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Ben Graham V Annual Conference

In partnership with Fordham University’s Gabelli Center for Global Security Analysis

CFANY Presents

Ben Graham V Annual Conference

Wednesday, June 27

Fordham University Gabelli Center for Global Security Analysis
Law School Building—150 West 62nd Street
New York, NY 10023

GOOGLE MAP >>

REGISTRATION & FEES

TO ATTEND

Members: $195

Nonmembers: $525

Register Now
Value Investing Group

A Full-Day Conference, Followed by a Catered Networking Reception — Seating Limited, Act Fast

Speakers

Overview

Ben Graham V Annual Conference

The Ben Graham V Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference features panels on the current state of value investing — both domestic and international — challenges and opportunities for value investing in a low-interest rate environment, and much more! Including:

  • Opportunities around gold
  • Trends in artificial intelligence and value investing 
  • How plan sponsors view the current value investing industry

A diverse slate of first-rate speakers was drawn from prominent asset management organizations, plan sponsors, and from across academia. The event is hosted by the CFANY’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFANY’s founder, Benjamin Graham, and other influential value investors. The group organizes various events around the current state and future outlook of the value investing paradigm.

 

 

 

2018 Agenda

7:30 – 8:20 AM | Registration and Breakfast


8:20 – 8:23 AM | Welcoming Remarks

Daniel Dagen, CFA, Chief Executive Officer, CFANY


8:23 – 8:30 AM | Sponsor Remarks: Fordham University

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

Sris Chatterjee, Chair, Global Security Analysis, Gabelli School of Business


8:30 – 9:15 AM | Keynote I: Fireside Chat

Richard S. Pzena, Founder, Managing Principal, Pzena Investment Management

Moderated by: Sammy Suzuki, CFA, Co-CIO, Strategic Core Equities, AllianceBernstein


9:15 – 11:00 AM | US Value Panel

9:15 – 9:35 | JASON COHEN, CFA, Portfolio Manager, Buckingham Capital Management

9:35 – 9:55 | VICTOR CUNNINGHAM, CFA, Portfolio Manager, Third Avenue Management

9:55 – 10:15 | ANDREW WELLINGTON, Co‐Founder, Managing Partner & Chief Investment Officer – Lyrical Asset Management (“LAM”)

10:15 – 10:35 | Warren Koontz, Jr., CFA, Managing Director, Head of Value Equity, Jennison Associates

10:35 – 11:00 | Panel Q&A

Moderated by: Sanford “Sandy” Rich,  Executive Director, the New York City Board of Education Retirement System


11:00 – 11:15 AM | Break


11:15 AM – 1:00 PM | International Value Panel

11:15 – 11:35 | Amit Wadhwaney, Founding Partner and Portfolio Manager, Moerus Capital Management LLC

11:35 – 11:55 | ALEX ROEPERS, Chief Investment Officer, Atlantic Investment Management

11:55 – 12:15 | JOSH SHORES, CFA, Co-Portfolio Manager, Southeastern Asset Management

12:15 – 12:35 | Jeff Everett, CFA, Co-CIO Global Core Equities, Invesco

12:35 – 1:00 | Panel Q&A

Moderated by: Jeremy Miller, Analyst. J.P. Morgan Asset Management


1:00 – 1:45 PM | Lunch Break


1:45 – 2:45 PM | Systemic Risks / Value in Gold

1:45 – 2:05 | Alissa Corcoran, CFA, Analyst, Kopernik Global Investors, LLC

2:05 – 2:25 | Doug Noland, PM Tactical Short Product, Mcalvany Wealth Management

2:25 – 2:45 | Panel Q&A


2:45 – 4:05 PM | Quantamental Value Investing

2:45 – 3:05 | Baruch Lev, Philip Bardes Professor of Accounting and Finance, New York University Stern School of Business

3:05 – 3:25 | U-Wen Kok, CFA, CIO, RS Developed Markets

3:25 – 3:45 | MICHAEL BEAL, Chief Executive Officer, Data Capital Management

3:45 – 4:05 | Panel Q&A

Moderated by: Gregory Zuckerman, Special Writer, The Wall Street Journal 


4:05 – 4:15 PM | Break


4:15 – 5:15 PM | Plan Sponsors View

4:15 – 4:25 | Andrew Russell, Director of Fixed Income, Pension Board United Church of Christ

4:25 – 4:35 | DENNIS A JOHNSON, CFA, Managing Director & Chief Investment Officer, TIAA-CREF Trust Company

4:35 – 5:15 | Panel Q&A

Moderated by: Antonio Rodriguez, CFA, Senior Pensions and Investments Officer, NYC Mayor’s Office of Pensions and Investments


5:15 – 5:50 PM | Keynote II

Jeff Jacob, Senior Managing Director, Marathon Asset Management


5:50 – 5:52 PM | Closing Remarks

Mathias Strohfeldt, CFA, Chair, CFANY Value Investing Group


5:52 – 7:30 PM | Catered Networking Reception

 

 

 

 

 

 

 

Sponsorship

Lead Sponsor

Silver Sponsors

Marketing Sponsors

Looking Back

CFANY’s 2017 Ben Graham IV Conference

Ben Graham V Annual Conference

The Ben Graham V Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference features panels on the current state of value investing — both domestic and international — challenges and opportunities for value investing in a low-interest rate environment, and much more! Including:

  • Opportunities around gold
  • Trends in artificial intelligence and value investing 
  • How plan sponsors view the current value investing industry

A diverse slate of first-rate speakers was drawn from prominent asset management organizations, plan sponsors, and from across academia. The event is hosted by the CFANY’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFANY’s founder, Benjamin Graham, and other influential value investors. The group organizes various events around the current state and future outlook of the value investing paradigm.

