2021 Capstone Student Investment Conference Agenda

Click on a date to view presentations for the day.

March 12, 2021

Time Session 1
2:30 PM John Heins
Director, Fitzpatrick Center for Value Investing, Editor-in-Chief and Publisher, Value Investor Insight
Session Welcome
2:35 PM Dan Davidowitz
Portfolio Manager, Polen Capital
Is Software Safer?
3:05 PM Dan O'Keefe
Managing Director, Portfolio Manager, Artisan Partners
Rent vs. Own
3:35 PM Laura Geritz
Founder, CEO, Co-Chief Investment Officer, Rondure Global Advisors
Investing in Unfashionable Quality
4:05 PM Clifford Sosin
Founder, Managing Partner, CAS Investment Partners
Thinking Big
4:35 PM Breakout Sessions
Individual sessions will be hosted by each of the day's speakers and will also provide career networking opportunities for both students and professionals.

March 19, 2021

Time Session 2
2:30 PM John Heins
Director, Fitzpatrick Center for Value Investing, Editor-in-Chief and Publisher, Value Invsetor Insight
Session Welcome
2:35 PM Yen Liow
Managing Partner, Aravt Global
Never Fight Fair Fights
3:05 PM Brian Bythrow
Portfolio Manager, Wasatch Global Investors
In Search of Undiscovered Growth
3:35 PM Mitch Rubin
Co-Founder, Co-Chief Investment Officer, RiverPark Capital
Creative Destruction: Own the Destroyers, Short the Destroyed
4:05 PM Will Thomson
Founder, Managing Partner, Massif Capital
Contrarian Investing in Real Assets
4:35 PM Breakout Sessions
Individual sessions will be hosted by each of the day's speakers and will also provide career networking opportunities for both students and professionals.

March 26, 2021

Time Session 3
2:30 PM John Heins
Director, Fitzpatrick Center for Value Investing, Editor-in-Chief and Publisher, Value Invsetor Insight
Session Welcome
2:35 PM C.T. Fitzpatrick
Founder, CEO, Chief Investment Officer, Vulcan Value Partners
The Value Investing Mindset
3:05 PM Billy Hwan
Portfolio Manager, Parnassus Investments
Investing in Value, Responsibly
3:35 PM James Davolos
Portfolio Manager, Horizon Kinetics
Contrarian Investing in Modern Markets
4:05 PM Christopher Kiper
Co-Founder, Managing Director, Legion Partners
Diamonds in the Rough
4:35 PM Breakout Sessions
Individual sessions will be hosted by each of the day's speakers and will also provide career networking opportunities for both students and professionals.
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