Ben Graham Centre 2015 Conference – Presentations

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Ben Graham Centre 2015 Conference – Presentations

The Ben Graham Centre for Value Investing at the Ivey Business School at WesternUniversity held a conference on Value Investing on April 15, 2015 at the Fairmont Royal York in downtown Toronto.

Check out the all star line up and presentations below

Ben Graham Centre 2015 Conference Morning Keynote Speaker

Russell Napier, Author & Founder, Electronic Research Interchange (ERIC), London, UK
Topic: Equity Valuation: inflation, deflation and mean reversion
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Corsair Took A Hit From Small-Cap Underperformance In Q3; Says Evergrande Not The Next Lehman Brothers

Corsair CapitalCorsair Capital was down by about 3.5% net for the third quarter, bringing its year-to-date return to 13.3% net. Corsair Select lost 9.1% net, bringing its year-to-date performance to 15.3% net. The HFRI – EHI was down 0.5% for the third quarter but is up 11.5% year to date, while the S&P 500 returned 0.6% Read More

Ben Graham Centre 2015 Conference Luncheon Keynote Speaker

Frank Martin, Founder & Chief Investment Officer, Martin Capital Management LLC, Elkhart, IN
Topic: ‘Worrying top down – investing bottom up’
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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
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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’
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Ole Nielsen, Founder & Chief Investment Officer, Nielsen Capital Management Fondsmaeglerselskab A/S, Vipperod, Denmark
Topic: A Scandinavian’s path to value investing
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Guy Spier, Founder & Managing Partner, Aquamarine Capital, Zürich, Switzerland
Topic: The Education of a Value Investor
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Ben Graham Centre 2015 Conference Corporate Executive Session

Fokion Karavias, Chief Executive Officer, Eurobank Ergasias, Athens, Greece
Topic: Looking for and Creating Shareholder Value – Eurobank Ergasias’ Perspective
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Mark Leonard, President and Chairman of the Board, Constellation Software Inc., Toronto, Canada
Topic: Looking for and Creating Shareholder Value – Constellation Software’sPerspective
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
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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
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Ben Graham Centre for Value Investing Ben Graham Centre 2015 Conference

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