Value Investing

Ben Graham Centre’s 2018 Value Investing Conference: Pabrai, Phelan, Hawkins, Watsa. Sokol And More

The Ben Graham Centre for Value Investing at the Ivey Business School at Western University will hold a conference on Value Investing on April 25, 2018 at the Sheraton Centre Toronto Hotel in downtown Toronto, ON. We will be attending and have full extensive notes from this conference so stay tuned (we will link from this page)

Also check out our Sohn Conference notes from yesterday right here. We will also be adding much more extensive coverage of the event in coming days for Premium readers in particular.

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Ben Graham Centre's 2018 Value Investing Conference F

 

Director, Ben Graham Centre for Value Investing

Ivey Business School

Panel of Speakers

The Ben Graham Centre’s 2018 Value Investing Conference offers a panel of speakers with a proven record of success in the field of value investing and the corporate sector. Featured speakers participating at the conference, in the order they will speak, are:

Morning Keynote Speaker

William McMorrow, Chairman and Chief Executive Officer, Kennedy Wilson Holdings Inc., Beverly Hills, CA, USA

Luncheon Keynote Speaker

Mason Hawkins, Chairman and Chief Executive Officer, Southeastern Asset Management Inc., Memphis, TN, USA

Panel of Value Investing Professionals

Mohnish Pabrai, Managing Partner, Pabrai Investment Funds, Irvine, CA, USA

John Phelan, Co-Managing Partner and Co-Founder, MSD Capital, L.P., New York, NY, USA

Elizabeth Lilly, Founder & President, Crocus Hill Partners, St. Paul, MN, USA

Allan MacDonald, Senior Vice President and Portfolio Manager, Burgundy Asset Management Ltd., Toronto, ON, Canada

Jan Hummel, Managing Director and Chief Investment Officer, Paradigm Capital Value Fund, Munich, Germany

Panel of Corporate Executives

David Sokol, Chairman & Chief Executive Officer, Teton Capital, LLC, Jackson Hole, WY, USA

Puneet Dalmia, Managing Director, Dalmia Bharat Group, New Delhi, India

Nirmal Jain, Founder and Chairman, India Infoline Holdings Ltd., Mumbai, India

Ramesh S. Damani, Chairman, Avenue Supermarts Ltd., Mumbai, India

The Ben Graham Centre's 2018 Value Investing Conference - Morning Agenda

7:45am – 8:30am Registration & Breakfast

8:30am – 8:45am Welcoming the Delegates, Introductions and Opening Remarks Dr. George Athanassakos, Director, Ben Graham Centre for Value Investing, Ivey Business School

8:45am – 9:25am Morning Keynote Speaker William McMorrow – Taking the Long View: Lessons Learned from 30 Years of Real Estate Value Investing Introduction: Roger Lace, President, Hamblin Watsa Investment Counsel Ltd.

9:25am – 12:45pm Value Investor Panel Presentations and Q&A

9:25am – 9:55am Mohnish Pabrai – Where Have We Been and Where Are We Headed?

9:55am – 10:25am John Phelan – Portfolio Management the MSD Way

10:25am – 10:45am Coffee Break

10:45am – 11:15am Elizabeth Lilly – Small and Microcap Stocks: The Last Undiscovered Frontier for Alpha

11:15am – 11:45am Allan MacDonald – Finding Great Investment Opportunities in New Business Models

11:45am – 12:15pm Jan Hummel – The Future of Active Value Investing

12:15pm – 12:45pm Q&A

Afternoon Agenda

12:45pm – 1:15pm Lunch

1:15pm – 2:15pm Luncheon Keynote Speaker Mason Hawkins – Long Term, Concentrated and Engaged Value Investing Introduction: Prem Watsa, Chairman and CEO, Fairfax Financial Holdings Ltd

2:40pm – 4: 40pm Corporate Executive Panel Presentations and Q&A Insights in the Global Container Shipping Industry: The Case of Seaspan

2:40pm – 3:05pm David Sokol – Teton Capital’s Perspective Insights in Finding Value-Creating Opportunities: The Case of India

3:05pm – 3:30pm Puneet Dalmia – Dalmia Bharat Group’s Perspective

3:30pm – 3:55pm Nirmal Jain – India Infoline Holdings’ Perspective

3:55pm – 4:20pm Ramesh S. Damani – Avenue Supermarts’ Perspective

4:20pm – 4:40pm Q&A

4:40pm – 4:45pm Concluding Remarks

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