The goal of the GIBI Investment Symposium is to enlighten, inspire, and inform attendees while raising funds for two exceptional charities. This premier investment event is fully underwritten by its co-founders, so that all donations go directly to The Michael J. Fox Foundation for Parkinson’s Research and Vickery Meadow Youth Development Foundation.
The GIBI Investment Symposium is fortunate to have some of the world's most respected investors generously donate their time to share their best investment ideas and insights.
Marc Cohodes is a former General Partner of Rocker Partners/ Copper River from 1985-2009. He began his career at the Northern Trust Company in 1982 after graduating Babson College with a BS in Finance. He has been profiled in the books; Reckless Endangerment, Selling America Short, The Most Dangerous Trade. He was the subject of a Harvard Business School Case study on his efforts to expose Mortgage Fraud at Novastar. He resides in Cotati, California, where he runs Alder Lane Farm.
James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His new book, The Forgotten Depression, 1921: the Crash that Cured Itself, a history of America’s last governmentally unmedicated business-cycle downturn, won the 2015 Hayek Prize of the Manhattan Institute for Policy Research.
Among his other books on finance and financial history are Bernard M. Baruch: The Adventures of a Wall Street Legend (Simon & Schuster, 1983), Money of the Mind (Farrar, Straus & Giroux, 1992), Minding Mr. Market (Farrar, Straus, 1993), The Trouble with Prosperity (Times Books, 1996), and Mr. Market Miscalculates (Axios Press, 2008).
He is, in addition, the author of a pair of political biographies: John Adams: Party of One, a life of the second president of the United States (Farrar, Straus, 2005) and Mr. Speaker! The Life and Times of Thomas B. Reed, the Man Who Broke the Filibuster (Simon & Schuster, 2011). His new biography of Walter Bagehot, the Victorian man of letters and financial journalist, will be published in 2018.
Mr. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” “CBS Evening News,” and a 10-year stint on “Wall Street Week”. His journalism has appeared in a variety of periodicals, including the Financial Times, The Wall Street Journal and Foreign Affairs. He contributed an essay to the Sixth Edition of Graham and Dodd’s Security Analysis (McGraw-Hill, 2009).
Mr. Grant, a former Navy gunner’s mate, is a Phi Beta Kappa alumnus of Indiana University. He earned a master’s degree in international relations from Columbia University and began his career in journalism in 1972, at the Baltimore Sun. He joined the staff of Barron’s in 1975 where he originated the “Current Yield” column. He is a trustee of the New York Historical Society. He and his wife, Patricia Kavanagh M.D., live in Brooklyn. They are the parents of four grown children.
Lisa Hess is President and Managing Partner of SkyTop Capital Management, an opportunistic hedge fund focused on industries and companies undergoing a transformation. She has 40 years of experience on Wall Street.
From 2002 to 2008, Lisa was the Chief Investment Officer of Loews Corporation, responsible for managing $50 billion in assets, including fixed income, equities, and alternatives. Prior to her career at Loews, Ms. Hess was a Founding Partner of Zesiger Capital Group, a diversified money manager dedicated to investing across all asset classes. She is a Trustee of TIAA and serves on the Board of Directors of Radian Group, Inc. Professional honors include serving on the United States Debt Advisory Committee from 1996 to 2002 and the Federal Reserve Bank of New York Investors Advisory Committee.
From 2002 to 2010, Ms. Hess wrote a regular column for Forbes entitled “Absolute Return.” She received her MBA from The University of Chicago and her A.B. from Harvard University.
Richard Mashaal is the Principal of Senvest Management, LLC which is responsible for the day-to- day management of both Senvest Partners and Senvest Israel Partners. He started Senvest Master Fund, L.P. in 1997 and Senvest Israel Partners in 2003. Richard joined SCI in 1989 and was instrumental in transitioning Senvest’s private equity holdings into a portfolio of publicly held equities under the umbrella of Senvest International LLC which he founded in 1994. Richard holds a BS in Economics from the Wharton School, University of Pennsylvania and an MBA and MA in International Relations from the University of Chicago.
Ray Nixon is the Executive Director and a Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss, LLC. Barrow Hanley, founded in 1979, is one of the largest value-oriented investment managers of institutional assets in the U.S. The approximately ninety billion dollar firm provides value-oriented investment strategies to institutional investors, mutual funds, and family offices on five continents.
Mr. Nixon joined BHMS in 1994 from Smith Barney, Inc., where he was a member of the firm's Investment Policy Committee and served as their lead institutional stockbroker for the Southwest. During his thirty-seven year investment career, he also served as a research analyst for the Teacher Retirement System of Texas. Mr. Nixon holds a BA and an MBA from the University of Texas.
