2020 Agenda

Hours	Activities
7:30 a.m.	Registration Opens
7:45 a.m.	Breakfast – Provided on-site
8:45 a.m.	Welcome John Heins, CSIC Chairman, Fitzpatrick Professor of Value Investing, The University of Alabama, Editor-in-Chief and Publisher, Value Investor Insight
9:00 a.m.	Jonathan Gattman Founder, Managing Partner, Cloverdale Capital “Out of Bounds”
9:30 a.m.	Julie Stewart Managing Director of Investor Relations, Delta Air Lines “Airlines: Value or Value Trap?”
10:00 a.m.	Jim Roumell Founder, Portfolio Manager, Roumell Asset Management “Get Out of the Office!”
10:30 a.m.	Refreshment/Networking Break
10:45 a.m	Christopher Kiper Founder, Managing Director, Legion Partners “Diamonds in the Rough”
11:15 a.m.	Jennifer Wallace Founder, Chief Investment Officer, Summit Creek Capital “If You Don’t Stand for Something, You’re Apt to Fall for Anything”
11:45 a.m.	Mark Millsap Partner, Portfolio Manager, Foundation Resource Management “Trust Your Own Research – On Four Decades as a Value Investor”
12:15 p.m.	Lunch- Provided on-site
1:15 p.m.	Dan Davidowitz Portfolio Manager, Head of Large Company Growth Team, Polen Capital “How Discipline, Patience and Optimism Drive Long-Term Compounding (and Professional Happiness)”
1:45 p.m.	Billy Hwan Co-Portfolio Manager, Parnassus Endeavor Fund “Principles and Performance 2.0″
2:15 p.m.	Adam Schwartz Senior Managing Director, Portfolio Manager, First Manhattan Co. “Heading East: A U.S. Value Investor Goes to China”
2:45 p.m.	Refreshment/Networking Break
3:00 p.m.	C.T. Fitzpatrick Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners “It’s Not Value vs. Growth, It’s Valuation
3:30 p.m.	Derek Pilecki Founder, Portfolio Manager, Gator Capital Management “Go Ugly Early – How to Benefit from Market Sell-Offs”
4:00 p.m.	Closing Remarks John Heins, CSIC Chairman