Value Spain 2024

The 2024 event is SOLD OUT


13th March 2024

14th March 2024

Palacio de los Duques Gran Meliá

Cuesta de Santo Domingo 5

28013 Madrid


Before launching his own fund in 2021 with A&G Fondos, Andrés had been a portfolio manager for over 20 years at various firms including Cobas Asset Management, Credit Suisse in Madrid and Zurich, RAB Capital, Allianz Global Investors and Standard Life Investments in UK, both under long-only and long/short mandates.

He holds a BS in Business Administration from Universidad Complutense de Madrid, and is a CFA Charterholder.

Andreas is Portfolio Manager for Brock Milton Capital, a 1.5bn EUR Global Asset Manager based in Stockholm, Sweden. Before founding BM Capital in 2014, he worked as analyst for ABB, Nordea & Kepler Chevreux and as Portfolio Manager at Capital Group.

Andreas has a Bachelor in Business Administration from Lund University, a MBA from the London Business School and is a CFA Charterholder. He has been presidnet of the London Business School Almuni Chapter Sweden and member of the Board of CFA Sweden. Additionally he is author of the book “You vs the Market”.

With over 24 years of investment experience, Alexis Dawance began his career in 2000 in the investment banking division of Lehman Brothers in London and Zurich. In 2006, he launched and managed various investment funds for Global-Cap AG, MFM and Bellevue Asset Management. In 2020 he launched 6T Asset Management, the institutional investment arm from Cité Gestion Private Bank, a Swiss Private Bank with approximately 10bn AUM. 

Alexis Dawance has been a regular guest on CNBC and Bloomberg TV and is currently managing several funds focusing on global value stocks with a quantamental approach.

Gianluca is the founding partner of Clearway Capital, a value-oriented, impact focused, event driven hedge fund. Clearway invests in Western Europe with a value-oriented approach and uses rigorous shareholder engagement to create value and drive positive impact within its portfolio companies.

Prior to starting Clearway, Gianluca managed the activist investments for a prominent European based investment fund. Additionally, Gianluca has held several directorships of both private and publicly traded companies. Currently, Gianluca serves on the boards of Retelit, an Italian telecommunications infrastructure operator and STEAG, one of Germany’s largest utilities. He is also an industrial advisor to Asterion Industrial Partners, Spain’s largest Private Equity.

Gianluca authored the first book on value investing in the Italian Language titled “Value Investing: la Guida Definitiva all’Investimento Azionario” (Hoepli 2015). He holds a degree in Economics & Business from LUISS University in Rome, Italy.

Victor HIGGONS, CIIA is co-manager at Independance AM since 2016. He graduated in Sciences Po Paris and has an MBA from INSEAD.

Victor started his career at Rothschild & Co in Mergers and Acquisitions (2011) and then at McKinsey in Consulting (2012), where he worked on numerous corporate strategy and operational efficiency projects.
He joined Indépendance AM in 2016 where he led the launch of new products such as Indépendance Europe small and the closed-end funds Family Value I and Family Value II.

Iván Martín Aránguez , CFA, is  Chairman, CIO and Founding Partner at Magallanes Value Investors, S.A. SGIIC. Iván holds a Bachelor’s Degree in Business Administration & Management and a Master’s Degree in Financial Analysis from the Carlos III University of Madrid.

He is a value investor with over two decades of investment experience in the asset management industry. He previously worked at Santander AM SGIIC, Aviva Gestión SGIIC and Sabadell Gestión SGIIC as Portfolio Manager and Head of Equities, more than doubling the market’s performance in annualized terms over those 20 years.

He has been a speaker at different financial events, including the Morningstar Investment Conference in Madrid, and many Value Conferences such as the Value Investor Conference in Omaha, the London Value Investor Conference, the Valuespain Conference, the Value Investing Seminar in Trani-Italy, the Ira Sohn London Investment Conference and the Iberian Value in Madrid.

Mark Pearson, ACA, CFA is co-Founder and Head of Portfolio Management (London).

