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Ben Graham Centre's 2021 Value Investing Conference

April 14, 2021

Fairmont Royal York, Canadian Room, 100 Front Street West, Toronto, ON, Canada

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The Ben Graham Centre for Value Investing at the Ivey Business School at Western University will hold its annual Value Investing Conference on April 14, 2021 at the Fairmont Royal York Hotel in Toronto, ON, Canada.

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

Normally, we do not have a theme for our Conferences. However, we made an exception this year in light of all the recent criticisms that value investing has received and the inferences that “this time it is different”. The theme is “In Celebration of Ben Graham in a World that Questions Value Investing”.  Moreover, to emphasize our Conference theme, we will not have the usual CEO panel this year, but instead, we will celebrate Tweedy, Browne Company’s 101-year anniversary (1920-2021) with a speech by William H. Browne, one of the company’s Managing Directors. His presentation will 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.

Please Note: If travel and/or social gatherings continue to be restricted in Canada due to COVID-19, this event will move to a virtual platform. Decisions will be announced in Early 2021. 

Registration will open January 11, 2021.

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
 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 EducationSionna Investment ManagersTurtle Creek Asset Management Inc., and Tweedy, Browne Company LLC. for their generous support.

Group of logos for Burgundy, Cavie, Sionna, Turtle Creek and Tweedy, Browne Company LLC

  • Value Investing
  • George Athanassakos