Money and Finance
Link to video: Leaders on Leadership: An Intimate Conversation
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For more of the conference videos, go HERE.
UPDATE: ValueWalk posted the conference presentation slides HERE.
- Links
Howard Marks' CFA Institute Conference Presentation (video) (LINK) Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.) When Stock Buybacks Are Not a Waste of Money (LINK) Related link: Warren...
- Leon Cooperman, Howard Marks On Investment Strategy
Link to video: Leon Cooperman, Howard Marks on Investment Strategy Sept. 22 (Bloomberg) -- Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- Is It Time To Invest In Europe?
Hugh Hendry is on the panel in the video below. For more videos from the Milken Conference, go HERE. Link ...
- Howard Marks: Oaktree Capital Memos 1990 – 2009
This is a GREAT find from Tariq at Street Capitalist. Thank you Tariq! From his blog: Yesterday, as far as I know, Oaktree Capital decided to make all of their existing memos from Howard Marks available. Marks is a great writer and has a knack for forming...
Money and Finance
Howard Marks at the Milken Conference
Link to video: Leaders on Leadership: An Intimate Conversation
Institute Chairman Mike Milken joins three icons in their fields for a discussion about long-term thinking in industry, markets, government, education--and life. When Howard Marks issues one of his legendary client memos, the rest of the investment world pays attention. Janet Napolitano has served as an attorney general, a governor and a Cabinet secretary, and she now leads one of the world's great institutions of higher learning--the University of California system. And one only needs to have visited Las Vegas in the past several decades to get an idea of the influence of Steve Wynn's boundless vision and relentless focus on customers. This intimate discussion will explore the qualities that have propelled each of these leaders to their positions of prominence.
................
For more of the conference videos, go HERE.
UPDATE: ValueWalk posted the conference presentation slides HERE.
- Links
Howard Marks' CFA Institute Conference Presentation (video) (LINK) Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.) When Stock Buybacks Are Not a Waste of Money (LINK) Related link: Warren...
- Leon Cooperman, Howard Marks On Investment Strategy
Link to video: Leon Cooperman, Howard Marks on Investment Strategy Sept. 22 (Bloomberg) -- Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- Is It Time To Invest In Europe?
Hugh Hendry is on the panel in the video below. For more videos from the Milken Conference, go HERE. Link ...
- Howard Marks: Oaktree Capital Memos 1990 – 2009
This is a GREAT find from Tariq at Street Capitalist. Thank you Tariq! From his blog: Yesterday, as far as I know, Oaktree Capital decided to make all of their existing memos from Howard Marks available. Marks is a great writer and has a knack for forming...