Whitney Tilson Glenn Tongue

Whitney Tilson

Glenn Tongue

Rooted in sharing their half century of experience as value investors and fund managers, Whitney Tilson and his long-time partner, Glenn Tongue, have launched a new business, Kase Learning, which offers a range of educational programs.

To learn more or RSVP, call (212) 265-4510 or email info@kaselearning.com.

COURSES

lessons from the trenches:

Value Investing, Entrepreneurship & Life

Lessons from the Trenches: Value Investing, Entrepreneurship and Life is an intensive, three-day, 36-hour bootcamp during which Mr. Tilson and Mr. Tongue will share everything they’ve learned over the years, be available to answer all questions, and invite several veteran investors as guest speakers to share their wisdom, so that participants can stand on their collective shoulders and achieve even greater success. It’s going to be equal doses of learning, self-improvement and fun!


The seminar is designed not only for professional investors but also avid amateurs who simply want to become better investors.


Each bootcamp will be tailored to the specific interests of those attending, but in general the curriculum falls into three areas:

The Bootcamp will cover three general areas:

  • How to become a better investor
  • How to become a better businessperson and entrepreneur
  • The mental game & life lessons
2018 DATES
  • July 7 - 9: London
  • July 23 - August 1: Webinar
  • September 25 - 27: New York City
  • October 19 - 21: Hong Kong
  • November 30 - December 2: Sydney
  • December 10 - 12: New York City

2019 DATES
  • January 11 - 13: Mexico City
  • February 2 - 4: Zurich
  • February 22 - 24: Tokyo
  • March 8 - 10: New York City
  • April 5 - 7: Singapore
  • April 19 - 21: Toronto
  • April 29 - May 1: Omaha
  • May 17 - 19: Sao Paulo

Future bootcamps will be scheduled based on demand. If you are interested, please let us know by calling (212) 265-4510 or emailing info@kaselearning.com.

TUITION

The tuition is $6,995 if the bootcamp is taken on a stand-alone basis. Most people take it, however, as part of a five-day program that includes two one-day seminars on How to Launch and Build an Investment Fund and Advanced Seminar on Short Selling. The bootcamp and one seminar are $8,995 and all five days are $9,995.


Registration is fully refundable until one month in advance; thereafter, it is fully transferable or the amount paid can be applied toward any future Kase Learning program.

how to launch & build an

investment fund

 

During the seminar, Mr. Tilson and Mr. Tongue, will share everything they’ve learned over the years about launching and building multiple hedge funds and mutual funds, be available to answer all questions, and invite 1-2 veteran investors as guest speakers to share their wisdom.


The seminar is designed for two types of investors: a) those who aspire to launch their own funds; and b) those who are already running their own funds and would like grow them.

 

The morning of the seminar focuses on whether and how to start a fund: the decision to make the entrepreneurial leap, how to choose and negotiate with a prime broker, whether to set up a hedge fund vs. separately managed accounts, what fees to charge, redemption terms, when and who to hire, and whether to take a partner or seed investor.

 

The afternoon focuses on how to build an investment business, especially raising money: how to make a name for yourself in a crowded industry, articulate your strategy, put together a compelling pitch deck, write great investor letters, and survive periods of poor performance.

2018 DATES
  • July 10: London
  • August 2 - 4: Webinar
  • September 28: New York City
  • October 22: Hong Kong
  • December 3: Sydney
  • December 13: New York City

2019 DATES
  • January 14: Mexico City
  • February 5: Zurich
  • February 25: Tokyo
  • March 11: New York City
  • April 8: Singapore
  • April 22: Toronto
  • May 2: Omaha
  • May 20: Sao Paulo

Future seminars will be scheduled based on demand. If you are interested, please let us know by calling (212) 265-4510 or emailing info@kaselearning.com.

TUITION

The tuition is $2,595 if the seminar is taken on a stand-alone basis. Most people take it, however, as part of a five-day program that includes our three-day Lessons from the Trenches investing bootcamp and a one-day Advanced Seminar on Short Selling. The bootcamp and one seminar are $8,995, all five days are $9,995, and both seminars are $4,595.


Registration is fully refundable until one month in advance; thereafter it is fully transferable or the amount paid can be applied toward any future Kase Learning program.

ADVANCED SEMINAR ON

SHORT SELLING

 

This long bull market has inflicted absolute carnage among short sellers, and even seasoned veterans are throwing in the towel. This capitulation, however, combined with the increasing level of overvaluation, complacency, hype and even fraud in our markets, spells opportunity for courageous investors, so there is no better time for a seminar focused solely on short selling.

 

On Thursday, May 3, Whitney Tilson’s Kase Learning hosted a full-day conference in NYC at which 22 of the world’s top short sellers taught the hard lessons they’d learned, revealed the questionable companies they’d identified, and shared their best, actionable short ideas.

 

The tremendous response to the conference has clearly shown that there’s great interest in short selling (despite – or perhaps because of – the pain most of us have been suffering!) – both in terms of learning and hearing new ideas.

 

Thus, Kase Learning has developed a one-day Advanced Seminar on Short Selling that will be taught as an optional additional fifth day after our two current programs (a three-day Lessons from the Trenches investing bootcamp and one-day seminar on How to Launch and Build an Investment Fund).

2018 DATES
  • July 11: London
  • October 23: Hong Kong
  • December 4: Sydney
  • December 14: New York City

2019 DATES
  • January 15: Mexico City
  • February 6: Zurich
  • February 26: Tokyo
  • March 12: New York City
  • April 9: Singapore
  • April 23: Toronto
  • May 21: Sao Paulo

Future seminars will be scheduled based on demand. If you are interested, please let us know by calling (212) 265-4510 or emailing info@kaselearning.com.