 

 

 

2018 Agenda

7:30 – 8:20 AM | Registration and Breakfast


8:20 – 8:23 AM | Welcoming Remarks

Daniel Dagen, CFA, Chief Executive Officer, CFANY


8:23 – 8:30 AM | Sponsor Remarks: Fordham University

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

Sris Chatterjee, Chair, Global Security Analysis, Gabelli School of Business


8:30 – 9:15 AM | Keynote I: Fireside Chat

Richard S. Pzena, Founder, Managing Principal, Pzena Investment Management

Moderated by: Sammy Suzuki, CFA, Co-CIO, Strategic Core Equities, AllianceBernstein


9:15 – 11:00 AM | US Value Panel

9:15 – 9:35 | JASON COHEN, CFA, Portfolio Manager, Buckingham Capital Management

9:35 – 9:55 | VICTOR CUNNINGHAM, CFA, Portfolio Manager, Third Avenue Management

9:55 – 10:15 | ANDREW WELLINGTON, Co‐Founder, Managing Partner & Chief Investment Officer – Lyrical Asset Management (“LAM”)

10:15 – 10:35 | Warren Koontz, Jr., CFA, Managing Director, Head of Value Equity, Jennison Associates

10:35 – 11:00 | Panel Q&A

Moderated by: Sanford “Sandy” Rich,  Executive Director, the New York City Board of Education Retirement System


11:00 – 11:15 AM | Break


11:15 AM – 1:00 PM | International Value Panel

11:15 – 11:35 | Amit Wadhwaney, Founding Partner and Portfolio Manager, Moerus Capital Management LLC

11:35 – 11:55 | ALEX ROEPERS, Chief Investment Officer, Atlantic Investment Management

11:55 – 12:15 | JOSH SHORES, CFA, Co-Portfolio Manager, Southeastern Asset Management

12:15 – 12:35 | Jeff Everett, CFA, Co-CIO Global Core Equities, Invesco

12:35 – 1:00 | Panel Q&A

Moderated by: Jeremy Miller, Analyst. J.P. Morgan Asset Management


1:00 – 1:45 PM | Lunch Break


1:45 – 2:45 PM | Systemic Risks / Value in Gold

1:45 – 2:05 | Alissa Corcoran, CFA, Analyst, Kopernik Global Investors, LLC

2:05 – 2:25 | Doug Noland, PM Tactical Short Product, Mcalvany Wealth Management

2:25 – 2:45 | Panel Q&A


2:45 – 4:05 PM | Quantamental Value Investing

2:45 – 3:05 | Baruch Lev, Philip Bardes Professor of Accounting and Finance, New York University Stern School of Business

3:05 – 3:25 | U-Wen Kok, CFA, CIO, RS Developed Markets

3:25 – 3:45 | MICHAEL BEAL, Chief Executive Officer, Data Capital Management

3:45 – 4:05 | Panel Q&A

Moderated by: Gregory Zuckerman, Special Writer, The Wall Street Journal 


4:05 – 4:15 PM | Break


4:15 – 5:15 PM | Plan Sponsors View

4:15 – 4:25 | Andrew Russell, Director of Fixed Income, Pension Board United Church of Christ

4:25 – 4:35 | DENNIS A JOHNSON, CFA, Managing Director & Chief Investment Officer, TIAA-CREF Trust Company

4:35 – 5:15 | Panel Q&A

Moderated by: Antonio Rodriguez, CFA, Senior Pensions and Investments Officer, NYC Mayor’s Office of Pensions and Investments


5:15 – 5:50 PM | Keynote II

Jeff Jacob, Senior Managing Director, Marathon Asset Management


5:50 – 5:52 PM | Closing Remarks

Mathias Strohfeldt, CFA, Chair, CFANY Value Investing Group


5:52 – 7:30 PM | Catered Networking Reception

 

 

 

 

 

 

 

 

Sponsorship

Lead Sponsor

Silver Sponsors

 

Marketing Sponsors

 

In partnership with Fordham University’s Gabelli Center for Global Security Analysis

CFANY Presents

Ben Graham V Annual Conference

Wednesday, June 27

Fordham University Gabelli Center for Global Security Analysis Law School Building—150 West 62nd Street New York, NY 10023

GOOGLE MAP >>

REGISTRATION & FEES

TO ATTEND

Members: $195

Nonmembers: $525

Register Now
Value Investing Group

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the 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.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages. 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. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures