2024 Program



  • 8:15 a.m. | Registration Opens
  • 8:30 a.m. | Breakfast (Provided on-site)
  • 8:55 a.m. | Welcome

    John Heins, Director, Fitzpatrick Center for Value Investing, University of Alabama; Editor-in-Chief and Publisher,
    Value Investor Insight

  • 9:00 a.m. | Dan Davidowitz

    Lead Portfolio Manager, Focus Growth Strategy, Polen Capital
    On Competitive Advantage

  • 9:30 a.m. | Billy Hwan

    Portfolio Manager, Parnassus Investments
    Investing Responsibly Without Sacrificing Performance

  • 10:00 a.m. | Alex Fitch

    Portfolio Manager, Director of U.S. Research, Harris Associates
    Navigating a “Crazy” World

  • 10:30 a.m. | Refreshment/Networking Break
  • 10:45 a.m. | Panel Discussion

    Carter Copeland, Senior Vice President, Global Strategy, CAE Inc.
    Jeff Priester, Managing Director, ICR
    Julie Stewart , Vice President, Investor Relations, Delta Air Lines
    The Investor/Company Relationship

  • 11:15 a.m. | Tim Hartch

    Co-Founder, Chief Investment Officer, Memphre Investments
    Finding Value Outside the U.S.

  • 11:45 a.m. | David Poppe

    Co-Founder, Portfolio Manager, Giverny Capital Asset Management
    Getting the Story Straight

  • 12:15 noon | Lunch (Provided on-site)

    CSIC Company Expo
    Hewson Hall Atrium
    Interact with a variety of companies eager to meet CSIC attendees

    Recent-Graduate Panel Discussion [Starts at 1:00 pm]
    Hewson Hall 0015 (Directly across from the Fitzpatrick Auditorium)
    Recent graduates pursuing careers in finance share their experiences

  • 1:45 p.m. | Charles Lemonides

    Founder, Portfolio Manager, ValueWorks
    What Value Investing Means to Me

  • 2:15 p.m. | Robert Robotti

    President, Chief Investment Officer, Robotti & Co.
    Beyond the Magnificent Seven: The Metamorphosis of the Old Economy

  • 2:45 p.m. | Stephen Schurr

    Portfolio Manager, Balyasny Asset Management
    Everything You Always Wanted to Know about Short Selling* (*But Were Afraid to Ask)

  • 3:15 p.m. | Refreshment/Networking Break
  • 3:30 p.m. | Jennifer Reid

    Partner, L Catterton
    A Private Equity Approach to Consumer Businesses

  • 4:00 p.m. | C.T. Fitzpatrick

    Founder, Chief Investment Officer, Vulcan Value Partners
    Value Investing: State of the Art