Day 1
Wednesday, May 22
9:00 a.m.
- Registration
9:30 a.m.
- Master of Ceremonies
- Eileen Kwei, CAO
- An Ideal Home for Talent
- Eric Colson, CEO and Jason Gottlieb, President
10:15 a.m.
- Scylla and Charybdis: The Odyssey of Value Investing
- Dan O'Keefe and Mike McKinnon
- Global Value Team
11:00 a.m.
- What's That Smell?
- Beini Zhou and Anand Vasagiri
- International Value Team
- International Explorer Strategy
- View Presentation
11:45 a.m.
- Lunch
12:45 p.m.
- Revisiting Our Process to Highlight Why Conditions Favor It Now
- Chris Smith
- Antero Peak Group
- View Presentation
1:30 p.m.
- Re-Thinking Emerging Markets
- Maria Negrete-Gruson and Meagan Nace
- Sustainable Emerging Markets Team
- View Presentation
2:15 p.m.
- Break
2:30 p.m.
- You Can Have Good News or Good Prices, but You Can't Have Both
- Tom Reynolds, Dan Kane and Craig Inman
- U.S. Value Team
- View Presentation
3:15 p.m.
- Secular Growth Trends Driving Investment Opportunities Overseas
- Mark Yockey, Andrew Euretig and Michael Luciano
- Global Equity Team
- View Presentation
4:00 p.m.
- Developing World—Investment Process and Portfolio Positioning
- Lewis Kaufman
- Developing World Team
- View Presentation
4:45 p.m.
- Cocktail Reception
Day 2
Thursday, May 23
8:00 a.m.
- Breakfast
9:00 a.m.
- International Value Portfolio Update
- David Samra, Ian McGonigle, Joe Vari and Charlie Page
- International Value Team
- View Presentation
11:00 a.m.
- AI—Looking Beyond GPUs
- Jim Hamel, Matt Kamm and Jason White
- Growth Team
- View Presentation
11:45 a.m.
- Lunch
1:00 p.m.
- Outsized Opportunities in a De-Coupling World
- Tiffany Hsiao
- China Post-Venture Strategy
- View Presentation
1:45 p.m.
- The Golden Age of Active Emerging Markets Debt Investing
- Michael Cirami, Sarah Orvin and Brian Seel
- EMsights Capital Group
- View Presentation
2:30 p.m.
- Break
2:45 p.m.
- Ignoring the Noise—Focusing on Through-Cycle, Normalized Returns
- Rezo Kanovich
- International Small-Mid Team
- View Presentation
3:30 p.m.
- Artisan Credit—Past, Present, Future
- Bryan Krug and Seth Yeager
- Credit Team
- View Presentation
4:15 p.m.
- Closing Remarks
- Eric Colson, CEO and Eileen Kwei, CAO