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Ben Graham Centre's 2022 Virtual Value Investing Conference

Apr 20, 2022 • 8:30 am - 3:40 pm

Virtual (Zoom)

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Main Conference Slide

The Ben Graham Centre for Value Investing at the Ivey Business School at Western University held its annual Value Investing Conference, virtually, on April 20, 2022.

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. 

Media Coverage

"British discounter, U.S. auto-parts retailer among stock picks at Value Investing Conference"
The Globe and Mail, April 21, 2022 (View PDF)

"Hated, Ignored And Misunderstood: How One Value Fund Wins With These Types Of Companies"
Value Walk, April 20, 2022

"Cybersecurity Expert Says Investing In Bitcoin Is “Gambling In A Rigged Game”"
Value Walk, April 25, 2022

"Contrarian Investor On Why He’s Greedy About “Boring” Companies When Others Ignore Them"
Value Walk, April 26, 2022

Conference Organizer and Chair

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

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Morning Keynote Speaker

Presenter: Russell Napier, Author & Founder, Electronic Research Interchange (ERIC), London, United Kingdom
Topic: The Capital Cycle in an Age of Financial Repression

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Luncheon Keynote Speaker

Presenter: Raj Subramaniam, President, Chief Executive Officer-Elect, and Director, FedEx Corporation, Memphis, Tennessee, USA
Topic: "FedEx Then, Now, and Next"

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Afternoon Keynote Speaker

Presenter: Bob Seeman, Managing Partner, CyberCurb, Vancouver, British Columbia, Canada
Topic: Bitcoin: Unlicensed Gambling

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Value Investor Session

Presenter: Ross Glotzbach, Chief Executive Officer, Head of Research and a Portfolio Manager, Southeastern Asset Management, Inc., Memphis, Tennessee, USA
Topic: Why We Believe Value Works

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Presenter: Edward Blain, Portfolio Manager, Orbis Investments, London, United Kingdom
Topic: Contrarian Investing Through the Cycle

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Presenter: Thomas A. Russo, Managing Member, Gardner Russo & Quinn LLC, Lancaster, Pennsylvania, USA
Topic: “Global Value” Equity Investing

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Presenter: Izet Elmazi, Chief Investment Officer, Bristol Gate Capital Partners Inc., Toronto, Ontario, Canada
Topic: Dividend Growth Investing for the Digital Age

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Presenter: Richard H. Lawrence Jr., Founder & Executive Director, Overlook Investments Limited, Hong Kong
Topic: The Model: 37 Years Investing in Asian Equities

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Selective Testimonials

“Congratulations on organizing a stellar conference. I am glad I was able to participate.”
~ Raj Subramaniam, FedEx Corp

“Having the ideologies of top level investors broken down and analyzed provided great insight,
and seeing how top level money managers view finances and approach challenges in order to
build up their companies was invaluable. Thank you for a fantastic conference.”
~ Matthew Toner, President CYV Chevrolet Buick GMC Ltd

“Thank you for organizing and executing a terrific conference today. A great cross-section of investment thinking. I continue to think of your conference as a “must attend.” I learned a lot today and for that I am grateful!”
~ Curtis Jensen, Portfolio Manager, Robotti & Company Advisors | JEN Capital Partners, LLC

“I really enjoyed hearing the speakers and panelists and their perspectives on specific investments or the markets as a whole.”
~ David Booth, Ivey 2022 MBA

2022 Virtual Value Investing Conference Gallery

Opening Remarks

Morning Keynote Speaker

Value Investor Session - Panel 1

Luncheon Keynote Speaker

Value Investor Session - Panel 2

Afternoon Keynote Speaker

Closing Remarks

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, Robotti & Company Advisors, Sionna Investment ManagersTurtle Creek Asset Management Inc., and Tweedy, Browne Company LLC. for their generous support.

A group of sponsor logos including Burgundy, Cavie, Robotti, Sionna, Turtle Creek and Tweedy, Browne Company