8:00 – 9:00 am

Registration & Continental Breakfast - Lerner North Lobby

9:00 – 9:45 am

Welcome Remarks & Keynote - Roone Arledge Cinema
Opening Remarks: Paul Glasserman, Senior Vice Dean & Jack R. Anderson Professor of Business and Director of Sanford C. Bernstein & Co. Center for Leadership and Ethics, Columbia Business School
Keynote: James Tisch, Loews Corporation

9:45 – 10:00 am

Break

10:00 – 11:15 am

Panel 1: War Stories - Your Best Investment Ideas - Roone Arledge Cinema
James Chanos, Kynikos Associates;
John Gunn, Dodge & Cox;
Bill Miller, Legg Mason Capital Management;
George J. Schultze, Schultze Asset Management, LLC
Moderated by: Bruce Greenwald

11:15 – 11:30 am

Break

11:30 – 12:30 pm

Lunch - Roone Arledge Auditorium

12:30 – 1:15 pm

Lunch Keynote - Roone Arledge Auditorium
Marty Whitman, Third Avenue Management: Market Efficiencies as Related to Value Investing, Distressed Investing, and Control Investing

1:15 pm – 1:30 pm

Break

1:30 – 2:45 pm

Panel 2: Corporate Governance & Shareholder Activism - Roone Arledge Auditorium
William Ackman, Pershing Square Capital Management, L.P.;
Patrick McGurn, Institutional Shareholder Services;
Thomas Russo, Gardner Russo & Gardner;
David Winters, Wintergreen Advisors, LLC
Moderated by: Judd Kahn

2:45 pm – 3:00 pm

Break

3:00 – 4:15 pm

Panel 3: Distressed Investing - Roone Arledge Auditorium
John Bader, Halcyon LLC;
David Blechman, Sun Capital Partners;
Daniel Posner, D.E. Shaw
Moderated by: Bruce Greenwald

4:30 pm – 5:30 pm

Cocktail Reception - Lerner North Lobby