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Value Investing Roundtable

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Group Meeting, Value Investing, Virtual Events & Programming

Centennial Speaker Series: Leo Melamed in Conversation with Bob Pisani on Man of the Futures

Virtual Only

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.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Centennial Speaker Series: Campbell R. Harvey on DeFi and the Future of Finance

Virtual Only

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?

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Value Investing Workshop with Andrew Kahn

Virtual Only

Join the Value Investing interest group for a virtual lunch-and-learn featuring Andrew Kahn. Andrew will lead attendees on a journey through the history of value investing, discussing the life and work of Irving Kahn, one of the esteemed founders of CFA Society New York. Within this context, Andrew will examine the founding and investing style of Kahn Brothers Group, which Irving Kahn founded in the late 1970s. Attendees will also have the opportunity to see a selection of real-life investment methodology decisions made by the leadership team at Kahn Brothers Group. Learn how the past informs the present when you join in this exciting historical discussion.

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Conference / Seminar, Value Investing, Virtual Events & Programming

SPACs: The New IPO?

Virtual Only

In this program, industry leaders involved in different aspects of taking companies public will discuss the role of SPACs as an increasingly popular alternative to the more traditional IPO, including:

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Centennial Speaker Series: Robin Wigglesworth on Trillions – How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever

Virtual Only

Overview This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a lunchtime program with Robin Wigglesworth, the Financial Times‘ global finance correspondent and author of Trillions, as he discusses the incredible true story of the iconoclastic geeks who [...]

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Other Industry Event, Value Investing, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Centennial Speaker Series: Daniel Peris on Why Modern Portfolio Theory Fails Investors

Virtual Only

We are in a time of enormous risk. Economic growth is anemic, and political risk to the capital markets is on the rise. In the U.S., a generation of white-collar baby boomers is heading into retirement with insufficient assets in their 401(k) programs,

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

NFTs: Welcome to the Metaverse

Virtual Only

Join us as we bring together leaders in the NFT (non-fungible token) market to discuss the current explosion and future opportunities within this crypto segment. NFTs are a family of crypto assets that hold ownership of unique data linked to a blockchain (e.g., Ethereum).

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Value Investing Workshop with Charles Lemonides, CFA, founder of ValueWorks LLC

Virtual Only

Join Charles Lemonides, CFA, founder of ValueWorks LLC, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy, learn how to identify quality assets at compelling valuations, and discuss real-life examples during this workshop.

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Conference / Seminar, Value Investing, Virtual Events & Programming

The Investment Stewardship Series: A Conversation with Catherine Winner, Global Head of Stewardship at Goldman Sachs Asset Management

Virtual Only

Join us for an evening panel discussion with Catherine Winner, global head of stewardship at Goldman Sachs Asset Management, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing

Centennial Speaker Series: Stephen Foerster on In Pursuit of the Perfect Portfolio

Virtual Only

Join us for a lunchtime talk with Stephen Foerster, co-author of In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest, as he discusses how the greatest thinkers in finance changed the field and how their wisdom can help investors today.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Centennial Speaker Series: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War

Virtual Only

Join us for a lunchtime talk with renowned journalist and master storyteller Roger Lowenstein, as he discusses his revelatory financial investigation into how President Abraham Lincoln and his administration used the funding of the Civil War as the catalyst to centralize the government and accomplish the most far-reaching reform in the country’s history.

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Group Meeting, Other Industry Events, Value Investing, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

Find out more »
Free for Members, Group Meeting, Interest Group, Value Investing, Virtual Events & Programming