Mr. Nixon is a Trustee of the UT Southwestern Foundation and a member of the McCombs School of Business Advisory Council. He is a current board member of East West Ministries and the Salvation Army. Moreover, he chairs the investment committee of the Texas Health Resources four billion dollar endowment. He was formerly on the Board of Directors and the Strategic Advisory Board of the CFA Society of Dallas-Fort Worth. In 2015, Mr. Nixon was inducted into the University of Texas McCombs School of Business Hall of Fame. Recently, Mr. Nixon has joined the UTIMCO board, a thirty-five billion dollar endowment for the University of Texas.
Michael F. Price earned his bachelor’s degree in 1973 from the University of Oklahoma. In 1999 the University of Oklahoma honored him with a Doctor of Humane Letters.
Michael F. Price was chairman of the board of Franklin Mutual Advisers and Franklin Mutual Series Fund. He had been associated with both entities and their predecessor organizations since 1975. At that time the adviser was known as Heine Securities Corp and the fund was Mutual Shares Fund. Michael was Vice President of the fund from 1975 until 1986. From 1986 until November 1, 1998 he was CEO, President and Chairman of the Board of the adviser and the fund, which came to be known as Mutual Series Fund.
Presently, Michael is the President of The Price Family Foundation, Inc.; Managing Member of MFP Investors LLC; and Managing Partner of MFP Partners, L.P. He also serves as a Director of Liquidnet Holdings, an Investment Advisory Council Member to the Florida State Board of Administration and on Boards for Jazz at Lincoln Center and Johns Hopkins Berman Institute of Bioethics.
Stephen B. Smith, Managing Director with JP Morgan Securities, has 50 years' experience in the investment banking, brokerage, and asset management businesses.
He began his career with Smith, Barney & Co., spent 18 years as Managing Director with First Boston as manager of their Dallas office, followed by tenures at Lehman Brothers, Bear Stearns and its successor, JP Morgan Securities. Mr. Smith has extensive experience with both institutional and high net worth investors. He manages or advises on over $12 billion of private client assets, with a particular emphasis in the management of leveraged fixed income portfolios.
He holds an A.B. degree in Economics from Davidson College and an M.B.A from Stanford University.
Prior to his retirement in July of 2018, Roger T. Staubach was Executive Chairman of JLL Americas, a professional services firm specializing in real estate. Roger’s role focused on client relationships and new business development. With 2017 global revenue of $7.9 billion, JLL serves clients in 80 countries from more than 1,000 locations worldwide, including 300 corporate offices and a global workforce of 82,000.
Before joining forces with JLL, Roger was Executive Chairman of The Staubach Company, a leading global real estate advisory firm. Known for its unparalleled standard of business and personal ethics, the company, expanded services to meet clients' ever-changing requirements. The Staubach Company’s 1,600 people served 3,000+ clients from 70 North American offices.
A 1965 graduate of the United States Naval Academy with a bachelor of science in engineering, Roger served four years as a Navy officer. After the Navy he joined the Dallas Cowboys professional football team and launched his real estate career while playing football.
Roger served as the Chairman of the Host Committee for Super Bowl XLV which was held in North Texas in 2011. He continues to be involved with The Children’s Cancer Fund, the United States Naval Academy Foundation and numerous other civic, charitable, and professional organizations.
Steve Van Amburgh is the Chief Executive Officer of Dallas-based KDC. He serves as Chairman of the company’s Executive Committee, overseeing strategic planning and coordinating all new business development efforts. Van Amburgh also oversees all acquisitions and development activities of the regional offices in Atlanta; Charlotte, N.C.; and Houston.
Van Amburgh assumed leadership of the company in 2001 after leading the KDC-Texas operation for 12 years. During his tenure, KDC has completed more than 140 corporate build-to-suit office and industrial projects valued at more than $7 billion and totaling more than 33 million square feet. Clients include Blue Cross and Blue Shield, Citigroup, FedEx, Fluor Corp., Intuit, Invesco, JPMorgan Chase, Liberty Mutual, Nokia, Prudential, Rent-A-Center, Omnicom, Sally Beauty, State Farm Insurance, Toyota and other leading corporations.
