Smallcap13 Agenda

Smal l - Cap I nv es t i ng Summi t 2013
Tu e Feb 12, 2013

8: 30am - 9: 30am KEYNOTE: Li sa Rapuano (LIVE)
Wh er e: Fully online, http://www.valueconferences.com/events/smallcap13/
Cal endar : Small-Cap Investing Summit 2013
Descr i pt i on:
INSTRUCTOR: Lisa Rapuano, Portfolio Manager, Lane Five Capital Management
Lisa Rapuano founded Lane Five in J anuary, 2007. She managed a long/short equity hedge fund
for Matador Capital Management for over two years prior to founding Lane Five, and spent over
ten years at Legg Mason Capital Management. At Legg Mason, she was the Director of Research
and portfolio manager of the Legg Mason Special Investment Trust. She co-managed this fund
with Bill Miller from 1997-2000. As sole manager of the fund from 2001-2003 she achieved top-
decile returns as tracked by Lipper. Lisa graduated from Yale in 1988 and received her CFA
designation in 1994. Register for the live session or access the replay: http://www.
valueconferences.com/events/smallcap13/
8: 30am - 9: 30am Rober t Lei t z: I n-dept h I dea Pr esent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Robert Letz, Founder and Portfoo Manager, otePartners Robert
Letz graduated from the Unversty of St. Gaen(HSG), Swtzerand, wth a Master of Scence n
Busness Admnstratonand Economcs. He wrote hs masters thess at Coumba Unversty
under the gudance of Prof. E Noam. Robert has prevousy worked as amanagement
consutant at KPMG Corporate Restructurng and as annvestment anayst at Godman Sachs
European Speca Stuatons Group,a propretary tradng desk wth extensve experence n new
ssuesenor bank debt, mezzanne oans and hgh-yed bonds as we assecondary nvestng n
turnarounds, restructurngs, dstressed debt,dsfavored equtes and capta structure arbtrage.
He ater |onedTPG Credt, a credt opportuntes hedge fund aunched n partnershpwth prvate
equty frm TPG (Texas Pacfc Group), as a foundngmember. In 2011, Robert founded ote wth
the am to generatesustanabe market-beatng absoute returns. Regster for the vesesson or
access the repay:http://www.vaueconferences.com/events/smacap13/
10am - 11am Gl enn Sur owi ec: I n-dept h I dea Pr esent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Genn Surowec, Portfoo Manager, GDS Investments Genn
Surowec started GDS Investments n 2012. From 2001 to 2012, he workedfor Asn Capta
Management, Inc. as an Equty Research Anayst(2001-2003), co-Portfoo Manager (2003-
2008), and most recenty asPortfoo Manager from 2008 to 2012. In ths roe, he worked
drectywth cents n deveopng and managng portfoos specfc to therneeds and ob|ectves.
Before |onng ACM, Genn worked as a DervatvesStructurng Manager for Enron Corp. and as a
Commerca Rea EstateCredt Anayst for Commerce Bancorp (now TD Bank). Genn serves as a
strategc advsor to VaueConferences, a fuy onne nvestmentconferences provder featurng
some of the most prestgous vauenvestors across the gobe. Genn has a BA n Management
(Accountngconcentraton) from Gettysburg Coege and an MBA (Fnanceconcentraton) from
Southern Methodst Unversty Genn graduated nthe top 10% of hs MBA cass and
partcpated n study abroad programsboth as an undergraduate (Seve, Span) and graduate
student(Mebourne, Austraa). Regster for the ve sesson or access therepay: http://www.
vaueconferences.com/events/smacap13/
10am - 11am Toan Tr an and St ephen Whi t e: I n-dept h I dea Pr es ent at i on (LI VE)
Descr i pt i on:
INSTRUCTORS: Toan Tran, Managing Partner, Castle Union Prior to co-founding
Castle Union, Toan Tran was an associate director of equity research at Morningstar, Inc. where
he headed a team of analysts focused on the technology sector. Prior to joining Morningstar,
Toan was a practicing attorney in California. Along with his professional experience, Toan has
personally invested in distressed and special situations for over 10 years. Toan earned a B.A.
