The 13th Annual Ben Graham Conference took place on Tuesday, June 23, 2026 at Fordham Law School’s Skadden Conference Center in New York City. Hosted by CFA Society New York (CFANY), this full-day event brought together portfolio managers, analysts, and allocators exploring the current landscape of value investing at home and abroad, including the latest developments, key challenges, and emerging opportunities as volatility returns to markets. Panels and fireside chats span US value, credit and alternatives, international value, and asset allocation, with featured conversations led by Consuelo Mack of WealthTrack alongside value investing veterans Charles Royce and John Spears.
Also see: 2025 Ben Graham Conference: Schafer Cullen, Royce, Robotti, Yardeni & More [Full PDF Report]
Event Details
- Event: 13th Annual Ben Graham Conference
- Date: Tuesday, June 23, 2026, 8:00 AM – 6:00 PM ET
- Venue: Fordham Law School, Skadden Conference Center (Constantino & Bateman Rooms, 2nd Floor), New York City
- Host: CFA Society New York (CFANY)
- Cost: $80 members / $160 non-members
- Audience: Value investors, portfolio managers, analysts, and allocators
2026 Agenda
8:00 AM Registration & Breakfast
8:45 AM Welcome Remarks
- Andrew Auslander, CFA, Managing Principal, Agile Financial LLC
- Paul Johnson, Head of Fordham University’s Gabelli Center for Global Security Analysis
8:52 AM Keynote Speaker
- Brian Belski, Founder, CEO & CIO, Humilis Investment Strategies
- Introduction by Janet Mangano, Former Senior Portfolio Manager, PNC Wealth
See: Brian Belski Says a Small-Cap Storm Is Coming as the Secular Bull Runs Toward 2034
9:25 AM Panel Discussion: US Value
- Evan Simonoff, Editor-in-Chief, Financial Advisor Magazine (Moderator)
- Christopher M. D’Agnes, CFA, Partner & Portfolio Manager, Hamlin Capital Management, LLC
- Anuca Laudat, CFA, Portfolio Manager, Schafer Cullen Capital Management
- Christina Malbon, CFA, Portfolio Manager, Patient Capital Management
- Justin Menne, CFA, Portfolio Manager, Head of Equities, Harbor Capital Advisors
- Jennifer Wallace, Co-Founder & Chief Investment Officer, Summit Street Capital Management, LLC
See: US Value Panel Hunts Cash-Rich Stocks From Penske to Signet as AI Upends the Market
10:35 AM Coffee Break
10:45 AM Panel Discussion: Credit & Alternatives
- Evan Deussing, CIMA, SVP, Head of Revenue, Alto (Moderator)
- Charles Cameron, Deputy Portfolio Manager, Van Eck
- Steve Beckett, CFA, CAIA, Executive Vice President, Head of Product Development, PIMCO
- Martin Fridson, CFA, Chief Investment Officer, Lehmann, Livian, Fridson Advisors, LLC
- Rance Gregory, President & Chief Executive Officer, Northmarq Fund Management
- Elham Saeidinezhad, Ph.D., Professor, Colin Powell School | CCNY
- Elle Sisco, CFA, CAIA, Portfolio Manager & Lead Portfolio Strategist, Napier Park Global Capital
12:00 PM Lunch
1:00 PM Fireside Chat
- John D. Spears, Managing Director, Tweedy, Browne
- Consuelo Mack, Executive Producer / Host, Consuelo Mack WealthTrack (Interviewer)
See: Tweedy Browne’s John Spears on Why Following Insider Buying Beats the Market
1:30 PM Fireside Chat
- Charles Royce, Founder, Royce Investment Partners
- Consuelo Mack, Executive Producer / Host, Consuelo Mack WealthTrack (Interviewer)
See: Chuck Royce on Small-Cap’s Lost Decade, Compounding and Screening With AI
2:10 PM Panel Discussion: Allocators
- William Johnson, Reporter, Citywire (Moderator)
- Mervin Burton, CFA, Partner, Head of Research, Beatrice Advisors
- Christopher Haarstick, VP, Sr. Portfolio Manager, Bell Wealth
- Kenneth Miranda, CFA, Chief Investment Officer, Cornell University
- Thomas Quinn, CFA, Managing Director / Senior PM, Xponance
- Irvin Schlussel, Chief Investment Officer, Diamond Family Office
See: Allocators on Investing a Frothy Market: Diversifiers, Private-Credit Discounts and the Fading 60/40
3:20 PM Coffee Break
3:30 PM Panel Discussion: International Value
- David Marcus, Founder / CEO, Evermore Global Advisors (Moderator)
- Julien Albertini, Deputy Head of Global Value and Portfolio Manager, First Eagle Investments
- Mark Cooper, CFA, Chief Investment Officer & Co-Owner, MAC Alpha Capital Management
- Christine Phillpotts, CFA, Portfolio Manager, Emerging Markets Equities, Ariel Investments
- Isaac Schwartz, Portfolio Manager, Robotti & Company Advisors, LLC
See: International Value Investors Say Small-Cap and Emerging Markets Are the Cheapest in 55 Years
4:35 PM Award Ceremony
- Robert Robotti, President & CIO, Robotti & Company Advisors, LLC (Recipient)
See: Bob Robotti on Why Inflation, Not the Fed, Will Decide the Next Decade of Value
5:00 PM Closing Remarks
5:05 PM Networking Reception
Frequently Asked Questions
When is the 13th Annual Ben Graham Conference?
The conference is held on Tuesday, June 23, 2026, from 8:00 AM to 6:00 PM ET.
Where is the Ben Graham Conference held?
The 2026 event takes place at Fordham Law School’s Skadden Conference Center in New York City.
Who hosts the Ben Graham Conference?
The conference is hosted by CFA Society New York (CFANY).
How much does it cost to attend?
Registration is $80 for CFANY members and $160 for non-members.
What topics does the conference cover?
The agenda covers value investing through panels on US value, credit and alternatives, allocators, and international value, plus keynote and fireside chat sessions and an award ceremony.
