NYSSA’s Value Investing Thought Leadership presents

Ben Graham Value Conference IV

Tuesday June 20, 2017 8:00 AM - 6:00 PM
Fordham University, 150 W. 62nd St. 10023
Available as: Live Session;
Categories: Conference, Programs for Members, Value Investing

2017 Ben Graham Value Conference IV

In this conference, in honor of NYSSA's 80th anniversary, we honor the legacy of Benjamin Graham, the founder of NYSSA, and one of the creators of the concept of a Chartered Financial Analyst. We will celebrate the teachings of Benjamin Graham who is also called the father of Security Analysis. The theme of this year’s conference will be Mr Market as taught by Ben Graham. When is Mr Market Right? When is he wrong? Can an investor beat Mr Market? These topics will be explored in keynote speeches, presentation, panels and best-idea pitches. As NYSSA is a leading forum for the discussion of investing, we aim to have the world's leading value portfolio managers presenting. Portfolio Managers will be from top hedge funds and long-only firms, representing more than $100 billion of AUM. Many of these speakers are proteges of or expected to have connections to Ben Graham and Warren Buffett. Please join us on June 20th to hear the world’s leading value investors discuss these timeless topics. We aim for this to be the largest Ben Graham and NYSSA conference in the history of the organization.


8:15-9:00AM Check-in, Continental Breakfast and Networking

9:00-9:10AM Opening Remarks

Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege Partners

9:10-9:15AM Sponsor Remarks


9:15-10:00AM Opening Keynote

10:00-10:10AM Break

10:10-10:40AM Best Ideas Presentation #1

10:40-11:10AM Best Ideas Presentation #2

11:10-11:20AM Break

11:20-11:50AM Presentation: Rupal Bhansali
Rupal J. Bhansali, Chief Investment Officer, International & Global Equities

11:50-12:20PM Lunch

12:20-12:50PM Best Ideas Presentation #3

12:50-1:20PM Presentation: Fred Smith
Fred Martin, CFA, President & Chief Investment Officer, Disciplined Growth Investors

1:20-1:30PM Break

1:30-4:00PM Additional Presentations/Fireside Chats/Panels

4:00-4:10PM Recap Remarks
Michael Oliver Weinberg, CFA, Chief Investment Strategist,  Protege Partners

4:10-4:55PM Closing Keynote

4:55-5:00PM Closing Remarks
Harumi Urata Thompson, CFA, Chief Operating Officer, NYSSA

5:00-6:30PM Cocktails and Networking Reception

2016 Benjamin Graham Conference - A Look Back

Thomas Russo (left) and Michael Oliver Weinberg, CFA  
 Thomas Russo (left) and Michael Oliver Weinberg

 Organizers Elliot Trexler and Michael Oliver Weinberg pose with Jim Grant (center)


(left to right) Michael Lipper, [organizers] Vishal Mishra & Michael Oliver Weinberg,
Paul J. Lountzis and Edwin Schloss

 Panel 1: "Rule No. 1 is never lose money." - Warren Buffet

  • Seth Turkeltaub, CFA, Portfolio Manager, Catapult

  • David Poppe, CEO and President, Ruane, Cunniff & Goldfarb

  • John A. Levin, CEO, Portfolio Manager and Chairman, Levin Capital Strategies, LP

  • Michael Weinberg, CFA (Moderator), Chief Investment Strategist, Protege Partners

Other speakers included:

John M. Bader, Leon Cooperman, Thomas A. Russo, James Grant, Steven Bregman, Miguel Fidalgo, Brian M. Gillott, Jason Karp and John D. Spears

NYSSA expects all attendees to comply with NYSSA’s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.


The New York Society of Security Analysts, Inc. (“NYSSA”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.


 Program Details

Tuesday, June 20, 2017

8:00 a.m. – 6:00 p.m.

Fordham University - Gabelli Center
150 W. 62nd St. 10023

Members $145
Nonmembers $395

Christopher C. Davis
, Portfolio manager, Davis Davis Large Cap Value Portfolios
Murray Stahl, Chief Executive Officer, Chief Investment Officer, Chairman of the Board of Horizon Kinetics
John Andrew Levin, Chief Executive Officer, Portfolio Manager, Chairman, Levin Capital Strategies
Thomas Russo, Managing Member, Gardner Russo & Gardner LLC
Jim Grant, Founder and Editor, Grant's Interest Rate Observer
Rupal J. Bhansali, Chief Investment Officer, International & Global Equities
Ricky Sandler, CFA, Chief Executive Officer, Chief Investment Officer, Founder Eminence Capital, LP
Fred Martin, CFA, President & Chief Investment Officer, Disciplined Growth Investors
Jason Karp, CEO and CIO, Tourbillon Capital Partners
Paul Hilal, CEO, Mantle Ridge LP

Michael Oliver Weinberg, CFA
Elliot Trexler
Vishal Mishra, CFA

CE CFA Credits: TBA

Consider Becoming a Member 
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Interested in Sponsorship?
Contact huratathompson@nyssa.org to sponsor this event and/or NYSSA
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