2026 Program

Speakers

2026 Agenda Coming Soon

  • 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. | Daniel O’Keefe

    Founding Partner, Lead Portfolio Manager, Artisan Partners Global Value Team
    Scylla and Charybdis: The Odyssey of Value Investing

  • 9:30 a.m. | Django Davidson

    Founding Partner, Portfolio Manager, Hosking Partners
    Capital-Cycle Investing and Platinum Group Metals

  • 10:00 a.m. | James Davolos

    Portfolio Manager, Horizon Kinetics
    Value Investing and Artificial Intelligence

  • 10:30 a.m. | Refreshment/Networking Break
  • 10:45 a.m. | Carter Copeland

    Chief Strategy and Performance Officer, CAE Inc.
    A Different Lens on Companies and Investing

  • 11:15 a.m. | Arvind Sanger

    CEO, Portfolio Manager, Geosphere Capital
    Swimming Against the Tide

  • 11:45 a.m. | Jennifer Reid

    Partner, L Catterton
    What Private-Equity Investors Look For

  • 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. | Stephen Schurr

    Senior Managing Director of Fundamental Equities, Balyasny Asset Management
    How a Committed Short Seller Goes Long

  • 2:15 p.m. | Stan Majcher

    Portfolio Manager and Principal, Hotchkis & Wiley
    Focusing on Where the Value Is

  • 2:45 p.m. | Richard Cook

    Partner and Portfolio Manager, Cook & Bynum Capital Management
    Looking for Familiar Businesses in Less-Familiar Markets

  • 3:15 p.m. | Refreshment/Networking Break
  • 3:30 p.m. | Robert Robotti

    President, Chief Investment Officer, Robotti & Co.
    Value Traps Unchained!

  • 4:00 p.m. | C.T. Fitzpatrick

    Founder, Chief Investment Officer, Vulcan Value Partners
    An Enduring Approach for Turbulent Times