2009 Speakers

William Ackman
Founder and CEO, Pershing Square Capital Management, LP

Bill Ackman is the founder and President of Pershing Square Capital Management, a registered investment advisor with hedge fund assets under management in excess of 3 billion. Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management Company, an investment advisor which managed public and private equity investments. Mr. Ackman received am MBA from Harvard and a B.A. magna cum laude from Harvard.

James Barrow
Principal, Large Cap Value & Mid Cap Value Equity Portfolio Manager, Barrow, Hanley, Mewhinney & Strauss

During Mr. Barrow’s 46-year investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973 he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. Mr. Barrow is the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS.

David Einhorn
President and Founder, Greenlight Capital

David Einhorn is the President and founder of Greenlight Capital, a long-short value-oriented hedge fund, which started with $1 million under management in 1996. Over the ensuing years, Greenlight has generated greater than a twenty-five percent annualized net return for its partners. Einhorn is the Chairman of Greenlight Capital Re, Ltd. (Nasdaq: GLRE) and serves on the boards of the Michael J. Fox Foundation for Parkinson’s Research and Hillel: The Foundation for Jewish Campus Life. Einhorn graduated summa cum laude from Cornell University in 1991, earning a B.A. in Government from the College of Arts and Sciences.

Karen Finerman
President, Metropolitan Capital Advisors

Ms. Karen Finerman has been President of Metropolitan Capital Advisors, Inc. since 1992 when she co-founded the firm. Prior to 1992, she was the Lead Research Analyst for the Risk Arbitrage department at Donaldson, Lufkin & Jenrette Securities Corporation. Prior to joining DLJ in 1990, Karen was a trader at First City Capital, a risk arbitrage fund for the Belzberg Family. Karen received a B.S. in Economics from the University of Pennsylvania’s Wharton School in 1987, with a concentration in Finance.

Karen is the Chairwoman of the Development Committee of the Michael J. Fox Foundation for Parkinson’s Research and serves on its board. She is also a Trustee of the Montefiore Medical Center in Bronx, N.Y. where she serves on its Investment Committee.

Mario J. Gabelli
GAMCO Investors, Inc.

Mario J. Gabelli is Chairman and Chief Executive Officer of GAMCO Investors, Inc., a New York Stock Exchange listed company that is a widely recognized provider of investment advice to alternative investments, mutual funds, institutional and high net worth investors. Gabelli founded the firm in 1977 as an institutional broker-dealer. It has since grown into the diversified financial services corporation it is today. Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business, and an Honorary Doctorate Degree from Roger Williams University in Rhode Island.

James Grant
Grant’s Interest Rate Observer

James Grant originated the “Current Yield” column in Barron’s before founding Grant's Interest Rate Observer in 1983

He was a long time panelist on Louis Rukeyser’s “Wall Street Week” and has appeared on 60 Minutes, CBS Evening News, Nightly Business Report and Bloomberg TV.

James Grant is a sought after speaker on finance and American history. He is the author of four books on finance and financial history: 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 & Giroux, 1993) and The Trouble with Prosperity (Times Books, 1996). A fifth book - John Adams: Party of One, a biography of the second president of the United States - was published in March 2005 by Farrar, Straus & Giroux.

Mark L. Hart, III
Corriente Partners, LP

Mark L. Hart, III is Founder, Chairman and Chief Investment Officer of Corriente Advisors, L.L.C., an SEC-registered investment advisor in Fort Worth, Texas. Corriente has more than $800 million in net assets under management through various vehicles including Corriente Master Fund, L.P., a global macro hedge fund, European Divergence Fund, L.P. and Corriente Biotechnology Partners, L.P.. Mark is responsible for all investment decisions for the firm and is actively involved in the trading of its portfolios. Mark is also Co-Founder and Co-Manager, along with Kyle Bass of Hayman Capital Partners, L.P., of Subprime Credit Strategies Fund, L.P., which was launched in September 2006.

