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 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 |
| 12.30-1.10 | 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 Investments – Vale: Blue Sky Mine |
| 2.40-3.00 | Bernard R. Horn Jr, Polaris Capital – A 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 Management – Value 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
