Howard Marks Investor Series

Discussions between investment thought leaders and host Howard Marks, W’67


Howard Marks Investor Series Lecture

4:30 PM - 5:45 PM
G06, Jon M. Huntsman Hall

Sharing Practical Perspectives on Investing

The Howard Marks Investor Series at The Wharton School brings high-profile investors to campus to share real, practical perspectives. Each event features a fireside chat style conversation between Howard Marks, W’67,and an investment community thought leader, often with a special focus on value investing.
The series is managed by Professor Christopher Geczy, Adjunct Professor of Finance, and Academic Director of the Wharton Wealth Management Initiative and the Jacobs Levy Equity Management Center for Quantitative Financial Research.

Past Lectures


Seth Klarman, CEO and Portfolio Manager, The Baupost Group LLC.

Fall 2018.

Moderated by Howard Marks in a fireside chat style discussion, Mr. Klarman answered questions on portfolio management, the role of technology in investing and the future of the economy.


Howard Marks, W’67, Co-Chairman, Oaktree Capital

Spring 2018.

At this interactive event, Mr. Marks himself shared his insights on portfolio management, value investing, and other current topics.

Watch the full video here and read more on Knowledge@Wharton.

Bruce Karsh, Co-Chairman and Chief Investment Officer, Oaktree Capital

Spring 2017.

“Culture meant so much to us when we were starting out Oaktree. If we were going to build a firm, work hard, build a company and spend a lot of time there, we wanted to do it with people we really liked, respected, and enjoyed their company.”
Watch the full video.

Stephen Schwarzman, Chairman and CEO, The Blackstone Group

Spring 2016. 

“I insisted that everyone around the table speak, and they could only speak about analytic weaknesses in the deal and risks in the deal. So this is all geared to not losing money.”
Read article (K@W)

Stanley Druckenmiller, Chairman and CEO, Duquesne Family Office

Fall 2015. 

“I don’t really like hedging. To me if something needs to be hedged, you shouldn’t have a position in it.” Read article on CNBC.

Joel Greenblatt, W’79, WG’80, Managing Partner and Co-CIO, Gotham Asset Management

Spring 2015. 

“There was something about investing, about figuring out the puzzle, that was fun for me. Everything I read in the paper was relevant. I enjoyed the challenge of investing from the start.”
Watch the full video.

Seth Klarman, President and CEO, The Baupost Group, LLC

Fall 2014. 

“We never hold on for the last nickel. I think you make a big mistake when you do that. We never assume something will go past its fair value. We’ll let someone else make the last dollar or two.”
Read article on CNBC.

Howard Marks, Co-Chairman, Oaktree Capital

At the inaugural lecture of the Howard Marks Investor Series, Howard himself brought his world-class investment perspective to campus in an intriguing dialogue with students. Spring 2014. 

“Success in investing is not a function of what you buy.  It’s a function of what you pay.”
Read article (Wharton Blog Network).