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Second Round Judges

In the 2nd round of the Competition, a new company to analyze and value is given to each finalist team in early April. This company will be the same for all finalists. Each finalist team is required to submit a PowerPoint presentation of no more than 20 slides (plus necessary appendices) to the competition managers a week later. Each finalist team is invited to Toronto, Canada to deliver a 20 minute presentation (plus 20 minutes for Q&A) of their respective analyses to the following 2nd round judges who are all distinguished global value investors:

Executive Director, Gabelli Center for Global Security Analysis, New York, NY, USA

Mr. Johnson runs Nicusa Investment Advisors, an advisory firm focused on helping CEOs and Boards of Directors deal with operational and financial strategy, management execution, shareholder value creation, and corporate communications. He was also the founding partner and investment manager of Nicusa Capital Partners, a private investment partnership that he started in 2003 and ran until December 2012. He has invested in virtually all sectors of the economy and participated in more than 100 venture capital investments and investment banking transactions in his career.  He is also an Adjunct Professor at the Gabelli School of Business, Fordham University since 2015. He teaches Value Investing and is a Fellow to the Gabelli Center for Global Security Analysis at Fordham University.  He is also is on the faculty of the Heilbrunn Center for Graham & Dodd Investing and has been an integral part of the Columbia Business School Value Investing Program for over 30 years. As an Adjunct Professor at CBS, he has taught 58 semester-long courses on securities analysis and value investing to more than 3,500 full-time and executive MBA students.

https://www.fordhamgabellicenter.org/

Portfolio Manager and Research Analyst, Robotti & Company Advisors, New York, NY, USA

Mr. Kessler serves as a Portfolio Manager and Research Analyst at Robotti & Company Advisors in New York City. He joined Robotti in 2009, building on his experience as a Research Analyst Consultant at Aquamarine Capital and his previous roles in portfolio management at Rochdale Investment Management and Morgan Stanley.  David holds an MBA from Columbia Business School, where he was a member of the Applied Value Investing Program and co-founded Graham and Doddsville, the school’s first student-run investment newsletter. He also earned a Bachelor of Science in Finance and Marketing from the University of Maryland, College Park.

https://www.robotti.com

President and Portfolio Manager, Tidefall Capital Management, Toronto, Ontario, Canada

Trevor founded Tidefall Capital Management in 2020 as a concentrated, unconstrained value fund, using the original, rarely employed Warren Buffett partnership fee model. Previously, he was an Investment Analyst at Peters MacGregor Capital Management in Sydney, Australia, where he focused on global equities. Trevor earned his BBA from Bishop's University, where he was a member of the student-run investment portfolio, and was awarded the CFA charter in 2015. He has been featured in The Globe and Mail and Grant's Interest Rate Observer, has presented at the CFA Society, and has appeared on BNN Bloomberg.

www.tidefallcapital.com

Kim ShannonFounder and Co-Chief Investment Officer, Sionna Investment Managers, Toronto, Ontario, Canada

Ms. Shannon founded Sionna in 2002 and has more than 35 years of industry experience. She is the Founder and Co-Chief Investment Officer at Sionna, and was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the Canadian Coalition for Good Governance and is the Chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Kim is also a past president of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

www.sionna.ca

Achilleas Taxildaris

Portfolio Manager, Bristol Gate Capital Partners, Toronto, Ontario, Canada

Mr. Taxildaris earned a BA in Economics from Democritus University of Thrace in Greece. After his graduation he fulfilled his one-year military obligations at the Hellenic Air force. Then he moved to Germany to work at Lingohr & Partner Asset Management GmbH in Düsseldorf for 2 years as an Assistant Portfolio Manager. Afterwards, having heard about the Ben Graham Centre for Value Investing, he decided to pursue an MBA at the Ivey Business School. Upon graduation, he was involved as an Analyst with the Ivey Value fund and in 2013 joined Morningstar, Inc. as Manager Research Analyst. Achilleas joined Bristol Gate Capital Partners in 2017 as an Investment Analyst and in 2018 was promoted to Portfolio Manager. Through this time he remained involved with the Ben Graham Centre for Value Investing. He is a CFA charterholder and speaks fluently Greek, English and German.

www.bristolgate.com

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