For what interest it holds, Charles and I will be at Morningstar throughout the conference. Ed returns to town Tuesday afternoon and will join us Wednesday. By my count, I'll be meeting with 11 managers or teams over two days plus a handful of other thoughtful and interesting folks. I'll try to give you a heads-up tonight about the interviews, with an offer to add topics that I ought be raise. Energy permitting, I'll try to share a precis of the day's events each evening.
Monday's agenda: I'll arrive in Chicago about 1, meet Tadas Viskanta at 2, Michael Hasenstab speaks at 3, Bill Bernstein (whom I really respect, you should check the guy's bio) is one of the three General Session speakers at 4, Teresa Kong of Matthews Asia is at 6 and Andrew Foster, Charles and I will share dinner at 7. It's also good to ease into things with a slow first day.Charles is already in Chicago and, mostly, has a separate set of folks he's pursuing.
More soon,
David
Comments
Interesting lineup, thanks for posting. I'm particularly interested in what Hasenstab has to say.
It's well known that several ex-SEALs (and some current ones) love the media and public spotlight that "being a SEAL" brings to them, much to the chagrin of their teammates and the rest of the special ops community who are generally considered the quiet professionals.