{"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":"2019-11-19T21:08:49","modified_gmt":"2019-11-19T21:08:49","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":"<h3 style=\"text-align: center;\"><span style=\"color: #000000;\"><strong>Howard Marks &#8211; Oaktree Capital<\/strong><\/span><\/h3>\n<h3 style=\"text-align: center;\"><span style=\"color: #800000;\"><strong>Mastering the Market Cycle:<br \/>\n<\/strong><\/span><span style=\"color: #800000;\"><strong>Fireside Chat and Audience Q&amp;A Hosted by Scott Wapner of CNBC<\/strong><\/span><\/h3>\n<p style=\"text-align: center;\">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<a href=\"https:\/\/www.valueinvest.com\/newyork\/agenda\/\" target=\"_blank\" rel=\"noopener\"><em><strong>\u201cThe Evolution of Value Investing\u201d \u2013 a Fireside Chat and Audience Q&amp;A\u00a0with Richard Pzena, Pzena Investment Management<\/strong><\/em><\/a><\/p>\n<p><center><iframe src=\"https:\/\/player.vimeo.com\/video\/372218189\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/center>&nbsp;<\/p>\n<p style=\"text-align: center;\"><strong>The full title of Howard&#8217;s book is:<\/strong><br \/>\n<strong><a href=\"https:\/\/www.amazon.com\/Mastering-Market-Cycle-Getting-odds\/dp\/1473680379\" target=\"_blank\" rel=\"noopener\">Mastering the Market Cycle: Getting the Odds on Your Side<\/a><\/strong><br \/>\n<strong>and we highly recommend reading it.<\/strong><\/p>\n<p><a href=\"https:\/\/www.amazon.com\/Mastering-Market-Cycle-Getting-Odds\/dp\/1328479250\/ref=sr_1_1?crid=YYVCG71CRM3Y&amp;keywords=mastering+the+market+cycle&amp;qid=1573400701&amp;sprefix=mastering+the+ma%2Caps%2C332&amp;sr=8-1\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-4118 size-medium\" src=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20191110150059\/Screenshot-2019-11-10-at-15.00.48-200x300.png\" alt=\"\" width=\"200\" height=\"300\" srcset=\"https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20191110150059\/Screenshot-2019-11-10-at-15.00.48.png 200w, https:\/\/cdn.valueinvest.com\/wp-content\/uploads\/sites\/2\/20191110150059\/Screenshot-2019-11-10-at-15.00.48.png 517w\" sizes=\"(max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<table class=\"programmeTbl\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\">\n<thead>\n<tr>\n<td style=\"padding: 8px 10px; border-right: 1px solid #D7D7D7;\" colspan=\"2\"><strong>Tuesday, December 3rd 2019<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"width: 75px; text-align: center;\">7.30-8.30<\/td>\n<td><strong>Registration and Breakfast<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">8.30-8.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/current-event\/#2082\">David Shapiro<\/a>\u00a0&#8211; <em>Opening Remarks<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">8.40-9.10<\/td>\n<td><a href=\"https:\/\/www.valueinvest.com\/newyork\/current-event\/#2870\"><strong>Thomas A. Russo, Gardner Russo &amp; Gardner<\/strong><\/a><br \/>\n<strong><em>Lessons Learned from \u000b\u201cGlobal Value\u201d Equity Investing<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">9.10-9.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3965\">Gary Channon, Phoenix Asset Management Partners<\/a><br \/>\n<em>Investing in a Post Brexit Britain<\/em><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">9.40-10.10<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3589\">Alex Roepers, Atlantic Investment Management<\/a><br \/>\n<em>Putting Things in Perspective &#8211; Uncommon Values in Public Equities<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 75px; text-align: center;\">10.10-10.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/current-event\/#3279\">Mark Pearson, Arcus Investment<\/a><em><br \/>\n<\/em><\/strong><strong><em>Unprecedented Opportunity: Lessons of 30 Years of Value Investing in Japan<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">10.40-11.10<\/td>\n<td><strong>Coffee and networking break<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">11.10-11.40<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#4001\">Jennifer Wallace, Summit Street Asset Management<\/a><em><br \/>\nIt Ain\u2019t What You Don\u2019t Know That Gets You Into Trouble<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">11.40-12.00<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/current-event\/#2860\">Bernard R. Horn Jr, Polaris Capital<\/a><br \/>\n<em>A Snapshot of Global Value Opportunities<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">12.00-12.30<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#4004\">Django Davidson, Hosking Partners<\/a><br \/>\n<em>The End of the Beginning or the Beginning of the End?<br \/>\nInvestment Opportunities Late in the Technology Cycle<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">12.30-1.10<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3514\">Michael Mauboussin, BlueMountain Capital<\/a><br \/>\n<em>\u201cThoughtful Value Investing in a Complex World\u201d<\/em><br \/>\n<em>Fireside Chat and Audience Q&amp;A with Robert Hagstrom<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">1.10-2.10<\/td>\n<td><strong>Lunch<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2.10-2.30<\/td>\n<td><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#4095\"><strong>Anthony Campagna, ISS EVA<\/strong><\/a><br \/>\n<em><strong>Value Doesn&#8217;t Matter&#8230;<\/strong><\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2.30-2.50<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#4041\">Rory Kutisker-Jacobson &#8211; Orbis Allan Gray<\/a><\/strong><br \/>\n<em><strong>Investing Where Others Fear to Tread<\/strong><\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2.50-3.20<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3510\">C.T. Fitzpatrick, Vulcan Value Partners<\/a><em><br \/>\nDoes Valuation Matter Anymore?<br \/>\n<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">3.20-3.50<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3864\">Keith Ashworth-Lord, Sanford DeLand Asset Management<\/a><br \/>\n<em>\u201cPutting Buffettology into Practice\u201d \u2013 A Stock Idea and a Discussion<br \/>\nof the<\/em>\u00a0<em>Principles of Buffettology with Mary Buffett<\/em><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">3.50-4.20<\/td>\n<td><strong>Coffee and networking break<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">4.20-4.50<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3854\">David Samra, Artisan Partners<\/a><br \/>\n<em>So What is Wrong With European Banks?<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">4.50-5.20<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/current-event\/#2888\">Richard L. Chilton Jr.,\u00a0Chilton Investment Company<\/a><em><br \/>\nA Private Equity Approach to Investing in High-Quality Stocks\u00a0<\/em><\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">5.20-6.00<\/td>\n<td><strong><a href=\"https:\/\/www.valueinvest.com\/newyork\/speakers\/2019\/#3083\">Joel Greenblatt, Gotham Asset Management<\/a><br \/>\n<i>&#8220;The Evolution of Value Investing&#8221;<br \/>\n<\/i>Fireside Chat and Audience Q&amp;A\u00a0with Richard Pzena<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">6.00-7.00<\/td>\n<td><strong>Drinks reception<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Howard Marks &#8211; Oaktree Capital Mastering the Market Cycle: Fireside Chat and Audience Q&amp;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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/4101"}],"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":18,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/4101\/revisions"}],"predecessor-version":[{"id":4219,"href":"https:\/\/www.valueinvest.com\/newyork\/wp-json\/wp\/v2\/pages\/4101\/revisions\/4219"}],"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}]}}