Value Invest New York
Preliminary Agenda

March 19, 2026

8.00–9.00

Registration and breakfast

Moderated by Paula Robinson from WTW

9.00-9.15

Paula Robinson – WTW
Introduction

9.15-9.35

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

9.35-9.55

Richard Garstang – Oldfield Partners
The Bloomberg of Oil Services

9.55-10.25

Brian Louko – Artisan Partners
Taking Flight with Global Special Situations

10.25-10.55

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

10.55-11.30

Coffee and Networking Break

11.30-11.50

Amit Wadhwaney – Moerus Capital Management
Trouble is Opportunity

11.50-12.20

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

12.20-12.40

TBC

12.40-1.00

TBC

1.00-2.00

Lunch

Moderated by John Heins from Value Investor Insight

2.00-2.40

TBC – Fireside Chat and Audience Q&A

2.40-3.00

Christine Phillpotts – Ariel Investments
Presentation Title TBC

3.00-3.20

Jennifer Wallace – Summit Street Capital Management
Presentation Title TBC

3.20-4.15

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

4.15-5.45

Drinks reception with hors d’oeuvres

Read more about the speakers at VINY

VIEW THE SPEAKERS