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Overview
A 5-Day Virtual Conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.
Optional in-person “Networking Reception”—occurring Thursday, June 16—available with virtual conference ticket purchase.
This year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing.
The Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels 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!
A diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational events.
Agenda
11:00 AM | OPENING REMARKS
TBA
11:03 AM | FORDHAM OPENING REMARKS
TBA
11:05 AM | KEYNOTE PRESENTATION
TBA
11:35 AM | Q&A
11:50 AM | BREAK
12:00 PM | PANEL — U.S. VALUE MANAGER
Moderator
Jeremy C. Miller, Executive Director, J.P. Morgan Asset Management
1:15 PM | Q&A
1:45 PM | CLOSING REMARKS
TBA
11:00 AM | OPENING REMARKS
TBA
11:05 AM | KEYNOTE PRESENTATION
TBA
11:35 AM | Q&A
11:50 AM | BREAK
12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER
TBA
1:15 PM | Q&A
1:45 PM | CLOSING REMARKS
TBA
11:00 AM | OPENING REMARKS
TBA
11:05 AM | KEYNOTE PRESENTATION
TBA
11:35 AM | Q&A
11:50 AM | BREAK
12:00 PM | PANEL — LONG/SHORT
Frank Burke, CFA, CAIA, Chief Investment Officer, PPB Capital Partners
1:15 PM | Q&A
1:45 PM | CLOSING REMARKS
TBA
11:00 AM | OPENING REMARKS
TBA
11:05 AM | KEYNOTE PRESENTATION
TBA
11:35 AM | Q&A
11:50 AM | BREAK
12:00 PM | PANEL — CHINA
Moderator
TBA
Panelists
Louis Lau, CFA, Director, Investments, Brandes Investment Partners
Gene Ma, Head of China Research, Institute for International Research
Winston Ma, CFA, Adjunct Professor, New York University, School of Law
1:15 PM | Q&A
1:45 PM | CLOSING REMARKS
TBA
12:00 PM | OPENING REMARKS
TBA
12:05 PM | KEYNOTE PRESENTATION
TBA
12:35 PM | Q&A
12:50 PM | BREAK
1:00 PM | PANEL — ESG
Moderator
Walter Prahl, Adjunct Professor, Gabelli School of Business, Fordham University
Panelists
Leslie Samuelrich, President, Green Century Capital Management
2:15 PM | Q&A
2:30 PM | CLOSING REMARKS
TBA
Additional Details
Areas of Focus
- Insights from some of the leading value investors of today
- Alternative value investment strategies in credit, private equity, and macro-driven approaches
- Value opportunities in distressed and High Yield debt
Presenting Partner

Platinum Sponsor