with honors from The University of Chicago and a J .D. from the UCLA School of Law. Stephen
White, Portfolio Manager, Castle Union Prior to co-founding Castle Union, Stephen White was a
portfolio manager for RMB Capital Management LLC where he managed a $50 million long-only
special situations fund. Before that, he was an analyst at Marlin Capital where he focused on
energy and financial stocks. He has additional experience from Balyasny Asset Management and
KPMG. Stephen earned a B.S. from Fairfield University and an MBA from The University of
Chicago Graduate School of Business. He is a Chartered Financial Analyst. Register for the live
session or access the replay: http://www.valueconferences.com/events/smallcap13/
11: 30am - 12: 30p m Chr i st i an Di ebi t sch: I n-dept h I dea Pr esent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Christian Diebitsch, Managing Director, Seilern Investment
Management Christian Diebitsch has been a Portfolio Manager since 2004 and joined Seilern
Investment Management in October 2008 where he manages the Stryx Europa Fund, which is a
highly focused long-only quality-growth fund. Prior to his current position, Mr. Diebitsch was
employed by W.P. Stewart & Co. in London, where he was in charge of a similar fund. Before
becoming a Portfolio Manager, Mr. Diebitsch was a top-rated sell-side analyst since 1990 where
his main focus was always on Europe. Mr. Diebitsch has concentrated on a number of
areas/sectors, ranging from the Nordic region to pan European capital goods and pan European
support services as well as financial exchanges during his tenure at different merchant banks,
such as J ames Capel & Co., Kleinwort Benson Securities and BNP-Paribas. Mr. Diebitsch is born in
Sweden and holds a Masters of Science degree in Business Administration from the Stockholm
School of Economics. Register for the live session or access the replay: http://www.
11: 30am - 12: 30p m
Mar c Sai nt John Webb: Theme Pr esent at i on: How t o Assess
Fami l y-Owned Eur opean Smal l -Caps (LI VE)
Descr i pt i on:
INSTRUCTOR: Marc Sant |ohn Webb, Manager, Argos Famy EnterprseFund, and
Co-Manager, Argos Argonaut Fund Theme: How to AssessFamy-Owned European Sma-Caps:
Investment Strateges and Ideas MarcSant |ohn Webb has 20 years experence of nvestng
n Europeanequtes, startng out as a stockbroker for Warburg Securtes n Parsn 1987. He
subsequenty worked as a research anayst for SchecherPrnce before movng on to sma cap
stockpckng at Oddo. In 1997, he|oned CCF Eyses Bourse as Head of the Sma Caps dvson,
where hedeveoped a new research product specfcay for smaer companes. Heoversaw a
number of IPOs and rased further capta for quoted smaercompanes. In 2001, he co-
founded Ixs-Rothschd Mdcaps, a |ontventure specasng n corporate brokerage and
research on Frenchmd-szed companes. He |oned Argos Managers n 2006 as co-manager of
The Argonaut Fund and aunched The Famy Enterprse Fund n 2007. Bornn 1965, Marc
studed at Aston Busness Schoo n Engand, MadrdComputense n Span and INSEAD n
France. He hods the dpoma of theSFAF (French anaysts assocaton). Regster for the ve
sesson oraccess the repay: http://www.vaueconferences.com/events/smacap13/
1p m - 2p m
Davi d Mi l l er : Theme Pr esent at i on: Smal l -Caps and I nsi der Buyi ng
(RECORDED)
Descr i pt i on:
INSTRUCTOR: David Miller, Chief Investment Officer, Catalyst Mutual Funds
Theme: Small-Caps and Insider Buying: How to Profit as an Outside Investor David Miller is the
portfolio manager of the Catalyst Value Fund and has been responsible for the day-to-day
management of the Fund since its inception. David is the CEO of InvestmentCatalyst.com a
stock picking newsletter, which he founded in 2005. The Investment Catalyst newsletter works to
