The program of the Czech Investment Conference is divided into three days (8 - 10 November 2020). On the first day, Sunday evening, you can join a gala dinner in the local restaurant. The following day during which the main part of the conference will take place, each of the speakers will introduce one particular equity investment idea to you (all presentations will be translated into English). You will be informed about interesting tips how and where suitable investments can be searched for, and you will have an opportunity to observe how particular managers search for such investments, how they assess them and which arguments they use to reach their targets. The program will be closed with a cocktail party and informal networking. The third day will be devoted to practical workshops intended for maximum 30 participants (all workshops will be held in Czech).
6 p.m. - 6:30 p.m.
Welcome drink & networking
6:30 p.m. - 8:30 p.m.
8:30 p.m. - 9:30 p.m.
Informal discussion & networking
Program: 9 November 2020 CONFERENCE
8:00 - 8:50
9:00 - 9:10
9:10 - 9:40
Michal Semotán, Portfolio Manager, J&T Banka
9:40 - 10:10
Txomin Zaratiegui Oses, zakladatel a portfolio manažer, Arlas Advisors Sàrl
Txomin is the founder and portfolio manager of Arlas Capital, a value-oriented hedge fund domiciled in The Netherlands. Arlas manages a concentrated portfolio of equity investments in quality companies. Before founding Arlas, Txomin worked as Investment Director at Gala Capital, a Spanish private equity leader. He worked on more than fifty acquisitions and deals sourced across diverse industries. Responsibilities included board memberships and interim management in portfolio companies. Txomin has extensive experience in due diligence management, competitive analysis and international business. Txomin holds a joint MBA from Columbia Business School and London Business School as well as a Bachelor in Economics from Pompeu Fabra University.
10:10 - 10:40
Václav Podzimek, Founder, Alethes
Former auditor, ex-partner of the international audit and consulting firm VGD. He has been active on the capital markets since 2005, originally as a private investor. In 2017 he founded, together with his former VGD partner Jan Šuma and a well known Czech entrepreneur Dalibor Dědek, the investment fund Alethes - a global equity fund with a long-term investment horizon. Vaclav is also the founder and director of March7, s.r.o. - the company acting as the advisor to the fund that is responsible for its investment strategy based on the time-tested principles of "value" investing.
10:40 - 11:10
Mikuláš Splítek, Portfolio Manager, Stock Small Caps
Mikuláš is a member of Erste Asset Management equity team. He manages Stock Small Caps fund, focusing on small companies in the developed markets. He had previously worked for Brokerjet ČS. He has authored lessons on investment psychology for Investicniweb.cz, and introduced a number of investment ideas for Roklen24. His strategy combines Benjamin Graham's value approach with growth investing inspired by Philip Fisher.
11:10 - 11:40
11:40 - 12:10
Jaroslav Brychta, Head of Research, XTB
In his analytical work at XTB, Jaroslav focuses primarily on analysis of the currency market; monetary policy of central banks and its impact on financial markets. At the forefront of his interest as a private investor are US and selected Chinese equities and ETFs. He is also one of the most sought after experts on cryptocurrencies. He regularly provides commentaries on these topics on Czech Television, contributes to leading Internet media and speaks at investment conferences.
12:10 - 12:40
Daniel Gladiš, CFA, Vltava Fund
Dan graduated from VUT Brno. In 1993-1998 he was the director of Atlantik Financial Markets, a.s., a member of the Prague Stock Exchange, which he founded. In 1999-2004 he was the director of ABN AMRO Asset Management (Czech), a.s. In 2004, he founded the investment fund Vltava Fund SICAV. Vltava Fund is a global equity investment fund dedicated to qualified investors. Daniel Gladiš is the author of Naučte se investovat (Learn to Invest) and Akciové investice (Stock Investments).
12:40 - 13:10
Radovan Vávra, CEO, Weyland Corporatio
Radovan graduated from the University of Economics in Prague and University of South Carolina. He started his career as a Head of Research in Creditanstalt Investment Company. Subsequently he worked as a CEO in Citicorp Investment Company, a Member of the Board in CITIBANK, CEO in Komerční banka, and CEO in Union banka. Since 2004 he has been working as a CEO in Weyland Corporation. He regularly published his opinion on www.radovanvavra.com and also moderates a new podcast Hovory V.
13:10 - 13:40
Jakub Skryja, Manager of the fund VAULT, Art of Finance
Jakub has over 10 years of experience in the financial sector, specifically in the management of equity and fixed income investments. He works for Czech investment company Art of Finance, where he founded and is now managing global equity fund for qualified investors VAULT OPF. He previously worked for 8 years at Verdi Capital, where he was responsible for the group liquid assets investment strategy. He also lead the team od analysts and advised on investment mandates for leading Czech entrepreneurs. He also worked at PwC Audit, s.r.o. as an assistant auditor, where he focused on the analysis of financial statements of Czech and international companies from Real Estate and Financial sector. Jakub graduated at Faculty of Nuclear Sciences and Physical Engineering at CTU where he studied mathematical engineering. During his studies he dedicated his annual studies to interest rate management, optimal allocation of bank assets and analysis of credit derivatives.
13:40 - 14:50
14:50 - 15:20
Alex Rauchenstein, CEO, Strategic Investment Advisors Group
Born in Aarau, Switzerland, Alex Rauchenstein holds an Executive MBA for international Wealth Management from GSIA Carnegie Mellon University and a MBA from the University of Geneva. In addition he is Chartered European Financial Analyst. Until December 2005, he was Head of the Investment Process at Centrum Bank, a specialised Privat bank in Vaduz (Liechtenstein). In this position he was responsible for the coordination of the strategic asset allocation, sector-, fund- and stock selection process. Before joining Centrum Bank in 1999 he spent three years setting up and then managing the Eastern European Equity Fund for UBS Asset Management. Alex acquired a very solid finance education at UBS Zurich, where he started his career in 1989 with a trainee Program. He formally joined Strategic Investment Advisors Group, as General Manager of SIA Funds AG in January 2006.
15:20 - 15:50
Jan Šumbera, CFA, Analyst, Odyssey 44
He works as an analyst at the Odyssey 44 family office, where he specializes in publicly traded Western European and US companies. Previously, he worked as an equity analyst for Patria and Česká spořitelna. He graduated from the University of Economics in Prague with a focus on National Economy and Financial Management. He successfully passed all CFA exams.
15:50 - 16:20
Ján Hájek, CFA, Portfolio Manager, Top Stocks
Ján started his professional career in 1994 as an sell-side equity analyst. Later he worked as a portfolio manager and proprietary trader. He is the manager of the Top Stocks Fund since its inception in August 2006 when he started working for Erste Asset Management ČR. The Fund invests in a group of approximately 25 common stocks, regardless of their market capitalization, traded in US and Europe and selected for their long-term growth potential.