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
7.30-8.30Registration and Breakfast
8.30-8.40David Shapiro – Opening Remarks
8.40-9.10Thomas A. Russo, Gardner Russo & Gardner
“Global Value” Equity Investing
9.10-9.40Gary Channon, Phoenix Asset Management Partners
Investing in a Post Brexit Britain
9.40-10.10Alex Roepers, Atlantic Investment Management
Putting Things in Perspective: Uncommon Values in Public Equities
10.10-10.40Mark Pearson, Arcus Investment
Unprecedented Opportunity: Lessons of 30 Years of Value Investing in Japan
10.40-11.10Coffee and networking break
11.10-11.40Jennifer Wallace, Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble
11.40-12.00Bernard R. Horn Jr, Polaris Capital
Methanex Corporation:  A Global Value Opportunity
12.00-12.30Django Davidson, Hosking Partners
The End of the Beginning or the Beginning of the End?
Investment Opportunities Late in the Technology Cycle
12.30-1.10Michael Mauboussin, BlueMountain Capital
“Thoughtful Value Investing in a Complex World”
Fireside Chat and Audience Q&A with Robert Hagstrom
1.10-2.10Lunch
2.10-2.30Anthony Campagna, ISS EVA
Value Doesn’t Matter…
2.30-2.50Rory Kutisker-Jacobson – Orbis Allan Gray
Investing Where Others Fear to Tread
2.50-3.20C.T. Fitzpatrick, Vulcan Value Partners
Does Valuation Matter Anymore?
3.20-3.50Keith Ashworth-Lord, Sanford DeLand Asset Management
“Putting Buffettology into Practice” – A Stock Idea and a Discussion
of the
 Principles of Buffettology with Mary Buffett
3.50-4.20Coffee and networking break
4.20-4.50David Samra, Artisan Partners
So What is Wrong With European Banks?
4.50-5.20Richard L. Chilton Jr., Chilton Investment Company
Durable Cash Generation
5.20-6.00Joel Greenblatt, Gotham Asset Management
“The Evolution of Value Investing”
Fireside Chat and Audience Q&A with Richard Pzena
6.00-7.00Drinks reception

Partners: