Speakers — New York 2009
Bill Ackman
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.
Zeke Ashton
is the founder and Managing Partner of Centaur Capital Partners, a Dallas-based value-oriented investment firm. He and co-portfolio manager Matthew Richey are the advisors to the Centaur family of private partnerships using a long / short equity strategy, and are the sub-advisors to the Tilson Dividend Fund, a mutual fund utilizing a unique, income-oriented value investing strategy.
Sean Dobson
is the Chief Executive Officer, Chairman of the Board and head trader for Amherst Securities. He is widely recognized as one of the leading traders in the RMBS markets, and currently serves on the Executive Committee for the MBS and Securitized Products Division of the Securities Industry and Financial Markets Association (SIFMA). Mr. Dobson has over 20 years of experience in the mortgage industry, including previous positions with Spires Financial and the MMAR Group, Inc.
David Einhorn
Chairman of Greenlight Capital (a value-oriented investment advisor), believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. Prior to founding Greenlight, he was at DLJ.
Kian Ghazi
CFA co-founded Hawkshaw Capital Management in 2002, where he is a Managing Partner and portfolio manager. Hawkshaw is a fundamentals driven long/short investment partnership focused on long-term wealth creation and capital preservation. Hawkshaw seeks investment opportunities in which there is a disconnect between near term market expectations and longer term intrinsic value, and in which it can gain a superior informational understanding of the business through rigorous primary research. Prior to co-founding Hawkshaw, Mr. Ghazi was a senior investment professional at Midtown Capital Partners and the business services analyst at Lehman Brothers. He received his MBA from the Wharton School of Business in 1995, where he was a Palmer scholar.
Joel Greenblatt
is managing partner of Gotham Capital, a hedge fund he founded in 1985. He has been a professor at Columbia Business School since 1996 where he teaches Value and Special Situation Investing. Mr. Greenblatt is Chairman of the Success Charter Network, a chain of charter schools in New York City.He is the author of You Can Be A Stock Market Genius and New York Times bestseller The Little Book That Beats the Market (John Wiley & Sons, 2005). He is also the co-Founder and Chief Strategist for Formula Investing LLC (www.formulainvesting.com), an online money management firm. He serves on the Investment Board at Penn and the UJA Federation. He earned his MBA at Wharton. School.
Paul Isaac
is the Chief Investment Officer of Cadogan Management, a hedge fund of funds firm in New York City. He is also the principal and portfolio manager of Arbiter Partners, a hedge fund. Previously Mr. Isaac was associated with SC Fundamental and Mabon, Nugent & Co. and its successor. He has been running money in a value style for 35 years.
Lloyd Khaner
is the General Partner of Khaner Capital, L.P., a long-short hedge fund. Without the use of leverage and after all fees the fund has outperformed the S&P 500 for the following standard comparable periods: one year, three years, five years, ten years, fifteen years and eighteen years. Mr. Khaner earned a Bachelor of Arts, cum laude, from Tufts and holds an M.F.A from NYU.
David Nierenberg
is the Founder of the The D3 Family Funds, which manages $350 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.
Alexander Roepers
Alexander Roepers 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.
Julian Robertson
founded Tiger Management in 1980. Known as the “Wizard of Wall Street”, he is credited with turning $8 million of start-up capital into over $23 billion by 1998. In 2000 the fund returned its capital to investors, though Mr. Robertson retained Tiger for personal investments.
Today he is admired for his continued investing success, his seeding and mentoring a large group of "Tiger Cub" hedge funds, which have also been remarkably successful, and his philanthropic activities revolving around his three foundations, The Robertson Foundation, The Tiger Foundation, and The Blanche and Julian Robertson Family Foundation.
Eric Sprott
Canada's “Energy Guru”, manages $4.8 billion worth of hedge and mutual funds as CEO and portfolio manager of Sprott Asset Management. After graduating from Canada’s Carleton University and earning his designation as a Chartered Accountant, he entered the investment industry as a research analyst for Merrill Lynch. In 1981, he founded Sprott Securities Inc. (SSI), which became one of Canada’s largest independently owned institutional brokerage firms. In 2000, he divested his entire ownership of SSI to its employees and formed Sprott Asset Management to focus on the investment management business. He is also Chairman of public company Sprott Resources.
Jason A. Stock
is a founding partner and Portfolio Manager of M3 Funds, LLC. M3 manages an investment partnership that focuses on the US bank and thrift sector. Prior to M3, Mr. Stock was employed by Hovde Capital Advisors in Washington, DC, where he worked with the firm’s series of financial services sector investment funds.
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 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.
William C. Waller
is a founding partner and Portfolio Manager of M3 Funds, LLC. M3 manages an investment partnership that focuses on the US bank and thrift sector. Prior to M3, Mr. Waller was employed by Hovde Capital Advisors in Washington, DC, where he worked with the firm’s series of financial services sector investment funds.
Candace King Weir
Ms. Weir is well-respected in small-cap value investing, with a track record dating back to 1972, when she was one of the first women to open her own institutional research firm. Her success in identifying hidden value for investors led her to form an investment advisory practice in 1984 and incorporate as Paradigm Capital Management, Inc. in 1994. Ms. Weir received her BA from Vassar College.
Amelia F. Weir
Prior to joining Paradigm Capital Management, Ms. Weir was a portfolio manager with William D. Witter, Inc. and previously worked as an equity research analyst at Bear Stearns & Co, Inc. Ms. Weir earned her undergraduate degree at Harvard College, where she graduated magna cum laude, and received her MBA from The Wharton School at the University of Pennsylvania. In addition to her investment-industry experience, she also has a diverse international background, having served as a microfinance consultant for the United States Agency for International Development (USAID).