Conference / Seminar, Sponsored, Value Investing, Virtual Events & Programming

Ben Graham VIII Annual Conference

June 14, 2021 - June 18, 2021

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Overview

This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.

The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels 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!

A diverse slate of first-rate speakers and thought leaders has been 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 events.

Early Bird Pricing Available Through May 31st

Single Day Pass

$FREEfor members
  • Nonmembers: $75
1 Day Only

5-Day Combo

$FREEfor members
  • Nonmembers: $250
Day 1 – Day 5

Agenda

MONDAY, JUNE 14

11:00 AM | OPENING REMARKS

Mario E. Carias, CFA, Managing Director, Content and Member Services, CFA Society New York

11:03 AM | FORDHAM OPENING REMARKS

James Russell Kelly, Director, Gabelli Center for Global Security Analysis, Fordham University

11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Joseph Cordi, CFA, Vice President, Equity Research Analyst, Citi Investment Management

David Poppe, President, Giverny Capital Asset Management, LLC

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — U.S. VALUE

Moderator

Jeremy Miller, Executive Director, J.P. Morgan Asset Management

Panelists

Ross Frankenfield, CFA, Managing Director, Head of Investment Specialist, Harbor Capital Advisors, Inc.

Kenneth Kuhrt, CPA, Executive Vice President, Portfolio Manager, Ariel Investments

Christopher Marangi, Co-Chief Investment Officer, GAMCO Investors

Win Murray, Director of U.S Equity Research, Harris Associates

David Poppe, President, Giverny Capital Asset Management, LLC

Arthur Young, Managing Partner, Portfolio Manager, Tensile Capital Management

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

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

TUESDAY, JUNE 15

11:00 AM | OPENING REMARKS

Michael Chang, CFA, Vice Chair of the Value Investing Group, CFA Society New York

11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Michael Chang, CFA, Vice Chair of the Value Investing Group, CFA Society New York

Jon Moog, CFA, Chief Investment Officer, Portfolio Manager, Lizard Investors LLC

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER

Moderator

Katrina Dudley, CFA, Senior Vice President, Investment Strategist, Portfolio Manager, Franklin Mutual Series

Panelists

Caroline Cai, CFA, Managing Principal, Portfolio Manager, Pzena Investment Management

Sean McDonald, CFA, Managing Director, Tweedy, Browne

Jon Moog, CFA, Chief Investment Officer, Portfolio Manager, Lizard Investors LLC

Tucker Scott, CFA, Founder, Portfolio Manager, Bergen Park Capital

Jonathan Silverman, Senior Investment Analyst, American Century Investments

Nadine Terman, Founder, Chief Executive Officer, Chief Investment Officer, Solstein Capital, LLC

Dale Winner, CFA, Lead Portfolio Manager, EverKey Global Equity, Wells Fargo Asset Management

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Anita Hlibczuk, Senior Analyst, Harris Douglas Asset Management

WEDNESDAY, JUNE 16

11:00 AM | OPENING REMARKS

Raghav Nayar, CFA, Equity Research Senior Associate, Morgan Stanley

11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Raghav Nayar, CFA, Equity Research Senior Associate, Morgan Stanley

Brian Rauscher, CFA, Head of Global Portfolio Strategy and Asset Allocation, Fundstrat Global Advisors

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — ALTERNATIVE VALUE

Moderator

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

Panelists

Doug Noland, Portfolio Manager, McAlvany Wealth Management

Brian Rauscher, CFA, Head of Global Portfolio Strategy and Asset Allocation, Fundstrat Global Advisors

Jaret Seiberg, Managing Director, Financial Services & Housing Policy Analyst, Washington Research Group, Cowen Group, Inc.

Kevin Smith, CFA, Partner, Chief Investment Officer, Crescat Capital

Brett Tejpaul, Head of Institutional Sales, Trading, Custody, and Prime Services, Coinbase

Darin Turner, Co-Chief Investment Officer, Invesco

Matthew Tuttle, Chief Executive Officer, Chief Investment Officer, Tuttle Capital Management

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Paul Cprek, CFA, Director of Account Management, Earnest Research

THURSDAY, JUNE 17

11:00 AM | OPENING REMARKS

Yi Fu Lee, CFA, CPA, CMT, CAIA, Equity/Investment Research, Vice President, Cowen Inc.

11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Yi Fu Lee, CFA, CPA, CMT, CAIA, Equity/Investment Research, Vice President, Cowen Inc.

Jamie Zimmerman, Founder, Chief Executive Officer, Litespeed Management

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — DISTRESSED DEBT/FIXED INCOME VALUE

Moderator

David J. Breazzano, President, Chief Investment Officer, Portfolio Manager, DDJ Capital Management, LLC

Panelists

Erik Codington, Managing Director, Head of Project Finance-Americas, MUFG

Jason Horowitz, Head of U.S. High Yield Bond Investments, CIFC Asset Management

Martha Metcalf, CFA, Head of U.S. Credit, Portfolio Manager, Schroders Investment

Niklas Nordenfelt, CFA, Head of High Yield, Invesco

David Rosenberg, CPA, Managing Director, Co-Portfolio Manager, U.S. High Yield Bonds, Oaktree Capital

Jamie Zimmerman, Founder, Chief Executive Officer, Litespeed Management

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

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

FRIDAY, JUNE 18

11:00 AM | OPENING REMARKS

Alistair duPont, CFA, Vice Chair of the Value Investing Group, CFA Society New York

11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Alistair duPont, CFA, Vice Chair of the Value Investing Group, CFA Society New York

Joel Greenblatt, Managing Principal, Co-Chief Investment Officer, Gotham Asset Management

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — LONG/SHORT VALUE STRATEGIES

Moderator

Cheryl Strauss Einhorn, Founder, Chief Executive Officer, Decisive

Panelists

Christopher Brown, Founder, Aristides Capital LLC

Andrew Left, Founder, Editor, Citron Research

Mitch Rubin, J.D., CFA, Chief Investment Officer, Portfolio Manager, RiverPark Funds

Kurt Feuerman, Chief Investment Officer, Select US Equity Portfolios, AllianceBernstein

Whitney Tilson, Founder, Chief Executive Officer, Empire Financial Research

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Mathias Strohfeldt, CFA, Co-Chair of the Value Investing Group, CFA Society New York

Agenda

TUESDAY, JANUARY 12

Alternative Data in Investment Management: Usage, Challenges and Valuation*

Petter Kolm, Director of the Mathematics in Finance Master’s Program, New York University

*This section will not be recorded

The Colour of Finance Words

Diego Garcia, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business, University of Colorado at Boulder.

Machine Learning in Quantitative Investing

Vladimir Zdorovtsov, Senior Vice President, Director, Global Equity Research, Acadian

Wednesday, JANUARY 13

Fundamental Analysis Via Machine Learning

Haifeng You, Hong Kong University of Science and Technology

The Changing Economics of Knowledge Production

Simona Abis, Columbia Business School

Panel Discussion | Data Science in Finance: Applications and Strategy for the Future

Peg DiOrio, CFA, Head of Head of Quantitative Equity Portfolio Management, Voya Investment Management

Stacie L. Mintz, CFA, Managing Director, Co-Head of the Quantitative Equity team and Portfolio Manager, QMA

Lilian Quah, CFA, Managing Director, Portfolio Manager, Head of Quantitative Research, Epoch Investment Partners

Additional Details

Learning Outcomes

  • Learning from some of the leading value investors of today
  • Exploring alternative value investment strategies in credit, private equity, and macro-driven approaches
  • Value opportunities in distressed and High Yield debt

    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.

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    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.