The 10th Annual New York Value Investing Congress takes place in New York on September 8th and September 9th 2014. ValueWalk will be providing coverage of the event, however, with a little twist this year. In the past, we have provided both live coverage and follow up analysis of the Value Investing Congress. This year there is a media embargo which lasts until the Congress ends on day two (september 9th). All our posts will be going up when the embargo is over and readers will be able to find ALL our coverage linked on this post, no need to search the site. However, we always encourage readers to sign up for our free newsletter to get the coverage delivered to your inbox.
Below is the full Value Investing Congress line up and topic of presentation, however, no coverage will be up until the embargo is up. Check it out below. Also, while waiting check out some exclusive coverage we have on one of the keynote speakers Lee Cooperman here Q1 2014 letter ‘Bull Markets Don’t Die Of Old Age’: Omega Advisors
Also see: FutureAdvisor Offers Asset Management Services In A Low-Fee World
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All slides from the Value Investing Congress can be found on the speaker posts or at this link right here
Value Investing Congress: Speaker list
- Leon Cooperman, Omega Advisors
“Are Equities Still the Best House in the Financial Asset Neighborhood?”
- Alexander Roepers, Atlantic Investment Management
“Global Value Investment Opportunities”
- Jeffrey Smith, Starboard Value
"Using Board Dynamics to Enhance Shareholder Returns”
- Sahm Adrangi, Kerrisdale Capital Management
"Misunderstood Situations"
- David Hurwitz, SC Fundamental
“Activist Investing in Korea”
- Carson Block, Muddy Waters Research
“Shorting Against Blue Pill Investing”
- Andrew Left, Citron Research
“The Myth of Zulia”
- Amitabh Singhi, Surefin lnvestments
"Opportunity India: Myth or Magic?”
- Michael Kao, Akanthos Capital
“Multiple ZONES of Optionality”
- Guy Gottfried, Rational Investment Group
"Off the Radar: More Underfollowed Gems”
- Adam Crocker, Metropolitan Capital Advisors
"Invert, Always Invert: Finding Value Through Implied Expectations"
- Whitney Tilson, Kase Capital
“My Favorite Idea”
- John Lewis, Osmium Partners
“Compounders & Engagement: A Double- Barreled Focus on Value Creation”
- Tim Eriksen, Eriksen Capital Management
“Add a Little Ick to the Mix”
- Marcelo P. Lima, Heller House
"An Owner-operator to Rally Around”
- Cliff Remily, Northwest Priority Capital
"Ignore the Noise — Focus on Priorities"
- Mike Wood
“Samsung Electronics: The Unsung Hero”
The full Value Investing Congress 2014 agenda can be found below
Value Investing Congress day one September 8th
8:30 am – 9:10 am
Multiple ZONES of Optionality
Michael Kao, Akanthos Capital
9:10 am – 9:50 am
Global Value Investment Opportunities
Alexander Roepers, Atlantic Investment Management
9:50 am – 10:30 am
“Invert, Always Invert”: Finding Value Through Implied Expectations
Adam Crocker, Metropolitan Capital Advisors
10:30 am – 10:50 am
Refreshment Break
10:50 am – 11:30 am
Activist Investing in Korea
David Hurwitz, SC Fundamental
11:30 am – 12:10 pm
Are Equities Still the Best House in the Financial Asset Neighborhood?
Leon Cooperman, Omega Advisors
12:10 pm – 1:30 pm
Lunch (On Your Own)
1:30 pm – 2:10 pm
Misunderstood Situations
Sahm Adrangi, Kerrisdale Capital Management
2:10 pm – 2:50 pm
An Owner-operator to Rally Around
Marcelo P. Lima, Heller House
2:50 pm – 3:30 pm
Shorting Against Blue Pill Investing
Carson Block, Muddy Waters Research
3:30 pm – 3:50 pm
Refreshment Break
3:50 pm – 4:30 pm
Opportunity India: Myth or Magic?
Amitabh Singhi, Surefin lnvestments
4:30 pm – 5:10 pm
Off the Radar: More Underfollowed Gems
Guy Gottfried, Rational Investment Group
5:15 pm – 6:45 pm
Networking Reception
Tinker Auditorium (Up one floor)
Value Investing Congress day 2 (September 9th)
8:30 am – 9:10 am
Add a Little Ick to the Mix
Tim Eriksen, Eriksen Capital Management
9:10 am – 9:50 am
The Myth of Zulia
Andrew Left, Citron Research
9:50 am – 10:30 am
Using Board Dynamics to Enhance Shareholder Returns
Jeffrey Smith, Starboard Value, LP
10:30 am – 10:50 am
Refreshment Break
10:50 am – 11:30 am
Compounders & Engagement: A Double-Barreled Focus on Value Creation
John Lewis, Osmium Partners
11:30 am – 12:10 pm
The Education of a Value Investor
Guy Spier, Aquamarine Fund
1:30 pm – 2:10 pm
Samsung Electronics: The Unsung Hero
Mike Wood
2:10 pm – 2:50 pm
Ignore the Noise — Focus on Priorities
Cliff Remily, Northwest Priority Capital
2:50 pm – 3:30 pm
My Favorite Idea
Whitney Tilson, Kase Capital
