Education Planning

2013 Annual Event, 30th Anniversary Celebration


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Future of Value Investing Here and Abroad

Our 30th Anniversary Celebration was held at the New York Yacht Club on May 21, 2013.

Our panel of experts made insightful remarks about value investing and the current economy. To hear their remarks, watch the video below.


Lewis J. Altfest, Ph.D., CFP®, CFA, CPA/PFS

Chief Investment Officer and Principal Advisor for Altfest Personal Wealth Management

David Herro, CFA

Portfolio Manager for The Oakmark International Fund


Pat Regnier

Assistant Managing Editor at Money magazine


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