May 29 - June 2, 2023
Dr. George Athanassakos offered a highly sought after five day Seminar on Value Investing and the Search for Value to finance executives, finance professionals, portfolio managers, financial analysts and individual investors seeking knowledge of value creation, valuation and value investing theory and practice.
View list of Seminar participants
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Guest Speakers
This year's Seminar welcomed two guest speakers: Mr. Jeffrey D. Stacey, Chairman and Chief Executive Officer of Stacey Muirhead Capital Management in Waterloo, Ontario, Canada was a guest speaker on May 30, 2023; and, Mr. Michael McCloskey, Founder, President & Chief Investment Officer of GreensKeeper Asset Management Inc. in Oakville, ON, Canada, was a guest speaker on June 2, 2023.
For more information, see Seminars
President and CEO, PenderFund Capital Management Ltd., Vancouver, BC
Mr. Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds: the Pender Small Cap Opportunities Fund, launched in June 2009 (now closed); the Pender Value Fund, launched in July 2013; and the Pender Select Ideas Fund, launched in September 2014. In November 2015, the Pender Small Cap Opportunities Fund won a Lipper Fund Award 2015 for Best Canadian Small/Mid Cap Equity Fund over both three and five year performance periods. In November 2016, the Fund once again won a Lipper Award, for Best Canadian Focused Small/Mid Cap Equity Fund over both three and five year periods. David has over 15 years of investment experience. He initially worked in private equity which gives him a unique background to investing capital. At the end of 2007 he became a partner at PenderFund Capital Management Ltd. and was appointed Chief Investment Officer with the objective of launching Pender’s mutual fund business. In April 2016, David was appointed President and CEO of Pender upon the retirement of Kelly Edmison. Mr. Barr holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is an active member of the Vancouver chapter. He is a past President of CFA Vancouver, having also served on its Board of Directors for four years. David is a regular guest on BNN’s Business Day program and has been interviewed for his opinions on small cap, the technology sector and value investing by the Financial Post, The Globe & Mail and other media. In December 2012, David was recognized as one of British Columbia’s “Top Forty Under 40” business leaders by Business in Vancouver.
www.penderfund.com
Past Presentations
Seminar on Value Investing and the Search for Value (2018)
PowerPoint Presentation
Watch Video
Chairman and Chief Executive Officer, Stacey Muirhead Capital Management, Waterloo, ON
Jeffrey Stacey is the founder of Stacey Muirhead Capital Management Ltd. Jeff has almost 30 years of investment industry experience. Prior to starting Stacey Muirhead Capital Management Ltd., he was employed with a boutique Toronto investment firm where he was also a shareholder. Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst. He is a member of the Finance and Investment Committee and an Advisory Board Member of the student managed School of Accounting and Finance Investment Fund at the University of Waterloo. He is also an Advisory Board Member of the student managed Ivey Value Fund at the University of Western Ontario. Additionally, he serves as a member of the Dean’s Advisory Council at the Wilfrid Laurier University School of Business and Economics and on the Board of Trustees at Parkminster United Church. He is a former director of Rainmaker Entertainment Inc. and previously served on the Board of Trustees and Investment Management Committee at the University of Guelph.
www.staceymuirhead.com
Past Presentations
Seminar on Value Investing and the Search for Value (2018)
PowerPoint Presentation
Watch Video
