Applied Value Investing Certificate Program

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Keynote Speakers

Shawn Badlani — Founder & CIO, Honest Capital LLC Shawn Badlani founded Honest Capital in 2020 after nearly a decade at Marcato Capital Management, where he served as partner and portfolio manager of a mid-cap activist hedge fund with up to $3 billion in AUM. He holds an MBA from Harvard Business School.

Freddy Brick — Partner, Muddy Waters Capital Freddy Brick is a partner at Muddy Waters Research, an activist short-selling firm, where he leads investment research focused on business fraud, accounting irregularities, and fundamental valuation risks.

Rocky Cahan — US Portfolio Strategist, Empirical Research Partners Rocky Cahan is a quantitative equity strategist with experience at Deutsche Bank, Macquarie, and Citigroup. He is a CFA charterholder and has published academic research in The Journal of Empirical Finance.

Rishi Dixit — Senior Analyst, Valiant Capital Rishi Dixit has spent more than 11 years at Valiant Capital, investing in high-quality businesses through a long-term, global strategy. He graduated from MIT.

Michael Gatto — Partner, Silver Point Capital Michael Gatto heads Silver Point’s Private Side, including direct lending and restructuring. He is also an adjunct professor at Columbia Business School and Fordham University, and holds an MBA from Columbia and a BA from Cornell.

Jeff Gramm — Founder & Managing Partner, Bandera Partners; Author, Dear Chairman Jeff Gramm manages Bandera Partners, a value-oriented hedge fund in New York, and is the author of Dear Chairman, a critically acclaimed history of shareholder activism. He earned an MBA from Columbia Business School.

Robert Hagstrom — Chief Investment Officer, EquityCompass Robert Hagstrom brings over 40 years of investment experience and is the author of seven investment books, including The Warren Buffett Way. He is a chartered financial analyst and member of the CFA Institute.

Howard Marks — Co-Founder, Oaktree Capital Howard Marks co-founded Oaktree Capital in 1995 and is one of the most widely followed voices in value investing. His investor memos on market cycles, risk, and second-level thinking have influenced a generation of investors. Marks holds a BSEc. from the Wharton School and an MBA from the University of Chicago Booth School.

Michael Mauboussin — Head of Consilient Research, Counterpoint Global Michael Mauboussin has spent decades at the intersection of investment research and behavioral science at Credit Suisse, Legg Mason, and BlueMountain Capital. He is the author of The Success Equation and has been an adjunct professor at Columbia Business School since 1993.

Matt Ober, CAIA — General Partner, Social Leverage Matt Ober brings 14+ years of experience in data science and financial markets. As former chief data scientist at Third Point LLC ($20B AUM), he enhanced investment performance through data and analytics.

Alix Pasquet — Managing Partner, Prime Macaya Capital Management Alix Pasquet is the chief investment officer of Prime Macaya, a behavioral hedge fund that seeks to exploit uneconomic group behavior in equity markets.

Ricky Sandler — Founder & CEO, Eminence Capital Ricky Sandler founded Eminence Capital in 1999, which has grown to a ~$7 billion global investment management organization. As CIO, he oversees a team of more than 20 investment professionals across a diversified equity portfolio.

Guy Spier — General Partner, Aquamarine Fund; Author, The Education of a Value Investor Guy Spier has managed Aquamarine’s investment funds since 1997 from his base in Zurich. He holds an MBA from Harvard Business School and a first-class degree in PPE from Oxford University.

François Trahan — President, Macro Specialist Designation François Trahan is the only portfolio strategist ever inducted into the Institutional Investor Analyst Hall of Fame, with 25+ years of experience forecasting financial markets.

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