Steven is the Portfolio Manager of Horizon’s Core Value strategy and was a co-founder of the Firm. Steven serves on the Investment Committee, the Board and is a senior member of Horizon Kinetics’ Research Team, with oversight responsibilities for all research reports produced by the Firm. Previously, he was a senior investment officer in the Private Bank at Bankers Trust Company (1985-1994), where he was a member of the Institutional/Individual Group responsible for the bank’s larger individual relationships and for setting equity investment guidelines for the Private Bank. Steven also served as a member of the Special Situations Equity Strategy Group, and in a variety of new product development projects. By 1994 Steven managed approximately $600 million in private client assets. He received a BA from Hunter College.
- October 2016
Indexation: Capitalist Tool (Delivery Agent of the Great Bubble) Fall 2016 - Oct. 4
- Spring 2017 - March 15
- Fall 2016 - Oct. 4
Past Conference Speakers
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Abrams, David - Abrams Capital, LLC
Ackman, William A. - Pershing Square Capital
Adams, John - Emeritus Professor of Geography, University College London
Aitken, James - Aitken Advisors, LLP
Akre, Chuck - Akre Capital Management
Alexander, Seth - MIT Investment Management Company
Anderson, Keith - Anderson Global Macro, LLC, Chairman and Chief Investment Officer
Arnott, Rob - Research Affiliates, Chairman
Aronson, Theodore - Aronson+Johnson+Ortiz
Aronstein, Michael C. - Preservation Group, LLC
Asness, Ph.D., Clifford S. - AQR Capital Management, LLC, Managing and Founding Principal
Avery, Dennis T. - Author
Ayer, James - Tiedemann/Ayer
Banerji, Anirvan - Economic Cycle Research Institute
Bass, Kyle - Hayman Capital Management, Managing Member
Bassman, Harley - Simplify Asset Management
Battleson, Wendy - Art Strategy Partners
Beach, Bryan - Stansberry Research
Ben-Ur, David - Corbin Capital Partners
Berg, Gilchrist - Water Street Capital
Bernstein, William - Efficient Frontier Advisors
Bessent, Scott - Key Square Group
Bianco, James - Bianco Research, LLC
Bloomstran, Christopher - Semper Augustus Investments Group, LLC
Bobrow, Barry - Wachovia Corp.
Bogle, John C - The Vanguard Group, Inc.
Boland, John - Remnant Partners
Bonderman, David - TPG Capital
Bregman, Steven - Horizon Kinetics, President, Co-Founder
Bronstein, Keith - TradeLink, LLC
Brosens, Frank - Taconic Capital Partners
Burbank, John - Passport Capital, LLC
Burn, Christopher - Coxe Advisors, LLC
Byrd, Frank - Fielder Capital Group, LLC
Byrne, John J. (Jack) - White Mountains Insurance Group
Cannell, J. Carlo - Cannell Capital Management
Cantor, Mitch - Mountain Lake Investment Management
Casares, Wences - Xapo
Chancellor, Edward - Financial Historian
Chanos, James S. - Kynikos Associates, L.P., Founder and Managing Partner
Chiappinelli, Peter - Grantham, Mayo, Van Otterloo & Co.
Chilton, Jr., Richard L. - Chilton Investment Co.
Chu, Charlene - Autonomous Research
Cochrane, John H. - The University of Chicago Booth School of Business
Cohen, Martin - Cohen & Steers Capital Management
Cohodes, Marc - former managing partner of Copper River Management
Cole, Christopher - Artemis Capital Management
Cooperman, Leon - Omega Advisors, Inc.
Costantini, Giulia - Art Strategy Partners
Coxe, Don - Coxe Advisors, LLC
Curnutt, Dean - Macro Risk Advisors
D'Alessandro, David - CMDTY Capital Management, LP
Daniels, Francis - Anibok Investment Research Chambers
Deden, Anthony - Edelweiss Holdings, Ltd., Chairman on the Executive Committee
Derman, Emanuel - Columbia University & Prisma Capital Partners
Diamond, Bob - Atlas Merchant Capital, Founder and CEO
Dias, Anne - Aragon Global Holdings
Dimon, Jamie - JPMorgan Chase & Co.
