Mr. John Phelan, Managing Partner and Co-Founder, MSD Capital, L.P., Managing Partner and Co-Founder, MSD Partners, LP, New York, NY, USA, shared his investing knowledge and experience with Dr. Athanassakos' Value Investing Classes.
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Before his presentation Mr. Phelan was interviewed by our Student Newsletter Contributors.
Read Mr. Phelan's interview conducted by Ivey students
Student Attendee Key Takeaways
“John Phelan’s conversation with us was a strong reminder that to succeed as a value investor, we must divorce ourselves from emotions and stick with our investment view even when conventional wisdom is against us. As an investor, it’s easy to follow the crowd because if you’re wrong, everyone else is too. Therefore, to have comfort in being a contrarian, we must develop an investment thesis about a business, and work tirelessly to tear it apart because after doing this, we’ll have the necessary conviction to see our thesis come to fruition. This insight was invaluable and one of the many reasons why it was a pleasure hearing from John.” ~ Jesse Amaral, 2022 HBA
"The Q&A session about value investing with John was very insightful and engaging. As a retail investor, one of my main key takeaways is the importance of investing in companies that have pricing power in this inflationary environment. Although we're aware of the incredibly low interest rates and high inflation Canada and USA are experiencing in the last year, it was remarkable when he provided an alternative view of these company debts as assets. Despite all the success and incredible growth of various firms he worked at and founded, John values humility and the privilege of being able to manage his clients' portfolios. I very much look forward to learning more from other speakers in the future!" ~ Yzah Macalintal, 2023 MBA
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