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Ben Graham VII 2020 Annual Conference: Gotham, Ariel And More

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Jacob Wolinsky
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Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.

Q1 2020 hedge fund letters, conferences and more

The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event.

 

Conference Dates: Wed. June 17 & Thurs. June 18

Ben Graham VII Annual Conference

 

8:30 AM | KEYNOTE PRESENTATION

Adam Barth

Director of Equity Research, Gotham Asset Management, LLC

  • How to make the process systematic
  • What seemed intuitive to them and testing it on the broader market
  • How much discretion of cash flow the company generates regardless of capital structure?
  • How do margins change over time relative to capital inputs in the business like working capital fixed capital?
  • Looking at accounting...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.