Santangel's Review



Below are the speakers from the 2014 Santangel’s Investor Forum. 2015 speakers will be announced soon.  

Featured Speakers


Joel Greenblatt

Gotham Asset Management

At the 2014 Santangel’s Investor Forum, Joel Greenblatt will share an in-depth case study on a “special situation” he once owned and explain why he virtually abandoned investing in this category of stocks and instead decided to pursue something that on the surface seems so different. (Read More)
Tom Claugus

Tom Claugus

GMT Capital and Bay Resource Partners

Tom Claugus has built one of the best track records in investment management of the last two decades. At the 2014 Santangel's Investor Forum - his first time ever presenting at a conference - Tom will speak about his unique style of investing and share an idea with attendees. (Read More)
William N. Thorndike, Jr (small).

Will Thorndike

Housatonic Partners

Will Thorndike is the author of The Outsiders which Warren Buffett recommended in his 2012 Letter to Shareholders. At the 2014 Santangel’s Investor Forum, Will Thorndike will speak about finding and recognizing the next generation of “Outsider” CEOs. (Read More)

Jane Siebels

Green Cay Private Client

After managing $3 billion in capital for Templeton, Galbraith & Hansberger, Jane Siebels launched Green Cay Asset Management in 1997 with seed capital from Sir John Templeton and others. Julian Robertson later went on to make her the first “Tigress.” Jane currently manages Green Cay Private Client. (Read More)  

Jamie Mai

Cornwall Capital

Jamie Mai first caught the attention of the investing world when he was profiled in Michael Lewis’ The Big Short. By buying credit default swaps on CDOs prior to the 2008 financial crisis, Jamie’s firm, Cornwall Capital, made over 80 times its capital. (Read More)

Ian Jacobs

The 402 Fund LP

Ian Jacobs worked for Warren Buffett at Berkshire Hathaway from 2003 to 2009 on investment research and other projects. In 2009, he launched the 402 Fund, a concentrated, long-only partnership that focuses on businesses with an identifiable structural competitive advantage. (Read More)
Josh Kaufman_Photo_8.6.2014

Josh Kaufman

Brenner West Capital Partners

Josh Kaufman teamed up with fellow MSD alum, Craig Nerenberg, to form Brenner West Capital Partners in 2005. Over the last nine years, the fund has grown to nearly $1.4 billion in assets under management with an opportunistic approach to sourcing ideas. Josh and his team turn over hundreds of rocks to yield a concentrated portfolio of a small number of new ideas each year. (Read More)

Mark Landecker

First Pacific Advisors

Over the last decade, Mark Landecker has made himself into an expert on the great franchise companies of the world, waiting for the exceedingly rare moments when they get cheap. Those management teams subject to Mark’s rigorous research say he is among the best informed analysts they have ever come across. (Read More)
Scott Clark

Scott Clark

Scott began his investing career at SPO Partners in San Francisco, where he learned the art of concentrated value investing while investing in both public and private companies. In the 12 years since he launched Darlington Partners, the fund has made only 32 significant investments and all but four have been profitable for the fund. At the 2014 Santangel’s Investor Forum, Scott will share a recent investment and further explain the methodology behind “high batting average” investing. (Read More)