Speaker Presentations — Pasadena 2009

Not Dead Yet: Surviving Today to Triumph Tomorrow

David Nierenberg, D3 Family of Funds

Banks: Have We Seen the Worst of It?

David Chu & Igor Lotsvin, Soma Asset Management

A Cautious and Opportunistic Approach to Global Investing:
Where Are We Finding Value Opportunities in the World Today?

Charles de Vaulx, International Value Advisers

Surviving the Worst Case: Risk Management and Value Investing

Zeke Ashton, Centaur Capital Partners

Low Risk Bets in a Risky World

Brain Gaines, Springhouse Capital

China and the U.S. Dollar:"Should We See Other People?"

John H. Burbank III, Passport Capital

Investing In Global Education - From China to Brazil

Guy Spier, Aquamarine Capital Management

The U.S. Banking Sector: Chaos & Opportunity

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

Hydrodamalis Gigas

J. Carlo Cannell, Cannell Capital

An Update on the Mortgage Crisis and a Discussion of Wells Fargo

Whitney Tilson & Glenn Tongue, T2 Partners