Investment Review & Outlook

The last decade was the passive playground. Why has stock picking become so important? Listen to experienced stock pickers discuss philosophy, process, and how they identify high-conviction stock ideas.

When

Tuesday, October 15th, 2024

11:00am – 1:00pm 
Please RSVP by September 30, 2024, seating is limited.

Where

The Witte Museum
(Dawson Family Hall)
3801 Broadway St.
San Antonio, Texas 78209

Will you attend the event?

Presented by

Important Information

  • Event Timeline
    • 11:00am – 11:30am: Registration & Pre-Reception
    • 11:30am – 12:40pm: Lunch & Program
    • 12:40pm – 1:00pm: Q&A

 

  • Parking: Complimentary parking will be available in the Brackenridge Park Parking Garage, just south of the Witte Museum. Complimentary golf cart service will be available to take guests from the parking garage to the Dawson Family Hall.

    Brackenridge Park Parking Garage
    3501 Avenue B.
    San Antonio, TX 78209

Panelists

Eric Woodworth

Deputy Chief Investment Officer

DSM-Capital-Partners

Eric Woodworth joined Price Waterhouse Coopers in 1994 as a technology consultant. He became a team leader and managed projects for PWC in Toronto and Chicago. He also served as an internal instructor for PWC in Tampa, Florida. Eric left PWC in 1999 to attend business school, spending his summer in equity research at Merrill Lynch. Eric holds a Bachelor of Arts in Economics from Williams College, an MBA in Finance from New York University, and holds a Chartered Financial Analyst designation. Eric joined DSM in 2001, was named co-Deputy Chief Investment Officer in October, 2021 and is a member of the DSM Board of Managers.

Adrian V. Meli

Co-Chief Investment Officer

EagleCapital

Adrian is the co-CIO for Eagle Capital. He formerly worked at Farley Capital. He graduated magna cum laude and Phi Beta Kappa with a Bachelor of Arts degree in Economics and Psychology from Williams College. 

Alex Fitch

Partner, Portfolio Manager, Director of U.S. Research and U.S Investment Analyst

HarrisAssociates

Alex Fitch is the director of U.S. research, portfolio manager and an investment analyst at Harris Associates L.P. As a generalist analyst, he is responsible for generating investment ideas across a wide range of industries and sectors, including commercial real estate, energy, financial services, transportation and technology. In addition, he provides continuing coverage of Harris investments.

Mr. Fitch joined the firm as a research associate in 2011 after having worked at UBS as an investment banking analyst. He received his B.A. in economics and math from DePauw University (2010) and is a CFA® Charterholder.

Harris Associates L.P. is an investment management firm with approximately $102 billion in assets under management as of June 30, 2024, and is best known as the investment adviser to the Oakmark Funds. The firm has a 48-year history of delivering excellent service for clients through its value investing philosophy and deep fundamental research.

Moderator

Partner | Chief Strategist at Sendero®

Investment & Research Team

Partner | Vice President Investments

Partner | Chief Strategist | Management Committee

Partner | SFE Family Office | Management Committee

Advisory Board Member

Advisory Board Member

Director of Due Diligence

Research Analyst

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