Conference / Seminar, Sponsored, Value Investing, Virtual Events & Programming

Ben Graham VIII Annual Conference

Monday, June 14 - Friday, June 18

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Overview

This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.

The Ben Graham VIII 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.

Early Bird Pricing Available Through May 31st

Single Day Pass

$FREEfor members
  • Nonmembers: $75

5-Day Combo

$FREEfor members
  • Nonmembers: $250

Agenda

MONDAY, JUNE 14

11:00 AM | OPENING REMARKS

Mario E. Carias, CFA, Managing Director, Content and Member Services, CFA Society New York


11:03 AM | FORDHAM OPENING REMARKS

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


11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Joseph Cordi, CFA, Vice President, Equity Research Analyst, Citi Investment Management

David Poppe, President, Giverny Capital Asset Management, LLC


11:35 AM | Q&A


11:50 AM | BREAK


12:00 PM | PANEL — U.S. VALUE

Moderator

Jeremy Miller, Executive Director, J.P. Morgan Asset Management


Panelists

Ross Frankenfield, CFA, Managing Director, Head of Investment Specialist, Harbor Capital Advisors, Inc.

Kenneth Kuhrt, CPA, Executive Vice President, Portfolio Manager, Ariel Investments

Christopher Marangi, Co-Chief Investment Officer, GAMCO Investors

Win Murray, Director of U.S Equity Research, Harris Associates

David Poppe, President, Giverny Capital Asset Management, LLC

Arthur Young, Managing Partner, Portfolio Manager, Tensile Capital Management


1:15 PM | Q&A


1:45 PM | CLOSING REMARKS

Andrew Auslander, CFA, Co-Chair of the Value Investing Group, CFA Society New York

TUESDAY, JUNE 15

11:00 AM | OPENING REMARKS

Michael Chang, CFA, Vice Chair of the Value Investing Group, CFA Society New York


11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Michael Chang, CFA, Vice Chair of the Value Investing Group, CFA Society New York

Jon Moog, CFA, Chief Investment Officer, Portfolio Manager, Lizard Investors LLC


11:35 AM | Q&A


11:50 AM | BREAK


12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER

Moderator

Katrina Dudley, CFA, Senior Vice President, Investment Strategist, Portfolio Manager, Franklin Mutual Series

Panelists

Caroline Cai, CFA, Managing Principal, Portfolio Manager, Pzena Investment Management

Sean McDonald, CFA, Managing Director, Tweedy, Browne

Jon Moog, CFA, Chief Investment Officer, Portfolio Manager, Lizard Investors LLC

Tucker Scott, CFA, Founder, Portfolio Manager, Bergen Park Capital

Jonathan Silverman, Senior Investment Analyst, American Century Investments

Nadine Terman, Founder, Chief Executive Officer, Chief Investment Officer, Solstein Capital, LLC

Dale Winner, CFA, Lead Portfolio Manager, EverKey Global Equity, Wells Fargo Asset Management


1:15 PM | Q&A


1:45 PM | CLOSING REMARKS

Anita Hlibczuk, Senior Analyst, Harris Douglas Asset Management

WEDNESDAY, JUNE 16

11:00 AM | OPENING REMARKS

Raghav Nayar, CFA, Equity Research Senior Associate, Morgan Stanley


11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Raghav Nayar, CFA, Equity Research Senior Associate, Morgan Stanley

Brian Rauscher, CFA, Head of Global Portfolio Strategy and Asset Allocation, Fundstrat Global Advisors


11:35 AM | Q&A


11:50 AM | BREAK


12:00 PM | PANEL — ALTERNATIVE VALUE

Moderator

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


Panelists

Doug Noland, Portfolio Manager, McAlvany Wealth Management

Brian Rauscher, CFA, Head of Global Portfolio Strategy and Asset Allocation, Fundstrat Global Advisors

Jaret Seiberg, Managing Director, Financial Services & Housing Policy Analyst, Washington Research Group, Cowen Group, Inc.

Kevin Smith, CFA, Partner, Chief Investment Officer, Crescat Capital

Brett Tejpaul, Head of Institutional Sales, Trading, Custody, and Prime Services, Coinbase

Darin Turner, Co-Chief Investment Officer, Invesco

Matthew Tuttle, Chief Executive Officer, Chief Investment Officer, Tuttle Capital Management


1:15 PM | Q&A


1:45 PM | CLOSING REMARKS

Paul Cprek, CFA, Director of Account Management, Earnest Research

THURSDAY, JUNE 17

11:00 AM | OPENING REMARKS

Yi Fu Lee, CFA, CPA, CMT, CAIA, Equity/Investment Research, Vice President, Cowen Inc.


11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Yi Fu Lee, CFA, CPA, CMT, CAIAEquity/Investment Research, Vice President, Cowen Inc.

Jamie Zimmerman, Founder, Chief Executive Officer, Litespeed Management


11:35 AM | Q&A


11:50 AM | BREAK


12:00 PM | PANEL — DISTRESSED DEBT/FIXED INCOME VALUE

Moderator

David J. Breazzano, President, Chief Investment Officer, Portfolio Manager, DDJ Capital Management, LLC


Panelists

Erik Codington, Managing Director, Head of Project Finance-Americas, MUFG

Jason Horowitz, Head of U.S. High Yield Bond Investments, CIFC Asset Management

Martha Metcalf, CFA, Head of U.S. Credit, Portfolio Manager, Schroders Investment

Niklas Nordenfelt, CFA, Head of High Yield, Invesco

David Rosenberg, CPA, Managing Director, Co-Portfolio Manager, U.S. High Yield Bonds, Oaktree Capital

Jamie Zimmerman, Founder, Chief Executive Officer, Litespeed Management


1:15 PM | Q&A


1:45 PM | CLOSING REMARKS

Andrew Auslander, CFA, Co-Chair of the Value Investing Group, CFA Society New York

FRIDAY, JUNE 18

11:00 AM | OPENING REMARKS

Alistair duPont, CFA, Vice Chair of the Value Investing Group, CFA Society New York


11:05 AM | KEYNOTE PRESENTATION

Speaker Introduction: Alistair duPont, CFA, Vice Chair of the Value Investing Group, CFA Society New York

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


11:35 AM | Q&A


11:50 AM | BREAK


12:00 PM | PANEL — LONG/SHORT VALUE STRATEGIES

Moderator

Cheryl Strauss Einhorn, Founder, Chief Executive Officer, Decisive


Panelists

Christopher Brown, Founder, Aristides Capital LLC

Andrew Left, Founder, Editor, Citron Research

Mitch Rubin, J.D., CFA, Chief Investment Officer, Portfolio Manager, RiverPark Funds

Kurt Feuerman, Chief Investment Officer, Select US Equity Portfolios, AllianceBernstein

Whitney Tilson, Founder, Chief Executive Officer, Empire Financial Research


1:15 PM | Q&A


1:45 PM | CLOSING REMARKS

Mathias Strohfeldt, CFA, Co-Chair of the Value Investing Group, CFA Society New York

Agenda

TUESDAY, JANUARY 12

Alternative Data in Investment Management: Usage, Challenges and Valuation*

Petter Kolm, Director of the Mathematics in Finance Master’s Program, New York University

*This section will not be recorded

The Colour of Finance Words

Diego Garcia, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business, University of Colorado at Boulder.

Machine Learning in Quantitative Investing

Vladimir Zdorovtsov, Senior Vice President, Director, Global Equity Research, Acadian


Wednesday, JANUARY 13

Fundamental Analysis Via Machine Learning

Haifeng You, Hong Kong University of Science and Technology

The Changing Economics of Knowledge Production

Simona Abis, Columbia Business School

Panel Discussion | Data Science in Finance: Applications and Strategy for the Future

Peg DiOrio, CFA, Head of Head of Quantitative Equity Portfolio Management, Voya Investment Management

Stacie L. Mintz, CFA, Managing Director, Co-Head of the Quantitative Equity team and Portfolio Manager, QMA

Lilian Quah, CFA, Managing Director, Portfolio Manager, Head of Quantitative Research, Epoch Investment Partners

Additional Details

Learning Outcomes

  • Learning from some of the leading value investors of today
  • Exploring alternative value investment strategies in credit, private equity, and macro-driven approaches
  • Value opportunities in distressed and High Yield debt

    Sponsorship