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DTSTART;TZID=America/New_York:20230620T083000
DTEND;TZID=America/New_York:20230621T181500
DTSTAMP:20260609T015908
CREATED:20230403T151028Z
LAST-MODIFIED:20230907T161545Z
UID:77145-1687249800-1687371300@cfany.org
SUMMARY:The Ben Graham 10th Annual Conference
DESCRIPTION:OverviewThe 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! \nIn partnership with: \n \nAdditional Information\nDate & Time\nTuesday\, June 20 | In-Person Only\n8:30 AM – 7:30 PM \nWednesday\, June 21 | Virtual Only\n9:00 AM – 12:00 PM \n\nLocation\nFordham Law School \nSkadden Conference Center\, Second Floor\n(Costantino and Bateman Rooms)\n150 West 62nd Street\nNew York\, NY 10023 \nIn-person registration for June 20th has now closed! \nTickets are still available for the Virtual Only Day 2\, June 21stDay 1 (In-Person)$80for membersNonmembers: $160Day 1 OnlyDay 2 (Virtual Only)$30for membersNonmembers: $60Day 2 OnlyBundle$110for membersNonmembers: $220Day 1 – Day 2 AgendaDay 1 Day 2Day 1 \nTuesday\, june 20\n\n8:00 AM | REGISTRATION & CONTINENTAL BREAKFAST \n\n8:50 AM | INTRODUCTION BY CFANY \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York \n\n8:55 AM | INTRODUCTION BY GABELLI CENTER \nJames Russell Kelly\, Director\, Gabelli Center for Global Security Analysis \n\n9:00 AM | FIRESIDE CHAT \nInterviewer: \nRobert E. Robotti\, CPA\, President & CIO\, Robotti & Company Advisors \nInterviewee: \nLeon Cooperman\, CFA Founder\, Omega Advisors\, Inc. \n\n9:50 AM | PANEL – VALUE STOCK SELECTION IN THE U.S. MARKET \nModerator: \nKelly Evans\, Anchor\, “The Exchange” and Co-Anchor\, “Power Lunch\,” CNBC \nPanelists: \nJennifer Chang\, CFA\, Portfolio Manager\, Executive Director\, Schafer Cullen Capital Management \nJames Davolos\, Portfolio Manager\, Horizon Kinetics\, LLC \nSamantha McLemore\, CFA\, CIO and Portfolio Manager\, Patient Capital Management \nAndrew Wellington\, Founder & CIO\, Lyrical Asset Management \nQie Zhang\, CFA\, Portfolio Manager\, Lord Abbett \n\n11:00 AM | COFFEE BREAK \n\n11:15 AM | PANEL – RISKS IN INTERNATIONAL VALUE MARKETS \nModerator: \nTed Sirbaugh\, Analyst\, Santangel’s Review \nPanelists: \nJohn Goetz\, Co-CIO\, Pzena Investment Management \nChristian Heck\, CFA\, Portfolio Manager\, First Eagle Investments \nJay Hill\, CFA\, Managing Director\, Tweedy\, Browne \nWaldemar Mozes\, Portfolio Manager & Director of Investments\, Cedar Street Asset Management \n\n12:30 PM | LUNCHEON \n\n1:15 PM | INTRODUCTION OF KEYNOTE SPEAKER  \nJanet Mangano\, Trustee\, DiMattina Charitable Remainder Trust \nKeynote Speaker: \nJim Cullen\, Chairman & CEO\, Schafer Cullen Capital Management \n\n2:15 PM | PANEL- WILL LONG/SHORT OFFER DIVERSIFICATION AND/OR HIGHER RETURNS IN ’23 AND BEYOND? \nModerator: \nSteve DeAngelis\, Board of Managers\, PPB Capital Partners \nPanelists: \nBarbara Ann Bernard\, Founder\, CEO/CIO\, Wincrest Capital \nCharles Lemonides\, CFA\, CIO\, ValueWorks \nAdam Schwartz\, CIO and Founder\, Black Bear Value Partners \n\n3:15 PM |  COFFEE BREAK \n\n3:30 pm |  PANEL – DISTRESSED INVESTING IN A NEW ERA \nModerator: \nJoshua Pearl\, CIO\, Hickory Lane Capital Management\, LP \nPanelists: \nMartin Fridson\, CFA\, CEO\, Fridson Vision LLC \nMichael Gatto\, Partner\, Head of Private Side Businesses\, Silver Point Capital \nMilwood Hobbs\, Jr.