3–4 December 2009 New York, New York, USA
Market cycles come and go. Fundamentals persist.
If there is one lesson to be learned from the past decade, it is that there has never been a greater need for fundamental analysis that also comprehends the nature and effects of market cycles. To find the companies that are financially strong enough to thrive after the global economic crisis, analysts need to understand not only present value but also the economic factors that may affect future earnings power and cash flows.