The one and only Grant's Conference.
NEW YORK, March 2, 2017 — Grant’s Interest Rate Observer is holding its better-than-Oscar caliber spring investment conference at the Plaza Hotel on March 15. One may attend in person or view the Webcast (which is available in real time or, shortly after the event wraps up, on-demand).
Our stellar speakers include Rob Arnott, theorist and practitioner par excellence (founder and chairman of Research Affiliates, portfolio manager on the PIMCO All Asset and All Asset All Authority fund families); Gilchrist Berg, legendary long-short investor; Chuck Royce, the micro-cap, small-cap, and mid-cap eminence, joined by his colleague, Steve Lipper; Peter R. Fisher, searching critic of the institution he once served as Manager of the Federal Reserve System Open Market Account.
Also, Ed Wachenheim, fast-compounding CEO of Greenhaven Associates and author of “Common Stocks and Common Sense,” copies of which will be distributed free to attendees; and hedge-fund luminary Paul Isaac, founder and CEO of Arbiter Partners.
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Also: David Gelernter, computer scientist, artificial-intelligence expert and—and—man of letters, speaking at lunch on the topic, “Artificial intelligence and natural stupidity”; Mathew Klody, one-time analyst at Alleghany Corp. turned long-short equity standout at MCN Capital Management; James Litinsky, prescient star of the Fall 2015 Grant’s Conference (“platform companies” like Valeant Pharmaceuticals were in his crosshairs); Felix Frey, English-speaking authority on options, volatility and derivatives; Kevin Duffy, principal of Bearing Asset Management and author of the timely 2007 warning entitled, “It’s a Mad, Mad, Mad, Mad World.”
The morning’s agenda features a debate between the founder and retired chief executive officer of The Vanguard Group, John C. Bogle, and the president and co-founder of Horizon Kinetics, Steven Bregman: “Resolved—the Department of Labor’s new Fiduciary Rule is what America wants and needs.”
Your host, James Grant, appears in a dual role: Interviewer of Paul Isaac, and, at the rostrum, speaker on the timely topic, “The age of Trump: An owner’s manual.”