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The Ben Graham 10th Annual Conference

Tuesday, June 20 - Wednesday, June 21

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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:

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 2 (Virtual Only)

$30for members
  • Nonmembers: $60

Bundle

$110for members
  • Nonmembers: $220

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: