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2010 GUEST SPEAKERS
Irwin A. Michael, MBA, CFA, I. A. Michael Investment Council Ltd., Toronto, Ontario (August 16, 2010)

Mr. Michael is the President of I. A. Michael Investment Council Ltd. He earned his bachelor of commerce degree from McGill University in 1971.  In 1973, he received an MBA from the Wharton School of Finance at the University of Pennsylvania and in 1979 he earned his CFA designation. Upon graduation from Wharton, Irwin started his career at Hodgson, Roberton, Laing & Company in the capacity of fixed income portfolio manager and bond trader. He then moved on to Morgan Stanley Canada Limited and worked in the areas of fixed income research and institutional sales. Prior to forming his own investment council firm, Irwin was a partner at Beutel Goodman & Co, where he served as vice-president of fixed income investments and portfolio manager of Dynamic Income Fund. He has also served as a director of the Toronto Society of Financial Analysts and is a former vice president of the Toronto Futures Exchange. I. A. Michael Investment Council Ltd., established in 1985, is dedicated to managing the ABC Funds. By concentrating on securities that are deemed to be undervalued, ABC Funds’ portfolios are structured for superior long term returns with limited downside risk. Irwin is the single largest individual unit holder of ABC Funds. He does not trade for his own account and has confined his and his family’s investments to ABC Funds.

For more on I. A. Michael Investment Council Ltd. and ABC Funds, see www.abcfunds.com

Watch Mr. Michael's Presentation

 

Robert Tattersall, MBA, CFA, Howson Tattersall, Toronto, Ontario (April 26, 2010)

Mr. Tattersall is Executive Vice-President and Senior Portfolio Manager of Howson Tattersall. He holds an M.A. from St. John’s College, Cambridge (1969) and an MBA from Ohio State University (1971). Bob earned the Chartered Financial Analyst designation in 1977 and is a recognized expert on small cap stocks in Canada. Over an investment career spanning over thirty years, he has been a senior research analyst and a portfolio manager. He has lectured on investments for pension funds at Humber College and has written numerous articles for professional journals. Bob joined Howson Tattersall in 1985, after a career at Confederation Life and Bolton Tremblay. Bob’s responsibilities include Canadian small cap equities as well as international equities.

For more on Howson Tattersall, see www.howsontattersall.ca

Watch Mr. Tattersall's Presentation

 

Fairfax annual meeting of shareholders, Fairfax Financial Holdings Ltd. (April 26, 2012 - Roy Thomson Hall, 60 Simcoe Street, Toronto)

Mr. Prem Watsa, Chairman and CEO, Fairfax Financial Holdings Ltd. has invited Dr. Athanassakos and his Value Investing MBA students to attend the Fairfax annual meeting of shareholders on Thursday, April 22, 2010 at 9:30 a.m. in Toronto, Ontario, Canada. After the annual meeting, students will have an opportunity to meet Mr. Watsa and his team.

Mr. Watsa is the Chairman and Chief Executive Officer of Fairfax Financial Holdings Ltd., a financial services holding company, which he took over in 1985. The company, through its subsidiaries, is engaged in property and casualty insurance and reinsurance, as well as investment management. Mr. Watsa is a Chartered Financial Analyst, a graduate of the prestigious Indian Institute of Technology with a degree in Chemical Engineering and a holder of an MBA from the Ivey Business School at Western University. He is a member of the Board of Trustees of the Hospital for Sick Children, a member of the Advisory Board for the Ivey Business School and a member of the Board of Directors of the Royal Ontario Museum Foundation, as well as Chairman of the Investment Committee of St. Paul’s Anglican Church.

Fairfax is a financial services holding company which, through its subsidiaries, is engaged in property and casualty insurance and reinsurance and investment management. Fairfax has been one of the few companies to escape the ravages of the great recession of 2008 as Mr. Watsa and his team had anticipated the credit crisis and had taken the necessary steps to protect Fairfax . Mr. Watsa, also known as the Buffett of the North, had discussed his fears about the markets in a key note speech he gave to The Ben Graham Center of Value Investing First Annual Symposium on Value Investing on May 25, 2007. His key note speech can be viewed here.

