Speaker Presentations — New York 2005

The Twilight of the Gatekeepers

Jim Chanos, Kynikos Associates

Don't Get Blindsided

Herb Greenberg, MarketWatch RealityCheck

Practical Lessons in Behavioral Finance

Whitney Tilson, T2 Partners

Graham's Value Formula—Updated

Joel Greenblatt, Gotham Capital

Value Investing: A Case Study

Richard Pzena, Pzena Investment Management

A Bargain That's Hiding in Plain Sight: IGT

Mark Sellers, Sellers Capital Fund

The Death of Fundamental Value Investing?

Lisa Rapuano, Matador Capital Management

Top Turnaround Opportunities

Arne Alsin, The Turnaround Fund

Our Best Idea: Berkshire Hathaway

Whitney Tilson & Glenn Tongue, T2 Partners

Major Trends - Profitable Decisions

John Mauldin, Millennium Wave Investments

Opportunities in 2006

Larry Robbins, Glenview Capital Management

Taking Advantage of the Landed Gentry: The Hidden Asset Value of Real Estate

Bill Mann, The Motley Fool

Exploiting the Value Spectrum: Thoughts on Value-Based Shorting

Zeke Ashton, Centaur Capital

The Dozen Differences Between Typical Investors and Value Investors

Whitney Tilson, T2 Partners