October 20, 2010 — The University of Virginia's 2010 Value Investing Conference on Oct. 28 and 29 will bring together professional investors, scholars, students, alumni and the investing public to discuss the theme of "Reset or Recovery? The Macroeconomy and Value Investing."
The conference, put on by the Darden School of Business and McIntire School of Commerce, is open to the public with a $300 registration fee. U.Va. faculty, staff and students can attend for free, but registration is required.
The forum will explore how the global financial crisis has fundamentally changed the world economy and whether the recovery will be similar to past business cycles, or a more profound "reset," as General Electric Co. chief executive officer Jeffrey Immelt predicted in GE's 2008 Annual Report. "People who understand that will prosper," Immelt said. "Those who don't will be left behind."
Participants will discuss whether we are in the midst of a "reset" and how that will affect value investing.
Speakers on Thursday afternoon at Old Cabell Hall will include Darden Dean Robert Bruner; Marc Faber, publisher of the investment newsletter "The Gloom Boom & Doom Report"; and James Grant, founder and editor of Grant's Interest Rate Observer.
Friday's events at Darden's Abbott Auditorium will feature an investor roundtable and five presentations:
• "The Next China: Implications for Asia and the Global Economy" – Steve Roach, chairman of Morgan Stanley Asia
• "Global Sovereign Stress: What's Happening, Where It's Going and the Implications for Value Investing" – Kyle Bass, founder and managing partner of Hayman Capital
• "Regulatory Reform, the Political Landscape and Implications for Fund Managers" – Richard Baker, former Louisiana congressman and current president and CEO of Managed Funds Association
• "Risks Associated with Financial Reform and Why It May Be Good for Investors" – Chris Whalen, senior vice president and managing director of Institutional Risks Analytics
• "Our Macro View and How It Impacts Our Portfolio Construction" – Whitney Tilson, founder and managing partner of T2 Partners
For further details about the conference, including the full schedule, and to register, visit here.