identify undervalued stocks with a near term catalyst for appreciation. David was a trader with
UBS, working on the equity derivatives desk from J uly 2002 until December 2002. David was the
CEO of MovieDaze Media Group, a search engine marketing company that he co-founded in
2003 and sold in 2006. In 2000 he founded Bidcentives, Inc. a company designing software for
mid-market internet retailers and, after Bidcentives was sold, acted as an advertising consultant
to Bidcentives from 2001 until 2002. He attended the University of Pennsylvania, Wharton
School where he received a Bachelor of Science in Economics in 2001. Register for the live
session or access the replay: http://www.valueconferences.com/events/smallcap13/
1p m - 2p m KEYNOTE: Cur t i s Jensen (LIVE)
Descr i pt i on:
INSTRUCTOR: Curts |ensen, Lead Portfoo Manager, Thrd AvenueSma-Cap
Vaue Fund Curts |ensen s ead manager of the Thrd AvenueSma-Cap Vaue Fund, severa
sub-advsed portfoos and the Sma-CapVaue UCITS. He |oned Thrd Avenue n 1995.
Prevousy, Curts hedvarous corporate fnance postons wth Manufacturers Hanover Trust
Company and the nvestment bank Enrght & Company. He brefy eftfnance to hep a frend
aunch Cao Bea Geato, now a natonayknown manufacturer and dstrbutor of frozen
desserts that was recentypurchased by a prvate equty frm. Curts hods an M.B.A. from the
Yae Schoo of Management (where he studed under Marty Whtman) and aB.A. n Economcs
from Wams Coege. Regster for the ve sessonor access the repay: http://www.
2: 30p m - 3: 30p m
Char l es Mur phy : Theme Pr es ent at i on: The Hunt f or Val ue i n U.
S. Smal l -Cap I ndust r i al s (LI VE)
Descr i pt i on:
INSTRUCTOR: Chares Murphy, Portfoo Manager, Lberty Park Capta
Management Theme: The Hunt for Vaue n U.S. Sma-Cap Industras:Investment Themes and
Strateges Chares Murphy, CFA s the managngpartner and portfoo manager at Lberty Park
Capta Management nAustn, TX. Pror to foundng Lberty Park, Chuck was an equtyresearch
anayst at Sdot & Co. n New York. Whe at Sdot, Murphywas named a Master Stock Pcker
n the Wa Street |ournas 2011Best on the Street st. Pror to Sdot, Chuck worked n
MorganStaneys Investment Management dvson as an anayst n the fundaccountng and
operatons group. Chuck hods a BBA n Fnance fromTexas A&M Unversty. Regster for the ve
sesson or access therepay: http://www.vaueconferences.com/events/smacap13/
2: 30p m - 3: 30p m Mar k Boy ar : I n-dept h I dea Pr es ent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Mark Boyar, Presdent, Boyar Asset Management Mark A. Boyarhas
worked as a securtes anayst snce 1968. In 1975, Mark beganpubshng Asset Anayss Focus,
an nsttutonay orented researchservce that specazes n uncoverng ntrnscay
undervauedcompanes. In 1983, he formed Boyar Asset Management. In October 1987,a group
headed by Mark acqured contro of Amercan Corporate LTD., acosed end fund sted on The
Sydney Stock Exchange, whch was tradngat a deep dscount to ts net asset vaue. Fve year
ater, hequdated The Fund at a premum to ts net asset vaue. In May 1998,Mark aunched hs
frst mutua fund, The Boyar Vaue Fund (BOYAX). In2010, he began pubshng Boyars Mcro
Cap Focus, an nsttutonayorented research servce dedcated to dentfyng ntrnscay
undervaued mcro cap companes. Mark s ntervewed and quotedreguary n such pubcatons
as Barrons, Busness Week and The WaStreet |ourna, has been a guest on Wa Street
Week wth LousRukeyser and has appeared numerous tmes on CNBC. Mark s a Trustee ofLong
Isand Unversty, hs ama mater. For more than a decade he wascharman of ts nvestment
commttee, whch had soe responsbty forseectng nvestment advsors to manage the
Unverstys Endowment.Regster for the ve sesson or access the repay:http://www.
