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Value Investing Education Workshop

Tuesday, January 22 | 6:00 – 8:00 PM
Followed by a Catered Networking Reception

Become a Member



Members: $25

Nonmembers: $115

Register to Attend


Members Only

Register for Livestream
Join us for the first lecture as part of the CFANY Value Investing group education workshop exploring some of the value investing most important influencers of the past and presence. We are starting this new series of lectures and workshop with an overview of the evolution of value investing.

Learning Outcome Statements

  • Explore the different branches of Value Investing
  • Learn some of the key tools and methods used by different value investors
  • Learn about the history of value investing; analyze case studies

This series of Value investing education classes will be held every 2 months and will explore the investment philosophy, methods, and tools of various value investment greats.

5:30 PM | Registration

6:00 PM | Lecture

Richard Konrad, CFA, CFP, Director of Value Strategy, Roosevelt Investments

6:45 PM | Hands-on Case Study

7:30 PM | Networking and Catered Reception


DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.