23rd Annual CSIMA Conference
Agenda
Friday, February 7, 2020 8:00 a.m. to 6:00 p.m.
8:00 a.m.-8:45 a.m.: Registration and Continental Breakfast
8:45 a.m.-8:50 a.m.: Welcome Remarks
Stephanie Moroney ‘20 and Kevin Wang ‘20
CSIMA Conference Vice Presidents
8:50 a.m.-9:40 a.m.: Expert Insight: Robert Shafir ‘84, Sculptor Capital Management
9:40 a.m.-10:30 a.m.: Fireside Chat: William von Mueffling ’95, Cantillon Capital Management
with Eric Almeraz ’02, Apis Capital Advisors
10:390 a.m.-10:45 a.m.: Refreshments
10:45 a.m.-11:35 a.m. : Expert Insight: Matthew McLennan, First Eagle Investment Management
11:35 a.m.-12:50 p.m.: Best Ideas
Angela Aldrich, Bayberry Capital
Alexander Captain, Cat Rock Capital Management
Brian Gootzeit, StackLine Partners
Clifford Sosin, CAS Investment Partners
Moderated by Guy Adami, CNBC
12:50 p.m.-1:50 p.m.: Networking Lunch
1:50 p.m.-2:40 p.m.: Expert Insight: The Managing Directors of Tweedy, Browne Company
William Browne, Tweedy, Browne Company
Jay Hill, Tweedy, Browne Company
Thomas Shrager, Tweedy, Browne Company
John Spears, Tweedy, Browne Company
Robert Wyckoff, Tweedy, Browne Company
Moderated by Paul Isaac, Arbiter Partners Capital Management
2:40 p.m.-3:30 p.m.: Fireside Chat: Baruch Lev, NYU Stern School of Business
with Michael Mauboussin, Counterpoint Global
3:30 p.m.-3:45 p.m.: Refreshments
3:45 p.m.-4:45 p.m.: Value Investing in Europe
Ryan Krafft ’07, Scott Management
Francisco Garcia Parames, Cobas Asset Management
Moderated by Tano Santos, Columbia Business School
4:45 p.m.-6:00 p.m.: Networking Reception
