Conference / Seminar, Value Investing, Virtual Events & Programming

Ben Graham VII Annual Conference

Wednesday, June 17 - Thursday, June 18

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Overview

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

The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event. The two-day conference will feature 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 some of the leading value investors of today
  • Exploring alternative value investment strategies in bottom up equity, credit, alternatives, and macro driven approaches
  • Learning how to apply advanced research skills to uncover value opportunities
  • A diverse slate of first-rate speakers and thought leaders was 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 event.

Conference Dates:
Wed. June 17 & Thurs. June 18

Early Bird Pricing Available Through June 8

Day 1 Only

$45for members
  • Nonmembers: $80
  • Standard Rate: $65/$125

Combo - Day 1+2

$75for members
  • Nonmembers: $140
  • Standard Rate: $110/$200

Day 2 Only

$45for members
  • Nonmembers: $80
  • Standard Rate: $65/$125

Early Bird: Through June 8

Standard Rate: June 9 – June 17

Day 1

8:20 AM | WELCOMING REMARKS

Kris Thiessen, CFA, CAIA, EA
Founder and Managing Partner, Helix Management


8:25 AM | FORDHAM WELCOME REMARKS

James Russell Kelly
Director, Gabelli Center for Global Security Analysis


8:30 AM | KEYNOTE PRESENTATION

Joel Greenblatt
Managing Principal and Co-Chief Investment Officer, Gotham Asset Management


9:15 AM | BREAK


9:20 AM | US VALUE PANEL

Moderator

Jeremy Miller
Analyst, J.P. Morgan Asset Management

Panelist

Charles K. Bobrinskoy
Vice Chairman, Head of Investment Group, Ariel Investments

Elliot Trexler
President, Global Return Asset Management, LLC

Meggan Walsh, CFA
Senior Portfolio Manager, Invesco

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


11:30 AM | BREAK


11:35 AM | INTERNATIONAL VALUE PANEL

Moderator

Alistair Dupont,CFA

Panelists

Jay Hill, CFA
Analyst, Investment Committee, Tweedy Browne

Micky Jagirdar
Co-Portfolio Manager, Global Concentrated, Ariel Investments

Isaac Schwartz
Portfolio Manager, Robotti Global Fund

Tucker Scott
Founding Partner, Portfolio Manager, Bergen Park Capital


1:15 PM | BREAK


1:20 PM | ADVANCED FINANCIAL RESEARCH

Introduced by Mathias Strohfeldt, CFA, Chair, CFANY Value Investing Group

Cheryl Strauss Einhorn
Founder, CSE Consulting


2:00 PM | CLOSING REMARKS

Mathias Strohfeldt, CFA
Chair, CFANY Value Investing Group

Day 2

8:55 AM | WELCOMING REMARKS

Michael Chang
Vice Chair, CFANY Value Investing Group


9:00 AM | DIFFERENTIATED & DIVERSIFYING INVESTMENT STRATEGIES PANEL

Moderator

Sanford “Sandy” Rich
Executive Director, NYC Board of Education Retirement System

Panelists

Michelle Borré, CFA
Head of Fundamental Alternative Strategies, Invesco 

Jonathan Brolin
Founder and Managing Partner, Edenbrook Capital, LLC

Nancy Davis
Founder, Managing Partner, Quadratic Capital

Whitney Tilson
Founder, Chief Executive Officer, Empire Financial Research


10:45 AM | BREAK


10:50 AM | CREDIT & HIGH YIELD KEYNOTE

Introduced by Yi-Fu Lee

Jamie Zimmerman
Portfolio Manager and Founder, Litespeed


11:20 AM | CREDIT & HIGH YIELD PANEL

Moderator

Anders Maxwell
Senior Advisor, PJ Solomon

Panelists

Mark Howard, CFA 
Managing Director, Senior Multi-Asset Specialist, BNP Paribas

Martin Fridson, CFA
Chief Investment Officer, Lehmann Livian Fridson Advisors

William Schatz
Director, CarVal Investors

Wen-Fu Wu
Managing Director, Head of Asset Allocation, TIAA

Jamie Zimmerman
Portfolio Manager and Founder, Litespeed


1:05 PM | BREAK


1:05 PM | KEYNOTE PRESENTATION

Introduced by Joseph Cordi,CFA, Vice President and Equity Research Analyst, Citi Investment Management

Doug Noland
TS Portfolio Manager, Maps Market Strategist, McAlvany Wealth Management


1:50 PM | CLOSING REMARKS

Andrew Auslander,CFA, FRM,
Vice Chair, CFANY Value Investing Group

Event Media & Related Content

See more multimedia from last year’s conference:

Ben Graham VI Annual Conference »

Sponsorship