Conference / Seminar, Value Investing, Virtual Events & Programming

Ben Graham VII Annual Conference

June 17, 2020 - June 18, 2020

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Overview

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

The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event. The two-day conference will feature 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 some of the leading value investors of today
  • Exploring alternative value investment strategies in bottom up equity, credit, alternatives, and macro driven approaches
  • Learning how to apply advanced research skills to uncover value opportunities
  • A diverse slate of first-rate speakers and thought leaders, drawn from prominent investment organizations

The event is hosted by CFA Society New York’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFA Society New York 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 Dates:
Wed. June 17 & Thurs. June 18

Standard Pricing Available Through June 17

Day 1 Only

$65for members
  • Nonmembers: $125
Register

Combo - Day 1+2

$110for members
  • Nonmembers: $200
Register

Day 2 Only

$65for members
  • Nonmembers: $125
Register

Day 1

8:20 AM | WELCOMING REMARKS

Kris Thiessen, CFA,CAIA, EA
Chair, Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

8:25 AM | FORDHAM WELCOME REMARKS

James Russell Kelly
Director, Gabelli Center for Global Security Analysis

8:30 AM | KEYNOTE PRESENTATION

Adam Barth
Director of Equity Research, Gotham Asset Management, LLC

9:15 AM | BREAK

9:20 AM | US VALUE PANEL

Moderator

Jeremy Miller
Analyst, J.P. Morgan Asset Management

Panelists

Charles K. Bobrinskoy
Vice Chairman, Head of Investment Group, Ariel Investments

Elliot Trexler
President & Chief Investment Officer, Global Return Asset Management, LLC

Meggan Walsh, CFA
Senior Portfolio Manager, Invesco

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

Andrew Wellington
Chief Investment Officer, Co-Founder, Lyrical Asset Management

11:25 AM | BREAK

11:30 AM | INTERNATIONAL VALUE PANEL

Moderator

Alistair Dupont, CFA, Secretary, CFA Society New York Value Investing Group

Panelists

Jay Hill, CFA
Analyst, Investment Committee, Tweedy Browne

Micky Jagirdar
Co-Portfolio Manager, Global Concentrated, Ariel Investments

Isaac Schwartz
Portfolio Manager, Robotti Global Fund

Tucker Scott
Founding Partner, Portfolio Manager, Bergen Park Capital

1:15 PM | BREAK

1:20 PM | ADVANCED FINANCIAL RESEARCH

Introduced by Mathias Strohfeldt, CFA, Co-Chair, CFANY Value Investing Group

Cheryl Strauss Einhorn
Founder, CSE Consulting

2:00 PM | CLOSING REMARKS

Mathias Strohfeldt, CFA
Co-Chair, CFANY Value Investing Group

Day 2

8:55 AM | WELCOMING REMARKS

Michael Chang, CFA
Vice Chair, CFANY Value Investing Group

9:00 AM | DIFFERENTIATED & DIVERSIFYING INVESTMENT STRATEGIES PANEL

Moderator

Sanford “Sandy” Rich
Executive Director, NYC Board of Education Retirement System

Panelists

Michelle Borré, CFA
Head of Fundamental Alternative Strategies, Invesco 

Jonathan Brolin
Founder and Managing Partner, Edenbrook Capital, LLC

Nancy Davis
Founder, Managing Partner, Quadratic Capital

Glenn H. Tongue, MBA
General Partner, Portfolio Manager, Deerhaven Capital Management

10:45 AM | BREAK

10:50 AM | CREDIT & HIGH YIELD KEYNOTE

Introduced by Yi Fu Lee, CFA, CPA, CAIA, Equity Research Director, Oppenheimer & Co. Inc.

Jamie Zimmerman
Portfolio Manager and Founder, Litespeed

11:25 AM | CREDIT & HIGH YIELD PANEL

Moderator

Anders Maxwell
Senior Advisor, PJ Solomon

Panelists

Mark Howard, CFA 
Managing Director, Senior Multi-Asset Specialist, BNP Paribas

Martin Fridson, CFA
Chief Investment Officer, Lehmann Livian Fridson Advisors

William Schatz
Director, CarVal Investors

Jamie Zimmerman
Portfolio Manager and Founder, Litespeed

1:00 PM | BREAK

1:05 PM | KEYNOTE PRESENTATION

Introduced by Joseph Cordi, CFA, Vice President and Equity Research Analyst, Citi Investment Management

Doug Noland
TS Portfolio Manager, Maps Market Strategist, McAlvany Wealth Management

1:50 PM | CLOSING REMARKS

Andrew Auslander, CFA, FRM
Co-Chair, CFA Society New York Value Investing Group

Event Media & Related Content

See more multimedia from last year’s conference:

Ben Graham VI Annual Conference »

Sponsorship

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.