Spring 2010 Grant's Conference
March 23, 2010 8:30 AM - 4:30 PMThe Plaza
One West 58th Street
New York NY 10019
Conference Sold Out
Click here to download the current agenda.
We have blocked out a limited number of rooms at The Plaza. For reservation call 212-546-5350 and mention the group name of "Grants Financial".
Speakers include:
Steven Eisman, FrontPoint Partners
Steven Galbraith, Maverick Capital
Thomas Gallaher, ISI Group, Inc.
Thomas Gayner, Markel Corp.
Sy Jacobs, JAM Partners, LP
Paolo Pellegrini, PSQR Management, LLC
Bruno Rocha, Dynamo Capital, LP
Cristiano Souza, Dynamo Capital, LP
David Rosenberg, Gluskin Sheff & Associates
Adam Weiss, Scout Capital
Byron Wien, The Blackstone Group
Want to see what you've missed at previous conferences? You can peruse our archive of conference topics and speakers below.
Fall 2009
John Paulson, Paulson & Co.
Howard S. Marks, Oaktree Capital Management, LP
James A. Bianco, Bianco Research, LLC
David A. Stockman, director of the Office of Management and Budget, 1981 - 85
Paul Singer, Elliott Associates, LP
Jeffrey Gundlach, Trust Company of the West
Andrew Hall, Phibro, Inc.
Hunter Lewis, Author, "Where Keynes Went Wrong?"
Jerry O'Connor, O'Connor Capital Partners
James Grant, Grant's Interest Rate Observer
Spring 2009
Barry Bobrow, Wachovia Corp.
Christopher Burn, Goshen Investment, LLC
Don Coxe, Coxe Advisors, LLC
Steve Eisman, FrontPoint Partners, LLC
Paul Isaac, Cadogan Management, LLC
Martin Mayer, Author of "The Fed" and "The Bankers"
Frank Partnoy, University of San Diego
Jean-Marie Eveillard, Arnhold & S. Bleichroeder Adviors, LLC - First Eagle Funds
James Grant, Grant's Interest Rate Observer
Fall 2008
James Chanos, Kynikos Associates, Ltd.
Leon Cooperman, Omega Advisors, Inc.
Robert C. Feldman, Weil, Gotshal & Manges
Leonard A. Ferrari, Ph.D., Naval Postgraduate School
Leigh R. Goehring, Chilton Investment Co.
Seth Klarman, The Baupost Group
Simon A. Mikhailovich, Eidesis Capital, LLC
Ivy Zelman, Zelman & Associates
James Grant, Grant’s Interest Rate Observer
Spring 2008
David Abrams,Abrams Capital, LLC
Richard L. Chilton, Jr.,Chilton Investment Co.
Martin Cohen,Cohen & Steers Capital Management
David Einhorn,Greenlight Capital Inc.
John Paulson,Paulson & Co., Inc.
Steven Miller,Standard and Poor's
Murray Stahl,Horizon Asset Management Inc.
James Grant,Grant’s Interest Rate Observer
Fall 2007
James Chanos, President, Kynikos Associates Ltd.
Sean Egan, Managing director, Egan-Jones Rating Co.
Mohamed El-Erian, President and CEO, Harvard Management Co.
Jeremy Grantham, Chairman, Grantham, Mayo, Van Otterloo & Co.
Paul Isaac, Chief Investment Officer, Cadogan Management, LLC
Chen Xiaosheng, General manager, SYWG Research & Consulting Co.
Sam Zell, Chairman, Equity Group Investments
James Grant, Grant.s Interest Rate Observer
Spring 2007
William A. Ackman, General partner, Pershing Square Capital
Dennis T. Avery, author, with S. Fred Singer, of "Unstoppable Global Warming: Every 1500 Years"
Bruce Flatt, Managing partner and CEO, Brookfield Asset Management
Karl Hill, President, Country Bank Co.
Simon Mikhailovich, Managing member, Eidesis Capital
Eric Mindich, CEO, Eton Park Capital Management
David Rosenberg, North American economist, Merrill Lynch
David Swensen, Chief investment officer, Yale University
James Grant, Grant's Interest Rate Observer
Fall 2006
Paul Singer,"Complexity made simple."
Amit Wadhwaney, "The joy of attrition."
Paul Kasriel,"Ben Bernanke the unluckiest Fed chairman since G. William Miller?"
Seth Alexander,"Suggestions for surviving today's investment environment."
Seth Klarman,"Thoughts on where value is and isn't in today's markets."
