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Arriving a bit early to Omaha gave me a chance to attend the Value Investing Panel at Creighton's Business School.  Appears to be the 2nd year that they have held this panel.

The event was put together by the school's Portfolio Practicum Class - "a two semester "hands-on" undergraduate course in the College of Business at Creighton University. The class oversees a student managed investment fund with approximately $2.5 million in equity investments for the Creighton University Endowment Fund."

This year the panel featured:

>Dr. Bruce Greenwald, Ph.D., Columbia University professor and authority on value investing

>Patrick Brennan, CFA, Partner RBO & Co

>Vitaliy Katsenelson, CFA, Director of Research at Investment Management Associates, Inc.

>David Winters, Fund Manager of Wintergreen Fund

The discussion was great and we will posting more notes on the meeting on the members only Inside Value boards, but here are some of the highlights:

1. "Value is becoming the dominant investing paradigm ... even at the Chicago School of Business" - B. Greenwald

2. "When evaluating management, focus on the incentives" - B. Greenwald

3. "Factor in margin of safety in the return not the valuation" - B. Greenwald

4. "Cigarettes are the currency of prison" V. Katsenelson in response to hedges against inflation

5. Lastly, here are some companies that were discussed in general; Nestle, Bladex, Jos. A. Bank, Pfizer.  Please note, this stocks were not specifically recommended, but were discussed in various contexts.

Well, that's just a taste of the Value Investing Panel.  Keep tuned to this blog, @TMFInsideValue, and Inside Value member boards for more insights.

Aloha from Omaha!

Andy (follow our coverage at berkshire2010.fool.com - #BRK2010)

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