I hope you’ll be joining me at the Berkshire Hathaway and Wesco annual meetings coming up in only a few weeks (and the Value Investing Congress in between them).
If you’re going to be in Omaha, I’d like to invite you to three events. To RSVP for them, please email Jennifer@vlfund.com and include which event(s) you plan to attend as well as your name, firm (if any) and city you’re from for your nametag.
A) Our annual cocktail party will be at the same time and place as previous years: 8pm-midnight on Friday May 1st in the Nebraska Room at the Omaha Marriott. The hotel is located across the street from Borsheim’s, so buy your loved ones some jewelry at the cocktail reception there on Friday (6-10pm) and then come visit us.
B) Immediately following the annual meeting on Saturday, May 2nd, we are hosting a casual get-together in the Hill Room at the Omaha Hilton, which is adjacent (and connected) to the Qwest Center. It will end around 5:30, just in time to head over to “Warren’s Western Cookout” at the Nebraska Furniture Mart, which is scheduled from 5:30-8:00pm. (The visitor’s guide to the BRK meeting is posted at: www.berkshirehathaway.com/meet01/visitguide.pdf)
C) On Sunday morning from 8-10am in Salon AB at the Omaha Marriott, Glenn and I will host our annual breakfast for investors and prospective investors in T2 Partners and/or the Tilson Focus Fund. We will give a presentation and then take questions. If you are an investor or prospective investor in any of our funds, we hope you will join us.
Along with a few partners, I periodically seed/incubate emerging hedge funds that follow a concentrated, research-intensive, value-oriented style. If you would like to learn more about this business and what we do please email me and I’ll add you to my email list for information and updates regarding the seeding business (no more than one email per month). If you are interested in a one-on-one meeting with one of my partners in the seeding business, just email Jennifer@vlfund.com and we will arrange for a one-on-one meeting either in person in Omaha or over the phone.