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How to Survive in an Increasingly Efficient Stock Market
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How to Survive in an Increasingly Efficient Stock Market

11/14/2017
When: Tuesday, November 14, 2017
6:00-8:00 pm
Where: The Conference Center
130 East 59th Street
706/708
New York, New York  10022
United States
Contact: Administrator


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How to Survive in an Increasingly Efficient Stock Market

 

Pitch the Perfect Investment will push the open-minded, seasoned investment professional out of their comfort zone and challenge them to think about familiar concepts differently. In an industry where even the most successful veterans must worry about younger managers snapping at their heels, Pitch the Perfect Investment equips the Chief Investment Officer, Director of Research, and Equity Analyst with new tools, enabling them to tighten their analytical process and significantly improve communication and efficiency throughout their organization.

Paul Sonkin (CBS '95) and Paul Johnson will use concepts from their new book to show how analysts and portfolio managers can survive in an ever increasingly efficient stock market.  Investment Officers Noah Snyder (CBS '12) and Elliot Trexler will then join the discussion in a panel addressing the following critical questions:

- How can you gain an edge in the stock market?
- How can you identify mispriced stocks?
- How can you add value through the research process?
- How can you communicate those ideas effectively so that they get into the investment portfolio?



Date:  
Tuesday, November 14, 2017
Time:  
6:00 - 8:00 pm (presentation 6:30-7:30 with networking before and after panel)
Location:  
The Conference Center; 130 East 59th Street, NY, NY 10022
Tickets:  CBSACNY Members: $25; Non-members: $35

The first 15 people who register will receive a free copy of the newly published "Pitch the Perfect Investment," by Paul Sonkin and Paul Johnson!

SPECIAL OFFER Columbia Business School Alumni Club of New York offers TWO FREE events for new members who sign up for the first time ($85 or more).Click here to join now and then contact us for your promotional code before you register for the events of your choice (cannot be combined with other promotional codes; sports events, holiday parties and mixers are excluded.)


BIOS
Paul D. Sonkin (CBS '95) is a portfolio manager at GAMCO Investors / Gabelli Funds. He is co-Portfolio Manager of the TETON Westwood Mighty Mites Fund, a value fund which primarily invests in micro-cap equity securities. Sonkin has over 25 years of experience researching small, micro and nanocap companies. Prior to analyzing stubs, spin-offs and micro-cap companies for GAMCO, Sonkin was for 14 years the portfolio manager of The Hummingbird Value Fund and the Tarsier Nanocap Value Fund. He holds an MBA from Columbia University Graduate School of Business and a B.A. in Economics from Adelphi University. For 16 years, Sonkin was an adjunct professor at Columbia Business School, where he taught courses on security analysis and value investing. For over 10 years, he was a member of the Executive Advisory Board of The Heilbrunn Center for Graham & Dodd Investing at Columbia Business School. He has extensive corporate governance experience having sat on six public company boards. Sonkin is the co-author of Value Investing: From Graham to Buffett and Beyond (2001).

Paul Johnson has made over 100 investments in public companies, participated in more than 50 venture capital investments, and been involved in more than 30 investment banking transactions in his 35-year career as an investment professional. Johnson has taught 40 semester-long graduate business school courses on securities analysis and value investing to more than 2,000 students. He received the Commitment to Excellence award in both 2016 and 2017 from the graduating class of Columbia Business School’s Executive MBA program as well as the 2017 Columbia Business School’s Dean’s Prize for Teaching Excellence. Johnson was a contributing annotator to The Most Important Thing Illuminated, by Howard Marks, co-authored the history of value investing in Columbia Business School: A Century of Ideas, and a co-author of The Gorilla Game, Picking Winners in High Technology. Johnson has an MBA in Finance from the Executive Program at the Wharton School of the University of Pennsylvania and a B.A. in Economics from the University of California, Berkeley.

Noah Snyder (CBS '12) is currently a Managing Director at Incline Global Management, a long/short hedge fund that he helped launch in April 2012. As a Founding Partner, Noah helped develop and implement Incline's proprietary research process and investment strategy. After >5 years, Incline Global has achieved strong outperformance and was ranked by Barron's as a Top 100 global hedge fund based on its trailing three year performance. Prior to Incline Global, Noah earned his MBA at Columbia Business School, where he was a member of the Value Investing Program. While earning his MBA, Noah also served as President of the Investment Ideas Club. Noah has remained heavily involved with CBS over the years and has served as a Mentor for a section of the Value Investing program for the last three years. Prior to CBS, Noah started his career as a long/short Analyst at Arlon Group, a family office backed hedge fund, where he focused on long/short equity and commodities investing.

Elliot Trexler brings over 15 years of investment analysis experience to his role as President and Chief Investment Officer of Global Return Asset Management, LLC. As Chief Investment Officer, Elliot oversees all securities analysis, buy-and-sell decisions, and risk and portfolio management. He also regularly writes whitepapers which range in topics from security analysis, risk mitigation, the psychology of investing and ESG factors. Elliot received the 2016 Awards for “Best Fundamental Growth Investor” and “Award for Excellence in Risk Analysis” sponsored by BarclayHedge and the “2016 Hedge Fund Manager of the Year” award from Wealth & Finance International. Elliot is also a Forbes Magazine contributor. Elliot currently serves as Vice-Chairman of the Value Investing Group at the New York Society of Security Analysts. He regularly hosts educational events that feature industry-leading value investors on topics such-as security analysis and risk management. Elliot also hosts the Author Series symposium where he interviews authors of business and investing books; these interviews are followed by topical panel discussions with industry leaders.



A special thanks to the Columbia Business School Alumni Relations Office for underwriting and supporting this event.


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contactus@cbsacny.org

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