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Ben Graham VI

Annual Conference

Date & Time

Wednesday, June 19
@ 8:00 AM – 7:00 PM

Venue

Fordham University—Law School Building
150 W. 62nd Street

Overview

A full-day conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.

The Ben Graham VI Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference features panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned, and much more! Including:

  • Learning from the some of the leading value investors of today
  • Exploring alternative value investment strategies in credit, private equity and macro driven approaches
  • Value opportunities in emerging markets and China

A diverse slate of first-rate speakers and thought leaders was drawn from prominent investment organizations. The event is hosted by CFANY’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFANY’s founder, Benjamin Graham, and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational event.

Conference Pricing

$195for members
  • Nonmember Rate: $525
Space limited—register now!
Register to Attend

Keynote Speakers

Leon G. Cooperman, CFA

Chairman, CEO

Omega Advisors

Bio

Joel Greenblatt

Managing Principal, Co-Chief Investment Officer

Gotham Asset Management

Bio

Ted Aronson, CFA

Founder, Managing Principal

AJO

Bio

Also Featuring

Leonard Berman
Senior Managing Director, Portfolio Manager
First Manhattan Co.

Barbara Ann Bernard
CEO/CIO
Wincrest Capital

Brian Chingono
Partner/Director, Quantitative Research
Verdad Capital

James M. Donald, CFA
Managing Director, Portfolio Manager
Lazard Asset Management

Katrina Dudley, CFA
Portfolio Manager
Franklin Mutual Advisor

Cheryl Strauss Einhorn
Founder
CSE Consulting

Paul Espinosa, CFA
Lead Portfolio Manager
Seafarer Capital Partners

Clare Hart
Portfolio Manager
JPMorgan

Matthew T. Haynes, CFA
Chief Investment Officer, Portfolio Manager
1949 Value Advisors

Paul Heffner
Co-Founder, Managing Partner, CEO, COO
Adamas Asset Management

Charles E. Knudsen, CFA
Portfolio Specialist
T.Rowe Price Associates, Inc.

Samantha McLemore, CFA
Portfolio Manager
Miller Value Partners

Jeremy C. Miller
Executive Director
JP MorganAsset Management

William Nygren, CFA
Partner/CIO
Harris Associates

Himayani Puri
Managing Director, Director of Research
First Manhattan Co.

Richard S. Pzena
Founder and CIO
Pzena Investment Management, LLC

Bob Robotti
CEO/CIO
Robotti & Company

Sanford Rich
Executive Director
NYCBERS

William Schatz
Director, NA Corporate Securities
CarVal Investors

Thomas H. Shrager
Managing Director
Tweedy, Browne Co.

Brad Radin, CFA
Founder, CEO & CIO
Radin Capital Partners Inc.

Omar Vaishnavi
Head of Fundamental Credit
Bluemountain Capital

Charles de Vaulx
CIO/Portfolio Manager
International Value Advisor

Sherwood Zhang, CFA
Portfolio Manager
Matthews Asia

Gregory Zuckerman
Wall Street Journal

Conference Organizers

Agenda

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.