For more on Fairfax Financial Holdings Ltd., see www.fairfax.ca

David J. Winters, Managing Director, Wintergreen Advisers, LLC, Milwaukee, WI (March 23, 2010)

Mr. Winters, the managing director of Wintergreen Advisers, LLC, is primarily responsible for the management of the Fund's portfolio, and has responsibility for the day-to-day management of the Fund.

Prior to forming Wintergreen Advisers in May 2005, Mr. Winters held various positions with Franklin Mutual Advisers, LLC, including, president, chief executive officer and chief investment officer. Mr. Winters led the Mutual Series group of global and domestic equity value funds and served as the chief investment officer of Franklin Mutual Advisers, LLC with assets under management in excess of $35 billion as of March 31, 2005. Mr. Winters also served as the portfolio manager of the Mutual Discovery Fund during the period beginning February 1, 2000 through May 10, 2005, and other client accounts managed in a similar investment style. Mr. Winters had been a member of the management team of the Mutual Series since 1987. He was named director of research in 2000, and was promoted to president and chief investment officer in 2001.

For more on Wintergreen Advisers, see www.wintergreenfund.com

Watch Mr. Winters' Presentation

 

Warren Buffett, Berkshire Hathaway, Omaha, Nebraska (February 26, 2010) – Headquarter Visit

Mr. Buffett, the world's best known investor and one of the world's richest persons, has invited Dr. George Athanassakos, and a group of his HBA and MBA Value Investing students to visit with him at the company's headquarters in Omaha, Nebraska on February 26, 2010. The itinerary involves: Q&A/tour at Nebraska Furniture Mart (A Berkshire Hathaway subsidiary), 700 South 72 Street. Q&A with Mr. Buffett at Field Club located on 3615 Woolworth Avenue, Omaha NE. Lunch with Mr. Buffett at Piccolo Pete’s restaurant - 2202 S 20th St. The visit will give Ivey students a once in a life time opportunity to meet with one of the best value investors in the world, also known as the Oracle of Omaha.

Mr. Buffett is chairman and CEO of Berkshire Hathaway. Mr. Buffett was a student of Benjamin Graham at Columbia University and under Mr. Graham's guidance he learned his Value Investing skills. The Ivey Business School is one of only two Universities in the world to offer a formal program in Value Investing and Dr. Athanassakos' chair is named after Mr. Buffett's mentor Mr. Graham. Berkshire Hathaway's core business is insurance, including property and casualty insurance, reinsurance and specialty nonstandard insurance. In addition, Berkshire owns a diverse range of businesses including candy production, retail, home furnishings, encyclopaedias, vacuum cleaners, jewellery sales, newspaper publishing, manufacturing and distribution of uniforms and manufacturing, importing and distribution of footwear. Under Mr. Buffett, the Company has averaged a 25%+ annual return to its shareholders for the last 30 years while employing large amounts of capital and minimal debt.

See more information on the trip, including photos, notes taken at the meeting with Mr. Buffett, news articles and the Ivey press release.

For more on Berkshire Hathaway, see www.berkshirehathaway.com

 

Jeffrey D. Stacey, Partner, Stacey Muirhead Capital Management, Waterloo, Ontario (February 10, 2010)

Mr. Stacey is the Founding Partner of Stacey Muirhead Capital Management. In addition to sharing responsibility for the overall direction of the firm, Jeff has acted as Portfolio Manager for the Stacey Muirhead Limited Partnership and the Stacey Muirhead RSP Fund since their inception. He is also responsible for client service efforts at the firm. Jeff has over 25 years of investment industry experience. Prior to starting Stacey Muirhead Capital Management, 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 at the University of Waterloo and is a member of the Dean’s Advisory Council at the Wilfrid Laurier University School of Business and Economics. Additionally, Jeff currently serves 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.

For more on Stacey Muirhead Capital Management, see www.staceymuirhead.com

Watch Mr. Stacey's presentation