CSIMA

A heartfelt thank you to Rui Li from Columbia Endowment, Emma Waugh Stolle from Brown Endowment, and Andrew Sava Park, CFA, FRM from Cornell Endowment for sharing their expertise during CSIMA’s inaugural Endowment Panel. The discussion provided valuable insights into the responsibilities of asset allocators, their current investment focus, and practical guidance on preparing for opportunities in this exciting field. Special thanks to CSIMA’s Multi-Asset team Doris X. Dennis Zhuo, CAIA and Olaoluwa Bobade for their tremendous support in organizing this event. #CSIMA #ColumbiaBusinessSchool #EndowmentPanel #AssetManagement #InvestmentStrategies #ProfessionalGrowth

?? Thank you for an Inspiring Visit to Oaktree Capital ?? A huge thank you to Madison Cooper, Jerilyn Castillo McAniff, Isabella Godfrey, Christina Lee and Milwood Hobbs, Jr. at Oaktree Capital for hosting us and providing an unforgettable experience! One statement that truly resonated: “Capital is a commodity; relationships are an asset.” This powerful idea left a lasting impression on all of us and underscored the importance of building meaningful connections in our careers. A special thank you to our student leaders for their hard work in organizing this visit and making it a success. Chenchen April Sun, Zhongjie (Brice) Yin

Re-sharing the Graham & Doddsville newsletter from Fall 2022, full of great insights including from: Jacob Rubin, Philosophy Capital CBS Students Investment Ideas Connor Haley, Alta Fox Capital Management, LLC Christopher Bloomstran, Semper Augustus Investments Group, LLC

Re-sharing the Graham & Doddsville newsletter from Spring 2023, full of great insights including: Daniel Bakalarz and Alex Furmanski, Unison Asset Management, LLC CBS Students Investment Ideas Chuck Bath, Austin Hawley, and Varun Gupta, DIAMOND HILL CAPITAL MANAGEMENT, INC. Matthew Sweeney, laughing water capital llc Thank you for the team who contributed to this newsletter: Jack Wheelock Matt Keating Sean Spellberg George Randt Nick Stern Michael Bruno Richard Lalane, CFA

We are excited to share the Spring 2024 issue of the Graham and Doddsville investment newsletter, full of great insights from: Jennifer Oppold, from Alpine Peaks Capital, LP Adam Patinkin, CFA, from David Capital Partners, LLC Freddy Brick, from MUDDY WATERS CAPITAL LLC Noah Snyder, from Snoboll Capital Shayan Mozaffar, from 10x10y A huge thank you to our editors for their efforts in putting this issue together: Richard Lalane, CFA, George Randt, Nick Stern, Joe Ferguson, John Morcos, Andrew Meylan & Stephanie Renaut.

Re-sharing Graham & Doddsville newsletter from Fall 2023, full of great insights from: Michael Marone and John Rolfe, Crescent Rock Capital Management, LP Ric Dillon, Jenny Hubbard, and Brian Hilderbrand, VELA Investment Management, LLC CBS Students Investment Ideas Yaron Naymark, 1 Main Capital Kevin Fogarty and Kevin Nichols, Value Creators Thank you to the team who worked on this, including: Richard Lalane, CFA George Randt, Nick Stern, Joe Ferguson, John Morcos, Andrew Meylan

This year was the 17th annual Pershing Square Value Investing and Philanthropy Challenge, which is the culmination of Columbia Business School's Applied Security Analysis course. Teams competed for the $100,000 first-place prize and $50,000 second-place price, funded by hedge fund investor Bill Ackman. We are so proud of our first place winners Jared Duda, Joe Ferguson, and Garrett Wallis and our second place winners Morgan (Xinyue) Zhang, Jennifer Ma and Yadong Wei, CPA. Congratulations!

We had the privilege of hosting Bill Nygren, the US Chief Investment Officer at Harris Associates, on campus as part of our Guest Speaker series to share insights on his investing philosophy and career. We thank him for his time and the enlightening conversation, and Elena M. for moderating! Recording: https://lnkd.in/gtJjpcCm

We are so proud of our Value Investing students! Congratulations to Amar Kashyap (first prize - Enstar), Tom Marmarelli Ashkenazi (second prize - Cuervo), Tanay Dixit (Fleetcor), and Leon Raubenheimer (Evolution) who were selected to participate in the 5th Annual Artisan International Value Stock Pitch Challenge.

CSIMA Guest Speakers Series — Jacob Taylor Please join us for an exciting session with the remarkable Jacob Taylor at our next CSIMA Guest Speakers Series event. If you have any questions you'd like us to ask Jacob, please comment below! ??Date: Wed, Feb 21, 2024? ?Time: 12:30 PM – 2:00 PM ET Zoom Link:?https://lnkd.in/ezaszKDa Bio: As CEO of Farnam Street Investments, Jacob Taylor is a treasure trove of insights in value investing. Celebrated for his web series and podcasts, including "Five Good Questions" and "Value: After Hours," Jake delves into a myriad of topics, providing unique perspectives to a broad audience. His book, "The Rebel Allocator," is acclaimed for its deep dive into investment concepts. Jake's career was notably shaped by a transformative meeting with Warren Buffett, marking a significant pivot to finance from his initial role as a power system operator. Renowned for his contributions, Jake enriches the investment world with his profound knowledge and experiences.