Divecha, Arjun - Grantham, Mayo, Van Otterloo & Co.
Dizard, John - The Financial Times
Doppstadt, Eric - Ford Foundation
Doyle, Mark - Sterling Grace Municpal
Druckenmiller, Stanley - Duquesne Family Office, LLC
Dudley, William - Federal Reserve Bank of New York
Duffy, Kevin - Bearing Asset Management
Dunbar, Nicholas - Risk Magazine
Egan, Sean - Egan-Jones Rating Co.
Einhorn, David - Greenlight Capital, Inc.
Eisman, Steven - FrontPoint Partners
El-Erian, Mohamed - Harvard Management Co.
Ely, Bert - Ely & Company, Inc.
Erickson, Monica - DoubleLine Capital, L.P.
Eveillard, Jean-Marie - Arnhold & S. Bleichroeder Advisors, LLC - First Eagle Funds
Falls, Amy - Rockefeller University
Farrell, Michael - Annaly Mortgage Management
Farrell, Bob - former head of research at Merrill Lynch
Feldman, Robert C. - Weil, Gotshal & Manges
Ferrari, Ph.D., Leonard A. - Naval Posgraduate School
Fidalgo, Miguel - Triarii Capital Management, LP
Fieler, Sean - Equinox Partners, LP
Fisher, Peter R. - Tuck School of Business at Dartmouth
Flatt, Bruce - Brookfield Asset Management, Inc.
Fleckenstein, William - Fleckenstein Capital, Inc.
Flowers, J. Christopher - J.C. Flowers & Co.
Frey, Felix - Options Consulting Group, LLC
Fridson, CFA, Martin - Lehmann Livian Fridson Advisors LLC, CIO
Friedman, Joshua - Canyon Partners, LLC
Friend, Robert - Recon Capital, LLC
Fronk, Rudi P. - Seabridge Gold, Inc.
Fuss, Daniel - Loomis, Sayles & Co.
Galbraith, Steve - Herring Creek Capital Management, Managing Member
Gallagher, Thomas - ISI Group, Inc.
Gayner, Thomas - Markel Corp.
Gelernter, David - Yale University
Goehring, Leigh R. - Goehring & Rozencwajg Associates, LLC
Goldstone, Larry - Thornburg Mortgage
Grant, James - Grant's Interest Rate Observer
Grantham, Jeremy - Grantham, Mayo, Van Otterloo & Co.
Gray, Jonathan - Blackstone Group
Greenberg, Maurice - C.V. Starr and Company
Greenig, Ph.D., Douglas - Greenwich Capital Markets
Greenspan, Alan - Greenspan Associates
Greenwald, Bruce - Columbia Business School
Grice, Dylan - Calderwood Capital
Gross, Bill - Janus Capital
Gundlach, Jeffrey E. - Doubleline, Chief Executive Officer & Chief Investment Officer
Gutfreund, John H. - Gutfreund & Company
Hague, Ian - Firebird Management
Hale, Jr., Martin - Hale Capital Partners
Hall, Andrew - Phibro, Inc.
Hamburger, John - Restaurant Finance Monitor
Hanke, Steve H. - professor The Johns Hopkins University
Harkins, Michael - Levy, Harkins & Co.
Hartnett, Michael - BofA Merrill Lynch Global Research
Haskell, John - Explorador Capital Management
Hathaway, John - Tocqueville Asset Management
Hendry, Hugh - Eclectica Asset Management, CIO and Founder
Hess, Lisa W. - SkyTop Capital Management
Hill, Karl - Country Bank Co.
Hill, Charles L. - Thomson Financial
Hoenig, Thomas - former president of the Kansas City Federal Reserve
Hoisington, Van R. - Hoisington Investment Management
Horan, Hubert - Hubert Horan Aviation Consulting
Hughes, John - Quantum Capital Management, LLC
Hunt, Lacy - Hoisington Investment Management Co.
