| Tuesday, December 3rd 2019 | |
| 7.30-8.30 | Registration and Breakfast |
| 8.30-8.40 | David Shapiro – Opening Remarks |
| 8.40-9.10 | Thomas A. Russo, Gardner Russo & Gardner Lessons Learned from “Global Value” Equity Investing |
| 9.10-9.40 | Gary Channon, Phoenix Asset Management Partners Presentation Title TBC |
| 9.40-10.10 | Alex Roepers, Atlantic Investment Management Putting Things in Perspective – Uncommon Values in Public Equities |
| 10.10-10.40 | Mark Pearson, Arcus Investment Unprecedented Opportunity: Lessons of 30 Years of Value Investing in Japan |
| 10.40-11.10 | Coffee and networking break |
| 11.10-11.40 | Jennifer Wallace, Summit Street Asset Management It Ain’t What You Don’t Know That Gets You Into Trouble |
| 11.40-12.00 | Bernard R. Horn Jr, Polaris Capital A Snapshot of Global Value Opportunities |
| 12.00-12.30 | Django Davidson, Hosking Partners The End of the Beginning or the Beginning of the End? Investment Opportunities Late in the Technology Cycle |
| 12.30-1.10 | Michael Mauboussin, BlueMountain Capital Fireside Chat and Audience Q&A with Robert Hagstrom, EquityCompass Strategies |
| 1.10-2.10 | Lunch |
| 2.10-2.30 | Anthony Campagna, ISS EVA Value Doesn’t Matter… |
| 2.30-2.50 | Rory Kutisker-Jacobson – Orbis Allan Gray Investing Where Others Fear to Tread |
| 2.50-3.20 | C.T. Fitzpatrick, Vulcan Value Partners Does Valuation Matter Anymore? |
| 3.20-3.50 | Keith Ashworth-Lord, Sanford DeLand Asset Management “Putting Buffettology into Practice” – A Stock Idea and a Discussion of the Principles of Buffettology with Mary Buffett |
| 3.50-4.20 | Coffee and networking break |
| 4.20-4.50 | David Samra, Artisan Partners So What is Wrong With European Banks? |
| 4.50-5.20 | Richard L. Chilton Jr., Chilton Investment Company A Private Equity Approach to Investing in High-Quality Stocks |
| 5.20-6.00 | Joel Greenblatt, Gotham Asset Management “The Evolution of Value Investing” – Fireside Chat and Audience Q&A with Richard Pzena, Pzena Investment Management |
| 6.00-7.00 | Drinks reception |
