NYSSA’s annual Benjamin Graham Conference is coming up very soon – the conference will take place next week on Tuesday June 20th 2017. Past years have been such a hit the non-profit has partnered with Gabelli Business School at Fordham this year. This year the Benjamin Graham Conference have 21 speakers/presenters with over $100B in AUM. Breakfast, lunch and cocktail reception included. ValueWalk is a proud sponsor of the event this year and we are covering the event, as well,  so stayed tuned.

Readers can find more details below but first let us just list SOME of the speakers who are going to be presenting at the event. This line up is as good if not better than the recent NY Sohn Conference it also is far cheaper Members only $145 and Nonmembers $395 register before it runs out! – we are not knocking Sohn at all – they are an incredible charity – donate to them now!– we are just pointing out that this great event is below the radar.

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  • Christopher Davis, Portfolio Manager, Davis Large Cap Value Portfolios
  • Murray Stahl, Chief Executive Officer, Chief Investment Officer, Chairman of the Board of Horizon Kinetics
  • Thom Russo, Managing Member, Gardner Russo
  • Jim Grant, Founder and Editor, Grant’s Interest Rate Observer
  • Jason Karp, CEO and CIO, Tourbillon Capital Partners
  • Paul Hilal, CEO, Mantle Ridge LP
  • Charlie Dreifus, CFA, Managing Director, Royce & Associates
  • Aswath Damodaran, Finance Professor
  • Lawrence Cunningham, Professor, George Washington University and famous author
  • Greg Steinmetz, Ruane, Cunniff & Goldfarb

More on the conference below and you can register here!

 

 

Benjamin Graham Conference NYSSA

NYSSA Benjamin Graham Conference - Overview

In this conference, in honor of NYSSA’s 80th anniversary, we honor the legacy of Benjamin Graham, the founder of NYSSA, and one of the creators of the concept of a Chartered Financial Analyst. We will celebrate the teachings of Benjamin Graham who is also called the father of Security Analysis. The theme of this year’s conference will be Mr Market as taught by Ben Graham. When is Mr Market Right? When is he wrong? Can an investor beat Mr Market? These topics will be explored in keynote speeches, presentations, panels and best-idea pitches. As NYSSA is a leading forum for the discussion of investing, we aim to have the world’s leading value portfolio managers presenting. Portfolio Managers will be from top hedge funds and long-only firms, representing more than $100 billion of AUM. Many of these speakers are proteges of or expected to have connections to Ben Graham and Warren Buffett. Please join us on June 20th to hear the world’s leading value investors discuss these timeless topics. We aim for this to be the largest Benjamin Graham Conference and NYSSA conference in the history of the organization.

