The Ben Graham Centre for Value Investing at the Ivey Business School at Western University held its annual Value Investing conference on April 10, 2019 at the Ritz Carlton Hotel in downtown Toronto, Ontario.
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.
REGISTRATION CLOSED
Media Coverage
“From gyms to edible oil, value investors share their finds”
The Globe and Mail (Report on Business), April 13, 2019, p. B9.
“How women's gyms in Saudi Arabia and a bold bet on China are paying off for this portfolio manager"
Financial Post Online, April 26, 2019.
"Follow these rules if you want to fail miserably at investing"
Financial Post Online, May 15, 2019.
"Five Easy Pieces: How to Ruin Your Investment Returns"
Golden Girl Finance, June 25, 2019.
Conference Organizer and Chair
George Athanassakos, Managing Director, Ben Graham Centre for Value Investing and Ben Graham Chair in Value Investing, Ivey Business School, Western University
PowerPoint Presentation not available.
Watch Video ("The Character of Value Investors")
Morning Keynote Speaker
Presenter: Kiril Sokoloff, Founder and Chairman, 13D Global Strategy & Research
Topic: Opportunities and Risks in the World Economies and Stock Markets: A Conversation with Prem Watsa
PowerPoint Presentation not available.
Luncheon Keynote Speaker
Presenter: Lawrence A. Cunningham, Scholar and Author, George Washington University; Director and Vice-Chairman, Constellation Software Inc., Washington, DC
Topic: Getting the Shareholders You Deserve: How Quality Companies Attract Quality Shareholders
PowerPoint Presentation not available.
Value Investor Session
Presenter: Robert Robotti, Founder and Chief Investment Officer, Robotti & Company Advisors LLC, New York, NY
Topic: Cyclical Investing: Mr. Market Goes to Rehab
Presenter: Barbara Ann Bernard, Founder, Chief Executive Officer and Chief Investment Officer, Wincrest Capital, Nassau, NP, The Bahamas
Topic: Anti-bubbles, Fallen Angels and Other Ways to Find Value Today
PowerPoint Presentation not available.
Presenter: Josh Tarasoff, Managing Member, Greenlea Lane Capital Management, LLC, New York, NY
Topic: Lessons From My First Dozen Years
Presenter: Pavel Begun, Co-Founder & Managing Partner, 3G Capital Management LLC., Toronto, ON
Topic: Value Investing in a Global Setting
PowerPoint Presentation available upon request. Email Ben Graham Centre Coordinator
Presenter: Larry Sarbit, Chief Executive Officer, & Chief Investment Officer, Sarbit Advisory Services, Winnipeg, MB
Topic: Invert, Always Invert
PowerPoint Presentation available upon request. Email Ben Graham Centre Coordinator
Corporate Executive Session
General topic: Looking for and Creating Shareholder Value – Industry Perspective
Presenter: Alan Kestenbaum, Executive Chairman, Stelco Inc., Hamilton, ON
Topic: Stelco Inc.’s Perspective
PowerPoint Presentation not available.
Presenter: Charles Fabrikant, Executive Chairman and Chief Executive Officer, SEACOR Holdings Inc., Fort Lauderdale, FL
Topic: SEACOR Holdings Inc.’s Perspective
PowerPoint Presentation not available.
SEACOR 2018 Letter to Stockholders
Presenter: Joseph D. Randell, President and Chief Executive Officer, Chorus Aviation Inc., Dartmouth, NS
Topic: Chorus Aviation Inc.’s Perspective
Presenter: Murad Al-Katib, President and Chief Executive Officer, AGT Food and Ingredients Inc., Regina, SK
Topic: AGT Food and Ingredients Inc.’s Perspective
2019 Value Investing Conference Gallery
Opening Remarks
Morning Keynote Speaker
Value Investor Session
Value Investor Panel Q&A
Networking Coffee Breaks
Luncheon Keynote Speaker
Corporate Executive Session
Corporate Executive Panel Q&A
Sponsors
We would like to thank our sponsors 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 in sponsoring the Conference.
