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The Annual Benjamin Graham Conference

The Annual Benjamin Graham Conference

June 29, 2016

Continental Breakfast and Check-In

Opening Remarks

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.
Moderator: 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
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

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


Afternoon Keynote

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


2:50 – 3:50
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
Moderator: Adam Barth, Director of Research, Gotham Asset Management

3:50 – 4:00 p.m.

4:00 – 5:00 p.m.
Closing Keynote

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

5:00 – 6:00 p.m.
Networking Reception


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.


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