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The Ben Graham Centre's 2013 Value Investing Conference

The Ben Graham Centre for Value Investing at the Ivey Business School at Western University held a conference on Value Investing on April 10, 2013 at the Fairmont Royal York in downtown Toronto.

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

 

George Athanassakos welcomes conference participants

 

Morning Keynote Speaker, Gary Shilling
 

Thorsten Heins, President & CEO, BlackBerry

 

Conference participants
 

Prem Watsa, Chairman & CEO, Fairfax Financial Holdings Ltd. introduces Afternoon Keynote Speaker

 

Afternoon Keynote Speaker, Jeremy Grantham
 

Value Investor Panel. Left to right: Francis Chou, Tim McElvaine, Tom Russo, (George Athanassakos), Robert Robotti

 

Corporate Executive Panel. Left to right: Madhavan Menon, Terrence Leon, Chris Fowler, Richie Boucher
 


Media Coverage

Buy natural gas, Jeremy Grantham says,” Globe Investor Magazine Online, April 10, 2013.

8 areas to invest in, 7 to avoid,” Advisor.ca, April 10, 2013.

How to play resource scarcity,” Advisor.ca, April 11, 2013.

Boot Camp for Value Investors,” Above the Fray (Stacey Muirhead Capital Management blog), April 19, 2013.

Fairfax Annual Meeting: My Impressions, and Why You Should Attend Next Year,” BeyondProxy.com, April 20, 2013.

Notes from the Ben Graham Centre’s 2013 Value Investing Conference,” Santangle's Review, April 22, 2013.


Conference Program (Click to see full program)


List of Topics and Presenters

Morning Keynote Speech

Gary Shilling, President, A. Gary Shilling & Co., Inc.
Topic: Investment strategies for a changing world

View PowerPoint Presentation

Watch Mr. Shilling's Speech


Luncheon Keynote Speaker

Jeremy Grantham, Co-founder and Chief Investment Strategist, Grantham Mayo Van Otterloo (GMO)
Topic: Living at the intersection of 3 crises - Energy, food and climate
PowerPoint Presentation not available


Value Investor Session

Tom Russo, Partner, Gardner Russo & Gardner
Topic: “Global value” equity investments
View PowerPoint Presentation


Tim McElvaine, Founder and President, McElvaine InvestmentManagement Ltd.
Topic: Value investing without Pepto Bismol
View PowerPoint Presentation


Robert Robotti, Founder and CIO, Robotti & Company Advisors LLC.
Topic: Has contrarian investing become
conventional?
View PowerPoint Presentation


Francis Chou, President, Chou Associates Management Inc.
Topic: Bonds vs. stocks in a value portfolio
View PowerPoint Presentation


Corporate Executive Session

Thorsten Heins, President & CEO, BlackBerry
Topic
: Beyond smartphones - The future of mobile computing
PowerPoint Presentation not available

Watch Mr. Heins' Speech


Richie Boucher, Chief Executive Officer, Bank of Ireland Group
Topic: Looking for and creating shareholder value – Industry perspective
PowerPoint Presentation not available

Chris Fowler, President & CEO, Canadian Western Bank
Topic: Looking for and creating shareholder value – Industry perspective
View PowerPoint Presentation

Terrence Leon, President & CEO, Leon’s Furniture Limited
Topic: Looking for and creating shareholder value – Industry perspective
View PowerPoint Presentation

Madhavan Menon, Managing Director, Thomas Cook (India) Limited
Topic: Looking for and creating shareholder value – Industry perspective
PowerPoint Presentation not available