Hyman, Ed - Evercore ISI
Isaac, Paul J. - Arbiter Partners Capital Management
Jacobs, Sy - JAM Partners, LP
Jakurski, André - JGP Global Gestao de Recursos
Kasriel, Paul L. - The Northern Trust Company
Katz, Michael - Glenrock Global Partners
Kelly, Mitchell - Anaconda Capital Management
Kelton, Stephanie - Stony Brook University
King, Mervyn - former governor of the Bank of England
Klarman, Seth - The Baupost Group, L.L.C., President and CEO
Klody, CFA, Mathew T. - MCN Capital Management, LLC, Managing Partner
Knapp, Robert - Ironsides Partners
Kovner, Bruce - Caxton Alternative Management
La Nasa, III, Joseph - Serengeti Asset Management, Managing Partner
Lampert, Eddie - ESL Investments, Inc.
Landis, Kevin - Firsthand Capital Management
Langone, Ken - Invemed Associates
Lassonde, Pierre - Franco-Nevada Corp., Chairman
Lawler, M.D., Ph.D., Joseph - JFL Capital Management, LLC
Lawrence, Bryan R. - Oakcliff Capital Partners, L.P.
Leder, Michelle - Footnoted.com
Lehrman, Lewis E. - L.E. Lehrman & Co.
Leibowitz, Martin - Morgan Stanley, Managing Director
Levenson, Carol - Gimme Credit Publications
Levenson, Thomas - Massachusetts Institute of Technology, author of
Lewis, Hunter - Author
Lewitt, Michael - Harch Capital Management
Lipper, Steve - Royce & Associates
Lipton, Martin - Wachtell, Lipton, Rosen & Katz
Litinsky, James H. - JHL Capital Group LLC
Lonski, John - Moody's Investors Service
Lukacs, John - Author
Lusman, Joel - Lusman Capital Management
Marks, CFA, Howard S. - Oaktree Capital Management, LP, Co-Chairman
Martin, R. Brad - RBM Venture Company
Maupin, Darren - Pilgrim Global Advisors Corp.
Maxey, Henry - Ruffer LLP
Mayer, Martin - Author,
McDermott, Andrew - Mission Value Partners, LLC
McEwen, Robert - Goldcorp, Inc.
McKenna, Francine - MarketWatch
McQuarrie, Edward - Leavey School of Business at Santa Clara University
Mikhailovich, Simon A. - Tocqueville Bullion Reserve
Mikuni, Akio - Mikuni & Co., Ltd.
Miller, William - Legg Mason Fund Adviser
Miller, Leland - China Beige Book International
Miller, Steven - Standard and Poor's
Millstein, Jim - Millstein & Co.
Mindich, Eric - Eton Park Capital Management
Mindich, Jeremy - Scopia Capital, LLC
Minerd, Scott - Guggenheim Partners
Moffett, Craig - MoffettNathanson, LLC, Partner and Senior Research Analyst
Montier, James - GMO
Napier, Russell - Orlock Advisors
Ney, Keith - Carmignac
Novogratz, Michael - Galaxy Investment Partners
O'Connor, Jerry - O'Connor Capital Partners
Pan, Vivian - Hamlin Capital Management
Partnoy, Frank - University of San Diego
Paulson, John - Paulson & Co., Inc.
Peabody, Charles - Ventana Capital
Pellegrini, Paolo - PSQR Management, LLC
Pickens, T. Boone - BP Capital
Porter, Alex - Porter Felleman, Inc.
Pozsar, Zoltan - Credit Suisse A.G.
Price, Michael - MFP Investors
Rasmussen, Dan - Verdad Advisers
Rasteh, James - Coast Capital, LLC
Redleaf, Andy - Whitebox Advisors, LLC
Reik, Trey - Bristol Investment Partners, CIO
Richardson, Kennedy - Fidelity Investments
Rickards, James - JAC Capital Advisors, Partner
Robertson, Julian - Tiger Management Corp.
Rocha, Bruno - Dynamo Capital, LP
Rogers, James - Author
Rohatyn, Felix - Lazard, Ltd.