\, Managing Director\, Oaktree Capital Management \nMitchell R. Julis\, Co-Founder\, Co-Chairman and Co-CEO\, Canyon Partners\, LLC \n\n4:45 PM | FIRESIDE CHAT \nInterviewer: \nRobert E. Robotti\, CPA\, President & CIO\, Robotti & Company Advisors \nInterviewee: \nThomas Gayner\, CEO\, Markel \n\n5:45 PM | CLOSING REMARKS \nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Vice President\, Cantor Fitzgerald \n\n6:00 PM | NETWORKING RECEPTION \nDay 2\nwednesday\, june 21 – virtual only\n\n8:50 AM | INTRODUCTION BY CFANY \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York \n\n9:00 AM | KEYNOTE SPEAKER \nRobert Litterman\, Founding Partner & Risk Committee Chairman\, Kepos Captial \n\n9:45 AM | PANEL – GLOBALIZATION 2.0 & ESG – CLIMATE CHANGE \nModerator: \nGuillaume Compeyron\, Head of Sustainable Investing\, United Nations Joint Staff Pension Fund  \nPanelists: \nLennart Hermans\, Environmental Research Director\, Osmosis Investment Management \nJay Hatfield\, CEO\, Portfolio Manager\, Infrastructure Capital Advisors\, LLC \nLouis Lau\, CFA\, Director\, Investments Group\, Brandes Investment Partners\, L.P. \nRachel Segal\, Head of ESG\, Pzena Investment Management \n\n11:00 AM | KEYNOTE SPEAKER \nRussell Napier\, FSIP\, Director\, Orlock Advisors \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nLead Sponsor:Platinum Sponsors:Sponsors:
URL:https://cfany.org/event/the-ben-graham-x-annual-conference-2/
LOCATION:Fordham Law School  Skadden Conference Center\, 2 Fl (Constantino & Bateman Rooms)\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2023/04/bengraham2.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240625T080000
DTEND;TZID=America/New_York:20240625T173000
DTSTAMP:20260609T015908
CREATED:20240320T153035Z
LAST-MODIFIED:20250731T201736Z
UID:83765-1719302400-1719336600@cfany.org
SUMMARY:11th Annual Ben Graham Conference
DESCRIPTION:OverviewThe 11th Annual Ben Graham 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! \nIn partnership with: \n \nREGISTRATRATION WILL CLOSE TODAY AT 3:00 PM ESTAgenda8:00 AM | REGISTRATION & CONTINENTAL BREAKFAST \n\n8:45 AM | INTRODUCTION BY CFANY \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York \n\n8:50 AM | INTRODUCTION BY GABELLI CENTER \nJames Russell Kelly\, Director\, Gabelli Center for Global Security Analysis \n\n8:55 AM | KEYNOTE SPEAKER \nCharles H. Brandes\, CFA\, Founder\, Brandes Investment Partners \n\n9:25 AM | SPECIALIZED ETFS\, MUTUAL FUNDS\, AND CLOSED-END FUNDS \nModerator: \nBrett Sheely\, Managing Director- Head of ETF Specialists\, AllianceBernstein  \nPanelists: \nAndrew Beer\, Managing Member\, DBi \nDodd Kittsley\, CFA\, National Director\, Davis Advisors \nSean O’Hara\, President\, Pacer ETF Distributors \nArne Noack\, Head Systematic Investment Solutions\, Americas\, DWS \n\n10:25 AM | COFFEE BREAK \n\n10:45 AM | VALUE SELECTION IN THE US STOCK MARKET \nModerator: \nAndrew Walker\, CFA\, Head of Research\, Rangeley Capital \nPanelists:  \nMichael Cross\, Portfolio Manager & Principal\, SouthernSun  \nMichael Gallant\, CFA\, C0-Director of Research\, Portfolio Manager\, Schafer Cullen Capital Management \nManny Weintraub CFA\, Principal\, Cannell & Spears LLC \n\n11:45 AM | LUNCHEON \n\n1:00 PM | KEYNOTE SPEAKER  \nN. David Samra\, Managing Director\, Artisan Partners \n\n1:30 PM | INTERNATIONAL VALUE INVESTMENTS \nModerator: \nBill Brewster\, Host\, The Business Brew \nPanelists: \nRoger de Bree\, Managing Director\, Tweedy\, Browne \nRichard P. Cook\, Partner\, Portfolio Manager\, Cook & Bynum Capital Management \nMatthew Lamphier\, Portfolio Manager & Director of Research\, First Eagle Investments \nChristine Phillpotts\, CFA\, Portfolio Manager\, Emerging Markets Value\, Ariel Investments \n\n2:30 PM | COFFEE BREAK \n\n2:45 PM | INTEGRATING AI INTO THE VALUE INVESTING PROCESS \nModerator: \nAlexander Fleiss CEO\, Chairman\, & Co-founder\, Rebellion Research \nPanelists: \nAlon Bochman\, CEO\, RagMetrics.ai \nLarry Cao\, CFA\, Founder & Principal Analyst\, FinAI Research \nAndrew Chin\, Head of Investment Solutions and Sciences\, Alliance Bernstein \nAmit Singh\, Global Head\, GTM & Use Cases\, Amazon Web Services \n\n3:45 PM | KEYNOTE SPEAKER  \nAlissa Corcoran\, CFA\, Deputy CIO\, Director of Research\, Co-Portfolio Manager\, Kopernik Global Investors LLC \n\n4:15 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York \n\n4:20 PM | NETWORKING RECEPTION \nLead Sponsor:Platinum Sponsors:Gold Sponsors:Silver Sponsors:
URL:https://cfany.org/event/11th-annual-ben-graham-conference/
