Morning Keynote
Lessons learned in over 40 years of investing and current market outlook
Panel 1: Margin of Safety
How the perception of risk should influence investment style and process
Panel 2: Activist Investing
The pros and cons of the strategy, its efficacy in creating shareholder value and the recent rise in activist investors
Panel 3: War Stories
Discussion of investment approaches and war stories about the managers' best investment ideas
Afternoon Keynote:
The managerial aspects of running a hedge fund