2020 Agenda

Hours Activities
7:30 a.m. Registration Opens
7:45 a.m. Breakfast – Provided on-site
8:45 a.m.
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