LOCATION:Fordham Law School  Skadden Conference Center\, 2 Fl (Constantino & Bateman Rooms)\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Networking Event,Seminar,Value Investing
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/03/Image20240606105521.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250624T080000
DTEND;TZID=America/New_York:20250624T173000
DTSTAMP:20260609T015908
CREATED:20250204T183047Z
LAST-MODIFIED:20251205T173356Z
UID:87869-1750752000-1750786200@cfany.org
SUMMARY:12th Annual Ben Graham Conference
DESCRIPTION:OverviewThe 12th Annual Ben Graham 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! \nIn partnership with: \n \n****Registration is now closed. Please contact cfanyevent@cfany.org if you have questions****         ****Registration is now closed. Please contact cfanyevent@cfany.org if you have questions****         Agenda8:00 AM | REGISTRATION & CONTINENTAL BREAKFAST \n\n8:40 AM | WELCOME REMARKS \nN.K. Chidambaran\, Professor & Associate Dean of Research and Faculty Development\, Fordham Gabelli School of Business \nAndrew Auslander\, CFA\, Managing Principal\, Agile Financial LLC \n\n8:50 AM | KEYNOTE SPEAKER \nMichael Gatto\, Partner\, Silver Point Capital\, Author\, ‘The Credit Investor’s Handbook‘ \n\n9:25 AM | INVESTING DURING THE CURRENT ADMINISTRATION: TARIFFS\, RATES\, AND VOLATILITY \nModerator: \nSergei Klebnikov\, Staff writer\, Forbes \nPanelists: \nMelissa Brown\, CFA\, Global Head of Investment Decision Research\, SimCorp \nNancy Davis\, Founder & CIO\, Quadratic Capital \nEbrahim Rahbari\, Head of Rates Strategy & Head of Research US\, Absolute Strategy Research Ltd \nJake Schurmeier\, Portfolio Manager\, Head of FICC\, Harbor Capital Advisors \nJenny Van Leeuwen Harrington\, CEO\, Gilman Hill Asset Management\, LLC \n\n10:25 AM | COFFEE BREAK \n\n10:45 AM | VALUE SELECTION IN THE US STOCK MARKET \nModerator: \nPaul La Monica\, Senior Markets Analysis Writer\, Barron’s/Dow Jones \nPanelists:  \nMichael Gallant\, CFA\, Portfolio Manager\, Director of Research\, Schafer Cullen Capital Management  \nFrancis D. Gannon\, Co-Chief Investment Officer\, Managing Director\, Royce Investment Partners \nCurtis Jensen\, Robotti & Company \nCharles Lemonides\, CFA\, CIO\, ValueWorks \nMacrae (Mac) Sykes\, Portfolio Manager\, GAMCO \n\n11:45 AM | LUNCHEON \n\n1:00 PM | KEYNOTE SPEAKER  \nDr. Edward Yardeni\, President\, Yardeni Research\, Inc. \n\n1:30 PM | INTERNATIONAL VALUE INVESTMENTS \nModerator: \nHenry Mallari-D’Auria\, CFA\, CIO\, Global & Emerging Markets Equities\, Ariel Investments  \nPanelists: \nMatthew Fine\, CFA\, Portfolio Manager\, Third Avenue Management \nChristian Heck\, CFA\, Portfolio Manager\, First Eagle Investments \nAmelia Koh\, Analyst\, Tweedy\, Browne \nKrishna Mohanraj\, CFA\, International Strategy\, Portfolio Manager\, Diamond Hill \nWaldemar Mozes\, Director of Investments\, Cedar Street Asset Management \n\n2:30 PM | COFFEE BREAK \n\n2:45 PM | INTEGRATING AI\, ENERGY POLICY\, SERVER FARMS \nModerator: \nJake Taylor\, Founder\, Baserate\, Inc. \nPanelists: \nMichael Ball\, CFA\, Executive Director\, SMBC \nJohn Barr\, Managing Director\, EVP\, Portfolio Manager\, Needham Funds \nJennifer Drake\, Founder\, Adalabs AI \nGretchen Guo\, CFA\, Founding Partner\, FACT Capital \nKelly Morgan\, Research Director\, S&P Market Intelligence \n\n3:45 PM | KEYNOTE SPEAKER  \nCatherine LeGraw\, CFA\, Portfolio Strategist\, Grantham\, Mayo\, Van Otterloo & Co. LLC  \n\n4:15 PM | CLOSING REMARKS \n\n4:20 PM | NETWORKING RECEPTION \nLead Sponsor:Platinum Sponsors:Gold Sponsors:Silver Sponsors:
URL:https://cfany.org/event/12th-annual-ben-graham-conference/
LOCATION:Fordham Law School  Skadden Conference Center\, 2 Fl (Constantino & Bateman Rooms)\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Networking Event,Seminar,Value Investing
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