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2019 Ben Graham Conference Notes: Cooperman, Greenblatt, Pzena, Nygren, Verdad And More

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Jacob Wolinsky
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Notes from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. The Ben Graham VI Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference features panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned, and much more!

This article was updated 7/11 with a lot more coverage

Q1 hedge fund letters, conference, scoops etc

2019 Ben Graham VI Annual Conference

Keynote Presentation

Leon Cooperman

Chairman, CEO, Founder, Omega Advisors

  • Family office, retired, no clients
  • Leave when your up, don’t take away assets from your investors
  • Very hard work, luck, intuition
  • Intuition – quitting dental school in 8 days
  • Interviewing 1966, 16 job offers, Goldman, not the best offer at the time

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid