Alternative Investments

The Annual Benjamin Graham Conference

June 29, 2016 | 8:00 AM - 6:00 PM

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Overview

In this conference, we honor the legacy of Benjamin Graham, the founder of NYSSA. The theme of this year’s conference will be Margin of Safety and Risk Management and subtopics will include research process and portfolio management in volatile markets.

Please join us on June 29th to hear some of world’s leading value investors discuss these timeless topics. Portfolio Managers representing more than $80 billion will speak at the conference.

Agenda

CONTINENTAL BREAKFAST AND CHECK-IN


OPENING REMARKS


OPENING KEYNOTE: INVESTING IN INTERNATIONAL EQUITIES

Thomas A. Russo, Partner, Gardner Russo & Gardner LLC


Break


PANEL #1 “RULE NO.1 IS NEVER LOSE MONEY”, WARREN BUFFETT

Panelists

Seth Turkeltaub, CFA, Portfolio Manager, Catapult

David Poppe, CEO and President, Ruane, Cunniff & Goldfarb

John A. Levin, CEO, Portfolio Manager and Chairman, Levin Capital Strategies, L.P.

Moderator

Michael Oliver Weinberg, CFA


Break


PANEL #2 MARGIN OF SAFETY: HOW YOU IDENTIFY AND MANAGE RISK IN YOUR PORTFOLIO

Panelists

Leon Cooperman, Founder, Chairman and CEO, Omega Advisors, Inc.

Jason Karp, CEO and CIO, Tourbillon Capital Partners

Brian M. Gillott, Managing Director & Portfolio Manager, Jennison Associates LLC

Moderator

Elliot Trexler


Lunch Sponsored Kahn Brothers Group


PANEL #3 INVESTMENT MISTAKES: “ALL I WANT TO KNOW IS WHERE I’M GOING TO DIE SO I’LL NEVER GO THERE.”, CHARLIE MUNGER

Panelists

Paul Lountzis, President, Lountzis Asset Management LLC

Edwin Schloss, Money Manager, Walter & Edwin Schloss Associates

A. Michael Lipper, CFA, Founder and President, Lipper Advisory Services, Inc.

Moderator

Vishal Mishra


Break


AFTERNOON KEYNOTE

John Bader, Chairman and Chief Executive Officer, Halcyon Capital Management, LLC


Break


PANEL #4 – DOWNSIDE PROTECTION: SOURCES, METHODS AND THEIR LIMITATIONS

Panelists

Miguel Fidalgo, Founder and Portfolio Manager, Triarii Capital

John D. Spears, Managing Director, Tweedy, Browne Company LLC

Steven Bregman, President, Co-Founder and Senior Portfolio Manager, Horizon Kinetics

Moderator

Adam Barth, Director of Research, Gotham Asset Management


Break


CLOSING KEYNOTE

Jim Grant, Founder and Publisher of Grant’s Interest Rate Observer


Networking Reception