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Ben Graham VI

Annual Conference

Date & Time

Wednesday, June 19
@ 8:00 AM – 7:00 PM

Venue

Fordham University—Law School Building
150 W. 62nd Street

Overview

A full-day conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.

The Ben Graham VI 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 as volatility has recently returned, and much more! Including:

  • Learning from the some of the leading value investors of today
  • Exploring alternative value investment strategies in credit, private equity and macro driven approaches
  • Value opportunities in emerging markets and China

A diverse slate of first-rate speakers and thought leaders was drawn from prominent investment organizations. The event is hosted by 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 as well as educational event.

Conference Pricing

$195for members
  • Nonmember Rate: $525

Keynote Speakers

Leon G. Cooperman, CFA

Chairman, CEO

Omega Advisors

Joel Greenblatt

Managing Principal, Co-Chief Investment Officer

Gotham Asset Management

Ted Aronson, CFA

Founder, Managing Principal

AJO

Also Featuring

Leonard Berman
Senior Managing Director, Portfolio Manager
First Manhattan Co.

Barbara Ann Bernard
CEO/CIO
Wincrest Capital

Brian Chingono
Partner/Director, Quantitative Research
Verdad Capital

James M. Donald, CFA
Managing Director, Portfolio Manager
Lazard Asset Management

Katrina Dudley, CFA
Portfolio Manager
Franklin Mutual Advisor

Cheryl Strauss Einhorn
Founder
CSE Consulting

Paul Espinosa, CFA
Lead Portfolio Manager
Seafarer Capital Partners

Clare Hart
Portfolio Manager
JPMorgan

Matthew T. Haynes, CFA
Chief Investment Officer, Portfolio Manager
1949 Value Advisors

Paul Heffner
Co-Founder, Managing Partner, CEO, COO
Adamas Asset Management

Charles E. Knudsen, CFA
Portfolio Specialist
T.Rowe Price Associates, Inc.

Samantha McLemore, CFA
Portfolio Manager
Miller Value Partners

Jeremy C. Miller
Executive Director
JP MorganAsset Management

William Nygren, CFA
Partner/CIO
Harris Associates

Himayani Puri
Managing Director, Director of Research
First Manhattan Co.

Richard S. Pzena
Founder and CIO
Pzena Investment Management, LLC

Bob Robotti
CEO/CIO
Robotti & Company

Sanford Rich
Executive Director
NYCBERS

William Schatz
Director, NA Corporate Securities
CarVal Investors

Thomas H. Shrager
Managing Director
Tweedy, Browne Co.

Brad Radin, CFA
Founder, CEO & CIO
Radin Capital Partners Inc.

Omar Vaishnavi
Head of Fundamental Credit
Bluemountain Capital

Charles de Vaulx
CIO/Portfolio Manager
International Value Advisor

Sherwood Zhang, CFA
Portfolio Manager
Matthews Asia

Gregory Zuckerman
Wall Street Journal

Agenda