|7:30 a.m.||Registration Opens|
|7:45 a.m.||Breakfast - Provided on-site|
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|
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"
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