{"id":4101,"date":"2019-11-09T16:08:09","date_gmt":"2019-11-09T16:08:09","guid":{"rendered":"https:\/\/www.valueinvest.com\/newyork\/?page_id=4101"},"modified":"2026-08-26T12:54:44","modified_gmt":"2026-08-26T11:54:44","slug":"howard-marks-mastering-the-market-cycle","status":"publish","type":"page","link":"https:\/\/www.valueinvest.com\/newyork\/howard-marks-mastering-the-market-cycle\/","title":{"rendered":"Howard Marks: Mastering the Market Cycle"},"content":{"rendered":"

Howard Marks – Oaktree Capital<\/strong><\/span><\/h3>\n

Mastering the Market Cycle:
\n<\/strong><\/span>Fireside Chat and Audience Q&A Hosted by Scott Wapner of CNBC<\/strong><\/span><\/h3>\n

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\u00a0\u201cThe Evolution of Value Investing\u201d \u2013 a Fireside Chat and Audience Q&A\u00a0with Richard Pzena, Pzena Investment Management<\/strong><\/em><\/a><\/p>\n

 <\/p>\n

The full title of Howard’s book is:<\/strong>
\nMastering the Market Cycle: Getting the Odds on Your Side<\/a><\/strong>
\nand we highly recommend reading it.<\/strong><\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Tuesday, December 3rd 2019<\/strong><\/td>\n<\/tr>\n<\/thead>\n
7.30-8.30<\/td>\nRegistration and Breakfast<\/strong><\/td>\n<\/tr>\n
8.30-8.40<\/td>\nDavid Shapiro<\/a>\u00a0– Opening Remarks<\/em><\/strong><\/td>\n<\/tr>\n
8.40-9.10<\/td>\nThomas A. Russo, Gardner Russo & Gardner<\/strong><\/a>
\nLessons Learned from \u201cGlobal Value\u201d Equity Investing<\/em><\/strong><\/td>\n<\/tr>\n
9.10-9.40<\/td>\nGary Channon, Phoenix Asset Management Partners<\/a>
\nInvesting in a Post Brexit Britain<\/em>
\n<\/strong><\/td>\n<\/tr>\n
9.40-10.10<\/td>\nAlex Roepers, Atlantic Investment Management<\/a>
\nPutting Things in Perspective – Uncommon Values in Public Equities<\/em><\/strong><\/td>\n<\/tr>\n
10.10-10.40<\/td>\nMark Pearson, Arcus Investment<\/a>
\n<\/em><\/strong>Unprecedented Opportunity: Lessons of 30 Years of Value Investing in Japan<\/em><\/strong><\/td>\n<\/tr>\n
10.40-11.10<\/td>\nCoffee and networking break<\/strong><\/td>\n<\/tr>\n
11.10-11.40<\/td>\nJennifer Wallace, Summit Street Capital Management<\/a>
\nIt Ain\u2019t What You Don\u2019t Know That Gets You Into Trouble<\/em><\/strong><\/td>\n<\/tr>\n
11.40-12.00<\/td>\nBernard R. Horn Jr, Polaris Capital<\/a>
\nA Snapshot of Global Value Opportunities<\/em><\/strong><\/td>\n<\/tr>\n
12.00-12.30<\/td>\nDjango Davidson, Hosking Partners<\/a>
\nThe End of the Beginning or the Beginning of the End?
\nInvestment Opportunities Late in the Technology Cycle<\/em><\/strong><\/td>\n<\/tr>\n
12.30-1.10<\/td>\nMichael Mauboussin, BlueMountain Capital<\/a>
\n\u201cThoughtful Value Investing in a Complex World\u201d<\/em>
\nFireside Chat and Audience Q&A with Robert Hagstrom<\/em><\/strong><\/td>\n<\/tr>\n
1.10-2.10<\/td>\nLunch<\/strong><\/td>\n<\/tr>\n
2.10-2.30<\/td>\nAnthony Campagna, ISS EVA<\/strong><\/a>
\nValue Doesn’t Matter…<\/strong><\/em><\/td>\n<\/tr>\n
2.30-2.50<\/td>\nRory Kutisker-Jacobson – Orbis Allan Gray<\/a><\/strong>
\nInvesting Where Others Fear to Tread<\/strong><\/em><\/td>\n<\/tr>\n
2.50-3.20<\/td>\nC.T. Fitzpatrick, Vulcan Value Partners<\/a>
\nDoes Valuation Matter Anymore?
\n<\/em><\/strong><\/td>\n<\/tr>\n
3.20-3.50<\/td>\nKeith Ashworth-Lord, Sanford DeLand Asset Management<\/a>
\n\u201cPutting Buffettology into Practice\u201d \u2013 A Stock Idea and a Discussion
\nof the<\/em>\u00a0Principles of Buffettology with Mary Buffett<\/em>
\n<\/strong><\/td>\n<\/tr>\n
3.50-4.20<\/td>\nCoffee and networking break<\/strong><\/td>\n<\/tr>\n
4.20-4.50<\/td>\nDavid Samra, Artisan Partners<\/a>
\nSo What is Wrong With European Banks?<\/em><\/strong><\/td>\n<\/tr>\n
4.50-5.20<\/td>\nRichard L. Chilton Jr.,\u00a0Chilton Investment Company<\/a>
\nA Private Equity Approach to Investing in High-Quality Stocks\u00a0<\/em><\/strong><\/td>\n<\/tr>\n
5.20-6.00<\/td>\nJoel Greenblatt, Gotham Asset Management<\/a>
\n“The Evolution of Value Investing”
\n<\/i>Fireside Chat and Audience Q&A\u00a0with Richard Pzena<\/strong><\/td>\n<\/tr>\n
6.00-7.00<\/td>\nDrinks reception<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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\u00a0\u201cThe Evolution of Value Investing\u201d \u2013 a Fireside […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-4101","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/4101","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/comments?post=4101"}],"version-history":[{"count":19,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/4101\/revisions"}],"predecessor-version":[{"id":7746,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/4101\/revisions\/7746"}],"wp:attachment":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/media?parent=4101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}