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Value Investing Thought Leadership Group

Chair: Michael Oliver Weinberg, CFA
Immediate Past Chair: Chris Goulakos

Vice Chair: Elliot Trexler
Vice Chair: Vishal Mishra

The Value Investing Thought Leadership Group provides a forum for the application and modification of Benjamin Graham’s principles in today’s domestic and international markets. 

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NYSSA Thought Leadership Group Networking

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Join the NYSSA Value Investing Group on LinkedIn.

NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs.

The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of NYSSA.


Upcoming Meetings and Events

Accounting Case Studies

Monday March 6 2:00 PM - 5:00 PM •

Case Studies in Accounting Disasters “Accounting is the Rosetta Stone of business”, according to Mr. Warren Buffett. When asked about an accounting book recomm...

Value Investing

Ben Graham Value Conference IV

Tuesday June 20 8:00 AM - 6:00 PM • Gabelli Center at Gabelli School of Business, 140 W. 62nd St.

2017 Ben Graham Value Conference IV In this conference, we honor the legacy of Benjamin Graham, the founder of NYSSA. We will celebrate the teachings writings of Benjamin ...

Conference, Programs for Members, Value Investing

Leaders

Michael Weinberg, CFA is the Chief Investment Strategist at Protege Partners, where he is a Senior Managing Director, and on the investment, risk and management committees. Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing: Alternatives in Pension Plans, an advanced MBA course that he created. He spent nine years at FRM, a multi-strategy fund of fund where he headed the global equity business. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse First Boston. Before that he was a Real Estate analyst at Dean Witter. Michael is an advisory board member for the NYU Stern Investment Management and Research Society, Woodlake Group, PeerIQ and YJP, a young professional organization. He is a member of AIMA's Research Committee and a participant in Peter Peterson's Fiscal Summit. Michael is a member of The Economic Club of New York, CFA Institute, New York Society of Security Analysts, the NYU Family Office Council and the Money Marketeers. He is a volunteer at the Columbia Business School Hermes Society. Michael is a published author, having written articles for The New York Times, Institutional Investor, CFA Institute and CAIA. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools including Institutional Investor, Pensions & Investments, SALT, Harvard and The London School of Economics. He has a BS from New York University, an MBA from Columbia Business School and is a CFA.

Elliot Trexler brings 15 years of investment analysis experience to his role as President and Chief Investment Officer of Global Return Asset Management, LLC. Global Return is a fundamental value investment management company focused is risk management. The firm does not use leverage, employs multiple hedging strategies and invests in U.S. common stocks. Elliot currently serves as Vice-Chairman of the Value Investing Group at the New York Society of Security Analysts. He regularly hosts educational events that feature industry-leading value investors; past participants have included Howard Marks, Founder of Oaktree Capital and Bruce Berkowitz, Founder and CIO of Fairholme Capital Management. Elliot also hosts the NYSSA Author SeriesTM during which he interviews best-selling authors of business and investing books. Prior to Global Return, Elliot was a proprietary trader for nearly four years at T3 Capital Management. At T3, he was promoted to Senior Trader where he trained and managed eight traders. Before switching to public markets, Elliot worked for the nation’s largest real estate investment brokerage company where he created data analytics and custom research reports for institutional investors. He began his career as an investment analyst for an Indiana-based real estate investment firm. Nonprofit and social causes have always been important to Elliot. He has been active in politics and received three political appointments. Elliot has also served on numerous nonprofit boards, including a $550 million dollar foundation. He was the youngest member ever on the board of directors for United Way of Central Indiana and was a finalist for the “Governor’s Award for Tomorrow’s Leaders.” He is a graduate of Indiana University with double majors in Political Science and Philosophy and attended the Indiana University Kelley School of Business.

Vishal Mishra, is a value and special situation investor and manages a private value-investing partnership. He organizes the Special Situations Ideas Forum at NYSSA and 10-K club meetings, which is a group of value and special situation investors. In 2014, he worked on a start-up website trying to connect value investors and generate a library of long-term investing ideas. Prior to that he was in a Specialty lending role at Citigroup providing financing against collateral like hedge fund shares, LP interests, defaulted debt, bankruptcy claims, fund management fees, catastrophe bonds, tax liens etc. He led the trading team of fund linked investment and financing products business of Citigroup and helped grow the revenues from ~$20 million to ~$150 million. He has an MBA from Tulane University, Bachelors in Engineering from REC, India and is a Chartered Financial Analyst (CFA) charter holder. 


  
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