Value Invest New York
Agenda

March 19, 2026

7.45–8.45

Registration and breakfast

Moderated by Paula Robinson from WTW

8.45-9.00

Paula Robinson – WTW
Introduction

9.00-9.20

Cole Smead – Smead Capital Management
The Investment Excitement Ratio 
and Roche for the Win

9.20-9.50

Brian Louko – Artisan Partners
Taking Flight with Global Special Situations

9.50-10.10

Richard Garstang – Oldfield Partners
The Bloomberg of Oil Services

10.10-10.40

Simon Adler – Schroders
Do Not Adjust Your Set: Japanese TV is Screening Value

10.40-11.10

Coffee and Networking Break

11.10-11.40

Rui Cardoso – Beutel Goodman
Is Health Care in the ICU?

11.40-12.00

Ned Reeves – Juniper Investment Company
Investing in the Skills Gap

12.00-12.20

Amit Wadhwaney – Moerus Capital Management
Trouble is Opportunity

12.20-12.40

Christy Siegel Malbon – Patient Capital Management
The Discipline of Discomfort

12.40-1.00

Jeff Everett – Tectonic Investors
Profits from Independence

1.00-2.00

Lunch

Moderated by John Heins from Value Investor Insight

2.00-2.40

Mario Gabelli – GAMCO Investors
Fireside Chat and Audience Q&A with John Heins

2.40-3.00

Jonathan Boyar – Boyar Value Group
Presentation Title TBC

3.00-3.20

Jennifer Wallace – Summit Street Capital Management
Value investing in the age of AI (revenge of the old economy)​

3.20-3.50

Coffee and Networking Break

3.50-4.10

Christine Phillpotts – Ariel Investments
Emerging Markets: Busting the Myths

4.10-4.30

Dan Babkes – Pzena Investment Management Humana – A Classic Value Opportunity

4.30-5.15

John W. Rogers Jr. – Ariel Investments
Fireside Chat and Audience Q&A with Jonathan Boyar

5.15-6.45

Drinks reception with hors d’oeuvres

Read more about the speakers at VINY

VIEW THE SPEAKERS