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

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

tuesday, JUNE 14 – international VALUE INVESTING

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

WEDNESDAY, JUNE 15 – LONG/SHORT

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

THURSDAY, JUNE 16 – CHINA

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

FRIDAY, JUNE 17 – ESG

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