The inaugural edition of Value Invest New York took place at the Metropolitan Club on December 4 2018. 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.
WITH THANKS TO OUR MEDIA PARTNERS
2018 GALLERY
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VINY 2018 AGENDA
7.30–8.30
Registration and breakfast
8.30–8.40
David Shapiro – Willis Towers Watson
Opening Remarks
8.40–9.10
David Iben – Kopernik Global Investors
The Value of Being Approximately Right in a
Market that Appears to be Increasingly Precisely Wrong
9.10–9.40
Ronald Chan – Chartwell Capital
Finding a Spark in Japan
9.40–10.10
Rajiv Jain – GQG Partners
The Outsider’s View: “Value” Investing Through the Eyes of a Quality Growth Investor
10.10–10.40
Jonathan Mills – Metropolis Capital
Finding a Golden Nugget in a Muddy River
10.40–11.00
Jonathan Boyar – Boyar Value Group
The Investment Case for Orphaned Equities
11.00–11.30
Coffee and networking break
11.30–12.00
Nigel Waller & Andrew Goodwin – Oldfield Partners
Value Investing in an Age of Disruption
12.00–12.30
Robert Hagstrom – EquityCompass Strategies
How To Become A Self-Transforming Investor: Closing the Gap on an Increasingly Complex Financial World
12.30–13.10
Joel Greenblatt – Gotham Asset Management
If Value Investing isn’t Dead, Where Did it Go?
13.10–14.20
Lunch
14.20–14.40
Ben Preston – Orbis Investments
Vale: Blue Sky Mine
14.40–15.00
Bernard R. Horn Jr – Polaris Capital
A Snapshot of Global Value Opportunities
15.00–15.30
Álvaro Guzmán de Lázaro & Fernando Bernad Marasse – azValor Asset Management
Buying Deeply Undervalued Real Assets
15.30–16.00
Andrew Wellington – Lyrical Asset Management
Value Hidden in Plain Sight
16.00–16.30
Richard L. Chilton Jr. – Chilton Investment Company
A Private Equity Approach to Investing in High-Quality Stocks
16.30–17.00
Matt McLennan – First Eagle Investment Management
The Value of Scarcity and Resilience
17.00–17.45
Howard Marks – Oaktree Capital
Mastering the Market Cycle: Fireside Chat and Audience Q&A Hosted by Scott Wapner of CNBC