8:00AM - 3:00PM

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

8:00AM - 9:00AM

Continental Breakfast
Location: Lerner North Lobby

Keynotes & Panels
Location: Arledge Auditorium

9:00AM - 9:15AM

Welcome Remarks
R. Glenn Hubbard, Dean of Columbia Business School

9:15AM - 10:00AM

Morning Keynote: Surviving the Cycles of Investing
Richard Pzena, Pzena Investment Management
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10:00AM - 10:15AM

Break - Refreshments Served

10:15AM - 11:30AM

Panel 1: Housing / Sub-prime
William Ackman, Pershing Square Capital Management
Alan Fournier, Pennant Capital Management
Christopher Mayer, Columbia Business School
Moderator: Michael Johannes, Columbia Business School

11:30AM - 12:30PM

Lunch

12:30PM - 1:45PM

Panel 2: International Value Investing
Jean-Marie Eveillard, First Eagle Funds
Jeffrey Lee, Owl Creek Asset Management
Thomas Russo, Gardner Russo & Gardner
Adam Weiss, Scout Capital Management
Moderator: Burkhard Wittek, Forum Family Office in Munich, Germany

1:45PM - 2:00PM

Break - Refreshments Served

2:00PM - 3:30PM

Panel 3: Best Ideas
Lisa Hess, Loews Corporation
Bill Miller, Legg Mason Capital Management
David Winters, Wintergreen Advisors
Moderator: Bruce Greenwald, Columbia Business School

3:30PM - 3:45PM

Break - Refreshments Served

3:45PM - 4:30PM

Afternoon Keynote
Daniel Loeb, Third Point L.L.C.

4:30PM - 5:30PM

Reception - Refreshments Served
Location: Lerner Hall Lobby