The Zurich Project Workshop took place in Zurich, Switzerland, on June 8-9. An amazing group of emerging managers and capital allocators came together from all around the world, including the “usual suspects” (U.S., Canada, U.K., Switzerland, Germany), but also countries like Australia, South Africa, Ghana, and Saudi Arabia. The breadth and depth of perspectives was incredibly refreshing.

Christian Olesen on Creativity and Discipline in Investing

My colleague Shai Dardashti had an opportunity to record a conversation with workshop participant Christian Olesen. Christian serves as ‎Portfolio Manager of Bethlehem, Pennsylvania-based ‎Olesen Capital Management, a value-oriented investment firm. Watch Christian describe what he looks for and how he grows his circle of competence over time:

Christian Olesen on Idea Generation and Assessment

On a previous occasion, The Manual of Ideas sat down with Christian to dig deep into his process for generating and assessing investment ideas. In the following excerpt, Christian talks about being a generalist vs. a specialist in investing.

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Registration for The Zurich Project Workshop 2017

We are gearing up to commence registration for The Zurich Project Workshop 2017.

The event remains invitation-only, with preference given to past participants and those referred by past participants. We do anticipate making a small number of seats available to investors who apply and let us know how they would add value to the other participants.

See impressions from this year’s event: