Ben Graham VIII Annual Conference 2021 | CFA Institute | 14 June 2021 | Virtual

This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.

The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

A diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational events.

2021 Speakers

David J. Breazzano
Co – founder, DDJ

Erik Codington
MUFG’s award winning Project Finance Group in the Americas

Katrina Dudley, CFA
Senior Vice President, Investment Strategist and Portfolio Manager, Franklin Mutual Series

Kurt Feuerman
Chief Investment Officer, Select US Equity Portfolios

Ross Frankenfield, CFA
Managing Director, Harbor Capital Advisors, Inc.

Joel Greenblatt
Managing Principal and Co‐Chief Investment Officer, Gotham Asset Management

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

Thomas Lee, CFA
Managing Partner & Head of Research, Fundstrat Global Advisors LLC

Andrew Left
Founder and Editor, Citron Research

Christopher Marangi
Portfolio Manager, GAMCO Investors, Inc.

Martha Metcalf, CFA
Head, US Credit

Sean McDonald, CFA
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, CFA
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, CFA
Head of High Yield, Invesco Fixed Income

David Poppe
President, Giverny Capital Asset Management, LLC

Sanford “Sandy” Rich
Executive Director, NYC Board of Education Retirement System

David Rosenberg, CPA
Co–Portfolio Manager, Oaktree’s U.S. High Yield Bond and Global High Yield Bond

Mitch Rubin, J.D., CFA
Chief Investment Officer, RiverPark Funds

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, CFA
Founder and CIO, Crescat Capital

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

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, CFA
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