Hedge Fund Alpha will cover the 2025 Capstone Student Investment Conference, which will take place on Saturday, March 1, 2025, at The University of Alabama's Hewson Hall.
The Capstone Student Investment Conference brings together students and professionals from around the country who are passionate about investing and finance. Attendees will engage with a distinguished panel of speakers who will share expert insights—offering practical advice for today’s market and timeless strategies for the future. See the speaker list and agenda below.
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2025 Capstone Student Investment Conference Speakers
- Richard Cook, Partner and Portfolio Manager, Cook & Bynum Capital Management - See an in-depth article on Richard Cook’s presentation here.
- Carter Copeland, Chief Strategy and Performance Officer, CAE Inc. - See an in-depth article on Carter Copeland's presentation here.
- Django Davidson, Founding Partner, Portfolio Manager, Hosking Partners - See an in-depth article on Django Davidson’s presentation here.
- James Davolos, Portfolio Manager, Horizon Kinetics - See an in-depth article on James Davolos’s presentation here.
- C.T. Fitzpatrick, Founder, Chief Investment Officer, Vulcan Value Partners- See an in-depth article on C.T. Fitzpatrick's presentation here.
- Stan Majcher, Portfolio Manager and Principal, Hotchkis & Wiley - See an in-depth article on Stan Majcher’s presentation here.
- Daniel O’Keefe, Founding Partner, Lead Portfolio Manager, Artisan Partners Global Value Team - See an in-depth article on Daniel O’Keefe’s presentation here.
- Jennifer Reid, Partner, L Catterton - See an in-depth article on Jennifer Reid's presentation here.
- Robert Robotti, President, Chief Investment Officer, Robotti & Co. - See an in-depth article on Robert Robotti’s presentation here.
- Arvind Sanger, CEO, Portfolio Manager, Geosphere Capital - See an in-depth article on Arvind Sanger’s presentation here.
- Stephen Schurr, Senior Managing Director of Fundamental Equities and Portfolio Manager, Balyasny Asset Management - See an in-depth article on Stephen Schurr’s presentation here.
2025 Agenda
- 8:15 a.m. | Registration Opens
- 8:30 a.m. | Breakfast – Provided on-site
- 8:55 a.m. | Welcome – John Heins, Director, Fitzpatrick Center for Value Investing, University of Alabama; Editor-in-Chief and Publisher, Value Investor Insight
- 9:00 a.m. | Daniel O’Keefe – Scylla and Charybdis: The Odyssey of Value Investing
- 9:30 a.m. | Django Davidson – Capital-Cycle Investing and Platinum Group Metals
- 10:00 a.m. | James Davolos – Value Investing and Artificial Intelligence
- 10:30 a.m. | Refreshment/Networking Break
- 10:45 a.m. | Carter Copeland – A Different Lens on Companies and Investing
- 11:15 a.m. | Arvind Sanger – Swimming Against the Tide
- 11:45 a.m. | Jennifer Reid – What Private-Equity Investors Look For
- 12:15 noon | Lunch – Provided on-site
- CSIC Company Expo – Interact with a variety of companies eager to meet CSIC attendees
- 1:00 p.m. | Recent-Graduate Panel Discussion – Recent graduates pursuing careers in finance share their experiences
- 1:45 p.m. | Stephen Schurr – How a Committed Short Seller Goes Long
- 2:15 p.m. | Stan Majcher – Focusing on Where the Value Is
- 2:45 p.m. | Richard Cook – Looking for Familiar Businesses in Less-Familiar Markets
- 3:15 p.m. | Refreshment/Networking Break
- 3:30 p.m. | Robert Robotti – Value Traps Unchained!
- 4:00 p.m. | C.T. Fitzpatrick – An Enduring Approach for Turbulent Times