CONTINENTAL BREAKFAST AND CHECK-IN
OPENING KEYNOTE: INVESTING IN INTERNATIONAL EQUITIES
Thomas A. Russo, Partner, Gardner Russo & Gardner LLC
PANEL #1 “RULE NO.1 IS NEVER LOSE MONEY”, WARREN BUFFETT
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.
Michael Oliver Weinberg, CFA
PANEL #2 MARGIN OF SAFETY: HOW YOU IDENTIFY AND MANAGE RISK IN YOUR PORTFOLIO
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
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
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.
John Bader, Chairman and Chief Executive Officer, Halcyon Capital Management, LLC
PANEL #4 – DOWNSIDE PROTECTION: SOURCES, METHODS AND THEIR LIMITATIONS
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
Adam Barth, Director of Research, Gotham Asset Management
Jim Grant, Founder and Publisher of Grant’s Interest Rate Observer