Wed Feb 13, 2013
8: 30am - 9: 30am Humphr ey Nok es : I n-dept h I dea Pr es ent at i on (LI VE)
Descr i pt i on:
INSTRUCTOR: Humphrey Nokes, Portfoo Manager, Cygna Negra HumphreyNokes
has consderabe experence of fnancng technoogy companeswth both equty and debt. Pror
to foundng Cygna Negra he was theFounder and Charman of the Investment Commttee of ETV
Capta, one ofEuropes eadng venture enders, where he has rased and nvested 300
mon over the ast 10 years n over 130 patent backed technoogy,botechnoogy and
heathcare companes across Europe, the US andIsrae. Prevousy, he was at Ouartz Capta
Partners, a specastEuropean technoogy nvestment bank where he competed numerous
pubcand prvate capta rasngs for European technoogy and fe scencecompanes. He
started hs career at Lehman Brothers n London n theFxed Income Group. Humphrey was a
member of the supervsory board forBranpower NV, a software company sted on the Deutsche
Brse, whchwas sod to Boomberg LLP. He was aso a non-executve drector ofSearchspace
PLC, a company spun out of Unversty Coege London, whchwas sod to Warburg Pncus. He
was a member of a UK GovernmentDepartment of Trade & Industry Msson to report on hgh
technoogyspn-outs from Unverstes n Scon Vaey & Boston USA, Israe,Tawan and
Maaysa. He was educated at Trnty Coege Dubn, EAP andLondon Busness Schoo. Regster
for the ve sesson or access therepay: http://www.vaueconferences.com/events/smacap13/
8: 30am - 9: 30am
Juan Mat i enzo: Theme Pr esent at i on: I nvest i ng i n Ben Gr aham
Net -Net s (RECORDED)
Descr i pt i on:
INSTRUCTOR: J uan Matienzo, Managing Partner, Mercor Investment Group Theme:
Investing in Ben Graham Net-Nets: A Review of Five U.S.-Listed Nano-Caps J uan F. Matienzo is
Managing Director of Mercor Investment Group, where he is responsible for the portfolio of the
fund and of the separate managed accounts. J uan follows a deep value investing philosophy, and
prefers companies that trade for less than liquidating value and at low multiples of normalized
earnings. J uan has a BBA from UDLAP, and an MBA from Harvard Business School. Register for
the live session or access the replay: http://www.valueconferences.com/events/smallcap13/
10am - 11am Kei t h Wei ssman: I n-dept h I dea Pr esent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Keth Wessman, Head of Investment Research, SbaCapta Keth
Wessman s a fundamenta anayst and Head of InvestmentResearch at Sba Capta. He has
more than 14 years of experence nequty research and prncpa nvestment. Hs approach to
fundamentaanayss has been deveoped over hs career havng ooked at nvestment
opportuntes across a varety of sectors from both the perspectve ofa market-orented and
prvate equty nvestor. Pror to |onngSba, Keth served as a research anayst at CLSA Asa-
PacfcMarkets coverng companes n the aerospace sector. Durng hs tme atCLSA, he
deveoped a comprehensve framework for anayzng nvestmentopportuntes whch serves as
the bass for fundamenta researchperformed at Sba. Before transtonng to CLSA, he cosed
over $1bon n prncpa nvestments. In dong so, Keth deveoped deep duedgence and
vauaton sks that formed the foundaton of hsapproach to nvestment research. Keth hods a
