First Annual Stowe Conference for Charity
Lemelson Capital Management cordially invites you to the First Annual Stowe Conference for Charity to be held April 1, 2017. We will be gathering at the historic Trapp Family Lodge in the beautiful town of Stowe, Vermont.
Please note this is an Invitation Only event
Registration closes on March 17, 2017
The Stowe Conference is an opportunity to meet with both current and prospective Amvona Fund investors as well as friends in a beautiful setting and to learn more about the investment philosophy of Father Emmanuel Lemelson, chief investment officer and founder of Lemelson Capital Management and founder and president of The Lantern Foundation.
Date and location:
The Trapp Family Lodge
April 1, 2017
Stowe, Vermont
Cocktails at 6:00 pm
The Grand Mozart Room
Proceeds to benefit The Magis Institute on Reason and Faith
Suggested Donation of $195 per person
We will begin the evening with cocktails at 6 p.m. in the Grand Mozart room followed by a formal dinner. Fr. Emmanuel Lemelson will speak about a Christian philosophy of investment and the guiding principles behind The Amvona Fund, L.P. The Fund has an annualized rate of return of 27.07% net of all fees and expenses from its September 2012 inception through January 2017 and been named repeatedly as one of the world’s best performing hedge funds.
Additional events available to guests during the day include a Maple Sugar Snowshoe Tour, a delightful excursion through the Trapp Family Lodge sugarbush to the Sugarhouse in the woods. Weather permitting, there will be a chance to taste the delicious syrup and watch the boiling process.
A guided tour through the state of the art von Trapp Brewery will also be available. Guests are invited to dine at the new Bierhall on site at the brewery offering Austrian style fare and the various von Trapp brews.
Also available are group ski lessons, cross country skiing, good morning yoga, a talk on the history of the Trapp family and much more
Group rates for lodging will be held through March 7 for Saturday night after which they will be availbale on a per availability basis. Friday night is also available at the group rate for guests who wish to extend their stay as per availability.
Trapp Family Lodge: 1-800-826-7000
About Father Emmanuel Lemelson
Rev. Fr. Emmanuel Lemelson is a Greek Orthodox priest, activist and investment manager who is known for advocating a philosophy of investment based on Christian ethics. He is the chief investment officer of Lemelson Capital Management, the sole sponsor and general partner of The Amvona Fund, LP, which several times has been named the world's top performing hedge fund according to financial media outlets including The Wall Street Journal, Barron's, BarclayHedge and Prequin.
Lemelson’s position on ecumenism and the role of the Orthodox Church have been cited in The Washington Post, CBS News, Fox News and The Boston Herald. His investment research and analysis has been cited in The Wall Street Journal, USA Today, New York Post, Fox Business Network, and TheStreet.com and credited with influencing share prices in publicly traded companies.
Fr. Lemelson is also the founder of The Lantern Foundation, a non-profit organization dedicated to religious, charitable and educational causes.
Register Now!
We look forward to seeing you in Stowe!
NOTICE AND DISCLAIMER:
This information presented expresses the views of the General Partner as of the date indicated and such views are subject to change without notice. The General Partner has no duty or obligation to update the information contained herein. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources. The General Partner believes that the sources from which such information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based.
This material is not intended to constitute legal, tax, accounting or investment advice. Prospective investors should consult their own advisors about such matters. The performance data included represents the net performance of The Amvona Fund, LP, a Delaware limited partnership (the “Fund”), and reflects the deduction of all Fund level expenses, including without limitation brokerage and other transaction costs, as well as legal, audit, administration and other expenses. The performance presented does not represent the return of any individual investor. An individual's net return may differ significantly from the net performance as stated herein due to differences in fee arrangements, and timing of investment. In fact, net returns shown herein may be significantly higher than an investor's actual return. Performance includes the reinvestment of all dividends, interest, and other income. Performance presented from January 2015 to the present represents a hypothetical investor in the Fund whose capital account has been charged (i) a quarterly asset management fee of 0.25%, payable in advance; (ii) a quarterly performance allocation of 25%, subject to a high-water mark and a 6% annualized hurdle rate. Net performance from the Fund’s inception to December 2014 is calculated using the average management fee and average performance allocation calculated among the capital accounts of all Fund investors except for Lemelson Capital Management, LLC, a Massachusetts limited liability company (the “General Partner”), and its affiliates. Results compared to the S&P 500 Total Return Index (the “Index”) are for informational purposes only. The Fund's investment program does not mirror the Index and the volatility of the Fund's investment program may be materially different from the volatility of the Index. In addition, the Fund invests in a different mix of securities and sectors than the Index, which may cause the difference in performance between the Fund and the Index. You cannot invest directly in an index. Past performance is not necessarily indicative of future results. All investments involve risk, including the potential loss of principal.
The performance results of Fund should not be considered a substitute of, or indicative of the past or future performance of the Fund. 2016 Returns are estimated and unaudited, and actual returns may vary from the performance information presented above. Estimated returns should not be construed as providing any assurance or guarantee as to actual returns. Actual performance figures are only computed and audited yearly. Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. An investment in the Fund is subject to a variety of risks (which are described in the Fund’s Confidential Offering Memorandum), and there can be no assurance that the Fund’s investment objective will be met or that the Fund will not incur losses. This information does not constitute an offer to sell or the solicitation of an offer to purchase any interest in the Fund or other investment product. Any such offer or solicitation may only be made by means of delivery of the Fund’s approved Confidential Offering Memorandum.
Any specific securities identified and described in this material do not represent all of the securities purchased, sold, or recommended for the Fund. The audience should not assume that investments in these securities identified and discussed will continue to be profitable. The Fund currently owns numerous other securities in various other industries and sectors unrelated to these securities. The purchase of these securities only will not create a diversified portfolio. In addition, such securities are subject to losses as an investor may lose money investing in such securities.