Menu
March 26, 2025
7.45–8.45
Registration and breakfast
Opening session – Moderated by Paula Robinson from WTW
8.45–9.00
Paula Robinson – WTW
Opening Remarks
9.00–9.30
David Samra – Artisan Partners
Quality Arbitrage
9.30–10.00
Django Davidson – Hosking Partners
Rolling in the Deep: The Capital Cycle in PGMs
10.00–10.30
Dave Iben – Kopernik Global Investors
Shallow Hal and the Art of Investing
10.30-11.00
Morning Coffee and Networking break
Second session – Moderated by John Heins from Value Investor Insight
11.00–11.30
Jennifer Wallace – Summit Street Capital Management
Focus on Financial Inevitabilities Not Noise
11.30-12.00
Anand Vasagiri – Artisan Partners
Euphoria, Naming Games, and Playing Ostrich
12.00-12.30
C.T. Fitzpatrick – Vulcan Value Partners
Value vs. Growth or Value & Growth
12.30-12.50
Bernard R. Horn, Jr. – Polaris Capital Management
A “Sweet” Deal for Value Investors
12.50-1.00
Whitney Tilson – New York City Mayoral Candidate
New York City: A Classic Value Investing Turnaround
1.00-2.00
Lunch
Third session – Moderated by David Salem from Hedgeye
2.00-2.40
Andrew McDermott – Mission Value Partners
Big in Japan: Templeton, Buffett and Tennessee – Fireside Chat and Audience Q&A with David Salem
2.40-3.00
Andrew Wellington – Lyrical Asset Management
Finding the Gems Amid the Junk
3.00-3.20
Kim Shannon – Sionna Investment Managers
Looking Back to Move Forward: How Lessons from History can Help Navigate Today’s Market
3.20-3.50
Afternoon Tea and Networking break
Final session – Moderated by Paula Robinson from WTW
3.50-4.10
Samantha McLemore – Patient Capital Management
Winning Big and Thinking Bigger: Investing Over Decades with Bill Miller
4.10-4.30
Jeff Everett – Tectonic Investors
The Innovation of Chinese Energy:
A Bridge from the Past to the Future
4.30-5.15
Rich Pzena – Pzena Investment Management
Joel Greenblatt – Gotham Asset Management
Fireside Chat and Audience Q&A
Joel will join virtually with Rich in-person
5.15-6.30
Drinks reception with hors d’oeuvres
© Value Invest 2021
