**Event Postponed due to COVID-19. Rescheduled for April 14, 2021**
The Ben Graham Centre for Value Investing at the Ivey Business School at Western University was to hold its annual Value Investing Conference on April 15, 2020 at the Fairmont Royal York Hotel in Toronto, ON, Canada. Event was postponed due to COVID-19. Rescheduled for April 14, 2021.
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 was to provide a forum to explain, discuss and debate the principles, practices and various applications of value investing from a global context.
Normally, we do not have a theme for our Conferences. However, we had made an exception in 2020 in light of all the criticisms that value investing had received and the inferences that “this time it is different”. The theme was to be “In Celebration of Ben Graham in a World that Questions Value Investing”. Moreover, to emphasize our Conference theme, we were not going to have the usual CEO panel, but instead, were going to celebrate Tweedy, Browne Company’s 100-year anniversary (1920-2020) with a speech by William H. Browne, one of the company’s Managing Directors. His presentation was to be followed by a Q&A session with the company’s executives conduced by Jeff Stacey, Chairman and Chief Executive Officer, Stacey Muirhead Capital Management.
Conference Organizer and Chair
George Athanassakos, Managing Director, Ben Graham Chair in Value Investing, Ivey Business School
Morning Keynote Speaker
Presenter: James Grant, Financial Journalist and Historian, Founder and Editor of Grant’s Interest Rate Observer, New York, NY, USA
Topic: “Sometimes You Have a Bad Decade”
Luncheon Keynote Speaker
Presenter: Howard Marks, Co-Chairman, Oaktree Capital Management, L.P., Los Angeles, CA, USA
Topic: 1969-2020: The Evolution of Investing
Afternoon Keynote Speaker
Presenter: H. Lawrence Culp, Jr., Chairman and CEO, General Electric Co, Boston, MA, USA
Topic: GE’s Multiyear Transformation Story: A Value Opportunity
Value Investor Session
Presenter: Dianne K. McKeever, Chief Investment Officer, Managing Member and Co-Founder, Ides Capital Management LP, New York, NY, USA
Topic: ValueS Investing: ESG Frameworks that Minimize Risks and Maximize Returns
Presenter: Francisco García Paramés, Chairman and CIO, Cobas Asset Management, Madrid, Spain
Topic: Some Stocks (Mostly European) Ben Graham Would Love
Presenter: Evan Vanderveer, Managing Partner, Vanshap Capital, Arlington, VA, USA
Topic: Investing in Capital Constrained Markets
Presenter: Mohnish Pabrai, Managing Partner, Pabrai Investment Funds, Irvine, CA, USA
Topic: From Ben Graham to Phil Fisher
Presenter: Guy Gottfried, Founder & Managing Director, Rational Investment Group, LP, Boston, MA, USA
Topic: Many Happy Returns: A Value Perspective on Return on Investment
Tweedy, Browne Company LLC Session
Presenter: William H. Browne, Managing Director, Tweedy, Browne Company LLC, Stamford, CT, USA
Topic: Tweedy, Browne 1920-2020: Celebrating 100 years of value investing
Conversation with Tweedy, Browne Company Executives
Moderator: Jeffrey D. Stacey, Chairman and Chief Executive Officer, Stacey Muirhead Capital Management, Waterloo, ON, Canada
Roger de Bree, Managing Director, Tweedy, Browne Company LLC, Stamford, CT, USA
Thomas H. Shrager, Managing Director, Tweedy, Browne Company LLC, Stamford, CT, USA
John D. Spears, Managing Director, Tweedy, Browne Company LLC, Stamford, CT, USA
Robert Q. Wyckoff, Jr., Managing Director, Tweedy, Browne Company LLC, Stamford, CT, USA
Thank you to our Donors
We would like to thank our donors Burgundy Asset Management Ltd., The Center for the Advancement of Value Investing Education, Sionna Investment Managers, Turtle Creek Asset Management Inc., and Tweedy, Browne Company LLC. for their generous support.