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Join us for live events with top investing gurus and member engagement meetings with Dr. Charlie Tian

Upcoming Events

June Members Engagement Meeting

6/1/2022, 1:00:00 PM Central Time (US and Canada)

During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market. He will also comment on current market valuations and answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies. We hope you will join in to learn how to get the most out of your membership.

Value Investing Live: Patrick Brennan 2022 Update

6/22/2022, 1:00:00 PM Central Time (US and Canada)

Patrick Brennan, founder and portfolio manager of Brennan Asset Management, LLC

Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC (BAM), a Registered Investment Advisory firm based in Napa, CA, which utilizes a concentrated value investing strategy. BAM manages separate accounts and is the sub-adviser for the Oceancross Capital Partners Fund. Patrick has given presentations at multiple value investing conferences, including presentations to The New York Society of Security Analysts (NYSSA), The Nebraska Society of Securities Analysts and presentations on various names at the VALUEx Vail Conferences. Patrick coauthored an article on tracking stocks with Lawrence Cunningham for The Financial History Magazine and Patrick was featured in a write-up of Liberty Latin America in The Private Investment Brief. Prior to founding Brennan Asset Management, Patrick managed portfolios and led research efforts at two value investing firms in California: Hutchinson Capital Management and RBO & Co.

Previously, Patrick worked at Mark Boyar & Company, where he led the firm's research team and helped manage $800 million of assets across individual portfolios, institutional accounts and a mutual fund. Patrick also worked for six years in investment banking and equity research with Deutsche Bank, CIBC World Markets and William Blair & Company. Patrick graduated summa cum laude from the University of Notre Dame with a degree in economics and was inducted into Phi Beta Kappa. Patrick received the Chartered Financial Analyst (CFA) designation in 2002 and is a member of the CFA Institute (formerly AIMR). Patrick is originally from Omaha, Nebraska.

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How it works:

  • Please register. Once you have registered you will be sent two email reminders: one the day before the event and one an hour before.
  • Viewers can then join the YouTube live stream and post their questions in the chat section. Our guests will answer as many questions as possible after their presentation.
  • The recordings will be made available here and on YouTube at https://www.youtube.com/user/GuruFocusVideos

You will:

  • Learn from some of the best value investors in the world
  • Engage in direct conversation with world renown investors
  • Connect with peer value investors and investment professionals who share your passion for investing
  • Gain insights into different investing ideas and philosophies

What Will You Take Away?

  • Investment ideas from those with proven success
  • The analysis and theses behind these ideas
  • Networking contacts you make during the stream and in the comments
  • Understanding of how successful value fund managers research and evaluate companies