Agenda - CSIC

Click on a date to view presentations for the day.

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.

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.

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.