…

Carson Block of Muddy Waters Research makes his debut at the Quality-Growth Investor Conference on 21 May in London. Carson will be talking about the virtuous effects of passive investing, how market structure has pushed up the S&P — and how he thinks AI will disrupt this and potentially bring about another GFC. His Fireside Chat and audience Q&A with Costas Mourselas of the Financial Times is titled: "It's All Fun and Games Until… AI" @muddywatersre 🗓️ 21 May 2026 |📍London | 🔗 qualitygrowthinvestor.com

In January, we revealed that the stocks presented at Value Invest New York in March 2025 have shown strong performance. A look back at past conferences shows a similarly positive trend for attendees looking for investment ideas. The portfolio of stocks presented in December 2023 has increased by 93% in just over two years. At this week's conference, we will also highlight other stocks presented at events prior to 2023, which have demonstrated similarly impressive performance over a longer time frame. This sets a high standard for the speakers at Value Invest New York on March 19th. Currently, there are 25 stocks on the agenda to be presented throughout the day, covering a diverse range of sectors including software, hotels, education services, conglomerates, pharmaceuticals, TV networks, personal care products, jewelry, aerospace, and more. For the final agenda for VINY 2026, please visit: valueinvest.com/newyork/viny… If you have not yet registered, please do so by the close of business on Monday to secure your attendance. For any questions, feel free to email us at [email protected]. #valueinvesting

Just over a week to go until the annual Value Invest New York on March 19. Here's the preview video for the event this year. To see the agenda, which includes sessions with Mario Gabelli and John W. Rogers Jr, visit the VINY website: valueinvest.com/newyork/viny…

The stocks presented at Value Invest New York in March 2025 have seen a remarkable increase of 70% over the past 10 months. We are excited to return to New York next month for Value Invest New York on March 18th, followed by the New York Quality-Growth Investor Conference on March 19th. This week, attendees can take advantage of the earlybird rate of $599 for each event. With the impressive stock picks shared in detail at the conferences, the investment in attendance could easily pay for itself. For more details and to register, please visit the following links: Value Invest New York - March 18th: valueinvest.com/newyork/ New York Quality-Growth Investor Conference - March 19th: qualitygrowthinvestor.com/ne… #valueinvesting *Prices correct as of January 30th, 2026. Prices calculated using Dividend-adjusted share pricing using S&P Cap-IQ. Not investment advice.

Attendees familiar with our conferences are aware of our detailed stock pick performance records dating back to 2012 for the London Value Investor Conference. These records consistently demonstrate significant outperformance compared to the MSCI World index across multiple years. The success story continues with the Value Invest New York conference, showcasing the stock performance data from December 2023. Mark Hiley from The Analyst is in the lead by presenting Leonardo S.p.A., +163%. When viewed collectively as a "portfolio," the stocks from VINY 2023 exhibited a growth of +45.9%, surpassing the MSCI World index's +27.4% during the same period. Looking ahead, the upcoming Value Invest New York is scheduled for March 26, followed by the inaugural Quality-Growth Investor Conference in New York on March 27. Registration links for both events are available below: - Value Invest New York 2025: valueinvest.com/newyork/ - Quality-Growth New York: qualitygrowthinvestor.com/ne… Please note that all price calculations are based on S&P Cap IQ dividend-adjusted share prices accurate as of February 20, 2025. This information is provided for reference purposes only and does not constitute investment advice. It's important to acknowledge that the managers may have executed transactions at varying prices. #valueinvesting

Value Invest New York and NY Quality-Growth Investor Conference will take place 26th and 27 March 2025 - we are looking forward to both events!

We are delighted to announce three new speakers for Value Invest New York on March 26: David Iben, Kopernik Global Investors Jennifer Wallace, Summit Street Capital Management C.T. Fitzpatrick, Vulcan Value Partners See their full bios on the speakers page: valueinvest.com/newyork/spea…

We are looking forward to the inaugural New York Quality-Growth Investor Conference on March 27th this 2025. The latest London event took place in October 2024, here is the overview of that event. We can't wait for March!

One week to go until 300+ investors gather in London for the third annual Quality-Growth Investor Conference. The conference will feature Nick Train, James Anderson, Rebecca Irwin and many other practitioners of the approach. There will be more than 15 investment ideas presented in detail through the day. We hope you can join us - view the agenda and register here: qualitygrowthinvestor.com Any questions? Email us at [email protected]

We are looking forward to the annual Quality-Growth Investor Conference on 1st October - here's the preview video for the event. #investing #qualitygrowth #qualityinvesting #growthinvesting View the agenda here: qualitygrowthinvestor.com/ag…

Less than a month to go until the third annual Quality-Growth Investor Conference. Here's the preview video for the event on of 1st October. You can register your place on the website: qualitygrowthinvestor.com/ #investing

Here's the London Value Investor Conference May 2024 Overview Video (Long Version) #ValueInvesting

The London Value Investor Conference 2024 Preview Video has arrived. With a month to go we are looking forward to the LVIC 2024 and encourage you to register now if you want to attend. #valueinvesting #lvic Any questions about the LVIC? Email us at [email protected]

A reminder of the overview video from the London Value Investor Conference in May 2023, where we featured speakers including Ben Inker, David Einhorn, Howard Marks and many others. The next LVIC is coming up on 15th May 2024 - more details here: valueinvest.com/london/ #valueinvesting

We enjoyed sitting down with Alex Roepers from Atlantic Investment Management for an interview at Value Invest New York. Here it is. Alex will join us at the London Value Investor Conference on May 15th too. #valueinvesting #LVIC

Value Investor Digest Issue 59 - February 2024: valueinvest.com/london/vid-f… We are delighted to release the latest edition of Value Investor Digest. In this instalment we feature a link to the newly released Partners Capital "Intellectual Capital Library", an interview with Alex Roepers from Value Invest New York, Charlie Munger's final interview with CNBC; plus articles, papers, podcasts and videos from Dave Iben, The Economist, Money Maze, RECM, Aled Smith, Simon Evan-Cook, Nick Samuels, Howard Marks, Nasdaq eVestment, Redwheel, Capital Cyclists, Compounders Podcast and Kopernik. For the best experience, you can read the full issue online at the link below: valueinvest.com/london/vid-f… #ValueInvesting

Value Invest New York takes place tomorrow. Looking forward to a great conference - here's the agenda. #valueinvesting