We had a great time in Omaha this year! Warren Buffett and Charlie Munger gave a full day of thoughtful and engaging entertainment. If you missed out don’t worry; Yahoo has a full recording (see below!).
The Berkshire AGM is not just about the Big Saturday Meet. It has created a whole ecosystem of events and conferences. A few of the ones we’re aware of:
-The Creighton Value Investing Conference - We attended this and thought it was fantastic (and free). It included a great panel of Ted Bridges (Chief Investment Officer at Bridges), Robert G. Hagstrom, (Chief Investment Officer, Equity Compass Investment Management, Senior Portfolio Manager of the Global Leaders Portfolio), Susan Schmidt, (Head of U.S. Equities, Portfolio Management at Aviva Investors), Josh Shores (Co-Portfolio Manager for Southeastern Asset Management’s Non-U.S. Strategy and the Longleaf Partners International Fund), and Whitney Tilson (Founder and Chief Executive Officer of Empire Financial Research). There was also a book signing and a lecture hall of people to network with: https://business.creighton.edu/events/11th-annual-value-investing-panel
-Yellow BRKers - We have attended this in previous years but unfortunately missed it this year. Worthwhile if you can make it: http://www.yellowbrkers.com/
-Hilton Omaha Talks - It turns out a lot of companies and funds have started putting on public open talks at the Hilton in Omaha next to the convention centre. These change every year. If you’re short on planning time you can just check the digital displays in the Hilton to see what is going on where (and maybe talk your way into something non-public… :)
-Markel Brunch - This is basically an insurance Company that positions themselves as a mini-Berkshire. They started hosting a brunch the next morning after the Berkshire AGM many years ago no (where they joke that at their first brunch only two or three people showed up). It is now a large event with a Q&A format similar to BRK and a lot of interesting people to network with. http://markelbrunch.markelcorp.com/
-Krispy Kreme Donuts - Eaten and awesome for obvious reasons.
We hope to be there next year (and hope you are as well)!!