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The Ben Graham Centre's 2015 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 15, 2015 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 participants   Morning key note speaker,
Russell Napier
 
Introduction of the Value Investing Panel   Value Investing Panel Q & A Period
 
William Browne, Value Investing Panel   Francis Chou, Value Investing Panel
 
Richard Oldfield, Value Investing Panel   Ole Nielsen, Value Investing Panel
 
Guy Spier, Value Investing Panel   Luncheon keynote speaker,
Frank Martin
 
Prem Watsa introduces luncheon keynote speaker – Frank Martin   CEO Panel Q & A Period
 
Fokion Karavias, CEO Panel   Mark Leonard, CEO Panel
 
Evangelos Mytilineos, CEO Panel   William Weldon, CEO Panel
 
Participants of the 2015 Value Investing Conference   Participants of the 2015 Value Investing Conference

 

Media Coverage

“Putting value investing to work: Expert advice from the Ben Graham Centre’s 2015 Value Investing Conference”
Ivey Business School, May 20, 2015.

“Highlights from Fairfax Lollapalooza 2015”
Moneysense, May 1, 2015.

“Learning from investing mistakes: Lessons from the Ben Graham Centre’s 2015 Value Investing Conference”
Ivey Business School, April 30, 2015.

“Finding solace in a market impervious to valuation”
The Globe and Mail, April 18, 2015.

“Rock stars of value investing set to gather in Toronto for Fairfax meeting”
The Globe and Mail, April 12, 2015.

 

Conference Program

 

List of Presenters and Topics

Morning Keynote Speaker

Russell Napier, Author & Founder, Electronic Research Interchange (ERIC), London, UK
Topic:
Equity Valuation: inflation, deflation and mean reversion

View PowerPoint Presentation

Watch Mr. Napier's Speech


Luncheon Keynote Speaker

Frank Martin, Founder & Chief Investment Officer, Martin Capital Management LLC, Elkhart, IN
Topic: 'Worrying top down – investing bottom up'
View PowerPoint Presentation

Watch Mr. Martin's Speech


Value Investor Session

William Browne, Managing Director, Tweedy, Browne Company LLC, Stamford, CT
Topic:
How to keep your wits when your suspicion is the world has lost theirs: A look inside Graham's tool box
View PowerPoint Presentation


Francis Chou, President, Chou Associates Management Inc., Toronto, Ontario
Topic: ‘The proof is in the pudding’
Presentation not available

Richard Oldfield, Chairman, Oldfield Partners LLP, London, UK
Topic: 'Patience, patience, patience'
View PowerPoint Presentation


Ole Nielsen, Founder & Chief Investment Officer, Nielsen Capital Management Fondsmaeglerselskab A/S, Vipperod, Denmark
Topic: A Scandinavian’s path to value investing
View PowerPoint Presentation


Guy Spier, Founder & Managing Partner, Aquamarine Capital, Zürich, Switzerland
Topic: The Education of a Value Investor
View PowerPoint Presentation


Corporate Executive Session

Fokion Karavias, Chief Executive Officer, Eurobank Ergasias, Athens, Greece
Topic:
Looking for and Creating Shareholder Value - Eurobank Ergasias’ Perspective
View PowerPoint Presentation


Mark Leonard, President and Chairman of the Board, Constellation Software Inc., Toronto, Canada
Topic:
Looking for and Creating Shareholder Value - Constellation Software’s Perspective
Presentation not available


Evangelos Mytilineos, Chairman and Managing Director, MYTILINEOS Holdings S.A., Athens, Greece
Topic: Looking for and Creating Shareholder Value - MYTILINEOS Holdings’ Perspective
View PowerPoint Presentation


William C. Weldon, William C. Weldon, Former Chairman of the Board and CEO, Johnson & Johnson, New Brunswick, New Jersey
Topic: Looking for and Creating Shareholder Value - Johnson & Johnson’s Perspective
View PowerPoint Presentation

 

 

This conference was reviewed by FPSC
and qualified for 7.5
FPSC-approved CE Credits.