"IF IT'S IN THE HEADLINES, IT'S IN THE STOCK PRICE"

- Bill Miller -

Uris-Entrance

CSIMA Workshops

2014 Columbia Investment Management Conference

Articles

2014 Columbia Investment Management Conference

Date: Friday, Feb 7th, 2014

Location: Lerner Hall

Description:

heilbrunn-subbrand-lo

Register Now (you must create an account with the Heilbrunn Center to register)

Welcome

17th Annual Columbia Investment Management Conference
Friday, February 7, 2014  8:00am - 5:30pm
Columbia University, Alfred Lerner Hall
New York

For additional information, please contact the following:

Taylor Davis, '14
Co-Vice-President, Conference

Ivan Dias, '14
Co-Vice-President, Conference

Joseph Fleury, '14
Co-Vice-President, Conference

Agenda



8:00AM - 8:55AM

Check-In and Continental Breakfast (Lerner Hall, Broadway Entrance)

 

 

8:55AM - 9:15AM

Welcome and Introductory Remarks (Lerner Hall, Roone Arledge Auditorium)


R. Glenn Hubbard, Columbia Business School
Taylor Davis, Ivan Dias, and Joseph Fleury, Conference Vice Presidents

Bruce Greenwald, Columbia Business School

 

 

     9:15AM - 10:30AM

A Conversation with Bill Ackman (Lerner Hall, Roone Arledge Auditorium)


William A. Ackman, Pershing Square Capital Management, LP

Introduction and Moderator: Bruce Greenwald, Columbia Business School

 

 

1   10:30AM - 10:45AM

Refreshments (Lerner Hall, North Lobby)

 

 

1   10:45AM - 11:45AM

 

 

Panel 1: Activism as a Catalyst for Unlocking Value (Lerner Hall, Roone Arledge Auditorium)


Jesse Cohn, Elliott Management Corporation

Scott Ostfeld, JANA Partners
Tom Sandell, Sandell Asset Management

Moderator: Ken Squire, 13D Monitor and the 13D Activist Fund

 

 

11:45AM-1:00PM

Lunch (Lerner Hall, North Lobby)

 

 

1:00PM - 2:00PM

Panel 2: Behavioral Biases: It’s Not IQ, It’s EQ (Lerner Hall, Roone Arledge Auditorium)

 

Kent Daniel, Columbia Business School
Michael Mauboussin, Credit Suisse

James Montier, GMO

William A. von Mueffling, Cantillon Capital Management

Moderator: Mark A. Cooper, PIMCO

 

 

2:00PM - 2:15PM

Refreshments (Lerner Hall, North Lobby)

 

 

2:15PM - 3:15PM

Panel 3: Best Ideas (Lerner Hall, Roone Arledge Auditorium)

J. Kyle Bass, Hayman Capital Management, LP

Thomas S. Gayner, Markel Corporation

Jonathan L. Salinas, Plymouth Lane Capital Management, LLC

Thyra E. Zerhusen, Fairpointe Capital LLC

Moderator: Jason Zweig, The Wall Street Journal

 

 

3:15PM - 4:30PM

The Big Secret for Value Investors (Lerner Hall, Roone Arledge Auditorium)

 

Joel Greenblatt, Gotham Asset Management

Introduction: Louisa Serene Schneider, Columbia Business School
Moderator:
Bruce Greenwald, Columbia Business School

 

 

4:30PM - 5:30PM

Reception (Lerner Hall, North Lobby)

                                                          

Sponsors

Platinum Sponsors

Gold Sponsors

 

Silver Sponsors

fpa logo

Bronze Sponsors