Value Investing Thought Leadership Group
About This Group
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment pitches, the annual Ben Graham conference and other events.
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Chair: Mathias Strohfeldt, CFA
Vice Chair: Vishal Mishra
Vice Chair: Andrew Auslander, CFA, FRM
Vice Chair: Andrew Kahn
Immediate Past Chair: Chris Goulakos
Join the CFANY VALUE INVESTING GROUP on LinkedIn.
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Andrew Auslander is results driven financial services professional with deep experience in risk management, due diligence of funds and ETFs, governance frameworks, and fixed income trading. Expert at defining and delivering strategic and operational projects with cross-functional teams. Skilled at communicating with senior management, trading desk heads and regulators. He has managed market, credit, liquidity, operational, vendor, and model risks. Andrew attended Stern School of Business, New York University and holds FINRA Series 7, 24 & 63 licenses. He is a CFA Charterholder and a Financial Risk Manager (FRM) certified by the Global Association of Risk Professionals.
Vishal Mishra, is a value and special situation investor and manages a private value-investing partnership. He organizes the Special Situations Ideas Forum at CFA Society New York and 10-K club meetings, which is a group of value and special situation investors. In 2014, he worked on a start-up website trying to connect value investors and generate a library of long-term investing ideas. Prior to that he was in a Specialty lending role at Citigroup providing financing against collateral like hedge fund shares, LP interests, defaulted debt, bankruptcy claims, fund management fees, catastrophe bonds, tax liens etc. He led the trading team of fund linked investment and financing products business of Citigroup and helped grow the revenues from ~$20 million to ~$150 million. He has an MBA from Tulane University, Bachelors in Engineering from REC, India and is a Chartered Financial Analyst (CFA) charter holder.
Mathias Strohfeldt, CFA, serves as a senior generalist analyst as well as covers the utilities, large cap Energy, Chemicals, Metals & Mining and E&C sector across all of the Main Street Team’s products. In addition Mathias is the macro analyst for the team and runs a small value sleeve of 40-50 stocks across all sectors. Prior to joining the Firm in 2015, he was a research analyst at Franklin Templeton Investments where he covered the utilities, banks, software and energy services industries. Before that, he was a research analyst at RCM, part of Allianz Global Investors. May 07
Value Investing Group Meeting
May 7 @ 6:00 PM - 7:30 PM
Jun 27
Ben Graham V Annual Conference
June 27
Upcoming Events & Meetings
May 07
Value Investing Group Meeting
May 7 @ 6:00 PM - 7:30 PM
Jun 27
Ben Graham V Annual Conference
June 27