Benjamin Graham Conference - Agenda

Time Subject
8:15-9:00AM Check-In, Continental Breakfast & Networking
9:00-9:30AM Opening Remarks & Keynote: “Can Man + Machine Beat Mr. Market”
Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege  Partners
9:30-9:35AM Sponsor Remarks: Fordham University
James Russell Kelly, Director, Gabelli Center for Global Security Analysis
Sris Chatterjee, Chair, Global Security Analysis, Gabelli School of Business
Dr. Donna M. Rapaccioli, Dean, Gabelli School of Business
9:35-10:05AM Opening Keynote: “Non-Consensus Investing”
Rupal J. Bhansali, Chief Investment Officer, International & Global Equities, Ariel Investments, LLC
10:05-10:15AM Break
10:15-11:00AM Presentation: “My Valuation Journey: Have Faith, You Must!”
“A collection of lessons that I have learned about valuation over the last 30 years.”
Aswath Damodaran, Finance Professor, Stern School of Business, New York University
11:00-11:30AM Best Ideas Presentation
Jason Karp, CEO and CIO, Tourbillon Capital Partners
11:30-11:40AM Break
11:40-12:30PM Panel Discussion: “Investing in Family Controlled Companies and Mr. Market”
Panelists
Thomas Russo, Managing Member, Gardner Russo & Gardner, LLC
Paul Isaac, CEO & Founder, Arbiter Partners Capital management, LLC
CHRISTOPHER C. DAVIS, Portfolio Manager, Davis Large Cap Value PortfoliosModerator
Vishal Mishra
12:30-1:00PM Lunch
1:00-1:05AM Phil Taylor, CFA, Chairman, Board of Directors, CFA Society New York
1:05- 1:10PM Sponsor Remarks: Options Industry Council
Frank Tirado, Vice President, Options Industry Council Education
1:10-1:55PM Panel Discussion: Mr. Market and His Fluctuations: When is he wrong? When is he right?
Panelists
John Andrew Levin, Chief Executive Officer, Portfolio Manager,  Chairman, Levin Capital  Strategies
Murray Stahl, Chief Executive Officer, Chairman of the Board of Horizon KineticsModerator
Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege Partners
1:55-2:25PM Presentation: “Seeking value through accountability”
CHARLES R. DREIFUS, CFA, Portfolio Manager, Managing Director, Royce & Associates, LP
2:25-2:55PM Author Interview
Greg Steinmetz, Ruane, Cunniff & Goldfarb
2:55-3:05PM Break
3:05-3:35PM Presentation “The Hidden Variable Connecting Growth and Value Investing”
FRED MARTIN, CFA, President & Chief Investment Officer, Disciplined Growth Investors
3:35-4:20PM Fireside Chat
Paul Hilal, CEO, Mantle Ridge LP
Lawrence Cunningham, Professor, George Washington University
4:20-4:30PM Break
4:30-5:15PM Panel Discussion “Investment Mistakes and Mr. Market”
Panelists
MARIKO O. GORDON, CFA, Founder & CEO, Daruma Capital Management
Joe Hall, Managing Director, Head of CROCI, Americas: Deutsche Asset Mgt., New York
Steve Courtney, Managing Director and Co-Head of Research and Portfolio Management for Value Equity, QMA

Moderator
Elliot Trexler
5:15-5:25 Recap Remarks
Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege  Partners
5:25-5:55PM Closing Keynote
Jim Grant, Founder and Editor, Grant’s Interest Rate Observer
5:55-6:00PM Closing Remarks
Harumi Urata-Thompson, CFA, Chief Operating Officer,  CFA Society New York
6:00-7:00PM Cocktails and Networking Reception

Speakers - full list below

Christopher C. Davis, Portfolio Manager, Davis Large Cap Value Portfolios

Murray Stahl, Chief Executive Officer, Chief Investment Officer, Chairman of the Board of Horizon Kinetics

John Andrew Levin, Chief Executive Officer, Portfolio Manager, Chairman, Levin Capital Strategies

Thomas Russo, Managing Member, Gardner Russo & Gardner LLC

Jim Grant, Founder and Editor, Grant’s Interest Rate Observer

Rupal J. Bhansali, Chief Investment Officer, International & Global Equities, Ariel Investments, LLC

Fred Martin, CFA, President & Chief Investment Officer, Disciplined Growth Investors

Jason Karp, CEO and CIO, Tourbillon Capital Partners

Paul Hilal, CEO, Mantle Ridge LP

Paul Isaac, CEO & Founder, Arbiter Partners Capital management, LLC

Mariko O. Gordon, CFA, Founder & CEO, Daruma Capital Management

Joe Hall, Managing Director, Head of CROCI, Americas: Deutsche Asset Mgt., New York

Charles R. Dreifus, CFA, Portfolio Manager, Managing Director, Royce & Associates, LP

Aswath DamodaranFinance Professor, Stern School of Business, New York University

Steve Courtney, Managing Director and Co-Head of Research and Portfolio Management for Value Equity, QMA

Frank Tirado, Vice President, OIC Education

James Russell Kelly, Director, Gabelli Center for Global Security Analysis

Sris Chatterjee, Chair, Global Security Analysis, Gabelli School of Business

Dr. Donna M. Rapaccioli, Dean, Gabelli School of Business

Lawrence Cunningham, Professor, George Washington University

Greg Steinmetz, Ruane, Cunniff & Goldfarb