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In the past year alone, over 1,500 people have attended Heilbrunn-sponsored events. These provide students, practitioners, and academics an opportunity to discuss investment philosophy, process, and ideas.

Heilbrunn events can serve as an entry-point to the methodology of value investing, or — for the experienced value investor — an opportunity for further enrichment.

Moon Lee Prize Competition

Patrick Stadelhofer ’14, first place winner of the Moon Lee Prize, presents his analysis at this year's competition on Friday, January 31, 2014.

The Moon Lee Prize is given in memoriam of Moon Lee, a dedicated value investor with Porter Orlin, LLC.

Moon graduated magna cum laude from Harvard College and received his Master of Business Administration (MBA) from Harvard Business School. During his MBA studies, Moon received the prestigious Dean's award for co-founding a Junior Achievement mentoring program at a local public high school.

Moon worked at Porter Orlin, LLC from 2003 to 2008 and demonstrated a tireless ability to identify and analyze deep-value opportunities where few could see.

In his honor, his friends at Amici Capital, LLC initiated this competition for outstanding students in the Applied Value Investing (AVI) program.

The students compete for cash prizes of $15,000 and $5,000 and the submissions are judged on the quality of their research and the concise presentation of a strong investment thesis.

Moon Lee Prize Competition Archive

5th Annual Moon Lee Prize Competition (2013-2014)
Date: January 31, 2014
Competitors: Stephen Lieu '14, Patrick Stadelhofer '14 (first place), Akhil Subramanian '14 (second place), Jackson Thies '14

4th Annual Moon Lee Prize Competition (2012-2013)
Date: March 1, 2013
Competitors: Arjun Bhattacherjee ’13 (second place), Andrew Gordon ’13, David Magid ’13 (first place), Patrick Staub ’13

3rd Annual Moon Lee Prize Competition (2011-2012)
Date: January 27, 2012
Competitors: Michael Durand ’12, Noah Snyder ’12 (second place), Michael Yablon ’12 (first place), Michael Zapata ’12

2nd Annual Moon Lee Prize Competition (2010-2011)
Date: January 28, 2011
Competitors: Todd Brunner ’11, T.J. Carter ’11 (first place), Eric Hagemann ’11, Patrick Sullivan ’11 (second place)

1st Annual Moon Lee Prize Competition (2009-2010)
Date: December 8, 2009
Competitors: Grant Bowman ’10 (first place), Brad Doppelt ’10, Sidney Gargiulo ’10 (second place), Matthew Lilling ’10

For more information about past events, please contact the Heilbrunn Center.


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Heilbrunn Director Bruce Greenwald presents at Bayern LB in Munich, Germany, in 2008.

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