Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

The Ben Graham 10th Annual Conference

June 20, 2023 - June 21, 2023

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Overview

The Ben Graham 10th Annual 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:

Additional Information

Date & Time

Tuesday, June 20 | In-Person Only
8:30 AM – 7:30 PM

Wednesday, June 21 | Virtual Only
9:00 AM – 12:00 PM

Location

Fordham Law School
Skadden Conference Center, Second Floor
(Costantino and Bateman Rooms)
150 West 62nd Street
New York, NY 10023

In-person registration for June 20th has now closed!

Tickets are still available for the Virtual Only Day 2, June 21st

Day 1 (In-Person)

$80for members
  • Nonmembers: $160
Day 1 Only

Day 2 (Virtual Only)

$30for members
  • Nonmembers: $60
Day 2 Only

Bundle

$110for members
  • Nonmembers: $220
Day 1 – Day 2

Agenda

Tuesday, june 20

8:00 AM | REGISTRATION & CONTINENTAL BREAKFAST

8:50 AM | INTRODUCTION BY CFANY

Andrew Auslander, CFA, FRM, NACD.DC, Treasurer, CFA Society New York

8:55 AM | INTRODUCTION BY GABELLI CENTER

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

9:00 AM | FIRESIDE CHAT

Interviewer:

Robert E. Robotti, CPA, President & CIO, Robotti & Company Advisors

Interviewee:

Leon Cooperman, CFA Founder, Omega Advisors, Inc.

9:50 AM | PANEL – VALUE STOCK SELECTION IN THE U.S. MARKET

Moderator:

Kelly Evans, Anchor, “The Exchange” and Co-Anchor, “Power Lunch,” CNBC

Panelists:

Jennifer Chang, CFA, Portfolio Manager, Executive Director, Schafer Cullen Capital Management

James Davolos, Portfolio Manager, Horizon Kinetics, LLC

Samantha McLemore, CFA, CIO and Portfolio Manager, Patient Capital Management

Andrew Wellington, Founder & CIO, Lyrical Asset Management

Qie Zhang, CFA, Portfolio Manager, Lord Abbett

11:00 AM | COFFEE BREAK

11:15 AM | PANEL – RISKS IN INTERNATIONAL VALUE MARKETS

Moderator:

Ted Sirbaugh, Analyst, Santangel’s Review

Panelists:

John Goetz, Co-CIO, Pzena Investment Management

Christian Heck, CFA, Portfolio Manager, First Eagle Investments

Jay Hill, CFA, Managing Director, Tweedy, Browne

Waldemar Mozes, Portfolio Manager & Director of Investments, Cedar Street Asset Management

12:30 PM | LUNCHEON

1:15 PM | INTRODUCTION OF KEYNOTE SPEAKER 

Janet Mangano, Trustee, DiMattina Charitable Remainder Trust

Keynote Speaker:

Jim Cullen, Chairman & CEO, Schafer Cullen Capital Management

2:15 PM | PANEL- WILL LONG/SHORT OFFER DIVERSIFICATION AND/OR HIGHER RETURNS IN ’23 AND BEYOND?

Moderator:

Steve DeAngelis, Board of Managers, PPB Capital Partners

Panelists:

Barbara Ann Bernard, Founder, CEO/CIO, Wincrest Capital

Charles Lemonides, CFA, CIO, ValueWorks

Adam Schwartz, CIO and Founder, Black Bear Value Partners

3:15 PM |  COFFEE BREAK

3:30 pm |  PANEL – DISTRESSED INVESTING IN A NEW ERA

Moderator:

Joshua Pearl, CIO, Hickory Lane Capital Management, LP

Panelists:

Martin Fridson, CFA, CEO, Fridson Vision LLC

Michael Gatto, Partner, Head of Private Side Businesses, Silver Point Capital

Milwood Hobbs, Jr., Managing Director, Oaktree Capital Management

Mitchell R. Julis, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC

4:45 PM | FIRESIDE CHAT

Interviewer:

Robert E. Robotti, CPA, President & CIO, Robotti & Company Advisors

Interviewee:

Thomas Gayner, CEO, Markel

5:45 PM | CLOSING REMARKS

Yi Fu Lee, CFA, CPA, CMT, CAIA, Vice President, Cantor Fitzgerald

6:00 PM | NETWORKING RECEPTION

wednesday, june 21 – virtual only

8:50 AM | INTRODUCTION BY CFANY

Andrew Auslander, CFA, FRM, NACD.DC, Treasurer, CFA Society New York

9:00 AM | KEYNOTE SPEAKER

Robert Litterman, Founding Partner & Risk Committee Chairman, Kepos Captial

9:45 AM | PANEL – GLOBALIZATION 2.0 & ESG – CLIMATE CHANGE

Moderator:

Guillaume Compeyron, Head of Sustainable Investing, United Nations Joint Staff Pension Fund 

Panelists:

Lennart Hermans, Environmental Research Director, Osmosis Investment Management

Jay Hatfield, CEO, Portfolio Manager, Infrastructure Capital Advisors, LLC

Louis Lau, CFA, Director, Investments Group, Brandes Investment Partners, L.P.

Rachel Segal, Head of ESG, Pzena Investment Management

11:00 AM | KEYNOTE SPEAKER

Russell Napier, FSIP, Director, Orlock Advisors

Additional Details

Learning Outcomes

  • What are the compensation & talent management trends affecting the industry
  • How large and small companies from different facets of the finance industry are tackling the issue of a tight labor market
  • Expectations of the new generation of employees in the workplace and how companies are addressing them

Lead Sponsor:

Platinum Sponsors:

Sponsors:

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.