Value Investing World

Friday, February 18, 2011

Exclusive Notes from Howard Marks Presentation

A big thanks to Ben for taking and posting these on his blog.

One of the perks of being in school again is that I get access to a number of great investors who take time out of their busy schedules to speak to the UCLA Anderson Student Investment Fund. As a group, we are very fortunate that our advisor has a relationship with the President of Oaktree Capital, Howard Marks. Mr. Marks was gracious enough to spend close to 90 minutes with me and my classmates this past Monday.

Joe at 2/18/2011
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