Speaker Presentations — New York 2008

An Analysis of the Mortgage / Credit Crisis - And How to Profit From It

Whitney Tilson & Glenn Tongue, T2 Partners

Cash is King

Lance Helfert & Atticus Lowe, West Coast Asset Management

"Taking What the Defense Gives You"
- How watching the NFL helped make me a contrarian investor

Jeffrey Schwarz, Metropolitan Capital Advisors, Inc.

Global Value Equity Investing

Thomas A. Russo, Gardner, Russo and Gardner

Constructive Shareholder Activism

Alexander Roepers, Atlantic Investment Management

Investing With Conviction

Kian Ghazi, Hawkshaw Capital Management

The Investment Climate and Some All-Weather Stocks

Leon G. Cooperman, Omega Advisors, Inc.

Small Cap Diamonds in a Rough Market

Aaron Edelheit, Sabre Capital Management

Tech is not Dreck: Unlocking Shareholder Value in the Tech Wreck

David Nierenberg, D3 Family Funds

The Dhandho Investor: Interesting Times; Interesting Opportunities

Mohnish Pabrai, Pabrai Investment Funds

Evaluating GE: What Would Warren Do?

Jeff Matthews, Ram Partners LP