TUITION

The tuition is $2,595 if the seminar is taken on a stand-alone basis. Most people take it, however, as part of a five-day program that includes our three-day Lessons from the Trenches investing bootcamp and a one-day How to Launch and Build an Investment Fund. The bootcamp and one seminar are $8,995, all five days are $9,995, and both seminars are $4,595.

 

Registration is fully refundable until one month in advance; thereafter it is fully transferable or the amount paid can be applied toward any future Kase Learning program.

Live Webinars

lessons from the trenches & How to Launch and Build an Investment Fund

From July 23 - August 1, Kase Learning will teach via live webinar the Lessons from the Trenches investing bootcamp, followed by a seminar on How to Launch and Build an Investment Fund from August 2 - 4.

 

Rather than the full days we teach in person, we’re breaking the two programs into 12 modules – 9 for the bootcamp and 3 for the seminar – that we will teach in 2½-hour sessions that will take place live every day from 7:00 - 9:30am EST (no class Sunday, July 29).


This new way of teaching offers big advantages for participants:

  • No need to take time off of work: The webinar is only 2½ hours/day and takes place before work hours for those in the U.S., Canada &Latin America, in the middle of the day in Europe, the Middle East and Africa, and after work hours in Asia (India, China, Singapore, Australia).
  • No need to travel: Anyone, anywhere in the world, can take the webinar using a smartphone, tablet or computer
  • More affordable: Participants won’t incur any travel or hotels costs and, because we don’t have to pay for renting a room, providing meals, etc., we’re pricing the webinar at less than half of our normal tuition, with an especially big discount for early registrants
2018 DATES
  • The webinar will be held daily 7:00 - 9:30am EST:
    Lessons from the Trenches investing bootcamp July 23 - August 1 (no class Sunday, July 29).
    How to Launch and Build an Investment Fund August 2 - 4

 

TUITION

The tuition for the Lessons from the Trenches investing bootcamp is $2,495. How to Launch and Build an Investment Fund is $995. The bootcamp and seminar are $2,995. Don’t delay as the prices go up soon. Please see overview pdf for details.


The tuition is fully refundable until one week out; thereafter it can be applied toward any future Kase Learning program or transferred to someone else.

to LEARN MORE OR RSVP, CALL (212) 265-4510 OR EMAIL INFO@kaselearning.com
PAST EVENTS

The Art, Pain
and Opportunity of

Short Selling

This long bull market has inflicted absolute carnage among short sellers, and even seasoned veterans are throwing in the towel. This capitulation, however, combined with the increasing level of overvaluation, complacency, hype and even fraud in our markets, spells opportunity for courageous investors, so there is no better time for a conference focused solely on short selling.


On Thursday, May 3, Whitney Tilson’s Kase Learning will host a full-day conference in NYC at which some of the world’s top short sellers will teach the hard lessons they’ve learned, reveal the questionable companies they’ve identified, and share their best, actionable short ideas.


Confirmed speakers include:

  • David Einhorn, Greenlight Capital
  • Anthony Bozza, Lakewood Capital
  • Carson Block, Muddy Waters Capital
  • Sahm Adrangi, Kerrisdale Capital

...and more

2018 DATE
  • May 3
TUITION
  • $3,000 early bird rate has been extended - so register now
    Registration is transferable at any time.
CONFERENCE SPONSORS
  • Velocity Capital
  • CenterPoint Securities
  • CNBC
    is the exclusive broadcaster of the event

Kase Learning Events:

Berkshire Hathaway Annual Meeting 2018

Join Whitney Tilson & Glenn Tongue of Kase Learning for a weekend of events around the Berkshire Hathaway annual meeting. All events will be held in the St. Nicholas Room (2nd Floor) at the Hilton Omaha.


LOCATION

Hilton Omaha
1001 Cass Street
St. Nicholas Room- 2nd Floor
Omaha, NE 68102

FRIDAY, MAY 4th:
Cocktail Party
8:00 PM - 12:00 AM
No agenda, no speeches, no dress code - just come, enjoy the drinks and snacks, and meet other value investors.


SATURDAY, MAY 5th:
Afternoon Reception 
3:00 PM - 5:30 PM
We are also sponsoring a casual get-together immediately following the annual meeting - just walk across the street or take the skybridge to the Hilton.


SUNDAY, MAY 6th:
Breakfast
8:00 AM - 10:00 AM
We are hosting a breakfast from 8 - 10 AM during which we will give a presentation about Kase Learning and its many programs and take questions.


SUNDAY, MAY 6th:
Brunch/Lunch
10:00 AM - 3:00 PM
After the breakfast presentation and discussion, we’ll share additional Kase Learning materials and case studies, plus give a preview of Whitney’s upcoming book (due out in August) entitled: Whitney’s Worldly Wisdom: Life Lessons I’ve Learned from Warren Buffett and Charlie Munger.

TESTIMONIALS
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It was a wonderful, almost life-changing experience…it felt like an intensive infusion of wisdom and practical advice.”

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What is taught in this seminar is pure gold. It’s not taught anywhere else and there aren’t that many people in the world who really understand what it takes to raise a billion-dollar fund.”

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I’m lost in words while expressing my appreciation. It was the mother of all seminars. Really. It was invaluable: so many wise teachings, thoughts and reflections, and opportunities for personal growth.”

INFORMATION SESSIONS

Videos from the previous information sessions are posted on our YouTube channel.