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Ben Graham Centre's 2018 Value Investing Conference

When
April 25, 2018

Where
Osgoode Ballroom, Sheraton Centre Toronto Hotel, 123 Queen St. W., Toronto, ON

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The Ben Graham Centre for Value Investing at the Ivey Business School at Western University held a conference on Value Investing on April 25, 2018 at the Sheraton Centre Toronto Hotel in downtown Toronto, ON.

The mission of the conference is to promote the tenets of value investing as pioneered by Benjamin Grahamto 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.

REGISTRATION CLOSED

View the Program

Media Coverage

"Value investing faces some tough questions"
The Globe and Mail, April 28, 2018

"Lessons from the Ben Graham Centre’s Value Investing Conference"
Ivey Business School News Blogs, May 18, 2018

Conference Organizer and Chair

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

Morning Keynote Speaker

Presenter: William McMorrow, Chairman and CEO, Kennedy Wilson Holdings Inc., Beverly Hills, CA
Topic: Taking the Long View – Lessons Learned from 30 Years of Real Estate Value Investing
Presentation not available

Luncheon Keynote Speaker

Presenter: Mason Hawkins, Chairman and CEO, Southeastern Asset Management Inc., Memphis, TN
Topic: Long Term, Concentrated and Engaged Value Investing
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Value Investor Session

Presenter: Mohnish Pabrai, Managing Partner, Pabrai Investment Funds, Irvine, CA
Topic: Where Have We Been and Where Are We Headed?
PowerPoint Presentation

Presenter: John Phelan, Co-Managing Partner and Co-Founder, MSD Capital, New York City, NY
Topic: Portfolio Management the MSD Way
Presentation not available

Presenter: Elizabeth Lilly, Founder and President, Crocus Hill Partners, St. Paul, MN
Topic: Small and Microcap Stocks: The Last Undiscovered Frontier for Alpha
PowerPoint Presentation

Presenter: Allan MacDonald, Senior Vice President and Portfolio Manager, Burgundy Asset Management Ltd., Toronto, ON
Topic: Finding Great Investment Opportunities in New Business Models
PowerPoint Presentation

Presenter: Jan Hummel, Founding Partner, Paradigm Capital AG, Munich, Germany
Topic: The Future of Active Value Investing
PowerPoint Presentation

Corporate Executive Session

Insights in the Global Container Shipping Industry: The Case of Seaspan
Presenter: David Sokol, Chairman & Chief Executive Officer, Teton Capital, LLC, Jackson Hole, WY
PowerPoint Presentation

Insights in Finding Value-Creating Opportunities: The Case of India
Presenter: Puneet Dalmia, Managing Director, Dalmia Bharat Group, New Delhi, India
PowerPoint Presentation

Presenter: Nirmal Jain, Founder and Chairman, India Infoline Holdings Ltd., Mumbai, India
PowerPoint Presentation

Presenter: Ramesh Damani, Chairman, Avenue Supermarts Ltd., Mumbai, India
PowerPoint Presentation

Sponsors

We would like to thank our sponsors Brandes Investment Partners via Bridgehouse Asset ManagersBurgundy Asset Management Ltd., Sionna Investment ManagersTweedy, Browne Company LLC., and The Center for the Advancement of Value Investing Education for their generous support in sponsoring the conference.

  • Value Investing
  • George Athanassakos