Santangel's Review

Santangel’s Investor Forum®

Santangel’s Investor Forum
November 10, 2020
New York City

The Santangel’s Investor Forum is a private, invitation-only conference where under-the-radar investors present investment ideas. We ask speakers to use their idea as a “live case study” in order to teach the audience an interesting or unique aspect of their investment process or philosophy.

We also reserve half of each session for audience questions. We have found that this extended Q&A leads to thought-provoking discussions among a community of intelligent investors. We limit attendance to create an intimate environment and to promote quality audience participation. The Forum has no sponsors and therefore no vendor or service provider attendees.

The Forum also focuses on providing unique opportunities for networking. There are no speakers during lunch. Instead, we arrange attendees at tables of four or five based on who we think you would benefit from meeting. A few days in advance of the Forum we make email introductions to your tablemates allowing for easier lunchtime conversation and follow-up.

Over the years, we have heard that these lunch pairings have led to business relationships and even some friendships. Many of the speakers stay throughout the day and participate in these lunch pairings. We also have several networking breaks and an extended cocktail reception to close out the day.

How do you select speakers?

With some rare exceptions like Ed Thorp, Forum speakers aren’t big names. We purposely find under-the-radar investors who are successful and talented, but for whatever reason aren’t frequent commentators on TV or the conference circuit. The goal is to generate differentiated ideas and thoughts that aren’t mainstream. As John Templeton put it: “It is impossible to produce superior performance unless you do something different from the majority.”

Another way the Forum differs is that everything is off the record. We do this in order to make speakers more comfortable, but more importantly to keep the value of the event for the people in the room.

If you would like to inquire about attending the event, please email

Feedback from the Santangel’s Investor Forum®:

“Thank you so much for having me at the event. I’m not exaggerating when I say that it was by far the best put together forum of its kind that I’ve ever attended.”

“I thought the event was fantastic! I really enjoyed it very much and I thought you did an excellent job in every detail. Most importantly, I thought you were able to get excellent speakers with good ideas and I enjoyed the high level of the attendees.”

“I am blown away by the group you assembled.”

“Thanks for inviting me. It’s great to be able to find a community of like-minded value investors (with many different twists on it), since we all know it can start to feel lonely going against the crowd.”

“Great speakers with interesting off-the-run ideas. Quality questions from attendees. Well done!”

“Just wanted to say thanks for the conference. It was really good with an impressive group of people. I learned about a couple of actionable ideas and was able to meet with very interesting people.”

“I want to express my thanks for including me in your Forum. It was truly outstanding and that is the consensus of everyone I spoke with.”

“I felt that the content was leagues above that of other conferences. There was a good balance between actionable ideas and process insights from each of the managers.”

“What an excellent conference! Any time you show up and immediately spot five people who you think are among the best investors in the world, you know you are in the right place.”

“Because you are so careful about the quality of both attendees and speakers, high quality people want to come. And it only gets better every year!”

“I go to a fair number of investment conferences in the US and Europe and this is the best I attended so far.”

“Worth flying across the Atlantic for.”“I have been to a lot of conferences and this was one of the best I have ever attended. Very well done, very value add.”

“The speakers were bright and talented investors. They were different, unique, intelligent and worthy of 45 minutes of the audience’s time.”

“I just want to extend a thanks and congratulations on a terrific event. It was honestly the best investment conference I have attended.”

“It was truly humbling to be a speaker at such an outstanding forum and to hear such distinguished other speakers.”

“You have truly put together a first class event that stands boldly in contrast to what is typically offered.”

“I thought the conference was absolutely outstanding. I have been to quite a few, and never feel I got as much value as I did from this.”

“I have been to too many conferences to count. And both this years, and last year’s Santangel’s conference have been a country mile better than anything else I have attended.”

“We really enjoyed ourselves and appreciate the introductions that you made for us. A wonderfully thought provoking day. You carried it off with aplomb and genuine warmth. Thank you for inviting us.”

“This was recommended as the only conference to come to and I would do the same to anyone who asks, thank you.”

“Thank you so much for inviting me. The conference was truly fantastic. You managed to put together something unique and extremely value additive for everyone who attended.”

“I met interesting people and learned a lot – can’t ask for more than that.”