We’ve told you about the powerhouse lineup at the 10th Annual Value Investing Congress (VIC), scheduled for September 8 – 9 in New York City, but we’ve just received an update with some of the main speakers’ topics and a detailed schedule for the workshop that will be held on September 7th before the main event (VW readers can receive a huge discount – see more on the details below). We will be covering the Value Investing Congress in New York City. Make sure you sign up for our free newsletter to ensure you do not miss coverage!
10th Annual Value Investing Congress Keynote speeches
Former Goldman Sachs general manager and Omega Advisors founder Leon Cooperman will answer the question, “Are Equities Still the Best House in the Financial Asset Neighborhood?” a throwback to his 2012 assessment that proved to be perfectly positioned for the 2013 bull market. For value investors who want to do more than just analyze corporate fundamentals, Jeffrey Smith of Starboard Value will give a talk on “Using Board Dynamics to Enhance Shareholder Returns,” giving you a broader picture of what investors can really accomplish when they engage with management. David Hurwitz, partner at SC Fundamental, will build on the work he presented at the 9th VIC with a talk on “Activist Investing in Korea,” Kerrisdale Capital Management managing partner Sahm Adrangi will cover “Misunderstood Situations” which sounds like it could be an explanation of Special Situations investing, while Atlantic Investment Management founder Alexander Roepers will give a more general view on “Global Value Investment Opportunities.”
Workshop: How to find hidden value
The pre-congress workshop, titled How to Find Hidden Value, is going to dig into the fundamentals of value investing this year, covering “intrinsic value, margin of safety, value traps and more.” After a light breakfast, Kase Capital founder Whitney Tilson will give the first of a two-part talk on “How to Pick Investment Winners, Avoid Value Traps, and Decipher Financial Statements.” Tilson’s main address will be followed up by three shorter presentations (about 45 minutes each) that home in on more specific topics: Marcelo Lima, managing member of Heller House will go in-depth into a specific scenario with “Brute Force Attack: a case study,” followed by Eriksen Capital Management founder Tim Eriksen’s explanation of how to find value outside the megacaps that grab headlines with “Smaller Stocks, Bigger Opportunities,” and managing editor of Agora Financial Chris Mayer will move beyond domestic markets with “How to Uncover Value Abroad.” Tilson will bring it all back together with the second part of “How to Pick Investment Winners, Avoid Value Traps, and Decipher Financial Statements” before breaking up the official events and heading to a cocktail part where you can meet like-minded investors and talk about what you’ve learned. There are still tickets available, but the Value Investing Congress is always a popular event and you should register sooner than later to make sure you have a spot. To celebrate its 10th Anniversary, the Congress is offering ValueWalk readers a special discounted rate of just $2,995 thru 8/29/14. Don’t miss out on the profitable ideas you’ll learn at the Congress and the great networking — Register Now with discount code VALUEWALK to guarantee your seat at our $2,995 Anniversary Rate – that’s $3,000 off the price others will pay later to attend, if any seats remain unsold. To get all the Congress benefits — register for the both the Congress & the full-day Pre-CongressWorkshop for just $3,995 with discount code VALUEWALK2.Don’t risk a sell-out — register now!
Seth Klarman: Investing Is Art First, Craft Second And Science Third
Seth Klarman is considered to be one of the best value investors of all time. Unfortunately, he does not give many interviews or lectures. Q2 2020 hedge fund letters, conferences and more Luckily, those interviews and speeches that he does give are stuffed full of information and highly insightful comments that value investors can learn Read More