Speaker Presentations — New York 2009

D³ War Stories: Practical Lessons About Building and Protecting Shareholder Value by Improving Corporate Governance

David Nierenberg, The D³ Family Funds

"Fishing in a Poisoned Pond" - Analytic Methods for Distressed RMBS Investing

Sean Dobson, Amherst Securities

Liquor Before Beer, In the Clear

David Einhorn, Greenlight Capital

Formula Investing with a Value Mindset

Joel Greenblatt, Gotham Capital

Management, Management, Management - The Key To Turnarounds

Lloyd Khaner, Khaner Capital

Bottom-up Stock Picking: Back in Fashion?

Candace King Weir & Amelia F. Weir, Paradigm Capital Management

Investing as a Pari-Mutuel Proposition

Paul Isaac, Cadogan Management

Banks & Thrifts: Opportunities in a Troubled Sector

Jason A. Stock & William C. Waller, M3 Funds

Kicking the Tires

Kian Ghazi, Hawkshaw Capital Management

The Financial Crisis Isn't Over

Eric Sprott, Sprott Asset Management

Atlantic's Approach to Value Investing

Alexander Roepers, Atlantic Investment Management

More Mortgage Meltdown & A Stock Idea

Whitney Tilson & Glenn Tongue, T2 Partners

Stocks the Rally Left Behind

Zeke Ashton, Centaur Capital Partners

Other Relevant Presentations

Evaluating GE: What Would Warren Do?

Jeff Matthews, Ram Partners, L.P.