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Event Registration - The Evolution of a Value Investor

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Start Date:
Tuesday, September 01, 2020
End Date:
Tuesday, September 01, 2020
The Evolution of a Value Investor

Since the beginning of the current U.S. equity bull market, value investors have struggled against their growth-oriented peers. In fact, over a recent five calendar year span, on a price-only basis the Russell 1000 Growth index outperformed the Russell 1000 Value index by almost 5,500 basis points. Is value investing dead? How should value investors be thinking about their opportunity set moving forward?

On May 5, 2020, CFA Society Boston will be hosting a presentation by legendary value investor, author, and Columbia Business School professor Joel Greenblatt, Managing Principal and Co-CIO of Gotham Asset Management. Joel will discuss how he values businesses, the future of value investing, and his latest views on the market today.



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Speaker Bio:
Joel Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches "Value and Special Situation Investing." Mr. Greenblatt is a director of Pzena Investment Management, Inc., a global investment management firm. He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), and The Big Secret for the Small Investor (Random House, 2011). He is the Former Chairman of the Board (1994?1995) of Alliant Techsystems, a NYSE-listed aerospace and defense contractor. He holds a BS (1979), summa cum laude, and an MBA (1980) from the Wharton School of the University of Pennsylvania.

Member Registration
Early Bird until Feb 28 | $35
Regular Reg. Feb 29 - Apr 27 | $40
Late Registration starts Apr 28 | $50

Non-Member Registration
Early Bird until Feb 28| $65
Regular Reg. Feb 29 - Apr 27 | $70
Late Registration starts Apr 28 | $80

Registration includes lunch. Please let us know if you have any dietary restrictions at checkout.

Statement on COVID-19 from CFA Society Boston
CFA Society Boston, like many organizations, is closely monitoring COVID-19. We have been staying up to date with the CDC and WHO information and guidance. For members inquiring about our plan for programs and events, please know that the health and safety of our members and attendees are top priorities. At this time, we don't plan on cancelling any of our scheduled events, but we urge all attendees to take proper precautions when participating, including hand washing and avoiding hand contact to the face. We will provide hygiene provisions at all events. We encourage attendees to forgo handshakes when greeting other participants. If you would like to cancel your registration to an upcoming event, we will honor all refunds outside of our normal cancellation policy. We will continue working with our event venues and speakers to try and capture and broadcast as many of our programs as we can so members won't miss valuable content.

In the event that we need to cancel a program, we will communicate this to our community as quickly as possible. If you have any questions, please contact CFA Society Boston .
Address:
Courtyard Boston Downtown
275 Tremont St
Boston, MA 02116
UNITED STATES
Description:Member Registration Early Bird until Feb 28 | $35 Regular Reg. Feb 29 - Apr 27 | $40 Late Registration starts Apr 28 | $50 Non-Member Registration Early Bird until Feb 28| $65 Regular Reg. Feb 29 - Apr 27 | $70 Late Registration starts Apr 28 | $80 Registration includes lunch. Please let us know if you have any dietary restrictions at checkout.
CE CreditCFA Boston has determined that this event qualifies for 1 CE credit hours under the guidelines of CFA Institute's Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this event will be automatically recorded in your CE tracking tool.
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