ValueWalk.com

Whitney Tilson

“Introduction to Value Investing by famous Value Investor Whitney Tilson

“Navigator of the Year” Award

“The Psychology of Human Misjudgement and Our Best Idea”

Keynote: Alice Schroeder, author of “The Snowball: Warren Buffett and the Business of Life”. Introductory remarks by John Macfarlane.

“How To Get Fired As a Pension Fund Manager” – Prominent money managers discuss where they find value and why these underexplored areas are often less popular with institutional investors.

“A Casual Talk with Two Guys from Richmond” – The interplay and overlap between the worlds of investing in business and managing businesses from the perspective of two areas that have demonstrated their first tier long-term results in both areas.

“A Funnel of International Value” – From the global mega cap companies to the regional mid cap companies to the national smaller cap companies, these global investors take you on an international quest for value.

“Hidden Values” – From a macro and micro perspective, three industry leaders examine how to capitalize on variant perceptions via portfolio bets.

“Groundhog Day +1″ – The subprime crisis has occured, what’s next and how that impacts a value
portfolio. Another speech by Whitney Tilson

Closing Remarks & presentation: “Does the Implosion of the Shadow Banking System Give Classic Investing a Second Wind?”

This panel discussion was held as part of Darden’s 2009 Finance Conference sponsored by the Finance Club. Moderated by Dean Robert Bruner, panelists included Jay H. Bryson, Ph. D., Global Economist Wells Fargo Securities Economics Group; Tom Lacy, Managing Director Robert W. Baird Investment Banking; and Sandeep Singh, Senior Finance Manager Microsoft Corporate Financial Planning & Analysis Group. Recorded November 20, 2009