Rollert, Jeffery - ALM Advisors
Rosenberg, David - Gluskin Sheff + Associates
Rosenberg, Joe - Loews Corporation, Chief Investment Strategist
Rosenwald, James - Rosenwald Capital Management
Rowe, Frederick - Greenbrier Partners, Ltd.
Royce, Charles - Royce & Associates
Rozencwajg, Adam - Goehring & Rozencwajg Associates, LLC
Sandor, Ph.D., Richard - Environmental Financial Products
Sarma, Karthik - SRS Investment Management
Saul, Bob - GMO Renewable Resources, Director Domestic Forestry Investments
Scaramucci, Anthony - SkyBridge Capital
Schiff, David - Schiff's Insurance Observer
Schwarzman, Stephen A. - Blackstone Group, Chairman and CEO
Senor, Dan - Elliott Management
Sherman, David - Cohanzick Management
Shilling, Ph.D., A. Gary - A. Gary Shilling & Co.
Simon, Jr., William E. - William E. Simon & Sons
Singer, Paul E. - Elliott Management Corp.
Smith, Randy - Alden Global Capital
Souza, Cristiano - Dynamo Capital, LP
Sprayregen, James - Kirkland & Ellis, LLP
Stahl, Murray - Horizon Asset Management, Inc.
Stephens, Bret - The Wall Street Journal
Stevenson-Yang, Anne - J Capital Research
Stinchcombe, Kai - True Link Financial
Stockman, David A. - Former Director of the Office of Management and Budget, 1981-85
Succo, John - Alpha Investments of New York
Suria, Ravi - Duquesne Capital Mangement
Sussman, Donald - Paloma Partners
Swensen, David - CIO, Yale University
Sylla, Richard - Professor Emeritus of Economics at the Stern School of Business
Taleb, Nassim Nicholas - Empirica, LLC
Tarrant, Jeffrey - Protege Partners
Thiel, Peter - Clarium Capital
Thompson, Cullen - Bienville Capital Management
Thomson, Will - Massif Capital, LLC
Thorn, Jon - India Capital Management
Tisch, James - Loews Corporation
Trennert, Jason DeSena - Strategas Research Partners, LLC
Volcker, Paul A. - Chariman Federal Reserve 1979 - 1987
Volent, Paula - Bowdoin College
Wachenheim, III, Ed - Greenhaven Associates
Wadhwaney, Amit - Third Avenue Management
Walsh, Timothy M. - Division of Investments, State of New Jersey, Director
Walter, Carl E. - Author
Warsh, Kevin - Hoover Institution
Weinstein, Boaz - Saba Capital Management
Weiss, Adam - Scout Capital
Werner, Mark - Pierpont Securities, LLC
Whitman, Martin J. - Third Avenue Management
Whitney, Meredith - Meredith Whitney Advisory Group, LLC
Wien, Byron - The Blackstone Group
Wilkins, Mike - Kingsford Capital Mgmt, LLC
Winters, David - Franklin Mutual Advisers, LLC
Wolf, Martin - Financial Times
Wright, Logan - Rhodium Group
Xiaosheng, Chen - SYWG Research & Consulting, Co.
Yoo, Simon - Green Visor Capital Management Company, LLC
Yusko, Mark W. - Morgan Creek Capital Management, CEO and Chief Investment Officer
Zell, Sam - Equity Group Investments
Zelman, Ivy - Zelman & Associates
Zervos, David - Jefferies & Company
October 3, 2023 - New York
Past Conferences & Presentations
Past Conference Books
Lost in Math: How Beauty Leads Physics Astray
By Savine Hossenfelder
Floored!: How a Misguided Fed Experiment Deepened and Prolonged the Great Recession
By George Selgin
Trump, the Blue-Collar President
By Anthony Scaramucci
Finance and Philosophy: Why We’re Always Surprised
By Alex J. Pollock
John Law: A Scottish Adventurer of the Eighteenth Century
By James Buchan
More Past Conference Books >
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