Agenda

  • SATURDAY, MARCH 24, 2018

8:00 AM - 8:25 AM

Registration & Breakfast

Location:
Spangler Williams Room



8:30 AM - 9:20 AM

Opening Keynote

Speaker:
Seth Klarman (The Baupost Group)
Moderated by:
Professor Luis Viceira

Location:
Spangler Auditorium



9:30 AM - 10:20 AM

Morning Keynote

Speaker:
Clifton Robbins (Blue Harbour Group)
Moderated by:
Professor Suraj Srinivasan

Location:
Spangler Auditorium



10:30 AM - 11:20 AM

Environmental, Social & Governance Investing Panel

Speakers:
Mahesh Jayakumar (State Street)
Gerald Pambo-Awich (Prudential Financial)
Professor Vikram Gandhi (HBS)
Moderated by:
Professor Vikram Gandhi

Location:
Aldrich 110



10:30 AM - 11:20 AM

Healthcare Investing Panel

Speakers:
Daniel Krizek (Surveyor)
Stefan Vitorovic (Vida Capital)
Carol Gallagher (NEA)
Moderated by:
Salim Syed (Mizuho)

Location:
Aldrich 112



10:30 AM - 11:20 AM

Quantitative Investing Panel

Speakers:
Peter Brown (Renaissance Technologies)
Jacqueline Wilton-D'Elfant (Transtrend)
Shanta Puchtler (Man Numeric)
Moderated by:
Professor Adi Sunderam

Location:
Aldrich 111



11:30 AM - 11:55 AM

Fireside Chat: Small Cap Investing

Speaker:
Joel Tillinghast (Fidelity Management & Research Company)
Moderated by:
Professor Arvind Navaratnam

Location:
Spangler Auditorium



12:30 PM - 1:20 PM

Networking Lunch

Location:
Spangler Dining Hall



1:30 PM - 2:15 PM

Afternoon Keynote

Speaker:
Li Lu (Himalaya Capital)

Location:
Spangler Auditorium



2:20 PM - 2:35 PM

Best Ideas: Value

Speaker:
Miguel Fidalgo (Triarii Capital Management)

Location:
Spangler Auditorium



2:35 AM - 2:50 PM

Best Ideas: Long Short

Speaker:
Phil Hilal (Clearfield Capital Management)

Location:
Spangler Auditorium



2:50 PM - 3:05 PM

Best Ideas: Emerging Markets

Speaker:
Nitin Saigal (Kora Management)

Location:
Spangler Auditorium



3:05 PM - 3:20 PM

Best Ideas: Fixed Income

Speaker:
Sean Cameron (MFS Investment Management)

Location:
Spangler Auditorium



3:30 PM - 4:20 PM

Contrarian Investing Panel

Speakers:
Jason Mudrick (Mudrick Capital)
Django Davidson (Hosking Partners)
Paul Martino (Bullpen Capital)
Barbara Ann Bernard (Wincrest Capital)

Location:
Aldrich 112



3:30 PM - 4:20 PM

Short Investing Panel

Speakers:
Andrew Left (Citron Research)
Marc Cohodes (Alder Lane Farm)

Location:
Aldrich 111



4:30 PM - 5:20 PM

Closing Keynote

Speaker:
Stephen Blyth (Harvard University, former CEO of Harvard Management Company)
Moderated by:
TBD

Location:
Spangler Auditorium



5:20 PM - 5:30 PM

Closing Remarks

Speaker:
Conference Chairpersons

Location:
Spangler Auditorium



5:45 PM - 7:30 PM

Networking Happy Hour

Location:
TBD



Please note that this event is closed to the media and all comments are off-the-record. Video and pictures may not be taken at any of the conference events. Purchase of the tickets indicates that you accept these terms.