Below please find a Bill Browder's (of Hermitage Capital) speech at Stanford in 2009. While the video is a touch dated it is very interesting. For those who are not familiar with Bill Browder and Hermitage capital his story is truly fascinating. He at one point ran the largest hedge fund in Russia and really minted money using a flavor of activism. His fund has truly outstanding performance. I don't want to ruin the story but let me reiterate that if you are not familiar with him it is worth watching.