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  • Ted June 2016
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Morningstar conference: the Day Three agenda

David_Snowball
in Fund Discussions
Last day!

9: Abhay Despande, ex First Eagle and now Centerstone funds, which appear to be the same strategies in small packages

11:40: panel on international managers with capacity. Two of the three are Andrew Foster and Rupal Bhansali.

1: Rupal Bhansali, Ariel International and Global. Both Ed and Mr. Foster are impressed with her work, her portfolios and intellect. I was encouraged to seek her out, so I did.

2: lunch with Ed and Charles, and our annual planning retreat.

Thereafter, the long drive west to Iowa.

If you've got questions for the folks I'm meeting, please do let me know.

As ever,

David

Comments

  • TedTed
    edited June 2016
    Q MFO Members: David said, "Thereafter, the long drive west to Iowa." Dan Ryan Expressway south to I-57, continue south to I-80, I-80 west to Davenport Ia, about a three hour thirty minute trip. Made this trip many many times, only I would cross the Mississippi River on I-80 then north to Dubuque Ia. on route 61.
    Regards,
    ted
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