The 10th Annual New York Value Investing Congress takes place in New York on September 8th and September 9th 2014. ValueWalk will be providing coverage of the event, however, with a little twist this year. In the past, we have provided both live coverage and follow up analysis of the Value Investing Congress. This year there is a media embargo which lasts until the Congress ends on day two (september 9th). All our posts will be going up when the embargo is over and readers will be able to find ALL our coverage linked on this post, no need to search the site. However, we always encourage readers to sign up for our free newsletter to get the coverage delivered to your inbox.

Below is the full Value Investing Congress line up and topic of presentation, however, no coverage will be up until the embargo is up. Check it out below. Also, while waiting check out some exclusive coverage we have on one of the keynote speakers Lee Cooperman  here Q1 2014 letter ‘Bull Markets Don’t Die Of Old Age’: Omega Advisors

Also see: FutureAdvisor Offers Asset Management Services In A Low-Fee World

 

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All slides from the Value Investing Congress can be found on the speaker posts or at this link right here

Value Investing Congress: Speaker list

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

  • Carson Block, Muddy Waters Research
    “Shorting Against Blue Pill Investing”

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

See full presentation here.

  • Mike Wood
    “Samsung Electronics: The Unsung Hero”

See full presentation here.

The full Value Investing Congress 2014 agenda can be found below

Value Investing Congress day one September 8th

8:30 am – 9:10 am

Multiple ZONES of Optionality
Michael Kao, Akanthos Capital

9:10 am – 9:50 am

Global Value Investment Opportunities
Alexander Roepers, Atlantic Investment Management

9:50 am – 10:30 am

“Invert, Always Invert”: Finding Value Through Implied Expectations
Adam Crocker, Metropolitan Capital Advisors

10:30 am – 10:50 am

Refreshment Break

10:50 am – 11:30 am

Activist Investing in Korea
David Hurwitz, SC Fundamental

11:30 am – 12:10 pm

Are Equities Still the Best House in the Financial Asset Neighborhood?
Leon Cooperman, Omega Advisors

12:10 pm – 1:30 pm

Lunch (On Your Own)

1:30 pm – 2:10 pm

Misunderstood Situations
Sahm Adrangi, Kerrisdale Capital Management

2:10 pm – 2:50 pm

An Owner-operator to Rally Around
Marcelo P. Lima, Heller House

2:50 pm – 3:30 pm

Shorting Against Blue Pill Investing
Carson Block, Muddy Waters Research

3:30 pm – 3:50 pm

Refreshment Break

3:50 pm – 4:30 pm

Opportunity India: Myth or Magic?
Amitabh Singhi, Surefin lnvestments

4:30 pm – 5:10 pm

Off the Radar: More Underfollowed Gems
Guy Gottfried, Rational Investment Group

5:15 pm – 6:45 pm

Networking Reception

Tinker Auditorium (Up one floor)

Value Investing Congress day 2 (September 9th)

8:30 am – 9:10 am

Add a Little Ick to the Mix
Tim Eriksen, Eriksen Capital Management

9:10 am – 9:50 am

The Myth of Zulia
Andrew Left, Citron Research

9:50 am – 10:30 am

Using Board Dynamics to Enhance Shareholder Returns
Jeffrey Smith, Starboard Value, LP

10:30 am – 10:50 am

Refreshment Break

10:50 am – 11:30 am

Compounders & Engagement: A Double-Barreled Focus on Value Creation
John Lewis, Osmium Partners

11:30 am – 12:10 pm

The Education of a Value Investor
Guy Spier, Aquamarine Fund

1:30 pm – 2:10 pm

Samsung Electronics: The Unsung Hero
Mike Wood

2:10 pm – 2:50 pm

Ignore the Noise — Focus on Priorities
Cliff Remily, Northwest Priority Capital

2:50 pm – 3:30 pm

My Favorite Idea
Whitney Tilson, Kase Capital

Value Investing Congress
Value Investing Congress