Value Investing Group Meeting

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Value Investing Group Meeting

Wednesday, September 6 2017
6:00 pm – 8:00 pm


Register Now


CFANY Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, September 6 2017 at 3:00 pm


Members | FREE

The Value Investor Series harkens back to the founding of CFANY 80 years ago. It is the confluence of the worlds most prestigious investors, authors, academic experts and practitioners. Through seminars, the internet, social events and the annual Ben Graham Conference, this Series is re-establishing CFANY as the world’s premier forum for investment thought leadership.

In 2016, the Value Investor Series brought eight CFANY Author Series events, two social functions, four Financial Report and Analysis discussions, one hedge fund event and 10 Special Situation Ideas Forums to the CFANY community. The Annual Ben Graham Conference, created by vice-chair Elliot Trexler, brought together nearly 20 of the world’s preeminent value investors as speakers—and managers of approximately $80Bn in assets under management—for a thoughtful discussion attended by nearly 200 CFANY members.

The series is led by Michael Oliver Weinberg, CFA, CFANY’s 2016 Volunteer of the Year, Most Outstanding Industry Committee and Asset Owner Series Award winner, as well as the Chair of the Value Investing thought leadership group. The Value Investing Group is co-run by three vice-chairs in Elliot Trexler whom spearheads the lecture series; Vishal Mishra, leading both the Special Situation Series and the forensic accounting series; and Andrew Kahn, head of the social series. Group Chair Michael Oliver Weinberg spearheads the acclaimed Annual Ben Graham Conference. The series also owes a tremendous thanks to the Board and staff of CFANY.

CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY 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.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

For more information: Policies and Procedures