Speakers — New York 2008
is the Managing Member and General Partner of Pershing Square, L.P. Prior to forming Pershing Square, he cofounded Gotham Partners, L.P. in 1993, a public and private equity investment partnership. Mr. Ackman earned an MBA from the Harvard Business School.
is the Founder and Managing Member of Passport Capital. He started the firm in 2000 with $800,000 and now manages nearly $5 billion. Over this period his flagship global fund has earned a net annualized return of 37.9%, vs. 3.0% for the MSCI world index. Mr. Burbank earned a BA from Duke and an MBA from Stanford.
Leon G. Cooperman
was a General Partner of Goldman Sachs & Co. and Chairman and Chief Executive Officer of Goldman Sachs Asset Management at the end of 1991 when he left to organize a private investment partnership, Omega Advisors, Inc. For nine consecutive years, Lee was voted the number one portfolio strategist in the Institutional Investor All-America Research Team survey. Lee received his MBA from Columbia University and his undergraduate degree from Hunter College. He is a recipient of Roger Williams University’s Honorary Doctor of Finance.
is the Managing Director of Eagle Capital which oversees more than 7 billion dollars in assets under management. He earned a bachelor’s degree in economics from Yale and an MBA from Harvard.
is Portfolio Manager of Sabre Value Management. His ten years of experience include research, trading and portfolio management across a wide array of industries both domestically and internationally. Mr. Edelheit began his career at Individual Investor Group. In 1998, he started Sabre Value Management and he launched the Sabre Value Fund in 2002. He has compounded his investors' money at 20% net of fees annually since 1998.
CFA co-founded Hawkshaw Capital Management in 2002, a fundamentals-driven long/short investment partnership. He is a Managing Partner and portfolio manager. Prior to co-founding Hawkshaw, Mr. Ghazi was a senior investment professional at Midtown Capital Partners and the business services analyst at Lehman. He received his MBA from Wharton in 1995, where he was a Palmer scholar.
Before founding West Coast Asset Management he oversaw a $1 billion portfolio at Wilshire Associates. Lance sits on the board of directors for Junior Achievement of Southern California and the Tri-Counties Make-A-Wish Foundation. He has been honored as one of the top executives in banking and finance by the Pacific Coast Business Times. Lance is a graduate of Pepperdine University.
is a CFA Charterholder and completed the Value Investing Program at Columbia. He is responsible for stock research and portfolio management, along with structuring private investment opportunities. Honored as a member of the “Forty Under 40” Class by the Pacific Coast Business Times, Atticus is a member of the National Association of Petroleum Investment Analysts, and a dedicated student of value investing.
started as an oil analyst with Merrill Lynch in 1979 and founded Ram Partners LP in 1994. Ram Partners LP is a value oriented, long and short hedge fund with a focus on healthcare, consumer and technology investments. In 2005 Matthews started writing JeffMatthewsIsNotMakingThisUp, a financial blog that was recommended by Barron's in 2006 and has been featured in the Wall Street Journal's Market Beat. He is the author of Pilgrimage to Warren Buffett's Omaha.
is the Founder of The D3 Family Funds, which manages $650 million
in four private investment partnerships. Mr. Nierenberg serves on the Washington State Investment Board, which manages $80 billion of public employee retirement funds. He is a graduate of
Yale College and Yale Law School.
is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Since inception in 1999 with $1 million, Pabrai Funds has grown to over $500 million in assets under management. Pabrai is the author of two books on value investing, Mosaic and The Dhandho Investor.
is the Portfolio Manager
of Atlantic Investment Management, Inc.,
which he founded in 1988,
a $4.2 billion global Registered Investment Advisor, with offices in New York and Tokyo. Mr. Roepers is a graduate of Harvard Business School.
Thomas A. Russo
has been a partner at Gardner, Russo and Gardner since 1989. He personally is responsible for $4 billion under management. He was at the Sequoia Fund from 1984-1988. Mr. Russo is a graduate of Dartmouth and has an MBA and a JD from Stanford.
is the Co-Chief Executive Officer of Metropolitan Capital Advisors, Inc., which he co-founded in 1992. He is the Chairman of the Board of Bogen Communications International, Inc. and a member of the Board of Cyberonics Inc. Mr. Schwarz is a Summa Cum Laude graduate of the University of Pennsylvania’s Wharton School, where he received both his BS in Economics and his MBA.
Whitney R. Tilson
is the Founder and a Managing Partner of T2 Partners LLC, which manages three private investment partnerships and the Tilson Mutual Funds. He is Co-Editor-in-Chief of Value Investor Insight. Tilson has been a guest on Lou Dobbs Moneyline and Wall $treet Week, has been profiled by the Wall Street Journal and is a regular columnist for Financial Times. He is the Co-Founder and Chairman of the Value Investing Congress.
Glenn H. Tongue
is a Managing Partner of
T2 Partners LLC
and the Tilson Mutual Funds. Mr. Tongue spent 17 years on Wall Street, most recently as an investment banker at UBS, where he was a Managing Director and Head of Acquisition Finance. Before UBS, Mr. Tongue was at DLJ for 13 years, the last three of which he served as the President of NYSE-listed DLJdirect. Prior to that he was a Managing Director in the Investment Bank at DLJ, where he worked on over 100 transactions aggregating more than $40 billion.