Previous Topics: 2019 Agenda

Hours Activities
7:30 am Registration Opens
7:45 am Breakfast – Provided On-Site
8:45 am
John Heins, CSIC Chairman, Fitzpatrick Professor of Value Investing Insight, University of Alabama,
Editor-in-Chief and Publisher, Value Investor Insight
 9:00 am
Dan Davidowitz
Portfolio Manager, Head of Large Company Growth Team, Polen Capital
“Growth vs. Value in an Age of Disruption”
 9:30 am
Richard Adams
Portfolio Manager, Everpoint Asset Management
“Favorable Diagnosis”
 10:00 am
Thyra Zerhusen
Chief Executive Officer, Chief Investment Officer, Fairpointe Capital
“Stick to the Fundamentals”
 10:30 am Refreshment/Network Breaks
 10:45 am
C. Jonathan Gattman
Founder and Managing Partner, Cloverdale Capital
“Do Try This at Home”
 11:15 am
Laura Geritz
Founder, Chief Executive Officer, Portfolio Manager, Rondure Global Advisors
“Club, Glue and Platform Investing”
 11:45 am C.T. Fitzpatrick

Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners
“Risk and Reward”
 12:15 pm  Lunch – Provided On-Site
1:10 pm
Dr. Kay Palan
Dean, Culverhouse College of Business
1:15 pm
Joel Tillinghast
Portfolio Manager, Fidelity Investments
“Big Money Thinks Small”
1:45 pm
Amit Wadwhaney
Founding Partner and Portfolio Manager, Moerus Capital Management
“Watch Your Assets”
2:15 pm
Heath Terry
Managing Director, Goldman Sachs
“Valuing Companies Through Investment Cycles – A Netflix Case Study”
2:45 pm Refreshment/Network Break
3:00 pm
Clay Manley
Portfolio Manager, Invesco Small Cap Growth
“One Step Ahead”
3:30 pm
Billy Hwan
Co-Portfolio Manager, Parnassus Endeavor Fund
“Principles and Performance”
4:00 pm
Closing Remarks
John Heins, CSIC Chairman