Morning Keynote

Richard Pzena, Pzena Investment Management
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Panel 1: Housing / Sub-prime

Given the tumultuous year on Wall Street impacted by both Sub-prime mortgages and the ensuing housing downturn, our panelists discuss what impacts these events have had and will have on their investments and future outlook.

Panel 2: International Value Investing

Warren Buffett took a trip to China. Steel Partners stirs up Bulldog Sauce in Japan. Value investors are looking beyond the US border to find bargains. Our panelists discuss their experiences in finding value investments beyond the borders of the USA.

Panel 3: Best Ideas

A perennial panel for this conference. Discussion of investment approaches and war stories about the managers' best investment ideas.

Afternoon Keynote:

Dan Loeb, Third Point L.L.C.