KDC’s largest project in development is CityLine, a 204-acre, mixed-use project in Richardson, Texas. The transit-oriented development includes nearly 50 dining and retail service options with Whole Foods as the retail anchor; 1,000 apartments with another 1,000 under construction; a 148-room select service Aloft Hotel; a wellness office building anchored by Texas Health Resources, Children’s Health; a fitness center; an urban plaza; a 3.5-acre park with trails and five large outdoor sculptures. CityLine is also home to State Farm and Raytheon. At full build-out, CityLine will contain five million square feet of office space, 3,925 multi-family residential units, two hotels, and two parks with access to regional hike and bike trails. Approximately 30,000 people are expected to live and work at CityLine.
Van Amburgh formed “Team Legacy” with Karahan Cos. and Columbus Realty to develop Legacy West, a 240-acre mixed-use project in Plano, Texas. JPMorgan Chase’s corporate campus is currently under development at the project, which also includes Liberty Mutual’s regional headquarters, Toyota’s new North American Headquarters, and FedEx Office’s corporate headquarters.
In Dallas, KDC is developing a 250,000-square-foot office tower at “The Epic,” a mixed-use, transit-oriented project on eight acres in the vibrant Deep Ellum neighborhood, as well as an office building within the $200 million West Love mixed-use development near Dallas Love Field Airport. In addition, KDC has announced a partnership with Seritage Growth Partners to develop up to one million square feet of premier office space in Dallas Midtown. Plans have also been released in partnership with Hoque Global for the Dallas Smart District, a master-planned urban neighborhood with more than 20 acres in Downtown Dallas. KDC completed construction on 1920 McKinney, a 150,000-square-foot Class A office tower in Uptown Dallas in March 2016.
In Irving, Texas, KDC currently has two projects under construction: a 1.125-million-square-foot headquarters for Pioneer Natural Resources at the Hidden Ridge development, and a 155,000-square-foot Class A medical office complex for Healthcare Associates of Texas. In McKinney, Texas, KDC has started construction on a 165,000-square-foot headquarters for Independent Bank, which will house 400 employees. Construction is also underway on a 460,000-square-foot, Class AA office tower in downtown San Antonio, the city’s first in 30 years, that will serve as Cullen/Frost Bankers Inc.’s corporate headquarters.
Outside of Texas, KDC is currently developing Park Center, a 17-acre transit-oriented development in Dunwoody, Ga., in which State Farm currently occupies 585,000 square feet of office space. KDC is in the second phase of construction, which will include two additional towers totaling 1.2 million square feet. State Farm will lease space in both towers, along with the already leased tower in the first phase. In Alpharetta, Ga., KDC has been selected as the office developer for Windward Park, a $400 million mixed-use development.
Under the leadership of Van Amburgh, KDC is focused on build-to-suit development of corporate office, industrial and data center properties, including corporate-driven mixed-use developments, and providing exciting work environments for companies across the entire United States.
During his tenure, KDC has been named the NAIOP North Texas Developer of the Year five times and has been awarded numerous best real estate deals by the Dallas Business Journal and DCEO. In addition, Van Amburgh was named a Best Boss in the Business by Real Estate Forum in 2016.
Van Amburgh has served on the board of directors for the National Association of Industrial & Office Properties, the Salesmanship Club of Dallas, TCU Chancellor Advisory Committee and currently is a director of Benchmark Bankshares. He also is an active member of CoreNet Global and The Urban Land Institute.
A Dallas-native, Van Amburgh is a graduate of Washington and Lee University in Lexington, Virginia. He and his wife, Lee Ann, are the parents of three children, Sam, Kate and Pete.
Gretchen Morgenson is Senior Special Writer, Investigations, at The Wall Street Journal. She joined in November 2017 after 20 years at The New York Times, where she was Assistant Business and Financial Editor and a Columnist. She covers the world financial markets and won the Pulitzer Prize in 2002 for her “trenchant and incisive” coverage of Wall Street. In 2009, Ms. Morgenson won a Gerald Loeb Award in the “Beat Writing” category for her coverage of Wall Street. This followed her Gerald Loeb Award for excellence in financial commentary in 2002 and the American University School of Communication’s Annual Journalism Award for excellence in personal finance reporting in 2000.
Ms. Morgenson began her career at Vogue magazine as an Assistant Editor in 1976. By the time she left the magazine in 1981, she was a writer and financial columnist. She has filled the roles of Assistant Managing Editor and Investigative Business Writer and Editor at Forbes magazine, Press Secretary for the Forbes for President Campaign, Executive Editor for Worth magazine, Staff Writer at Money magazine, and Stockbroker for Dean Witter Reynolds in New York from 1981 to 1984. Ms. Morgenson received a B.A. degree in English and History from Saint Olaf College. She is co-author of The New York Times bestseller Reckless Endangerment, published by Times Books in May 2011.