V červnu letošního roku jsme se opět dočkali pokračování pravidelné akcie pořádané CFA Society v New Yorku, tentokráte nazvané Ben Graham VIII Annual Conference, která byla již tradičně zaměřena na value investování. Na konferenci vystoupila řada významných value investorů. Hovořilo se především o současném stavu value investování (domácím i mezinárodním) a výzvách a příležitostech v této oblasti. CFA Institute zpřístupnil po několika měsících záznamy z konference široké veřejnosti. Archiv videí naleznete ZDE, několik odkazů na zajímavé prezentace potom níže.
Kdo na konferenci vystoupil?
- David J. Breazzano (Co – founder, DDJ)
- Erik Codington (MUFG’s award winning Project Finance Group in the Americas)
- Katrina Dudley (Senior Vice President, Investment Strategist and Portfolio Manager, Franklin Mutual Series)
- Kurt Feuerman (Chief Investment Officer, Select US Equity Portfolios)
- Ross Frankenfield (Managing Director, Harbor Capital Advisors, Inc.) – ZDE
- Joel Greenblatt (Managing Principal and Co‐Chief Investment Officer, Gotham Asset Management) – ZDE
- Jason Horowitz (Head of U.S. High Yield Bond Investments, CIFC Asset Management Full-time)
- Kenneth Kuhrt (CPA Executive Vice President, Co-Portfolio Manager, Ariel Small Cap Value and Ariel Small Cap Value Concentrated) – ZDE
- Thomas Lee (Managing Partner & Head of Research, Fundstrat Global Advisors LLC)
- Andrew Left (Founder and Editor, Citron Research) – ZDE
- Christopher Marangi (Portfolio Manager, GAMCO Investors, Inc.)
- Martha Metcalf (Head, US Credit)
- Sean McDonald (Managing Director and Member, Investment Committee)
- Jeremy C. Miller (Executive Director, Industrials and Materials analyst for the Mid Cap Value Team, U.S. Equity Group)
- Jon Moog (CIO and Portfolio Manager, Lizard Investors LLC)
- Win Murray (Co-Manager, Oakmark Select Fund)
- Doug Noland (Portfolio Manager for the Tactical Short Strategy and Market Strategist, McAlvany Wealth Management)
- Niklas Nordenfelt (Head of High Yield, Invesco Fixed Income)
- David Poppe (President, Giverny Capital Asset Management, LLC) – ZDE
- Sanford “Sandy” Rich (Executive Director, NYC Board of Education Retirement Systém)
- David Rosenberg (Co–Portfolio Manager, Oaktree’s U.S. High Yield Bond and Global High Yield Bond)
- Mitch Rubin, J.D. (Chief Investment Officer, RiverPark Funds) – ZDE
- James Russell Kelly (Director of the Gabelli Center, Global Security Analysis)
- Jaret Seiberg (Financial Services and Housing Policy Analyst, Cowen Washington Research Group)
- Tucker Scott (Founder and Portfolio Manager, Bergen Park Capital)
- Jonathan Silverman (Senior Investment Analyst, American Century Investments)
- Kevin Smith (Founder and CIO, Crescat Capital) – ZDE
- Cheryl Strauss Einhorn (Founder and CEO, Decisive)
- Brett Tejpaul (Head of Institutional Sales, Trading and Prime Services, Coinbase)
- Whitney Tilson (Founder and CEO, Empire Financial Research) – ZDE
- Darin Turner (Managing Director, Co-CIO Listed Real Assets, Invesco Ltd.)
- Matthew Tuttle (Chief Executive Officer and Chief Investment Officer, Tuttle Capital Management, LLC)
- Dale Winner (Team Leader and Lead Portfolio Manager for the EverKey Global Equity team, Wells Fargo Asset Management)
- Arthur Young (Portfolio Manager and Managing Partner, Tensile Capital Management)
- Jamie Zimmerman (CEO, Litespeed)