| Hours | Activities |
|---|---|
| 7:30 am | Registration Opens |
| 7:45 am | Breakfast – Provided On-Site |
| 8:45 am |
Welcome
John Heins, CSIC Chairman, Fitzpatrick Professor of Value Investing, University of Alabama,
Editor-in-Chief and Publisher, Value Investor Insight |
| 9:00 am |
Dan Davidowitz
Portfolio Manager, Head of Large Company Growth Team, Polen Capital
“Growth vs. Value in an Age of Disruption” |
| 9:30 am |
Richard Adams
Portfolio Manager, Everpoint Asset Management
“Favorable Diagnosis” |
| 10:00 am |
Thyra Zerhusen
Chief Executive Officer, Chief Investment Officer, Fairpointe Capital
“Stick to the Fundamentals” |
| 10:30 am | Refreshment/Network Breaks |
| 10:45 am |
C. Jonathan Gattman
Founder and Managing Partner, Cloverdale Capital
“Do Try This at Home” |
| 11:15 am |
Laura Geritz
Founder, Chief Executive Officer, Portfolio Manager, Rondure Global Advisors
“Club, Glue and Platform Investing” |
| 11:45 am | C.T. Fitzpatrick
Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners
“Risk and Reward” |
| 12:15 pm | Lunch –Provided On-Site |
| 1:10 pm |
Welcome
Dr. Kay Palan
Dean, Culverhouse College of Business |
| 1:15 pm |
Joel Tillinghast
Portfolio Manager, Fidelity Investments
“Big Money Thinks Small” |
| 1:45 pm |
Amit Wadwhaney
Founding Partner and Portfolio Manager, Moerus Capital Management
“Watch Your Assets” |
| 2:15 pm |
Heath Terry
Managing Director, Goldman Sachs
“Valuing Companies Through Investment Cycles – A Netflix Case Study” |
| 2:45 pm | Refreshment/Network Break |
| 3:00 pm |
Clay Manley
Portfolio Manager, Invesco Small Cap Growth
“One Step Ahead” |
| 3:30 pm |
Billy Hwan
Co-Portfolio Manager, Parnassus Endeavor Fund
“Principles and Performance” |
| 4:00 pm |
Closing Remarks
John Heins, CSIC Chairman |