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.
Value Investing Conference: List of Topics and Presenters
Morning Keynote Speech
Gary Shilling, President, A. Gary Shilling & Co., Inc.
Topic: Investment strategies for a changing world
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
Value Investor Session
Tom Russo, Partner, Gardner Russo & Gardner
Topic: “Global value” equity investments
Tim McElvaine, Founder and President, McElvaine InvestmentManagement Ltd.
Topic: Value investing without Pepto Bismol
Robert Robotti, Founder and CIO, Robotti & Company Advisors LLC.
Topic: Has contrarian investing become conventional?
Francis Chou, President, Chou Associates Management Inc.
Topic: Bonds vs. stocks in a value portfolio
Corporate Executive Session
Thorsten Heins, President & CEO, BlackBerry
Topic: Beyond smartphones – The future of mobile computing
Richie Boucher, Chief Executive Officer, Bank of Ireland Group
Topic: Looking for and creating shareholder value – Industry perspective
Chris Fowler, President & CEO, Canadian Western Bank
Topic: Looking for and creating shareholder value – Industry perspective
Terrence Leon, President & CEO, Leon’s Furniture Limited
Topic: Looking for and creating shareholder value – Industry perspective
Madhavan Menon, Managing Director, Thomas Cook (India) Limited
Topic: Looking for and creating shareholder value – Industry perspective