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.

Watch Video

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.

Watch Video

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

PowerPoint Presentation

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

PowerPoint Presentation

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

PowerPoint Presentation

Presenter: Murad Al-Katib, President and Chief Executive Officer, AGT Food and Ingredients Inc., Regina, SK

Topic: AGT Food and Ingredients Inc.’s Perspective

PowerPoint Presentation

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.