Speaker Presentations — New York 2007

How To Save The Bond Insurers

Bill Ackman, Pershing Square

A Case Study In Financial Brilliance - Teledyne, INC. / Dr. Henry Singleton; Stock Repurchase - Value Added or Value Destructive?

Leon Cooperman , Omega Advisors

To receive a copy a Leon Cooperman's presentation, please email his assistant, Mary Ann Viscio, at mviscio@omega-advisors.com.

Is There Value in Financials?

Rich Pzena, Pzena Investment Mgmt.
Special Update

The Many Faces of Value

Lisa Rapuano, Lane Five Capital Mgmt.

The Kelly Criterion: Sizing Your Bets

Mark Sellers, Sellers Capital Fund
Kelly Formula (Excel Spreadsheet)

Great First Impressions: Ten Signs of a Strong Company

Lance Helfert & Atticus Lowe, West Coast Asset Mgmt.

Dhandho Investor: Finding Suble / Hidden Moats

Mohnish Pabrai, Pabrai Funds

Our Favorite Idea

Ken Shubin Stein, Spencer Capital Mgmt.

Two 50-Cent Dollars

Whitney Tilson & Glenn Tongue, T2 Partners

Relative Value Among Corporate Debt. Equity and Other Asset Classes. Still Early for Value in Corporate Debt

Steve Tananbaum, GoldenTree Asset Mgmt.

Opportunities Emerging From a Financial Stock Bear Market

Thomas K. Brown, Second Curve Capital