Value Invest

Value Invest New York – December 3rd 2019

The 2nd edition of Value Invest New York took place at The Times Center on December 3 2019. It featured renowned Value Investors from the United States as well as being a showcase for other Value Funds to talk about investment ideas from around the world. The speakers provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offered specific investment ideas.

OVERVIEW VIDEO – VALUE INVEST NEW YORK 2019

Photos from Value Invest New York 2019

 

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
“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 Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble
11.40-12.00 Bernard R. Horn Jr, Polaris Capital
Methanex Corporation:  A Global Value Opportunity
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
Durable Cash Generation
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

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