Panels

Global Investing
This panel will feature a roundtable discussion on current investment opportunities and the state of global investing. Panelists will provide non-consensus investment ideas in both developed & emerging countries and analyze the impact of recent trends in investing behavior by individuals, institutions, and sovereign wealth funds.
Speakers:

• Moderator: William Goetzmann, Edwin J. Beinecke Professor of Finance and Management Studies & Director of International Center for Finance at Yale
• Michael Karsch, Founder, Karsch Capital Management
• Thomas Niedermeyer, Managing Partner, Liberty Square
• Gautam Prakash, Founder and Managing Director, Monsoon Capital
• Oscar Schafer, Managing Partner, Oscar S. Schafer & Partners

Activist Investing
With the rise of hedge funds and institutional investors over the last few years, activist investors have played an increasingly visible role in the governance and actions of public companies. This panel will focus on investors who have persuaded management teams to alter their behavior or governance in the interest of their companies and shareholders. These relationships range from ones that rely on active collaboration to ones where vocal criticism and confrontational proxy fights lead to governance and leadership changes.
Speakers:

• Moderator: Ellen Shuman, CIO, Carnegie Corporation
• William Ackman, Managing Partner, Pershing Square Capital
• Phillip Goldstein, Co-Founder, Bulldog Investors
• Eric Rosenfeld, President and CEO, Crescendo Partners