• McKenna at Grant’s Interest Rate Observer 35th Anniversary Conference

    By • Sep 2nd, 2018 • Category: Where I've Been

    On October 9, 2018 I’ll be speaking at the Grant’s Interest Rate Observer 35th Anniversary Conference in New York at the Plaza Hotel.

    After many years of good relations and a recent successful podcast performance, Jim Grant has asked me to present at his conference this fall. The podcast, where I talk about non-GAAP metrics, the state of the accounting industry and a few other hot topics, is free.

    Jim Grant wrote me:  “I deem it essential that someone—no, not just someone, but you—speak on the theme of willful self-delusion through accounting (have been thinking about this since your terrific podcast appearance). This would entail a short survey of the evolution from GAAP to (increasingly) non-GAAP methods followed by a discussion of, say, three specific instances of accounting abuse that directly bear on securities prices.  You have 40 minutes, including Q&A. It would be a privilege and a pleasure to have you on the program.”

    The rest of the agenda is covered by a who’s who of well-known investors, but I think I am the only one who will be wearing a dress.


    William A. Ackman – Pershing Square Capital

    James Bianco – Bianco Research, LLC

    Edward Chancellor – Financial Historian

    Anthony Deden – Edelweiss Holdings, Ltd.

    Stanley Druckenmiller – Duquesne Family Office, LLC

    Francine McKenna – MarketWatch

    Craig Moffett – MoffettNathanson, LLC

    Jason DeSena Trennert – Strategas Research Partners, LLC

    Logan Wright – Rhodium Group

    James Grant – Grant’s Interest Rate Observer

    Go here for more info. Hope you can join us!


    Email this author | All posts by

    Leave a Reply