Value Invest



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