Equity Research and Valuation 2019 | CFA Institute | 14 November 2019 | New York Hilton Midtown, 1335 6th Ave, New York, NY 10019, USA

This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, valuation, and portfolio management. Join world-class equity investors for insights into valuation to help you avoid the market’s noise and stay focused on client objectives. Learn to avoid behavioral pitfalls in investing, and gain a better understanding of the differences between pricing assets and valuation. Topics for discussion will include valuation approaches and analysis, global investment strategies, research methods, how to better understand and analyze portfolio risks, and the top challenges equity investors face today.

2019 Speakers

Aswath Damodaran
Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University

Philip S. DeSantis, CFA
Senior vice president and head of product management at Westwood

Andrea Frazzini
Principal at AQR Capital Management

Joel Litman
President and CEO of Valens Research

Mary Jane McQuillen
Managing Director, a Portfolio Manager, and the head of the environmental, social, and governance (ESG) investment program at ClearBridge Investments

Ryan O. Murphy
Head of decision sciences and a member of the behavioral insights team at Morningstar Investment Management

Paula Campbell Roberts
Director, Global Macro

Nouriel Roubini
Professor of economics at the NYU Stern School of Business

Jennifer K. Stevenson
Vice President and Portfolio Manager, Dynamic Funds

Jason DeSena Trennert
Chairman and chief executive officer of Strategas Research Partners and its affiliated companies

James J. Valentine, CFA
Principal and Founder of AnalystSolutions

2019 Sponsors and Exhibitors

DAY PROGRAMMING SPONSOR:
• Factset

EXHIBITORS:
• FactSet
• Financial Modeling Institute
• Visible Alpha