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