Richard Pzena, Pzena
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.
Dan Loeb, Third Point L.L.C.