NYSSA’s Value Investing Thought Leadership Group presents

The Annual Benjamin Graham Conference

Wednesday June 29, 2016 8:00 AM - 6:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Conference, Programs for Members, Value Investing

In this conference, we honor the legacy of Benjamin Graham, the founder of NYSSA. The theme of this year's conference will be Margin of Safety and Risk Management and subtopics will include research process and portfolio management in volatile markets. 

Please join us on June 29th to hear some of world’s leading value investors discuss these timeless topics. Portfolio Managers representing more than $80 billion will speak at the conference.


Continental Breakfast and Check-In

Opening Remarks

Opening Keynote: Investing in International Equities 
Thomas A. Russo, Partner, Gardner Russo & Gardner LLC


Panel #1
"Rule No.1 is never lose money", Warren Buffett
Moderator: Michael Oliver Weinberg, CFA


Panel #2
Margin of Safety: How you Identify and Manage Risk in Your Portfolio
Moderator: Elliot Trexler

Lunch Sponsored Kahn Brothers Group

Panel #3
Investment Mistakes: "All I want to know is where I'm going to die so I'll never go there.”, Charlie Munger
Moderator: Vishal Mishra


Afternoon Keynote 
John Bader,Chairman and Chief Executive Officer, Halcyon Capital Management, LLC


2:50 - 3:50 
Panel #4 
Downside Protection: Sources, Methods and their Limitations
Moderator: Adam Barth, Director of Research, Gotham Asset Management

3:50 – 4:00 p.m.

4:00 – 5:00 p.m.
Closing Keynote
Jim Grant, Founder and Publisher of Grant's Interest Rate Observer 

5:00 – 6:00 p.m.
Networking Reception

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.

 Lunch Sponsored by

 Program Details

Wednesday, June 29, 2016

8:00 a.m. – 6:00 p.m.

NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance)

Members $135
Non Members $365
(Walk-ins Allowed | $10 Surcharge)

LiveStream Fee
Members $135
Non Members $365

Consider Becoming a Member 
Contact membership@nyssa.org

CE CFA Credits: 6

John Bader, Chairman and Chief Executive Officer, 
Halcyon Capital Management, LLC
Steven Bregman, President, Co-Founder and Senior Portfolio Manager, Horizon Kinetics
Leon Cooperman, Founder, Chairman and CEO at Omega Advisors, Inc.
Miguel Fidalgo, Founder and Portfolio Manager, Triarii Capital
Brian M. Gillott, Managing Director & Portfolio Manager, Jennison Associates LLC
James Grant, Founder and Publisher of Grant's Interest Rate Observer 
Jason Karp, CEO and CIO, Tourbillon Capital Partners
John A. Levin, Chief Executive Officer, Portfolio Manager and Chairman at Levin Capital Strategies, L.P.
A. Michael Lipper, CFA, Founder and President, Lipper Advisory Services, Inc.
Paul Lountzis, President, Lountzis Asset Management LLC 
David Poppe, CEO and President, Ruane, Cunniff & Goldfarb
Thomas A. Russo, Partner, Gardner Russo & Gardner LLC
Edwin SchlossMoney Manager, Walter & Edwin Schloss Associates
John D. Spears, Managing Director, Tweedy, Browne Company LLC
Seth Turkeltaub, CFA, Portfolio Manager at Catapult

Adam Barth,
Director of Research, Gotham Asset Management

Michael Oliver Weinberg, CFA
Elliot Trexler
Thomas Brigandi
Vishal Mishra

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

Register via Mail/Fax
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1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530