8:00AM - 3:00PM

Registration
Location:Lerner Hall Broadway Entrance 8-9am & Lerner North Lobby after 9am

8:00 - 9:00

Continental Breakfast
Location:Lerner North Lobby

 
9:00 - 9:15
 
 
9:15 - 10:00

Keynotes & Panels
Location:Arledge Auditorium
Welcome Remarks
R. Glenn Hubbard, Dean of Columbia Business School
 
Morning Keynote:
Lessons Learned in 40+ Years of Investing
Leon Cooperman ('67), Omega Advisors, Inc.

10:00 - 10:15

Break - Refreshments Served

10:15 - 11:30

Panel 1: Margin of Safety
Stephen Bepler ('66), Capital Research Company
Steve Galbraith, Maverick Capital, Ltd.
John Gunn, Dodge & Cox
Alex Roepers, Altantic Investment Management, Inc.
Moderator: Judd Kahn, Hummingbird Management, LLC

11:30 - 12:30

Lunch

12:30 - 1:45

Panel 2: Activist Investing
William Ackman, Pershing Square Capital Management, L.P.
James Mitarotonda, Barington Capital Group, L.P.
Kevin Richardson, Prides Capital Partners LLC
Eric Rosenfeld, Crescendo Partners, L.P.
Moderator: Chris Kehoe, The Scion Group, LLC

1:45 - 2:00

Break - Refreshments Served

2:00 - 3:30

Panel 3: War Stories: Your Best Investment Ideas
Bruce Berkowitz, Fairholme Capital Management, LLC
David Greenspan ('00), Blue Ridge Capital, LLC
Bill Miller, Legg Mason Capital Management, Inc.
David Winters, Wintergreen Advisors, LLC
Moderator: Bruce Greenwald, Columbia Business School

3:30 - 3:45

Break

3:45 - 4:30

Afternoon Keynote:
Managerial Aspects of Running a Hedge Fund
Mark Kingdon ('71), Kingdon Capital Management, LLC

4:30 - 5:30

Reception - Refreshments Served
Location:Lerner North Lobby