{"id":3715,"date":"2020-01-03T15:00:14","date_gmt":"2020-01-03T15:00:14","guid":{"rendered":"http:\/\/www.valueinvest.com\/london\/?page_id=3715"},"modified":"2020-01-23T15:11:59","modified_gmt":"2020-01-23T15:11:59","slug":"value-invest-new-york-december-3rd-2019","status":"publish","type":"page","link":"https:\/\/www.valueinvest.com\/london\/value-invest-new-york-december-3rd-2019\/","title":{"rendered":"Value Invest New York \u2013 December 3rd 2019"},"content":{"rendered":"<p style=\"text-align: left;\">The 2nd edition of Value Invest New York took place at The Times Center on December 3 2019. It featured renowned Value Investors from the United States as well as being a showcase for other Value Funds to talk about investment ideas from around the world. The speakers provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offered specific investment ideas.<\/p>\n<h2 id=\"conference-overview-ny\" style=\"text-align: center;\">OVERVIEW VIDEO &#8211; VALUE INVEST NEW YORK 2019<\/h2>\n<div class=\"video-responsive\" style=\"text-align: center;\"><iframe src=\"https:\/\/www.youtube.com\/embed\/YKloAwmoFu4\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<table class=\"programmeTbl\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\">\n<thead>\n<tr>\n<td style=\"padding: 8px 10px; border-right: 1px solid #D7D7D7;\" colspan=\"2\"><strong>Tuesday, December 3rd 2019<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"width: 75px; text-align: center;\">7.30-8.30<\/td>\n<td><strong>Registration and Breakfast<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">8.30-8.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/david-shapiro-3\/\">David Shapiro<\/a>\u00a0&#8211; <em>Opening Remarks<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">8.40-9.10<\/td>\n<td><a href=\"https:\/\/www.valueinvest.com\/newyork\/thomas-russo\/\"><strong>Thomas A. Russo, Gardner Russo &amp; Gardner<\/strong><\/a><br \/>\n<strong><em>\u201cGlobal Value\u201d Equity Investing<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">9.10-9.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/gary-channon\/\">Gary Channon, Phoenix Asset Management Partners<\/a><br \/>\n<em>Investing in a Post Brexit Britain<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">9.40-10.10<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/alex-roepers\/\">Alex Roepers, Atlantic Investment Management<\/a><br \/>\n<em>Putting Things in Perspective: Uncommon Values in Public Equities<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 75px; text-align: center;\">10.10-10.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/mark-pearson\/\">Mark Pearson, Arcus Investment<\/a><em><br \/>\n<\/em><\/strong><strong><em>Unprecedented Opportunity: Lessons of 30 Years of Value Investing in Japan<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">10.40-11.10<\/td>\n<td><strong>Coffee and networking break<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">11.10-11.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/jennifer-wallace\/\">Jennifer Wallace, Summit Street Capital Management<\/a><em><br \/>\nIt Ain\u2019t What You Don\u2019t Know That Gets You Into Trouble<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">11.40-12.00<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/bernard-horn\/\">Bernard R. Horn Jr, Polaris Capital<\/a><br \/>\n<em>Methanex Corporation: \u00a0A Global Value Opportunity<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">12.00-12.30<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/django-davidson\/\">Django Davidson, Hosking Partners<\/a><br \/>\n<em>The End of the Beginning or the Beginning of the End?<br \/>\nInvestment Opportunities Late in the Technology Cycle<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">12.30-1.10<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/michael-mauboussin\/\">Michael Mauboussin, BlueMountain Capital<\/a><br \/>\n<em>&#8220;Thoughtful Value Investing in a Complex World&#8221;<\/em><br \/>\nFireside Chat and Audience Q&amp;A with Robert Hagstrom<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">1.10-2.10<\/td>\n<td><strong>Lunch<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2.10-2.30<\/td>\n<td><a href=\"https:\/\/www.valueinvest.com\/newyork\/anthony-campagna\/\"><strong>Anthony Campagna, ISS EVA<\/strong><\/a><br \/>\n<em><strong>Value Doesn&#8217;t Matter&#8230;<\/strong><\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2.30-2.50<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/rory-kutisker-jacobson\/\">Rory Kutisker-Jacobson &#8211; Orbis Allan Gray<\/a><\/strong><br \/>\n<em><strong>Investing Where Others Fear to Tread<\/strong><\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2.50-3.20<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/c-t-fitzpatrick\/\">C.T. Fitzpatrick, Vulcan Value Partners<\/a><em><br \/>\nDoes Valuation Matter Anymore?<br \/>\n<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">3.20-3.50<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/keith-ashworth-lord\/\">Keith Ashworth-Lord, Sanford DeLand Asset Management<\/a><br \/>\n<em>\u201cPutting Buffettology into Practice\u201d \u2013 A Stock Idea and a Discussion<br \/>\nof the<\/em>\u00a0<em>Principles of Buffettology with Mary Buffett<\/em><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">3.50-4.20<\/td>\n<td><strong>Coffee and networking break<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">4.20-4.50<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/david-samra\/\">David Samra, Artisan Partners<\/a><br \/>\n<em>So What is Wrong With European Banks?<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">4.50-5.20<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/richard-chilton\/\">Richard L. Chilton Jr.,\u00a0Chilton Investment Company<\/a><em><br \/>\nDurable Cash Generation<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">5.20-6.00<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/joel-greenblatt\/\">Joel Greenblatt, Gotham Asset Management<\/a><br \/>\n<i>&#8220;The Evolution of Value Investing&#8221;<br \/>\n<\/i>Fireside Chat and Audience Q&amp;A\u00a0with <a href=\"https:\/\/www.valueinvest.com\/newyork\/richard-pzena\/\">Richard Pzena<\/a><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">6.00-7.00<\/td>\n<td><strong>Drinks reception<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"text-align: center;\"><strong>Partners:<\/strong><\/h2>\n<p><a href=\"https:\/\/valuewalkpremium.com\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-3125 size-full\" src=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20180824164845\/VWP_logo.jpg\" alt=\"\" width=\"253\" height=\"98\" \/><\/a><\/p>\n<p><a href=\"https:\/\/valueinvestorinsight.com\/content_info\/value-investor-digest-new-york-2019.aspx\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-3138 size-medium\" src=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20180901122807\/vii-logo-header-300x57.png\" alt=\"\" width=\"300\" height=\"57\" \/><\/a><br \/>\n<a href=\"https:\/\/www.boyarvaluegroup.com\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"size-full wp-image-3970 aligncenter\" src=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20190928124343\/Boyar-logo-cropped.png\" alt=\"\" width=\"213\" height=\"80\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The 2nd edition of Value Invest New York took place at The Times Center on December 3 2019. It featured renowned Value Investors from the United States as well as being a showcase for other Value Funds to talk about investment ideas from around the world. The speakers provided valuable insights into the methods and [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/3715"}],"collection":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/comments?post=3715"}],"version-history":[{"count":6,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/3715\/revisions"}],"predecessor-version":[{"id":3767,"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/pages\/3715\/revisions\/3767"}],"wp:attachment":[{"href":"https:\/\/www.valueinvest.com\/london\/wp-json\/wp\/v2\/media?parent=3715"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}