Masters n BusnessAdmnstraton from Coumba Busness Schoo and a Bacheor of Scence
degree n Economcs from the Wharton Schoo of the Unversty ofPennsyvana. In addton, he
s a CFA charter hoder, a CPA censehoder and s an ad|unct professor of Fnance, and
Economcs n theLubn Schoo of Busness at Pace Unversty, CUNY/Hunter Coege, andthe
Graduate Schoo of Management at Metropotan Coege of New York.He has ectured on topcs
such as corporate vauaton, nvestmentanayss, portfoo management, bankng and centra
bank pocy, thesecurtes ndustry, and rsk management. Regster for the ve sessonor access
the repay: http://www.vaueconferences.com/events/smacap13/
10am - 11am Sahm Adr angi : I n-dept h I dea Pr es ent at i on (LI VE)
Descr i pt i on:
INSTRUCTOR: Sahm Adrangi, Portfolio Manager, Kerrisdale Capital Management
Sahm Adrangi is the portfolio manager of Kerrisdale Capital Management, a private investment
manager that focuses on value and special situations investments. Sahm is a leading expert on
Chinese reverse merger frauds. Prior to founding Kerrisdale Capital Management, Sahm was an
investment analyst at Longacre Fund Management, a distressed debt credit fund. Prior to
Longacre, Sahm worked in the bankruptcy restructuring group at Chanin Capital Partners and
the leveraged finance group of Deutsche Bank Securities. Sahm holds a Bachelor of Arts in
Economics from Yale University. Register for the live session or access the replay: http://www.
11: 30am - 12: 30p m Adi b Mot i wal a: I n-dept h I dea Pr es ent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Adib Motiwala, Portfolio Manager, Motiwala Capital Adib Motiwala is
founder and owner of Motiwala Capital LLC, a fee-only independent, investment management
firm based in Irving, Texas. Motiwala Capital follows a value oriented approach to investing in
public securities, primarily listed in the United States. Adib received his MBA from the Univerisity
of Texas at Dallas and has a Masters degree in Computer Science from Texas A&M University.
Register for the live session or access the replay: http://www.valueconferences.
com/events/smallcap13/
11: 30am - 12: 30p m
Soo Chuen Tan: I n-dept h I dea Pr esent at i on - A Case St udy
(LI VE ONLY)
Descr i pt i on:
There will be no replay or transcript of this session available, per the instructor's
request. Please attend this session live. If you miss it, email hosts@valueconferences.com to
request an introduction to Soo Chuen Tan. INSTRUCTOR: Soo Chuen Tan, Managing Member,
Discerene Value Advisors Soo Chuen Tan is Managing Member of Discerene Value Advisors LLC, a
private investment firm which invests globally pursuing a concentrated, long-term, deep value
investment philosophy for several leading endowments, foundations and family offices. Before
founding Discerene, Mr. Tan was a partner and managing director at Deccan Value Advisors, and
prior to that was at the Baupost Group, Halcyon Asset Management, and McKinsey & Company.
He has an MBA from Harvard Business School where he was a Baker Scholar, and a BA (double
first class honors) in J urisprudence from Oxford University, where he won the Martin Wronker
Prize for finishing first in his class. Register for the live session or access the replay: http://www.
