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Ben Graham Centre's 2015 Value Investing Conference

April 15, 2015


The Ben Graham Centre for Value Investing at the Ivey Business School at Western University held a conference on Value Investing on April 15, 2015 at the Fairmont Royal York in downtown Toronto.

The mission of the conference was to promote the tenets of value investing as pioneered by Benjamin Graham, to expose conference participants to the various value investing methods used by practitioners, and to encourage and support academic research and study in the area of value investing.

The conference provided a forum to explain, discuss and debate the principles, practices and various applications of value investing from a global context. Corporate executives offered an industry perspective of how to look for value creating opportunities and how to create value.


This conference was reviewed by FPSC
and qualified for 7.5
FPSC-approved CE Credits.

View the Program 

Media Coverage

“Putting value investing to work: Expert advice from the Ben Graham Centre’s 2015 Value Investing Conference”
Ivey Business School, May 20, 2015.

“Highlights from Fairfax Lollapalooza 2015”
Moneysense, May 1, 2015.

“Learning from investing mistakes: Lessons from the Ben Graham Centre’s 2015 Value Investing Conference”
Ivey Business School, April 30, 2015.

“Finding solace in a market impervious to valuation”
The Globe and Mail, April 18, 2015.

“Rock stars of value investing set to gather in Toronto for Fairfax meeting”
The Globe and Mail, April 12, 2015.

Conference Organizer and Chair

George Athanassakos, Director, Ben Graham Chair in Value Investing, Ivey Business School

Morning Keynote Speaker 

Presenter: Russell Napier, Author & Founder, Electronic Research Interchange (ERIC), London, UK
Topic: Equity Valuation: inflation, deflation and mean reversion
PowerPoint Presentation
Watch Video   

Luncheon Keynote Speaker

Presenter: Frank Martin, Founder & Chief Investment Officer, Martin Capital Management LLC, Elkhart, IN
Topic: 'Worrying top down – investing bottom up'
PowerPoint Presentation
Watch Video

Value Investor Session

Presenter: William Browne, Managing Director, Tweedy, Browne Company LLC, Stamford, CT
Topic: How to Keep Your Wits When Your Suspicion is he World has Lost Theirs: A Look Inside Graham's Tool Box
PowerPoint Presentation

Presenter: Francis Chou, President, Chou Associates Management Inc., Toronto, ON
Topic: The Proof is in the Pudding
PowerPoint Presentation not available

Presenter: Richard Oldfield, Chairman, Oldfield Partners LLP, London, UK
Topic: Patience, Patience, Patience
PowerPoint Presentation

Presenter: Ole Nielsen, Founder & Chief Investment Officer, Nielsen Capital Management Fondsmaeglerselskab A/S, Vipperod, Denmark
Topic: A Scandinavian’s Path to Value Investing
PowerPoint Presentation

Presenter: Guy Spier, Founder & Managing Partner, Aquamarine Capital, Zürich, Switzerland
Topic: The Education of a Value Investor
PowerPoint Presentation

Corporate Executive Session

General topic: Looking For and Creating Value For Shareholders

Presenter: Fokion Karavias, Chief Executive Officer, Eurobank Ergasias, Athens, Greece
Topic: Eurobank Ergasias’ Perspective
PowerPoint Presentation

Presenter: Mark Leonard, President and Chairman of the Board, Constellation Software Inc., Toronto, ON
Topic: Constellation Software’s Perspective
PowerPoint Presentation not available

Presenter: Evangelos Mytilineos, Chairman and Managing Director, MYTILINEOS Holdings S.A., Athens, Greece
Topic: MYTILINEOS Holdings’ Perspective
PowerPoint Presentation

Presenter: William C. Weldon, William C. Weldon, Former Chairman of the Board and Chief Executive Officer, Johnson & Johnson, New Brunswick, NJ
Topic: Johnson & Johnson’s Perspective
PowerPoint Presentation


We would like to thank our sponsors Burgundy Asset Management Ltd., Donville Kent Asset Management and The Center for the Advancement of Value Investing Education for their generous support in sponsoring the conference.

  • Tags:
  • Value Investing