Howard Marks – Oaktree Capital
Mastering the Market Cycle:
Fireside Chat and Audience Q&A Hosted by Scott Wapner of CNBC
At the next conference on December 3rd 2019 Joel Greenblatt of Gotham Asset Management will be participating in a similar style of session to the one below, titled “The Evolution of Value Investing” – a Fireside Chat and Audience Q&A with Richard Pzena, Pzena Investment Management
The full title of Howard’s book is:
Mastering the Market Cycle: Getting the Odds on Your Side
and we highly recommend reading it.
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 Investing in a Post Brexit Britain |
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 “Thoughtful Value Investing in a Complex World” Fireside Chat and Audience Q&A with Robert Hagstrom |
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 |
6.00-7.00 | Drinks reception |