Mr. Bythrow joined Wasatch Global Investors in 2003 and is the Portfolio Manager of the firm’s U.S. micro cap value strategy. A CFA charterholder, he earned an M.B.A. from California State University, Sacramento and a B.S. in Social Sciences from the United States Air Force Academy.
Having joined Horizon Kinetics in 2005 as a trader, Mr. Davolos currently serves as Co-Portfolio Manager of the firm’s Inflation Beneficiaries ETF [INFL], launched in January 2021, and of its Internet Fund. He received a B.B.A. in Finance from Loyola University in Maryland and an M.B.A. from New York University.
After a 17-year tenure at Southeastern Asset Management, Mr. Fitzpatrick founded Vulcan Value Partners in 2007 and remains the firm’s Chief Investment Officer. He serves on The University of Alabama’s President’s Cabinet and on the Board of Visitors at the Culverhouse College of Business, where he founded the C.T. and Kelley Fitzpatrick Center for Value Investing. He is a CFA charterholder, earned his M.B.A. from the Owen Graduate School of Management at Vanderbilt University, and graduated from the University of Alabama with a B.S. degree in Corporate Finance.
After ten years on the international investment team at Wasatch Advisors, in 2016 Ms. Geritz founded Rondure Global Advisors, where in addition to her firm-wide responsibilities, she is the Portfolio Manager of the firm’s New World and Overseas portfolios. Geritz is a CFA charterholder and holds two degrees from the University of Kansas, a B.A. in Political Science and History and a Master’s degree in East Asian Languages and Culture.
Mr. Hwan joined Parnassus Investments in 2012 and is the lead portfolio manager of the Parnassus Value Equity Fund. He earned a bachelor’s degree in Engineering from Stanford University, a Master’s degree in Accountancy from the University of Houston, and an M.B.A from the University of California, Berkeley. He also holds the CPA and CFA designations.
Mr. Liow founded long/short equity manager Aravt Global in 2014 after spending 13 years at Ziff Brothers Investments, where he had overseen the firm’s investments in the media, telecom, energy, and agriculture sectors. He holds Bachelor of Laws and Bachelor of Commerce degrees from the University of Melbourne and an M.B.A. from Harvard Business School.
Mr. O’Keefe joined Artisan Partners in 2002 and currently serves as Managing Director of the firm’s Global Value Team, of which he is a founding partner. His team has twice won Morningstar’s International-Stock Fund Manager of the Year award, in 2008 and 2013. He earned a Bachelor’s degree in Philosophy from Northwestern University.
Mr. Rubin co-founded RiverPark Capital in 2006 and currently serves as the firm’s Chief Investment Officer as well as the Portfolio Manager of its Long/Short Opportunity Fund and Large Growth Fund. He received an undergraduate degree in Economics and Political Science from the University of Michigan and a J.D. from Harvard Law School.
Mr. Sosin is the founder and investment manager of CAS Investment Partners, which he launched in October 2012 after analyst stints at UBS, Silver Point Capital, and Houlihan Lokey Howard & Zukin. He earned both a B.S. degree in Engineering and a B.A. degree in Economics from Swarthmore College.
Mr. Thomson is the Founder and Managing Partner of Massif Capital, which he started in 2016 to invest, long and short, in the materials, energy, and industrial sectors that are transforming due to climate change. He holds an undergraduate degree from Trinity College and earned a Masters’s in Government from Harvard University.
| 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<br/ > 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. |
