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Strategic Value Investing - Dinner


Stephen Horan, Ph.D., CFA, Managing Director, Credentialing at CFA Institute

Start Time

4/27/2016 5:00 PM

End Time

4/27/2016 8:30 PM

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Location Info

Morton's, The Steakhouse 
777 S. Flagler Drive
West Palm Beach, FL 33401

Event Description

Strategic Value Investing: Practical Techniques of Leading Value Investors

Featuring: Stephen Horan, Ph.D., CFA

​Wednesday April 27, 2016


  • 5:00 PM Networking
  • 6:00 PM Dinner and Presentation


Take this unique opportunity to visit with Dr. Stephen Horan, co-author of Strategic Value Investing, listed in Warren Buffett's 2016 reading list! Book was handpicked by Warren Buffett himself!

Dr. Horan co-authored Strategic Value Investing with Tom Robinson, former managing director of Americas region for CFA Institute and Dr. Robert Johnson, who has held a number of senior executive positions at CFA Institute from 1996 to 2011.

​Presentation Overview: The Value of Value Investing

Value investing has its roots in the work of Graham and Dodd.  But value is often in the eye of the beholder.  This presentation highlights the many ways in which investors define value, how it varies over time, and how it compares to growth investing.  It quantifies the size of the value investing opportunity as well as compares and contrasts the many ways to measure value.  It also describes some of the unique market, cognitive, emotional, and investment constraint obstacles to implementing a successful value investing program.​


Praise for Strategic Value Investing:

“A book that has much the same character as a good value investor: calm, disciplined, with a grasp both of broad theory and of how to apply it.”
―JOHN AUTHERS, senior investment columnist, Financial Times

“This comprehensive look at valuation techniques is not only insightful, but can be easily put to use by individual and professional investors alike.”
―CHARLES ROTBLUT, CFA, Vice President, the American Association of Individual Investors

“Offers a sound fundamental perspective for those looking to deepen their analysis around stocks. A great resource for all types of value investors.”
―HEATHER BRILLIANT, CFA, global head of equity research at Morningstar and member of the CFA Institute Board of Governors

“This book is of Real Value! It updates the pioneering work of Ben Graham and Phillip Fisher, blending the valuation techniques of the masters (such as Warren Buffett) and provides institutional and individual investors the A to Z of value investing from a practitioner perspective.”
―JOHN MAGINN, CFA, EVP & CIO, Mutual of Omaha (retired) and coeditor of Managing Investment Portfolios

“An actionable road map for implementing a disciplined value investing strategy. Very much in the Ben Graham style. The sophisticated individual investor will find this comprehensive digest a continual and timeless reference.”
―WALLACE FORBES, CFA, President of Forbes Investors Advisory Institute, Division of Forbes magazine

“Many books propose to help you learn how to become a better value investor. This one, which is bound to become a staple of every value investor’s library, delivers on its promise.”
―ROBERT POWELL, editor of Retirement Weekly and columnist of “MarketWatch”


Stephen Horan, PhD, CFA, CIPM
Managing Director, Credentialing at CFA Institute





Stephen Horan brings to the table a unique combination of industry and academic experience. In industry, he has served as an expert witness in support of securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker. In academia, Horan served as a professor of finance at and is a recognized researcher in wealth management, tax efficient investing, and derivatives. In his current position, Horan leads the development of CFA Institute’s education programs, including the globally recognized CFA Program, and publications

The author or co-author of several books, including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets and the Forbes/CFA Institute Investment Course, Horan has also edited the volume Private Wealth: Wealth Management in Practice. His articles have appeared in peer-reviewed journals, such as the Financial Analysts JournalHarvard Business Review Latin AmericaJournal of Financial ResearchJournal of Wealth Management, and Financial Services Review. He has received numerous research grants, including the 2012 Graham and Dodd Readers’ Choice Award.

His award-winning research has been profiled in leading practitioner publications, including CFA Digest and Barron’s, as well as the popular press, including the Chicago Tribune and Baltimore Sun. He is a frequent columnist in the ​​Financial Times and is often cited in the media, including publications such as The Wall Street JournalThe New York Times, CNBC, Investment News, and Money Magazine.

Horan currently serves on the editorial board of the Journal of Wealth Management and the Financial Services Review. Before joining CFA Institute, he was active both locally and nationally with CFA Institute, drafting monographs, serving as a consultant to the Financial Accounting Policy Committee, and as Education chair for the CFA Society of Buffalo. He has been a frequent invited speaker at professional, academic, and CFA Institute events.

Horan earned a Ph.D. in Finance at the State University of New York/Buffalo and a BBA degree in Finance at St. Bonaventure University.

CFA Society South Florida has determined that this program qualifies for 1.5 CE credit hour(s) under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.​


Event Type

Society; Educational

Society Category


Education Topic

Private Wealth Management

Event Region


CE Credit


SER Credit


Event Terms

On-site registrations are accepted on an exception basis and are payable with check or credit card only. To cancel, please send an email to​ with your name, email address and CFA SFL member ID if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.

Location Name

Morton's, The Steakhouse

All Day Event





4/27/2016 8:30 PM



Event Manager Email

Location Address

777 S. Flagler Drive

Location City

West Palm Beach, FL 33401

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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/8/2016 6:34 AM by 38
Last modified at 5/23/2016 7:13 AM by 38