2026 Program

Speakers

2026 Agenda

  • 8:00 a.m. | Registration Opens (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. | David Iben

    Founder and Co-Chief Investment Officer, Kopernik Global Investors
    Going Against the “Wisdom of the Crowd”

  • 9:30 a.m. | Sean Fieler

    President and Chief Investment Officer, Equinox Partners
    Roads Less Traveled

  • 10:00 a.m. | Joseph Cornell

    Founder and Chief Investment Officer, Bluegrass Capital Partners
    Compounding Interest

  • 10:30 a.m. | Refreshment/Networking Break
  • 10:50 a.m. | Will Brennan

    Managing Partner and Portfolio Manager, Long Path Partners
    Thinking Small and Outside the U.S.

  • 11:20 a.m. | Matthew Fine

    Portfolio Manager, Third Avenue Management
    Buy Gray Clouds and Sell Sunshine

  • 11:50 a.m. | Dale Boyles

    Chief Financial Officer, Warrior Met Coal, Inc.
    Underground Research

  • 12:30 p.m. | Lunch – Provided on-site

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

  • 1:45 p.m. | Stephen Schurr

    Millennium Management
    When Crisis Reigns

  • 2:15 p.m. | Will Thomson

    Founder and Managing Partner, Massif Capital
    If You’re Not Long Copper

  • 2:45 p.m. | Refreshment/Networking Break
  • 3:05 p.m. | Robert Robotti

    President, Chief Investment Officer, Robotti & Co.
    The Great Rotation: Waking Up Before the Water Boils

  • 3:35 p.m. | C.T. Fitzpatrick

    Founder and Chief Investment Officer, Vulcan Value Partners
    AI and Investing in a Narrow Market