Speaker Presentations — Pasadena 2008

Paving the Yellow Brick Road

Mark Sellers, Sellers Capital Fund

Random Thoughts on Value

Jeff Bronchick, Reed Conner & Birdwell, LLC

Active Value Investing: Making Money in Range-Bound Markets

Vitaliy N. Katsenelson, Investment Management Associates

Fishing for Value

Atticus Lowe & Lance Helfert, West Coast Asset Management

Confessions of a Value Investing Heretic

Zeke Ashton, Centaur Capital Partners

The Value of Timing

Randall Abramson, Trapeze Asset Management

A Good Idea for a Bad Market

Kenneth Shubin Stein, Spencer Capital Management

From Financial Panic to Large Cap Growth Heaven

Robert Hagstrom, Legg Mason Growth Trust

The Latest on the Mortgage Crisis and Implications for Certain Financial Stocks
(As Presented in Pasadena)

Whitney Tilson & Glenn Tongue, T2 Partners

The Latest on the Mortgage Crisis and Implications for Certain Financial Stocks
(Full Version)

Whitney Tilson & Glenn Tongue, T2 Partners

Finding Uncommon Value in Small Cap Stocks

Aaron Edelheit, Sabre Value Management

Dhandho: Making Low-Risk; High-Uncertainty Bets

Mohnish Pabrai, Pabrai Investment Funds

The Raw Deal

Steven Romick, First Pacific Advisors