Mark's fifteen years of experience primarily encompass hedge fund management and securities analysis. Prior to forming Corriente Advisors in 2001, Mark was a founder, principal and managing director of Tarpon Advisors, Inc., a hedge fund manager in Dallas, Texas. Before he joined Tarpon Advisors, Inc., Mark was a managing director with Culmen Group, L.P., a Fort Worth, Texas investment firm. Prior to joining Culmen, Mark was an analyst and then an associate in New York and Beverly Hills with Bannon & Company, Inc., an investment banking firm founded by former Goldman, Sachs & Co. bankers.

Mark earned a B.A. in the Plan II Honors Program from the University of Texas at Austin in 1994.

Michael F. Price
President, The Price Family Foundation, Inc. and Managing Member of MFP Investors, LLC

Mr. Michael F. Price is the President of The Price Family Foundation, Inc., Managing Member of MFP Investors LLC, and Director of Liquidnet Holdings. He also serves on various Boards for The Albert Einstein College of Medicine, University of Oklahoma Foundation, Johns Hopkins, and Jazz at Lincoln Center.

Michael was Chairman of the Board of Franklin Mutual Advisers and Franklin Mutual Series Fund. He has 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.

Michael 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 Letter.

Edward W. “Rusty” Rose, III
President and Owner, Cardinal Investment Company, Inc.

Mr. Rose currently serves on several Corporate Boards, such as Protex International, BearCom Inc., LBJ Asset Management Partners, and Reata Pharmaceuticals. Presently, he is Lead Director of Drew Industries, Inc. out of White Plains, NY; a diversified business including ownership of an aluminum window manufacturer.

Rusty is also involved in many civic activities in Dallas, which include Chairman of the Board of the Cornell Lab of Ornithology, The Salesmanship Club of Dallas, Director of Contact Dallas Telephone Counseling, a former trustee of the Texas Nature Conservancy, a former Director of the Girl’s Adventure Trails, former Chairman of the Board of The Greenhill School, and an active member of Highland Park Methodist Church. Rusty and wife, Deedie, have been actively involved in the Arts in Dallas, specifically the Dallas Museum of Art.

Rusty received a degree in Bachelor of Engineering Science from The University of Texas at Austin and a Master of Business Administration from Harvard University. He lives in Dallas with his wife Deedie, and has two children.

Gretchen Morgenson
Assistant Business and Financial Editor, The New York Times

Ms. Gretchen Morgenson has been Assistant Business and Financial Editor and a Columnist at The New York Times since May 1998. She covers the world financial markets and won the Pulitzer Prize in 2002 for her "trenchant and incisive" coverage of Wall Street.

Gretchen 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. While serving as the Investigative Business Writer and Editor at Forbes magazine 1986 to 1993, she broke the story of anti-investor practices on the NASDAQ stock market that was followed by Justice Department and SEC investigations.

Born in State College, Pennsylvania, Ms. Morgenson received a B.A. degree in English and History from Saint Olaf College. She is the author of Forbes Great Minds of Business, published by John Wiley & Co., in 1997 and co-author of The Woman's Guide to the Stock Market, published by Harmony Books in 1981.
She is married, has a son and lives in New York City.

The GIBI Foundation will always be grateful for its 2007 and 2008 Speakers:

Bill Ackman
President, Pershing Square Capital Management

Lee S. Ainslie, III
Managing Partner, Maverick Capital

Susan Byrne
Chairman and CIO, Westwood Holdings Group, Inc.

Clint Carlson
President and CIO, Carlson Capital, L.P.

Christopher Davis
Portfolio Manager, Davis Advisors

David Einhorn
President, Greenlight Capital

Karen Finerman
President, Metropolitan Capital Advisors

Tom Gayner
Executive Vice President and CIO, Markel Corporation

Britt Harris
CIO, Teacher Retirement System of Texas

H. Lee S. Hobson
Founder and Managing Partner, Highside Capital Management

Donald W. Hodges
Chairman and Portfolio Manager, Hodges Capital Management

J. Luther King, Jr.
President, Luther King Capital Management

Barry M. Kitt
Founder, Pinnacle Advisors, L.P.

John R. Muse
Co-Founder and Chairman, HM Capital Partners, LLC

T. Boone Pickens
Founder and Chairman, BP Capital Management

Michael F. Price
President and Managing Member, MFP Investors, LLC

Edward W. “Rusty” Rose, III
President and Owner, Cardinal Investment Company, Inc.