2nd FatAlpha Value (Asia)

March 24-26, 2026
Capped at 50 Participants
5-star Hotel Grand Saigon, Ho Chi Minh City
Participation fee: EUR 500 (details below)

A closed-door, peer-driven investor forum for serious idea exchange. Building on a decade of the flagship Cyprus conference and a successful inaugural Asia launch in Thailand, we bring the same format to Ho Chi Minh City. This is a room for practitioners who value high-density research over networking fluff.

* By invitation only. Limited seating.

Philosophy: Intelligent Curation, Genuine Connections

Rooted in a commitment to quality over quantity, ensuring every moment is dedicated to delivering insights and fostering high-caliber connections. Our three pillars below are non-negotiable.

Sharing of knowledge

Everyone must share an idea

  • Participants contribute via investment ideas and related topics
  • Everyone is expected to add value to the room
  • Our goal is to foster an environment for learning, sharing, and building friendships

If you don’t want to share, this isn’t the right event

Confidentiality

No Sharing without permission

  • Nothing shared at the event may be repeated without explicit permission
  • This includes conversations, slides, names, and positions
  • Some investors and activists are still building positions

Confidentiality isn’t a courtesy. It’s a condition of attendance

Non-Solicitation

No cold-calling

  • Avoid all unsolicited pitches of any kind during the event
  • You may respond if someone asks
  • Some of our most valued participants will not attend if they expect to be approached by enthusiastic salespeople

This is an investor room, not a marketplace

Conference Agenda

Three full days of idea-focused presentations and discussions. Indicative schedule below.

March 23
19:30 Pre-event get-together (optional; not covered by fee)

March 24-26
09:00 Investment ideas
13:00 Lunch
14:00 Investment ideas
16:00 End of presentations 
19:00 Dinner

March 27
Group activity (optional; not covered by fee)

Conversations That Continue Beyond the Event

  • Private WhatsApp group. Used for real-time announcements during the event and year-round updates on past and new investment ideas.
  • Dedicated Online Forum. A structured, private archive for longer discussions, follow-ups, and material that doesn’t belong in chat.

Speakers & Participants

Fund managers, analysts, family offices, and other professionals sharing ideas in a closed setting. The full participant list is circulated privately ahead of the event.

Patrick Beetz, CFA

Kopernik Global

Wesley Richards, CFA

Blue Coast Capital

Rushir Desai, CFA

Asia Frontier Capital

Michael Fritzel

Asia Century Stocks

Marcel Gozali, CFA

Stone Sentinel Capital

Kenneth Yap

ASV Fund

Click here to see more speakers

Ben Grenier

Philippe Ventures

Pratyush Rastogi

Farer Wealth Advisors

Carlos Aizpurua

Cornamusa Capital

Eugene Ng

Vision Capital

Soravis Poshyananda

Analyst

Song Ann Lim, CFA

Sapience Investments

Samir Mohamed

Family Office

Arthur van der Linden

Grit Capital

Hadiyanto Wibawa

Arunika Capital

Clark Soucy

MARA

Joshua Fong, CFA

Millennial Capital

Oliver Wai, CFA

Professional Investor

Antonio Velardo

Family Office

Michael McGaughy, CAIA

Fusion Wealth Mgmt

Andrew Ranken, CFA

Fund Manager

Jeremy Tan

Tiger Brokers

Monika Sturm

ValeoAsia

Thomas Hartl

Private Investor

Przemyslaw Tracz

SAP

Asit Verma, CFA

Asymmetrics Capital

Vinchel Budihardjo

Pangolin Fund

Guy Mollet, CFA

Private Investor

Wuthipong Jariyapan

Private Investor

Zech Zheng

Private Investor

Sam John, CFA

Phronimos Capital

Sushant Bansal

Bain & Company

Ryan Albert

Brizo Capital

Ricardo Polo

Inmobiliaria Viapol

Eric Jurado

ECJ Capital

Andrew Brown, CFA

East 72

Owen Davis

Enthuse Group

Dede Eyesan

Jenga Inv Partners

Martin Boon, CPA

Private Investor

Yutong

Aspen Global Mgmt

Amit Khanijow

Ritz Import and Export

Sophocles Sophocleous, CFA

FatAlpha Ltd


* By invitation only. Limited seating.

The Experience & Logistics

Venue
  • Hotel Grand Saigon, Ho Chi Minh City
  • Perfectly located, the iconic hotel is a blend of charm and modern elegance offering stunning views of the river
Accommodation
  • Special room rates have been secured:
    • Deluxe (Single): VND 2,336,861
    • Deluxe (Double): VND 2,601,411
  • Accommodation is booked and paid directly by participants.
  • Staying at the event hotel is strongly recommended to fully participate in discussions and informal interactions.
fees & refund policy
  • Participation fee: € 500
  • Early Bird: € 390 (until December 31, 2025)
  • The fee includes: event access, three lunches, and three dinners
  • Payment Terms: Seats are not reserved until payment is received. Payment is made via payment link or bank transfer.
  • Tickets are non-refundable but may be transfered to a collegue (with organizer approval)
Participant Requirements
  • Short profile and photo (shared privately with the group)
  • All participants must present
  • Presentation
    • 20 minutes total (15 min presentation, 5 min Q&A)
    • Must focus on the investment idea
    • Max 1-2 minutes on background
    • Must be submitted in PDF format by March 12, 2026
    • Presentations are shared privately after the event unless you opt out

Celebrating Excellence: Top Ideas

1-Year Performance (in USD and local terms)

2025-26

To be announced soon

* By invitation only. Limited seating.

2025 Conference Highlights Video

Testimonials

‘Had an absolute blast! And thanks everyone for being so generous with your time, ideas and experience. Learnt alot

Singapore

‘I deeply appreciate the insights shared, the conversations sparked, and, most importantly, the friendships formed.’

Philippines

‘Thank you very much! It was great meeting you all and looking forward for next year.’

Thailand

Logos reflect organisations partnered with or supported FatAlpha Value in past editions.

Follow on Substack for occasional investment research and episodes of the “No Fluff, Just Ideas” podcast.