CFA Institute has decided to cancel Equity Research and Valuation 2020. Health and safety is our top priority, and with concerns related to COVID-19 we felt this decision had to be made.

Hosted by CFA Institute, CFA Society New York

This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, valuation, and portfolio management. Join world-class equity investors for insights into valuation to help you avoid the market’s noise and stay focused on client objectives. Learn to avoid behavioral pitfalls in investing, and gain a better understanding of the differences between pricing assets and valuation.


Aswath Damodaran
Aswath Damodaran

Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and valuation to MBAs, executives, and practitioners. He is the author of five books on valuation, three books on corporate finance, and three books on portfolio management, and he was co-editor of the book Investment Management with Peter Bernstein. Professor Damodaran has published articles in a number of journals, including the Journal of Financial and Quantitative Analysis and the Journal of Finance. He was named the most popular US business school professor in a 2011 survey by Businessweek. Professor Damodaran also writes a popular blog, Musings on Markets. He holds an MBA and a PhD from the University of California, Los Angeles.

Sarah Ketterer
Sarah Ketterer

Sarah Ketterer is the chief executive officer and a fundamental portfolio manager at Causeway, where she is responsible for investment research across all sectors. She co-founded the firm and is a member of the operating committee. Previously, Ms. Ketterer worked for the Hotchkis & Wiley division of Merrill Lynch Investment Managers, where she was a managing director and co-head of the international and global value team. She also served as a portfolio manager at Hotchkis & Wiley, where she founded the firm’s international equity product. Ms. Ketterer is a member of the Stanford University Board of Trustees, co-chair of the Los Angeles World Affairs Council and Town Hall, a director of the Los Angeles Philharmonic, and a member of the advisory board of Girls Who Invest. She earned a BA in economics and political science from Stanford University and an MBA from Dartmouth College’s Tuck School of Business.

Louis-Vincent Gave
Louis-Vincent Gave

Louis-Vincent Gave is founding partner and CEO at Gavekal, where he oversees the firm’s money management business and contributes to research. He has served in the French Army as a second lieutenant in a mountain infantry battalion. Mr. Gave subsequently worked as a financial analyst at Paribas and later launched Gavekal Research with Charles Gave and Anatole Kaletsky. He has written six books, most recently Clash of Empires: Currencies and Power in a Multipolar World, which discusses the consequences of a world that seems to be breaking up into three distinct monetary zones, each with its own reserve currency, fiscal policy, imperial ambitions, and perhaps even supply chains. Mr. Gave has been involved with various start-up ventures, including Roboglobal LLC, Sponsorise.me, Think-Twice, Jobby-Pepper, On-Off Telecom, A-Ride Inc., Extreme Organics Inc., and Ullr Maps Inc. He is a board member for Uniserve Inc., the non-executive chairman of Roboglobal LLC (the manager of one of the largest robotics-dedicated exchange-traded funds), and a non-executive director at Evergreen-Gavekal. Mr. Gave is on the visiting board of the Duke University Trinity College of Arts and Sciences. He earned a bachelor’s degree at Duke University and studied Mandarin at Nanjing University.

Kim Shannon, CFA
Kim Shannon CFA

Kim Shannon, CFA, is founder, president, and chief investment officer at Sionna Investment Managers. Previously, she served as chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada Inc. Ms. Shannon is a past president of CFA Society Toronto. She is currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Financial Analysts Seminar Board of Regents (where she previously served as chair), and the board of the Brandes Institute. Ms. Shannon also serves as a board member of the Canadian Coalition for Good Governance, the Canadian Business Diversity Council, the Women’s College Hospital investment committee, and the United Corporation (a listed closed-end fund). She holds a bachelor of commerce and economics degree and an MBA degree from the University of Toronto.




New York Hilton Midtown

1335 Avenue of the Americas
New York, NY 10019


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