Conference, Conference / Seminar, Global Passport, Networking Event, Seminar, Value Investing

12th Annual Ben Graham Conference

Tuesday, June 24 | 8:00 AM - 5:30 PM

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Overview

The 12th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

In partnership with:

Agenda

8:00 AM | REGISTRATION & CONTINENTAL BREAKFAST

8:45 AM | WELCOME REMARKS

8:55 AM | KEYNOTE SPEAKER

Michael Gatto, Partner, Silver Point Capital 

9:25 AM | INVESTING DURING THE CURRENT ADMINISTRATION: TARIFFS, RATES, AND VOLATILITY

Moderator:

Sergei Klebnikov, Staff writer, Forbes

Panelists:

Melissa Brown, CFA, Global Head of Investment Decision Research, SimCorp

Nancy Davis, Founder & CIO, Quadratic Capital

Jake Schurmeier, Portfolio Manager, Head of FICC, Harbor Capital Advisors

Macrae (Mac) Sykes, Portfolio Manager, GAMCO

10:25 AM | COFFEE BREAK

10:45 AM | VALUE SELECTION IN THE US STOCK MARKET

Moderator:

TBD

Panelists: 

Charles Lemonides, CFA, CIO, ValueWorks

11:45 AM | LUNCHEON

1:00 PM | KEYNOTE SPEAKER 

Dr. Edward Yardeni, President, Yardeni Research, Inc.

1:30 PM | INTERNATIONAL VALUE INVESTMENTS

Moderator:

Henry Mallari-D’Auria, CFA, CIO, Global & Emerging Markets Equities, Ariel Investments 

Panelists:

Matthew Fine, CFA, Portfolio Manager, Third Avenue Management

Christian Heck, CFA, Portfolio Manager, First Eagle Investments

Amelia Koh, Analyst, Tweedy, Browne

Waldemar Mozes, Director of Investments, Cedar Street Asset Management

2:30 PM | COFFEE BREAK

2:45 PM | INTEGRATING AI, ENERGY POLICY, SERVER FARMS

Moderator:

Jake Taylor, Founder, Baserate, Inc.

Panelists:

Michael Ball, CFA, Executive Director, SMBC

John Barr, Managing Director, EVP, Portfolio Manager, Needham Funds

Gretchen Guo, CFA, Founding Partner, FACT Capital

3:45 PM | KEYNOTE SPEAKER 

4:15 PM | CLOSING REMARKS

4:20 PM | NETWORKING RECEPTION

Lead Sponsor:

Platinum Sponsor:

Silver Sponsor:

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.