Conference / Seminar, Sponsored, Value Investing, Virtual Events & Programming

Ben Graham IX Annual Conference

Monday, June 13 - Friday, June 17

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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

MONDAY, JUNE 13 – U.S. VALUE INVESTING

11:00 AM | OPENING REMARKS

Andrew Auslander, CFA, FRM, Board of Directors, CFA Society New York

11:03 AM | FORDHAM OPENING REMARKS

James Russell Kelly, Director, The Gabelli Center for Global Security Analysis

11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Joseph Cordi, CFA, Senior Research Analyst, Impax Asset Management

David Einhorn, President, Greenlight Capital, Inc.

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

Panelists

John Buckingham, Principal, Portfolio Manager, Kovitz, Editor, The Prudent Speculator

Ben Silver, Principal and Portfolio Manager, Pzena Investment Management, LLC

Miles Lewis, CFA, Portfolio Manager, Principal, Royce Investment Partners

Himayani Puri, Senior Managing Director, Director of Research, Portfolio Manager, First Manhattan Co.

Macrae (Mac) Sykes, Portfolio Manager, Gabelli Equity Trust

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Paul Cprek, CFA, Director of Account Management, Earnest Research

tuesday, JUNE 14 – international VALUE INVESTING

11:00 AM | OPENING REMARKS

Michael Chang, CFA, Senior Analyst, Sycale Advisors

11:05 AM | KEYNOTE PRESENTATION

Alessandro Valentini, Director and Fundamental Portfolio Manager, Causeway Capital Management LLC

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER

Moderator

Peter Nichols, CEO, Berenberg Capital Markets

Panelists

Grady Burkett, CFA, Portfolio Manager, Diamond Hill

Andrew Ewert, Analyst, Tweedy Browne

Dan Geary, CFA, Partner, Public Equities, Samson Investment Partners

David E. Marcus, Co-founder, Chief Executive Officer and Chief Investment Officer, Evermore Global Advisors, LLC

Brad Radin, CFA, Head of International Equities & Portfolio Manager, Nicola Wealth

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Anita Hlibczuk, CFA

WEDNESDAY, JUNE 15 – LONG/SHORT

11:00 AM | OPENING REMARKS

William Lin, CFA, Investment Banking Associate, Wells Fargo Securities

11:05 AM | KEYNOTE PRESENTATION

Barbara Ann Bernard, Founder, CEO/CIO, Wincrest Capital

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — LONG/SHORT

Moderator

Frank Burke, CFA, CAIA, Chief Investment Officer, PPB Capital Partners

Panelists

David Atterbury, Portfolio Manager, Whetstone Capital Advisors, LLC

Ben Axler, CIO and Founder, Spruce Point Capital Management

Charles Lemonides, CFA, Chief Investment Officer, ValueWorks LLC

Nate Palmer, CFA, CPA, Portfolio Manager, Diamond Hill

Mark B. Spiegel, Managing Member & Portfolio Manager, Stanphyl Capital Partners

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

William Lin, CFA, Investment Banking Associate, Wells Fargo Securities

THURSDAY, JUNE 16 – CHINA

11:00 AM | OPENING REMARKS

Yi Fu Lee, CFA, CPA, CMT, CAIA, Volunteer, Value Investing Group, CFA Society New York

11:05 AM | KEYNOTE PRESENTATION

Ruchir Sharma, Chairman, Rockefeller International, Chief Investment Officer, Breakout Capital

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — CHINA

Moderator

Tucker Scott, CFA, Founder & Portfolio Manager, Bergen Park Capital

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

Andy Rothman, Investment Strategist, Matthews Asia

Adam Schwartz, Portfolio Manager, First Manhattan Co.

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Yi Fu Lee, CFA, CPA, CMT, CAIA, Volunteer, Value Investing Group, CFA Society New York

FRIDAY, JUNE 17 – ESG

11:00 AM | OPENING REMARKS

Andrew Auslander, CFA, FRM, Board of Directors, CFA Society New York

11:05 AM | KEYNOTE PRESENTATION

Virginie Maisonneuve, CFA, Global CIO, Equity, Allianz Global Investors

11:35 AM | Q&A

11:50 AM | BREAK

12:00 PM | PANEL — ESG

Moderator

Walter Prahl, Adjunct Professor, Gabelli School of Business, Fordham University

Panelists

Gayle Baldwin, Senior Research Analyst, US Small/Mid Cap Value Equities, AllianceBernstein

Barbara Browning, CFA, Portfolio Manager, Impax Asset Mgmt

Daniel Hanson, CFA, Managing Director, Head of the U.S. Sustainable Equity team, Neuberger Berman

Leslie Samuelrich, President, Green Century Capital Management

Rachel Segal, ESG Team Lead, Pzena Investment Management

1:15 PM | Q&A

1:45 PM | CLOSING REMARKS

Mathias Strohfeldt, CFA, Chair, Value Investing, CFA Society New York

Additional Details

Areas of Focus

  • Insights from some of the leading value investors of today
  • Learn about value investment strategies for long only, long/short and international as well as China 
  • Learn about how ESG impacts value investing 

Presenting Partner

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.