LKCM Center for Financial Studies |  Investment Stategies Conference Agenda

8:30 AM - 9:00 AM

Registration 

9:00 AM - 9:05 AM

Welcome: Jim Hille, Chief Investment Officer

9:05 AM - 9:45 AM

A Conversation with Barry Rosenstein, JANA Partners, LLC and Ken Squire, Founder and Principal, 13D Monitor

9:45 AM - 10:30 AM

Contrasting Styles; Moderated by Jim Hille, TCU Chief Investment Officer

• Cliff Robbins, Blue Harbour Strategic Value Partners
• Ed Garden, Trian Partners
• Jeffrey Smith, Starboard Value

10:30 AM - 10:45 AM

 Break 

10:45 AM - 11:30 AM

Smaller and Emerging Approaches; Moderated by David Flinn, Senior Portfolio Manager, Grosvenor Captial Management, L.P.

• Glenn Welling, Engaged Capital
• Steven Quamme, Cartica Capital 
• Scott Ferguson, Sachem Head Capital, Former Partner, Pershing Square 

11:30 AM – 1:30 PM

Lunch featuring Activist Pioneer Ralph Whiteworth, Relational Investors