Hedge Fund Alpha will be covering the 2025 Berkshire Hathaway Annual Meeting in Omaha—and many great value investing events happening around it. Besides Berkshire meeting notes which can be found here, full event coverage can be found on this page so checkback if something is not live yet.
From intimate investor meetups to heavyweight panels, Omaha comes alive with some of the most insightful voices in finance during this legendary weekend. Here’s a rundown of the key events you won’t want to miss:
Friday
ValueX BRK 2025
- See: Chris Begg Of East Coast Asset Management: How To Be A Value Investor In An Evolving Economy
- See: 2025 ValueX BRK: Berkshire Director Chris Davis On How BRK Is Like Crypto
- See: Mohnish Pabrai At ValueX BRK: Why Entrepreneurs Are The Best Investors
- See: Inside Berkshire’s Deal with Joachim Grube‑Nagel: Five Key Guiding Principles
- See: Passive Investing’s Dark Side: Michael Green At ValueX BRK
- See: Robert Hagstrom at VALUExBRK 2025: Public Markets Matter Amid "Volatility Laundering"
The 2025 VALUExBRK event will be held on Friday, May 2, in downtown Omaha, kicking off at 10:00 AM. Organized by Guy Spier and the Aquamarine team, it’s one of several high-profile gatherings leading up to the Berkshire Hathaway Annual Shareholders Meeting. The event promises a standout roster of speakers from across the investing and business landscape.
Speakers at VALUExBRK 2025 include:
- Guy Spier
- Chris Davis
- William Green and Chris Begg
- Renato Gueraldi
- Luca Dellanna
- Ardal Loh-Gronager
- Robert Hagstrom
- Monsoon Pabrai
- Michael Green
- Chris Bloomstran
- Brett Gardner
- Joachim Grube-Nagel
- Mohnish Pabrai
2025 Gabelli Omaha Value Investor Conference
- See: Berkshire’s Next Potential Purchase: 2025 Gabelli Omaha Value Investor Conference
- See: Gabelli Omaha: John Rogers Touts Small‑Cap Value, Calls Coverage 'Weakest I've Seen'
The 2025 Gabelli Omaha Value Investor Conference will be held on Friday, May 2nd at The Hilton Omaha in the Grand Central Ballroom.
Readers can see the entire video of the 2025 Berkshire Hathaway general annual meeting featuring Warren Buffett and other top BRK execs below courtesy of CNBC.
8:00 AM CT - Registration
8:30 AM CT - Berkshire Hathaway Panel
- Adam Mead, Author, "The Complete Financial History of Berkshire Hathaway"
- Chris Bloomstran, President, Semper Augustus Investments Group, LLC
- Brett Gardner, Author: "Buffet's Early Investments: a new investigation into the decades when Warren Buffett earned his best returns"
- Pieter Slegers, Founder, Compounding Quality
- Macrae Sykes, Gabelli Portfolio Manager
9:30 AM CT - Lindsay Corporation
- Randy Wood, Chief Executive Officer
- Brian Ketcham, Chief Financial Officer
- Chris Marangi, Co-CIO, Value, Gabelli Portfolio Manager
10:00 AM CT - Union Pacific Corporation
- Jennifer Hamann, Chief Financial Officer
- Macrae Sykes, Gabelli Portfolio Manager
10:30 AM CT - Break
10:40 AM CT - Valmont Industries, Inc.
- Avner M. Applbaum, President & Chief Executive Officer
- Thomas Liguori, Executive VP & Chief Financial Officer
- Chris Marangi, Co-CIO, Value, Gabelli Portfolio Manager
11:10 AM CT - Value Investing Panel
- Mario Gabelli, CIO, Gabelli Funds
- John Rogers, Co-CEO and CIO, Ariel Investments
- Chris Marangi, Co-CIO, Value, Gabelli Portfolio Manager
12:00 PM - Conclusion
Let’s Get Together in Omaha!
Vitaliy Katsenelson will host a “Let’s Get Together in Omaha!” breakfast event on Friday, May 2nd, 2025, from 7:30 to 10:00 AM at the Embassy Suites Old Market Omaha.
From Vitaly:
I hosted my first reader get-together in Omaha in 2008 when I attended my first Berkshire Hathaway Annual Meeting—less than a dozen of us met in a hotel lobby. Fast forward to last year, and I had to host three sessions. (Never underestimate value investors’ enthusiasm for free food!)
This year, we’ve rented a large room at the Embassy Suites Old Market Omaha.
Join us for breakfast and Q&A with yours truly on Friday, May 2nd, 2025. This is not a disguised marketing event—I genuinely want to meet you and answer your questions.
Space is limited to registered guests only. Feel free to invite friends, though they’ll need to register separately.
Register your interest by filling out this form.
I’ll see you there!
- Vitaliy Katsenelson
Creighton University 2025 Value Investing Panel
Creighton University will host the 2025 Value Investing Panel on Friday, May 2, 2025, from 3:00 to 4:45 p.m. at the Mike and Josie Harper Center Auditorium.
The Value Investing Panel is an annual event organized and run by the students in the Portfolio Practicum course and is designed for individuals interested in value investing.
- Panel Discussion: 3-4:45 p.m.
- Reception: 4:45-6 p.m.
