Value Invest

Agenda

Important – please note the dress code at the Metropolitan Club of NYC: Gentlemen are required to wear jackets and ties at all times (turtlenecks and ascots are not acceptable). Appropriate attire for ladies is dresses, skirts, dressy pant suits and business pant suits. http://www.metropolitanclubnyc.org/House-Rules

Tuesday, December 4th 2018
7.30-8.30 Registration and Breakfast
8.30-8.40 David Shapiro, Willis Towers WatsonOpening 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 CapitalFinding 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 CapitalFinding 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 PartnersValue Investing in an Age of Disruption
12.00-12.30 Robert Hagstrom, EquityCompass StrategiesHow To Become A Self-Transforming Investor: Closing the Gap on an Increasingly Complex Financial World
12.30-1.10 Joel Greenblatt, Gotham Asset Management – If Value Investing isn’t Dead, Where Did it Go?
1.10-2.20 Lunch
2.20-2.40 Ben Preston, Orbis InvestmentsVale: Blue Sky Mine
2.40-3.00 Bernard R. Horn Jr, Polaris CapitalA Snapshot of Global Value Opportunities
3.00-3.30 Álvaro Guzmán de Lázaro & Fernando Bernad Marasse, azValor Asset Management
Buying Deeply Undervalued Real Assets
3.30-4.00 Andrew Wellington, Lyrical Asset ManagementValue Hidden in Plain Sight
4.00-4.30 Richard L. Chilton Jr., Chilton Investment Company
A Private Equity Approach to Investing in High-Quality Stocks
4.30-5.00 Matt McLennan, First Eagle Investment Management – The Value of Scarcity and Resilience
5.00-5.45 Howard Marks, Oaktree Capital
Mastering the Market Cycle: Fireside Chat and Audience Q&A Hosted by Scott Wapner of CNBC
5.45-6.45 Drinks reception

* The agenda is subject to change