Value Investing Group
Chair: Michael Oliver Weinberg, CFA
Co-Vice Chair: Vishal Mishra
Co-Vice Chair: Andrew Kahn
Immediate Past Chair: Chris Goulakos
The Value Investing Thought Leadership Group provides a forum for the application and modification of Benjamin Graham’s principles in today’s domestic and international markets.
NYSSA Group Networking
Join the NYSSA Value Investing Group on LinkedIn.
NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs.
The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of NYSSA.
Upcoming Meetings and Events
Michael Weinberg, CFA is the Chief Investment Strategist at Protege Partners, where he is a Senior Managing Director, and on the investment, risk and management committees. Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing: Alternatives in Pension Plans, an advanced MBA course that he created. He spent nine years at FRM, a multi-strategy fund of fund where he headed the global equity business. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse First Boston. Before that he was a Real Estate analyst at Dean Witter. Michael is an advisory board member for the NYU Stern Investment Management and Research Society, Woodlake Group, PeerIQ and YJP, a young professional organization. He is a member of AIMA’s Research Committee and a participant in Peter Peterson’s Fiscal Summit. Michael is a member of The Economic Club of New York, CFA Institute, New York Society of Security Analysts, the NYU Family Office Council and the Money Marketeers. He is a volunteer at the Columbia Business School Hermes Society. Michael is a published author, having written articles for The New York Times, Institutional Investor, CFA Institute and CAIA. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools including Institutional Investor, Pensions & Investments, SALT, Harvard and The London School of Economics. He has a BS from New York University, an MBA from Columbia Business School and is a CFA.
Vishal Mishra, is a value and special situation investor and manages a private value-investing partnership. He organizes the Special Situations Ideas Forum at NYSSA and 10-K club meetings, which is a group of value and special situation investors. In 2014, he worked on a start-up website trying to connect value investors and generate a library of long-term investing ideas. Prior to that he was in a Specialty lending role at Citigroup providing financing against collateral like hedge fund shares, LP interests, defaulted debt, bankruptcy claims, fund management fees, catastrophe bonds, tax liens etc. He led the trading team of fund linked investment and financing products business of Citigroup and helped grow the revenues from ~$20 million to ~$150 million. He has an MBA from Tulane University, Bachelors in Engineering from REC, India and is a Chartered Financial Analyst (CFA) charter holder.