Mark co-founded Arcus in 1998. He previously managed portfolios of Japanese equities at Kleinwort Benson Investment Management in Tokyo and at Buchanan Partners in London and is a fluent Japanese speaker. After graduating from Emmanuel College (University of Cambridge) with an MA in Economics in 1981, he worked for Coopers & Lybrand accountants in London before working as a Japanese equity analyst alongside Peter Tasker at Kleinwort Benson Securities in Tokyo between 1986 and 1989.

Mark has managed the Arcus Japan Fund and the Arcus Japan Value Fund for 20+ years. 

Francois Rochon was educated as an engineer at the École Polytechnique of Montreal. After graduating with his Masters Degree (in Science), he worked as a researcher and network engineer for INRS-Telecom and Teleglobe Canada.

Following his lifelong passion for investing, he decided to focus his career on professional money management. After managing family accounts between 1993 and 1996, he joined Montrusco & Associates as an analyst and was then promoted to Portfolio Manager. In December 1998, Francois founded Giverny Capital in order to offer investment management services to clients based on his investment philosophy of owning outstanding companies for the long term.

Francois has written for many years a regular investment column in the newspaper “The Gazette” and in “Les Affaires”. He has been interviewed by MSN Money and a number of television programs such as “Capital-Actions” on the RDI network . He also had a column on and La Presse’s web site for a few years.  He has been invited multiple times to speak at various value conferences, including in Omaha.  He was also invited at “Talks at Google” in 2017.  A chapter in Andy Kilpatrick’s book, “Of Permanent Value: The Story of Warren Buffett” is written about Francois’ career.  

Finally, in 2022, a book was published on his career: “François Rochon. Le parcours singulier d’un investisseur d’exception” (in French). He also sits on many boards of directors. 

John Tidd is a value investor by definition with 20 years of investment management experience. He studied at Columbia Business School and was a student of Jim Rogers (co-founder with George Soros of the Quantum Fund), an aspect that shaped his passion for investing. John has value investing in his DNA and applies it to all aspects of his life.

He began his career in 1984 working at Neworld Bank, First Boston Corporation and JP Morgan. In 1988 he joined Citibank, where he held various positions in finance, marketing and business. After 9 years at the bank, John left the firm to found and manage a new investment vehicle, the Horizon Growth Fund (December 1999). This fund, not distributed in Spain, was aimed at long-term capital growth through deep value investing in global equities. It reached over $100 million in assets and an annualised track record of +15%. In 2019, he founded HAMCO Financial to advise the HAMCO Global Value Fund. In its first 4 years this fund has achieved an annualised return of 24%. The annualised return of both vehicles is 18% annualised.

John studied Accounting at Brigham Young University, holds an MBA from Columbia Business School and is also a CFA Charterholder. His two passions: investing and running ultramarathons. His charitable activities focus on education and volunteering (

Julio Utrera, CFA joined Southeastern’s London Office as an Analyst in 2021. He previously held investment research roles in T. Rowe Price International Equities and in the private equity team of AnaCap Financial Partners. Prior to that, he was an M&A Analyst at J.P. Morgan’s Investment Banking division in London.

Mr. Utrera received his bachelor’s degree in Business Administration and Finance from C.U.N.E.F University and a master’s degree in Value Investing from OMMA Business School. He holds his CFA Level 4 Certificate in ESG Investing.

Steven Wood has 19 years of capital markets experience with a track record of driving strategic, operational, capital allocation and governance improvements to enhance shareholder value. Steven brings an ownership mentality to the Board that he has implemented to drive success at other GreenWood portfolio companies. Currently, Mr. Wood serves as the Founder and Chief Investment Officer of GreenWood Investors, an investment management firm he founded in 2010. Since November 2023, he has been a member of the Board of Directors of MEI Pharma, a publicly-listed biotechnology company. Since May 2023, he has been a member of the Board of Directors of Leonardo SpA – an Italian-listed international Aerospace & Defense company. Since May 2019, he has been a member of the Board of Directors of CTT – Correios De Portugal, a publicly-listed Iberian logistics company. 

Mr. Wood is an American national and holds a BA in Economics, Political Economy and International Relations from Tulane University.

The 2024 event is open for registration

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