Value Investing Thought Leadership Group

Chair: Michael Oliver Weinberg, CFA

Vice Chair: Elliot Trexler
Vice Chair: Vishal Mishra, CFA
Vice Chair: Andrew Kahn
Immediate Past Chair: Chris Goulakos

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

Value Investing Group Meeting

Wednesday June 7 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Value Investing Group meeting.  Group Overview The Value Investor Series harkens back to the founding of NYSSA 80 years ago.It is the confluence...

Committee Meeting, Interest Group Meetings, Value Investing

Ben Graham Value Conference IV

Tuesday June 20 8:00 AM - 6:00 PM • Fordham University, 150 W. 62nd St. 10023

2017 Ben Graham Value Conference IV In this conference, in honor of NYSSA's 80th anniversary, we honor the legacy of Benjamin Graham, the founder of NYSSA, and one of the ...

Conference, NYSSA Event, Programs for Members, Value Investing

Value Investing Group Meeting

Wednesday September 6 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Value Investing Group meeting.  Group Overview The Value Investor Series harkens back to the founding of NYSSA 80 years ago.It is the confluence...

Committee Meeting, Interest Group Meetings, Value Investing

Value Investing Group Meeting

Wednesday December 6 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Value Investing Group meeting.  Group Overview The Value Investor Series harkens back to the founding of NYSSA 80 years ago.It is the confluence...

Committee Meeting, Interest Group Meetings, 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 over 15 years of investment analysis experience to his role as President and Chief Investment Officer of Global Return Asset Management, LLC. As Chief Investment Officer, Elliot oversees all securities analysis, buy-and-sell decisions, and risk and portfolio management. He also writes whitepapers ranging in topics from security analysis, risk management, the psychology of investing and ESG factors. Elliot received the 2016 Awards for “Best Fundamental Growth Investor” and “Award for Excellence in Risk Analysis” from BarclayHedge and the "2016 Hedge Fund Manager of the Year" award from Wealth & Finance International. Elliot is also a Forbes Magazine contributor.

Elliot currently serves as Vice-Chairman of the Value Investing Group at the New York Society of Security Analysts. He also hosts the Author Series symposium where he interviews authors of business and investing books; these interviews are followed by topical panel discussions with industry leaders.

Prior to Global Return, Elliot was a proprietary trader at a large SEC broker-dealer and member of the Chicago Board of Options Exchange where he was promoted to Senior Trader. In this capacity, he trained and managed a team of eight traders. He also worked for the nation’s largest real estate investment brokerage company where created data analytics and custom research reports for individual and institutional investors. Elliot began his career as an analyst for a real estate development and investment company.

Politics and nonprofits have always been important to Elliot. He has received three political appointments and 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” for the State of Indiana. He is a graduate of Indiana University 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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