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2018 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. William E. Conway, Jr.
Co-Founder, Co-Chief Executive Officer, The Carlyle Group
"The New Normal?"
9:35 a.m.  Mariko Gordon
Founder, Portfolio Manager, Daruma Capital Management
"Hard-Won Lessons for Today's Investing Environment"
10:10 a.m.  Heath Terry
Managing Director, Goldman Sachs
"When Industries Change"
10:45 a.m. Refreshment/Networking Break
11:00 a.m
Frederick (Shad) Rowe
Managing Partner, Greenbrier Partners Capital Management
"My Journey from Short-Selling to Betting on America's Best Companies"                                 
11:35 a.m. Richard Adams
Portfolio Manager, Everpoint Asset Management
"Rx for Success"
12:10 p.m. Lunch- Provided on-site
12:55 p.m.
C.T. Fitzpatrick
Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners
"Mining MVPs"
1:30 p.m. Dan Davidowitz
Portfolio Manager, Head of Large Company Growth Team, Polen Capital
"It Shouldn't Be That Hard"
2:05 p.m. Nick Saban (Recorded exclusive interview with CSIC Conference Chairman John Heins)
Head Football Coach, The University of Alabama
"On Creating Value"
2:40 p.m.
James C. Kieffer
Portfolio Manager and Managing Director, Artisan Partners
"The Seven Bad Habits of Highly Ineffective Investors"
3:15 p.m. Refreshment/Networking Break
3:30 p.m.
Career Panel Discussion
Moderator: Doug Hanslip, Managing Director, ZRG Partners
Panelists: Ryan King, Regions Financial Corp.
John Morris, J.P. Morgan Private Bank
Kara Smith, Goldman Sachs
Douglas Vander Linde, Herndon Capital Management
4:15 p.m. William C. Nygren
Chief Investment Officer- U.S. Equity, Harris Associates
"Deficient Market Hypothesis"
4:45 p.m. Closing Remarks
John Heins, CSIC Chairman