Close Menu

The Value Investing Panel (VIP) is an annual event organized and run by the students in the Portfolio Practicum course and is designed for individuals interested in value investing.

The event is open to members of the community who would like to hear panelists’ thoughts on various investment strategies, and the current state of the stock market. Picking the brain of just one of the panelists would be illuminating; hearing their combined thoughts in a panel discussion atmosphere offers a rare opportunity.

For more than a decade, Creighton students have planned this event each year to fall on the Friday of the Berkshire Hathaway Annual Meeting, so investors from all over the world can attend this event.

2024 Value Investing Panel: The 2024 Value Investing Panel will be held on Friday, May 3 from 3:00-4:45 p.m., with a reception to follow. The class is in the process of finalizing the panelists. Register for the event now:

2024 VIP Panelists

Patrick Brennan, CFA

Founder & Portfolio Manager

Brennan Asset Management

Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC, a Registered Investment Advisory firm based in Napa, California, which utilizes a concentrated value investing strategy. Prior to founding Brennan Asset Management, LLC, Mr. Brennan managed portfolios and led research efforts at two value investing firms in California: Hutchinson Capital Management and RBO & Co. Previously, Mr. Brennan worked at Mark Boyar & Company, where he led the firm’s research team and helped manage $800 million of assets across individual portfolios, institutional accounts and a mutual fund. Mr. Brennan also worked for six years in investment banking and equity research with Deutsche Bank, CIBC World Markets and William Blair & Company. Mr. Brennan graduated summa cum laude from the University of Notre Dame with a degree in economics and was inducted into Phi Beta Kappa. Mr. Brennan received the Chartered Financial Analyst (CFA) designation in 2002 and is a member of the CFA Institute (formerly AIMR). Patrick Brennan is originally from Omaha, Nebraska.

Mark Wynegar, CFA

President and Portfolio Manager

Tributary Capital Management

Mark is the president of Tributary Capital Management and is a portfolio manager for the firm's Small Cap, Small/Mid Cap and All Cap Equity strategies. Mark has over 25 years of industry experience and joined Tributary Capital Management's predecessor, First Investment Group, in 1999. Prior to joining Tributary, he worked for five years at Westchester Capital Management as a senior securities analyst and two years at Union Pacific Railroad as a financial analyst, both in Omaha, Nebraska. Mark received his Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. He earned his Chartered Financial Analyst (CFA) designation in 1997. Mark is a member of the CFA Society of Nebraska and the CFA Institute. He served on the Board of Directors of the CFA Society of Nebraska from 2002 to 2009, serving as president during 2007 and 2008.

Bill Nygren

CIO-U.S. and Portfolio Manager

Harris Associates/Oakmark Funds

Bill Nygren has been a manager of the Oakmark Select Fund since 1996 and Oakmark Fund since 2000. He was a manager of the Oakmark Global Select Fund from 2006 to 2023. Mr. Nygren is also the chief investment officer-U.S. at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds. He served as the firm’s director of U.S. research from 1990 to 1998.

Mr. Nygren has received many accolades during his investment career, including being named Morningstar’s Domestic Stock Manager of the Year for 2001. He holds an M.S. in finance from the University of Wisconsin’s Applied Security Analysis Program (1981) and a B.S. in accounting from the University of Minnesota (1980).

Susan Schmidt

Head of Public Equities

State of Wisconsin Investment Board

Susan Schmidt is the Head of Public Equities at the State of Wisconsin Investment Board. She has over 20 years of experience in the asset management industry and throughout her career has been an active investor in small- and mid-cap companies. Ms. Schmidt has extensive experience as a portfolio manager and research analyst and has served as president and chief executive officer of an industrial manufacturing company. Prior to her responsibilities at the State of Wisconsin Investment Board, Ms. Schmidt was the Head of U.S. Equities Portfolio Management at Aviva Investors in Chicago, a Senior Portfolio Manager and Senior Research Analyst at Westwood Holdings Group in Dallas, and a Portfolio Manager and Head of U.S. Equities for Mesirow Financial in Chicago. Ms. Schmidt received an MBA in finance from Northwestern University, a BA in economics from Smith College, and a degree in economic history from London School of Economics. She is a member of the CFA Institute and the CFA Society of Madison.

2024 VIP Moderators


Robert R. Johnson, PhD, CFA, CAIA

Professor, Heider College of Business

Founder, Chairman and CEO, Economic Index Associates

Robert “Bob” Johnson, PhD, CFA®, CAIA®, is a Professor at Creighton University.  He is also founder, chairman and CEO of Economic Index Associates, a developer and licensor of innovative benchmark and investable indexes. Bob is the author of multiple books and over eighty articles in scholarly journals. He is co-author of the books Invest with the Fed and Strategic Value Investing, among others.  He has published in The Journal of Finance, the Journal of Financial Economics and many others. Bob has extensive media relations experience and has been quoted in The Wall Street Journal, Financial Times, Barron’s, Forbes, and other leading publications. He has appeared on ABC World News, Bloomberg TV and CNN. Johnson earned a BSBA degree from the University of Nebraska Omaha, an MBA from Creighton University, and a PhD from the University of Nebraska- Lincoln.

Sarah F. Murray, CFA, CIPM

Vice President of Investments at Bridges Trust

Sarah is the Vice President of Investments at Bridges Trust and an adjunct professor at Creighton University.  Sarah has 15 years of industry experience and has worked at Bridges Trust since 2018. Prior to joining Bridges Sarah worked for Westwood Trust-Omaha, was a Senior Risk Analyst at Gavilon and started her career at McCarthy Group Advisors in 2009.  Sarah earned her BBA degree with an emphasis in finance from the University of Missouri at Kansas City, an MBA and a Master of Security Analysis and Portfolio Management (MSAPM) from Creighton University. She became a CFA® charterholder in 2017 and earned her CIPM® in 2021. Sarah also serves as the CFA Society of Nebraska’s Board Treasurer and is an active member of the CFA Society of Nebraska and the CFA Institute.


The Association to Advance Collegiate Schools of Business (AACSB) accreditation puts Heider in the top 2% of business schools in the world.

Learn more about AACSB

the globe at heider college of business creighton university