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2013

I Like Big... And I Cannot Lie

Value Investing Congress (Las Vegas, NV)

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2012

Active Value Investing Process

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2012

Electronic Arts

FAME conference in San Francisco

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2011

China – The Mother of All Grey Swans

John Hopkins Applied Physics Lab (Washington DC)

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2010

Japan – Past the Point of No Return / China – The Mother of All Grey Swans

Casey Research Summit (San Diego, CA)

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2009

Steroided We Are

CFA Conference (Phoenix, AZ)

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2008

Active Value Investing and Jos. A. Bank

Value Investing Congress (Pasadena, CA)

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