2005 Columbia Investment
Management Conference

Welcome | Agenda | Speakers | Panels | Sponsors | Registration | Travel 

Agenda - Friday, February 4, 2005

 

8:00 – 9:00 am

 Registration & Continental Breakfast

 

 

9:00 – 9:15 am

Welcome Remarks - Roone Arledge Cinema

 

Glenn Hubbard - Dean and Russell L. Carson Professor of Finance and Economics, Columbia Business School

 

9:15 – 9:45 am

Breakfast Keynote - Roone Arledge Cinema

 

Cliff Greenberg - Senior VP and Portfolio Manager, Baron Capital

 

 

9:45 – 10:00 am

Break

 

 

10:00 – 11:15 am

Investing in International Markets Panel - Roone Arledge Cinema

 

Li Lu - Founding Partner, Himalaya Capital

 

Benjamin Segal - Managing Director, Neuberger Berman

 

Sammy Simnegar - Analyst, Fidelity Research and Management

 

 

Moderated by:

 

Professor Bruce Greenwald - Robert Heilbrunn Professor of Finance & Asset Management, Columbia Business School; Director, Heilbrunn Center for Graham & Dodd Investing, Columbia Business School

 

 

11:30 – 12:30 pm

Lunch - Roone Arledge Auditorium

 

12:30 – 1:15 pm

Afternoon Presentation - Roone Arledge Auditorium
Stephen Mandel, Founder and President, Lone Pine Capital

 

 

1:15 pm – 1:30 pm

Break

 

 

1:30 – 2:45 pm

Future of the Investment Management Industry Panel- Roone Arledge Auditorium
John Reinsberg - Deputy Chairman, Lazard Asset Management
Steve Galbraith - Principal, Maverick Capital
John Gunn - President and CIO, Dodge and Cox

Moderated by:
Professor Michael Mauboussin -
Chief Investment Strategist, Legg Mason Funds; Adjunct Professor, Columbia Business School

 

 

3:00 – 4:15 pm

War Stories: Lessons Learned from Great Investors Panel - Roone Arledge Auditorium

 

James Chanos - President, Kynikos Associates

 

Bill Miller - CEO and CIO, Legg Mason Capital Management, Inc

 

Ron Gutfleish - Managing Partner, Elm Ridge Capital

Moderated by:
Bruce Greenwal
d - Robert Heilbrunn Professor of Finance & Asset Management, Columbia Business School; Director, Heilbrunn Center for Graham & Dodd Investing, Columbia Business School