1p m - 2p m Ben Cl ar emon: I n-dept h I dea Pr esent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Ben Caremon, Research Anayst, Cove Street Capta After
graduatng wth an MBA from the UCLA Anderson Schoo of Management, Ben|oned Cove Street
n |uy 2011 as a research anayst. Prevousy heworked as an equty anayst on both the ong
and the short sde forhedge funds Bue Ram Capta and Rght Wa Capta n New York, and
nterned at West Coast Asset Management n Santa Barbara. Hsbackground ncudes a B.S. n
Economcs from the Unversty ofPennsyvanas Wharton Schoo, foowed by four years wth
a famycommerca rea estate fnance and management busness. Ben s aso thepropretor of
the vaue nvestng bog, The Inocuated Investor.Regster for the ve sesson or access the
repay:http://www.vaueconferences.com/events/smacap13/
1p m - 2p m Phi l i p Or dway : I n-dept h I dea Pr es ent at i on (LI VE)
Descr i pt i on:
INSTRUCTOR: Philip Ordway, Partner, Chicago Fundamental Investment Partners
Philip Ordway joined Chicago Fundamental Investment Partners in 2007 and was admitted as a
partner in 2012. Phil is responsible for investments across the capital structure in various
industries. Phil was an Analyst in Structured Corporate Finance with Citigroup Global Markets,
Inc. from J uly 2002 to J uly 2005, where he was part of a team responsible for identifying
financing solutions for companies initially in the Global Power & Utilities Group and ultimately in
the Global Autos and Industrials Group. Phil earned his M.B.A. from the Kellogg School of
Management at Northwestern University in 2007 and his B.S. in Education & Social Policy and
Economics from Northwestern University in 2002. Register for the live session or access the
replay: http://www.valueconferences.com/events/smallcap13/
2: 30p m - 3: 30p m Ant hony Cambei r o: I n-dept h I dea Pr es ent at i on (LI VE)
Descr i pt i on:
INSTRUCTOR: Anthony Cambeiro, President and Portfolio Manager, Anthology
Capital Anthony Cambeiro is President and Portfolio Manager at Anthology Capital LLC, which he
founded in 2011. At a high level, Anthology is a long/short equity fund. The core strategy is to go
long 10-20 high quality businesses with good returns on capital, defensible businesses, and
capable management teams purchased at attractive valuations during periods of distress and
short a more diversified group of companies with the inverse characteristics. The
complementary strategy for the fund is investing in special situations or workouts which are
more event driven and absolute return in nature. Prior to launching his firm, he served as Co-
Director of Investments at Downtown Associates, a $300mm long biased, value-oriented hedge
fund in Pennsylvania that he joined in 2001. His primary responsibilities as Co-Director of
Investments were to lead the investment process, source new ideas, conduct due diligence, and
coordinate the trading of securities. Earlier, from 2000 to 2001, Anthony worked on the small
cap value team at BlackRock. He holds a BS from the Wharton School at the University of
Pennsylvania, where he graduated cum laude with concentrations in Finance, Accounting and
Information Systems. Register for the live session or access the replay: http://www.
2: 30p m - 3: 30p m St uar t Wi ddows on: I n-dept h I dea Pr es ent at i on (RECORDED)
Descr i pt i on:
INSTRUCTOR: Stuart Wddowson, Investment Drector, SVG InvestmentManagers
Stuart Wddowson |oned SVG Investment Managers n 2006 and san Investment Drector. Snce
2009, he has co-managed Strategc EqutyCapta pc, a cosed ended nvestment trust wth a
mandate to nvestn quoted UK smaer companes. The portfoo s managed on an
unconstraned bass, wth ow turnover. It s hghy focused, typcayhavng 20 hodngs.
Strategc Equty Capta was awarded Best UKSmaer Companes Trust 2011 by Investment
Trust magazne. The trustwas aso Hghy Commended n Money Observers 2012 Investment
TrustAwards, n the UK Smaer Companes category. Pror to |onng, Stuartspent fve years
workng at HgCapta, a md-market prvate equtyhouse, where he worked on dea orgnaton,
sourcng and executon.Prevousy, Stuart was a strategy consutant advsng prvate equty
frms. He has aso worked n the automotve ndustry n Germany. He hasa degree n Busness
Economcs from Exeter Unversty. Regster for theve sesson or access the repay:http://www.

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Smal l - Cap I nv es t i ng Summi t 2013

Tu e Feb 12, 2013

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