Cocktail Reception and Opening Plenary: The Most Important Thing
Sunday, February 12 | 5:00pm - 7:00pm
Oaktree Capital Management Co-founder Howard Marks may be best known for his “Oaktree memos” to clients, sharing his views on investment strategies and the economy. Hear Howard Marks’s insights on investing to learn the keys of successful investment and the pitfalls that can destroy capital or ruin a career. He teaches by example, detailing the development of an investment philosophy that fully acknowledges the complexities of investing and the perils of the financial world. Brilliantly applying insight to today's volatile markets, Marks offers a number of broad takeaways by expounding on such concepts as "second-level thinking," the price/value relationship, patient opportunism, and defensive investing. Frankly and honestly assessing his own decisions―and occasional missteps―he provides valuable lessons for critical thinking, risk assessment, and investment strategy.
Lay Leader

Phyllis Tabachnick
Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities
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Speaker
Lay Leader

Bruce Zimmerman
CEO and Chief Investment Officer, The University of Texas Investment Management Company
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