"BUY STOCKS THE WAY YOU BUY GROCERIES, NOT THE WAY YOU BUY PERFUME"

- Benjamin Graham -

Uris-Hall-Entrance

2010 Columbia Investment Management Conference

2010 Columbia Investment Management Conference

Date: Friday, Feb 26th, 2010

Time: 8:00 am - 5:30 pm

Location: Alfred Lerner Hall

Description:

Agenda - Friday, February 26, 2010

8:00AM - 9:00AM Check-in & Breakfast Location: Lerner Hall Broadway Entrance 8-9am Keynotes & Panels Location: Roone Arledge Auditorium

9:00AM - 9:15AM Welcome Remarks Dean Glenn Hubbard, Dean, Columbia Business School

9:15AM - 10:00AM Morning Keynote: A Fireside Chat with Marty Whitman Marty Whitman, Third Avenue Management

10:00AM - 10:15AM Break

10:15AM - 11:30AM Panel 1: Lessons Learned: Investing Through a Financial Crisis 

Bob Doll, BlackRock Bruce Herring, Fidelity Investments Wendy Trevisani, Thornburg Investment Management Moderator: Bruce Greenwald, Robert Heilbrunn Professor of Finance & Asset Management, Columbia Business School

11:30AM - 12:30PM Lunch

12:30PM - 1:30PM Afternoon Keynote David Dreman, Dreman Value Management

1:30PM - 1:45PM Break

1:45PM - 3:00PM Panel 2: Distressed Investing: Maximizing Returns with a Margin of Safety Daniel Arbess , Perella Weinberg Partners Jamie Zimmerman, Litespeed Management Jeffrey Altman , Owl Creek Asset Management Moderator: Guy Shanon, Kingstown Capital

3:00PM - 3:15PM Break

3:15PM - 4:30PM Panel 3: Mental Models in Investing - A Discussion of Investment Philosophies with Practical Examples Bruce Berkowitz, Fairholme Capital Management David Abrams, Abrams Capital William Browne , Tweedy, Browne Company Moderator: Michael Mauboussin, Legg Mason Capital Management

4:30PM - 5:30PM Reception Location: Lerner North Lobby