9th Annual Omaha or Bust:
A Charity Event During Berkshire Hathaway Weekend
May 1, 2021
Vice Chairman, Blackstone
New York, NY
Managing Member, Gardner Russo and Quinn
CIO, William and Flora Hewlett Foundation
Menlo Park, CA
CIO, Carleton College
CIO, University of Cincinnati
Associate Treasurer, Investments, Yale New Haven Health
New York, NY
Founder & CIO, Tollymore Investment Partners
CIO, Niatross Investments
CIO, Blacksheep Fund Management
Head of Asset Allocation, GMO
Soo Chuen Tan
President, Discerene Group LP
Founder, Alpine Capital Advisors
New York, NY
Director & Partner, Parvus Asset Management
(all times below in ET)
10:00 am – 10:15 am – Welcome & Introductions
10:15 am – 10:45 am – A Discussion with Tom Russo
Tom Russo, Managing Member, Gardner Russo & Quinn (Lancaster, PA, United States)
10:45 am – 11:30 am – Allocator CIO Views on Value Investing
Ana Marshall, CIO, William and Flora Hewlett Foundation (Menlo Park, CA, United States)
Geeta Kapadia, Associate Treasurer, Investments, Yale New Haven Health (New York, NY, United States)
Kelsey Deshler, CIO, Carleton College (Northfield, MN, United States)
Karl Scheer, CIO, University of Cincinnati (Cincinnati, OH, United States)
11:30 am – 12:00 pm – On Markets with Byron Wien
Byron Wien, Vice Chairman, Blackstone (New York, NY, United States)
12:00 pm – 12:30 pm – The Future of Value Investing
Ben Inker, Head of Asset Allocation, GMO (Boston, MA, United States)
Soo Chuen Tan, President, Discerene Group LP (Stamford, CT, United States)
12:30 pm – 1:00 pm – Value Investing in Global Markets
Alex Fortune, CIO, Blacksheep Fund Management (Dublin, Ireland)
Julian Snaith, CIO, Niatross Investments (Hong Kong, SAR China)
Mark Walker, Founder & CIO, Tollymore Investment Partners (London, United Kingdom)
1:00 pm – 5:00 pm – Streaming of the Berkshire AGM (Pre-Show and Live Q&A)
Warren Buffett, Charlie Munger, Greg Abel and Ajit Jain (joins the stage for the first time)
5:00 pm – 6:00 pm – Meeting Takeaways, Polls and Networking
6:00 pm – 7:00 pm – Family Viewing Party
Families, join us with your kids to watch an episode of Warren Buffett's Secret Millionaires Club cartoon!
Note on Registration
LPs participate at no cost. Non-LPs and IR/BD staff of LPs have to pay a minimum donation of $500/person to any 4 of the charities below. Once proof of donation is verified, you will be admitted into the event. Admittance to the event is at the host's full discretion. All charity verification and questions email: firstname.lastname@example.org
1. Register for the event by signing up for the Zoom conference
2. Donate a minimum USD $500/person to one of the listed charities with the note 'on behalf of 9th Annual Omaha or Bust'
3. Send donation receipt to email@example.com
The “Early Bird” donation has expired on Monday, April 26 at 12:01 am EDT.
We look forward to posting all donating companies and amount raised!
A Note on Materials: All approved participants will get an information packet and welcome email prior to the event.
A Note on Networking: We've built in networking sessions to organically meet with people, share ideas and enter like-minded breakout rooms, but this is not a cap intro event.
Security & Privacy
Your security is important to us. As such: you cannot dial-in to this meeting, you must enter through the Zoom app or link, and please try to use video. We want to protect the cybersecurity and identity of all participants and to prevent “Zoom-bombing”. You will not be able to join and stay in the party if you are not properly identified. We reserve the right to remove or deny access to any party for any reason at any time. Finally, we ask registered participants to not share their meeting IDs or links, these are unique for each guest. The co-hosts and speakers know 100% of the participants on the call. If we notice that you are sharing your registration, we will remove you and restrict you from accessing the event.
This event will be held under Chatham House Rule.
This event is closed to the press.