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.
- 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!
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 Damodaran, Finance 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