3rd Annual Advanced Value Investing Workshop
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3rd Annual Advanced Value Investing Workshop

When: Saturday, March 17, 2018
Doors Open at 9:00AM; Formal Program from 10am to 4pm
Where: Quadrus Conference Center
2400 Sand Hill Road
Menlo Park, California  94025
United States

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Please join us for the third annual Advanced Value Investing Workshop. We'll use our proven case-study method to analyze four listed securities of then-greatest interest to perennially outperforming value investors. The emphasis is on equities. While the selection of securities will depend on market conditions at that time, approximately half of the issuers covered will likely be based in the United States. Morning coffee, a catered lunch, and parking are included.

Doors open and coffee is served at 9:00 AM. The formal program runs from 10:00 AM until 4:00 PM. To best take advantage of market conditions at the time of the workshop, the cases are not selected until March 3, 2018. A preliminary agenda may be viewed here.

Companies covered in earlier workshops were from Germany, India, Russia, Sweden, and Switzerland; and from the American states of California, Florida, New York, and North Carolina. Most attendees come from the San Francisco Bay Area, although people have come from as far away as New York and Massachusetts. People already registered for this year's workshop are from Santa Clara, San Mateo, and Contra Costa counties; as well as from Ohio, Rhode Island, Washington DC.

The foundational text for the program is the book Good Stocks Cheap. The cost of the book is not included in the registration fee. On March 3 links to materials regarding the four selected cases will be sent to registrants. There is no additional cost associated with these case materials.


Kenneth Jeffrey Marshall, author, "Good Stocks Cheap"

Kenneth Jeffrey Marshall is an American value investor, teacher, and author. Regularly interviewed on outlets like CNBC and KQED, he teaches value investing at Stanford University and in the masters in finance program at the Stockholm School of Economics. He also teaches asset management in the MBA program at the Haas School of Business at the University of California, Berkeley. He is the author of the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance published in 2017 by McGraw-Hill. He holds a BA in Economics, International Area Studies from the University of California, Los Angeles; and an MBA from Harvard University. He splits his time between California and Sweden.



$381 Members

$635 Non-members

Morning coffee, a catered lunch, and parking are included.


Register here