Wednesday, February 25 | 12:00pm – 12:45pm | Concorde C
Tariffs, sanctions, seized ships! It is a wild start to 2026, but the geopolitical events are creating exceptional investing and trading opportunities in maritime shipping. Savvy investors are seeking out selective picks from the team of experts at Value Investor’s Edge (“VIE”)- with long-only models already up more than 12% YTD in 2026. VIE’s exclusive long-only model portfolios have produced a 38% annualized return (over 22x cumulatively!) over the past 10-years since our research shop was established in mid-2015. Join this session to learn from J Mintzmyer, the founder of VIE, who has a PhD from Harvard University specifically focused on sanctions and trade flow impacts. He will share the latest macro insights, provide a review of key sectors, and share a top research pick which has 50%+ upside potential over the next 3-6 months. Don’t miss this opportunity to learn from a global expert and profit from contrarian investment picks while the rest of the herd is busy chasing crowded ideas in popular segments!