ANNOUNCING the
2025 Smead Investor Oasis
Join us on Monday, February 3, 2025, in Phoenix, AZ for the 2025 Smead Investor Oasis!
Updates on 2025
Submit the following form to be added to the update list for next year’s event
2024 Smead Investor Oasis Event Replays
In his second appearance on A Book With Legs podcast,
bestselling author George Gilder joined us for a live
recording to discuss his newest book,
Life After Capitalism.
Bill Smead, Chief Investment Officer, presented “A Reason Carried Too Far” with a discussion on what caused prior financial euphoria episodes, their impact on returns, the role of inflation over the decades and how we believe investors can avoid stock market failure.
Adam and Connor Waterous joined us for a fireside chat, moderated by CNBC’s Tyler Mathisen and Cole Smead, CFA, to discuss Strathcona’s listing as a public company, how they address energy industry challenges, lessons they have learned, and their outlook on the oil and gas business.
Richard Jackson, President, U.S. Onshore Resources and Carbon Management, Operations of Occidental Petroleum (OXY) joined us for a fireside chat to discuss current industry challenges, recent events and his outlook on energy.
Cole Smead, CFA, CEO and Portfolio Manager, wil present “Insider Ownership: The Interaction Between Quality and Value”. In his presentation, Cole will discuss how family and insider ownership impact the role of alpha generation from their effect on the quality and value factors.
Gunnar Wiedenfels will join us for a fireside chat, moderated by CNBC’s Tyler Mathisen, to discuss Warner Bros. Discovery, how the media giant is building toward the future, industry challenges, and their outlook on the media entertainment business.
Event Speakers
We are excited to welcome
co-anchor of CNBC’s
“Power Lunch”, Tyler Mathisen, as Special Guest Moderator
for the
2024 Smead Investor Oasis!
In his second appearance on
A Book With Legs podcast, bestselling author George Gilder will join us for a
live recording to
discuss his newest book,
Life After Capitalism.
Richard Jackson, President, U.S. Onshore Resources and Carbon Management, Operations of Occidental Petroleum (OXY) will join us for a fireside chat to discuss current industry challenges, recent events and his outlook on energy.
Gunnar Wiedenfels will join us for a fireside chat, moderated by CNBC’s Tyler Mathisen, to discuss Warner Bros. Discovery, how the media giant is building toward the future, industry challenges, and their outlook on the media entertainment business.
Adam and Connor Waterous will join us for a fireside chat, moderated by CNBC’s Tyler Mathisen, to discuss Strathcona’s listing as a public company, how they address energy industry challenges, lessons they have learned, and their outlook on the oil and gas business.
Bill Smead, Chief Investment Officer, will present “A Reason Carried Too Far” with a discussion on what caused prior financial euphoria episodes, their impact on returns, the role of inflation over the decades and how we believe investors can avoid stock market failure.
Cole Smead, CFA, CEO and Portfolio Manager, wil present “Insider Ownership: The Interaction Between Quality and Value”. In his presentation, Cole will discuss how family and insider ownership impact the role of alpha generation from their effect on the quality and value factors.
Private Concert
After the 2024 Smead Investor Oasis, we invite you to join us for dinner and an unforgettable evening of live music. The event, including dinner, will start at 6pm at Wasted Grain in Scottsdale.
We are excited to welcome headliner and GRAMMY® Award-nominated multiplatinum singer and songwriter Gavin DeGraw. His music stitches together a timeless tale of his own soundtracked by a signature fusion of pop, soul, country, folk and funk.
We are also excited to welcome opener Kelley James, touted as the top private entertainer in the world. Kelley’s talent lies in his uncanny ability to improvise songs on the spot and incorporate the audience in a way that delivers the most unique music experience.
Private Concert
After the 2024 Smead Investor Oasis, we invite you to join us for dinner and an unforgettable evening of live music. We are excited to welcome headliner and GRAMMY® Award-nominated multiplatinum singer and songwriter Gavin DeGraw. His music stitches together a timeless tale of his own soundtracked by a signature fusion of pop, soul, country, folk and funk. The event, including dinner, will start at 6pm at Wasted Grain in Scottsdale.
Register for the 2024 Smead Investor Oasis Today!
Questions?
Please email info@smeadcap.com or call 877.701.2883.
This year we are excited to welcome CNBC’s Tyler Mathisen as the Special Guest Moderator, along with a lineup of presentations you won’t want to miss, including:
Presentations by Bill Smead, CIO, Smead Capital Management and
Cole Smead, CEO & Portfolio Manager, Smead Capital ManagementA live episode of A Book With Legs podcast with author George Gilder on his newest book, Life After Capitalism
Two fireside chats with executives who run companies owned by Smead investors
Dinner and entertainment that evening to follow
Be sure to make your hotel reservations now, as hotel space is very limited in the Phoenix area during this week.
2023 Smead Investor Oasis: Presentations and Replays
“Magical ROE: Revisiting the Dead Art of Financial Statement Analysis" presented by CEO and Portfolio Manager, Cole Smead, CFA
During the 2023 Smead Investor Oasis, Cole Smead, CFA, CEO and Portfolio Manager, presented “Magical ROE: Revisiting the Dead Art of Financial Statement Analysis.” In his presentation, Cole discussed why increasing interest rates, cheap valuations and stock buybacks can cause elements of financial statement analysis to become magical.
Fireside Chat with Anas Abuzaakouk, President and CEO of BAWAG
Anas Abuzaakouk, President and CEO of BAWAG Group, joined us for a fireside chat at the 2023 Smead Investor Oasis. BAWAG Group is headquartered in Vienna, Austria with a presence across continental Europe. During the presentation, Anas discussed several topics including current opportunities in European banking, rising interest rates and his unique point of view as an owner-operator.
“Is “Not Trading” Informative? Evidence from Corporate Insiders’ Portfolios” by Luke DeVault, Assistant Professor of Finance at the Powers College of Business at Clemson University
In his research piece, Is “Not Trading” Informative? Evidence from Corporate Insiders’ Portfolios, Luke has found that trades made by investors with insider positions at multiple firms can sometimes reveal information about both the traded and non-traded position(s).
Fireside Chat with Vicki Hollub, President and CEO of Occidental
Vicki Hollub, President and CEO of Occidental (OXY), joined Bill Smead, CIO, and Cole Smead, CEO and Portfolio Manager, for a fireside chat. Their discussion included topics such as her management style, how she addresses challenges that the business may face, what she has learned in her career, how recent events have shaped Oxy and the energy industry, and her outlook on the energy business.
"Value Investing from Graham to Munger" by Bill Smead, CIO
Bill Smead, Chief Investment Officer, presented “Value Investing from Graham to Munger.” In his presentation, Bill discussed how value investing has moved from the here-and-now of Ben Graham to Charlie Munger’s style of compounding returns in a business. Bill also explained why the opportunity knocks for a return to Graham’s foundations to help avoid stock market failure.
Live Podcast Recording with Author, Amity ShlaesA
Watch the episode below or listen to it on Apple Podcasts, Spotify or learn more at smeadcap.com/podcast.