Past Events › Value Investing

Paul Schmelzing will discuss his groundbreaking research on real interest rate dynamics since the beginning of secondary debt markets, the topic of one of his Ph.D. chapters.

Conspiracy theories have always swirled around Brown Brothers Harriman, and not without reason. Throughout the 19th century, when America was convulsed by a devastating financial panic essentially every 20 years, Brown Brothers quietly went from strength to strength, propping up the U.S. financial system at crucial moments and catalyzing successive booms, from the cotton trade and the steamship to the railroad, while largely managing to avoid the unwelcome attention that plagued some of its competitors.

A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a conversation with Thomas Peterffy, chairman and founder of Interactive Brokers Group Inc., a global electronic brokerage firm with a market capitalization of more than $30 billion. Peterffy will be interviewed by CNBC senior markets correspondent Bob Pisani.

Join us for an evening panel discussion with Gunjan Banati, chief risk officer and managing director at Royce Investment Partners, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP, as they discuss ESG and sustainability factors as material opportunities and risk factors for value investors.

Join us for a discussion with Professor Gatto and Bob O’Shea as they speak about several topics, including his career and the things that made him so successful, his views of the current credit markets, and his advice for students and young professionals on how to build a successful career in credit.

As the founder of financial futures and initiator of Globex, the world’s first global electronic trading system, Leo Melamed revolutionized the finance industry. Join us for a conversation with this commodities pioneer moderated by CNBC senior markets correspondent Bob Pisani.

Govern­ments bailed out the very institutions that let the economy down, spurring a serious rethink of our financial system. Does it make any sense that it takes two days to settle a stock transaction? Why do retailers, operating on razor-thin margins, have to pay 3% for every customer credit card swipe? Why does it take two days to transfer money from a bank account to a brokerage—or any other company? Why are savings rates minuscule or negative? Why is it so difficult for entrepreneurs to get financ­ing at traditional banks?