VIP Panelists
- Susan Schmidt, CFA - Head of Public Equities and Portfolio Manager, Exchange Capital Resources
- Mark Wynegar, CFA - President and Portfolio Manager, Tributary Capital Management
- Vitaliy N. Katsenelson, CFA - CEO and Chief Investment Officer, Investment Management Associates
- Robert Robotti - President and Chief Investment Officer, Robotti & Company
Capital Alliance Omaha 2025
Capital Alliance Omaha 2025 will take place on Friday, May 2nd, 2025, from 3:30 to 6:30 p.m. in the Howard Meeting Room at the Omaha Marriott Downtown.
Capital Alliance is an exclusive mastermind community of asset managers who are founders/partners of their investment firms.
Join us in Omaha on the sidelines of the Berkshire Hathaway Annual Shareholder Meeting at the Marriott Downtown.
Network and build relationships with like-minded professionals in the investment management industry. Discover the principles, mindset, and strategies behind building a multi-billion dollar investment firm and get to know more about the Capital Alliance community.
Founded by Ken Majmudar and Vatsal Nahata of Ridgewood Investments, Capital Alliance is a go-giving community of investors who help each other grow professionally.
Buffett’s Early Investments Fireside Chat Hosted by Discerene and Redeye
Brett Gardner will join Soo Chuen Tan and Eddie Palmgren for a fireside chat about his book Buffett's Early Investments on Friday, May 2, from 7:00 to 9:00 p.m. CDT at The Durham Museum, hosted by Discerene and Redeye.
Soo Chuen Tan of Discerene Group and Eddie Palmgren of Redeye host Brett Gardner in a fireside chat to discuss his new book Buffett's Early Investments at the Durham Museum's Stanley and Dorothy Truhlsen Lecture Hall.
Doors will open at 7pm and the fireside chat will begin at 7:30pm. The event will last approximately 90 minutes. Attendees will have one hour to view the permanent exhibits and train cars after the event.
Soo Chuen Tan is President of Discerene Group LP, a private investment partnership that invests globally on behalf of several philosophically aligned investors, including endowments, foundations, and families, pursuing a fundamental, contrarian, long-term value investing philosophy. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors and prior to that worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company.
Eddie Palmgren is the host of Investing by the Books podcast at Redeye, a research-driven investment bank in Sweden. Through deep conversations with authors and investors, the ambition of the podcast is to inspire sophisticated and aspiring investors to think, invest, and live better. Guests of the podcast include Michael Mauboussin, William Thorndike, Ian Cassel, Lawrence Cunningham, and Brett Gardner.
Brett Gardner is the author of Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns. Brett is an Analyst at Discerene Group LP, a private investment partnership that invests globally pursuing a fundamental, contrarian, long-term value investing philosophy.
Saturday
Berkshire Hathaway 2025 Annual Meeting
- See: 2025 Berkshire Hathaway Annual Meeting: Highlights From Warren Buffett
- See: Warren Buffett Doesn’t Pick Stocks — Or Care If His Wife’s Inheritance Beats the Market
The Berkshire Hathaway 2025 Annual Shareholder Meeting will take place on Saturday, May 3, from 7:00 a.m. to 4:00 p.m. at the CHI Health Center.
- 7:00 AM - Doors Open
- 8:00 AM - Q&A Session
- 10:30 AM - Break
- 11:00 AM - Q&A Session
- 1:00 PM - Recess
- 2:00 PM - Annual Shareholders Meeting
- 4:00 PM - Exhibit Hall Closes
Details: Becky Quick, of CNBC will review questions that shareholders have submitted by e-mail and select those she believes will have the widest interest. Questions can be submitted to Becky at [email protected]. We will have a drawing at 7:45am at each of the 11 microphone locations for those shareholders wishing to ask questions themselves. At the meeting, Warren will alternate the questions asked by Becky and the shareholders in attendance.
At the 8am session, Warren as well as Greg and Ajit will be available to answer questions. At the 11am session, Warren and Greg will be available to answer questions.
Sunday
Markel 2025 Omaha Brunch
See: Markel's Relentless Compounding Vision: Highlights From The 2025 Omaha Brunch
The 2025 Omaha Brunch will be held on May 4, 2025, at the Omaha Marriott Downtown at the Capitol District. Not much details available yet but this is always a great event so stay tuned!
IdeaHouse Value Investing Best Ideas Conference Omaha
The IdeaHouse Value Investing Best Ideas Conference Omaha will take place on Sunday, May 4, 2025, from 12:30 PM to 3:30 PM CDT at the Courtyard Omaha Downtown/Old Market Area.
Are you tired of attending conferences and networking events that lead to little or no results, where the focus is more on superficial networking than on meaningful investment discussions?
We get it!
It's time to move past unproductive conversations and focus on what truly matters: sharing value investing ideas. This event is designed for investors and individuals eager to explore investment opportunities who want to connect over meaningful discussions—no distractions, just actionable insights.
Pitch Your Best Stock Investment Idea(s)
Join us in Omaha this spring during the Berkshire Hathaway weekend on May 4, 2025, for an exclusive, invite-only event tailored for serious investors.
Event Details:
Presentation Format:
- 5-minute presentations (PowerPoint format).
- Followed by a 1–2 minutes Q&A session.
This event is proudly hosted by IdeaHouse Value Investing Conference, founded by Sanjeet Mavi and David Kwok (Columbia Business School Alumnus)—two dedicated investors passionate about bringing together like-minded individuals for a valuable exchange of ideas.
Don't miss this opportunity to share your insights with a focused, engaged community of investors. We look forward to seeing you in Omaha this spring!
The objective of this conference is to share our best stock investment ideas in a friendly, respectful, and non-judgmental environment where everyone is treated equal.
Full event coverage can be found on below!
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