Maurice "Hank" Greenberg,Luncheon Speaker
Van Hoisington,"Three bad reasons not to like U.S. Treasurys."
John Hughes,"Strategic value concepts and applications."
Arjun Divecha,"Emerging markets: This time it's different?"
James Grant,"Themes: past, present and future."
Spring 2006
Paul A. Volcker, "Central banker for the world: challenges ahead"
J. Christopher Flowers, "The Shinsei story"
Jeremy Mindich, "Don't get short with me"
Kennedy Richardson, "Thirty years on the buy side: what has changed, what has not"
Sean Egan, "Pearls and pebbles-investment opportunities in 2006 and beyond"
Nassim Nicholas Taleb, "The scandal of prediction"
Larry Goldstone, "Golden State real estate-how golden?"
Michael Katz, "Ideas long and short"
Paul Isaac, "What lurks in hedge funds"
James Grant, "The Bernanke years: a preview"
Fall 2005
Jim Chanos, "The twilight of the gatekeepers"
Martin Fridson, "Turbulent times for high yield bonds"
Jerry O'Connor, "Have the real estate markets peaked? What's the prognosis?"
Frank Brosens, "How to build an investment organization"
John Hathaway, "A process of monetary elimination"
Eddie Lampert, "The investor as business leader"
Robert Friend, "Oil - the new reserve currency"
Adam Weiss, "Today's equity yield curve environment and two investments to match"
James Grant , "Man's inner bubble"
Spring 2005 - "Inflation by another name?"
Karl Hill, "Investing without knowing very much."
Mike Farrell, "Navigating the yield curve."
Edward Chancellor, "Experiments in monetary policy: From Ben Strong to Alan Greenspan."
Ravi Suria, "Why the bond bubble is already deflating."
Tom Gallagher, "Mandates, morals and markets."
Emanuel Derman,"Quantitative models and their limits."
Adam Weiss, "Capitalizing on sloth: Investments nobody wants to analyze."
David Winters, "Global value investing."
James Grant, "Interest rates: a progress report."
Fall 2004 - "The People's Choice"
Jeffrey Tarrant, "Hedge funds: the view from 30,000 feet."
James Ayer, "India's Tortoise and China's Hare."
Pierre Lassonde, "Gold: back to the future."
Seth Klarman, "Hedge fund winter."
John Lukacs, "The Europe behind the euro."
Mitchell Kelly, "Investing from the outside in and the inside out."
James Grant, "Bonds for the short run."
Spring 2004 - "Risk and Reward at High Altitudes"
Peter Thiel, "Who's afraid of deflation?"
Douglas Greenig, "Folk wisdom and bond bears"
Michael Lewitt, "Yields: high and low"
Michael Aronstein, "Freedom conquers Europe"
James Grant vs. Gary Shilling, "Resolved: Inflation is kaput, buy bonds"
Robert McEwen, "Precious--or not?"
Arjun Divecha, "Small markets, big opportunities"
Fall 2003
William Simon, "California's fiscal crisis"
James Chanos, "What we don't know about risk"
Van Hoisington, "The GI yield curve"
James Rosenwald, "Old Europe, new opportunities"
David Bonderman, "Opportunities in distress"
James Grant, "Chicago Climate Exchange: the convergence of environmental and financial markets"
John Boland, "Profiting from reversion to the mean"
Keith Bronstein, "What I've learned in the fund of funds business"
Spring 2003 - "Tomorrow's opportunities now"
Boone Pickens, "The future of the natural gas market"
Paul Singer, "What we don't know about risk"
James Grant, "The GI yield curve"
Jean-Marie Eveillard, "Old Europe, new opportunities"
Martin Whitman, "Opportunities in distress"
Richard Sandor, "Chicago Climate Exchange: the convergence of environmental and financial markets"
Michael Farrell, "Profiting from reversion to the mean"
Paul Isaac, "What I've learned in the fund of funds business"
Frank Partnoy, "Credit derivatives: be afraid, be very afraid"
Fall 2002
Nassim Talib, "The central problem of risk bearing."
Jeremy Grantham, "The great 2000 equity bubble: Who's to blame?"
Ravi Suria, "GE Capital: Fact, fiction and book value." [cancelled, replaced by Seth Klarman]
Donald Sussman, "Investors beware: a new investment metric is needed."
Douglas Greenig, "Bubbles, spreads and yield curves."
Sean Egan, "Credit crises: past, present and future."
Alex Porter, "Hedge funds' rags to riches: What's next."
Spring 2002 - "A bull market in thinkgin"
Pierre Lassonde, "Gold:4,000 years young."
Charles Peabody, "J.P. Morgan-Adversely selected."
Akio Mikuni, "Credit in Japan."
James Grant, "The Greenspan Building."
James Rogers, "My world and welcome to it."
James Bianco, "Fannie and Freddie vs. the bond market."
Anirvan Banerji, "The man who wasn't there."
James Tisch, "Tisch on torts."
Fall 2001 - "Great minds think differently"
Kevin Landis, "Tech troubles: investing in uncertain times."
Paul Kasriel, "Alan Greenspan--maestro or Music Man?"
Carlo Cannell, "Equity castaways."
Charles Hill, "The outlook for corporate earnings."
John Gutfreund, "Markets make laws."
Seth Klarman, "Why the market shrugs off really bad news."
Ravi Suria, "The tech/telco bubble--financing and financial engineering."
James Grant, "Interest rates: sick and well."
Spring 2001
James Chanos, "Opportunities in distress. . .before it happens."
Martin Cohen, "High yield, low risk."
Michael Farrell, "In defense of mortgage REITs."
John Succo, "Derivatives and hedge funds."
Murray Stahl, "Is the financial world becoming riskier?"
Jack Byrne, "Insurance lessons I never learned at my father's knee."
William Fleckenstein, "What's 'down from' got to do with it?"
Nicholas Dunbar, "Handicapping the next Long-Term Capital Management."
James Grant, "Make your own boom."
Fall 2000
Carol Levenson, John Lonski and Charles Peabody, "The credit cycle and what to do about it."
Michael Lewitt and Jeffery Rollert, "Junk bonds and high grades: surviving and thriving in chaos."
William Bernstein, "The place where capital goes to die."
Daniel Fuss, "My friend, illiquidity."
James Grant, "Inflation and the lack of it."
Bert Eli, "What the future holds for the GSEs and their investors."
James Bianco, "Universal truths about the bond market."
Spring 2000
James Grant, "The gift of confusion."
David Swensen, "Portfolio diversification in a spectacular environment."
David Sherman, "Opportunities in junk bonds and convertibles."
Van Hoisington, "U.S. Treasury bonds: 3% comes before 8%."
Bill Miller, "Value: what it is and what it isn't."
John Hathaway, "Gold: an incipient bull market."
Paul Isaac, "Rationalea and ratios: A value investor tries to stay involved in telecommunications."
David Schiff, "Insurance stocks: The old, old thing."
Fall 1999
James Grant - "What have they done to our interest rate?"
Jeremy Grantham - "Dow 3,600"
Keith Bronstein - "Japanese yields: bull market of the next millennium"
Frederick E. "Shad" Rowe - "Equity: private vs. public"
Seth Klarman - "Today's financial market environment: the absurdity, the opportunity and the lessons"
Andy Carter - "Bonds denominated in wooden nickels"
Michael Steinahardt & Barrie A. Wigmore - "The 1929 Crash: then and now"
Spring 1999
Ed Yardeni - "Economic consequences of peace: 1999 and beyond"
Martin Frisdon - "High-yield bonds: Long-run benefits and near-term risks"
Chris Sanders - "Menace of prosperity"
Bill Michaelcheck - "Reflections on the fall of 1998"
Alen Meckler - " Confessions of an Internet entrepreneur"
Andrews Smithers - "The financial future in technicolor"
Jim Grant - "Day trading made simple"
Fall 1998
Martin Whitman - "Bad loan problems and solutions in Japan"
James Lee - "Current state of the capital markets: a banker's persepctive"
Harvey Sawikin - "Investing in Russia: crime and punishment"
Mark DeFranco - "Commodity-based stocks around the world"
Walter Schloss - "Sixty-five years on Wall Street"
William Fleckenstein - "If the Fed buys 'SPOOs', should you?
Steve Leuthold - "Stock market risk and reward: U.S. vs. Asia"
Jim Grant - "Global credit crisis: bullish or bearish?"
Spring 1998
Wilbur Ross—“The movable feast of bankruptcy”
Mark Mobius—“Live from Hong Kong”
John Succo —“Derivative risk in the system”
Jean-Marie Eveillard—“Momentum lost”
Gordon Ringoen—“Inflation: the other kind”
Christopher Davis—“Deciphering the mystery coupon”
Chris Sanders—“The dollar, the yen and the euro: towards a new international monetary order”
Jim Grant—“Available for a limited time only: free money”
