7th Annual Global Value Investor
Conference 2010 Agenda:
Date: Mon - Wed, May
3 - 5, 2010
Location: Ayres
LAX Hotel
Agenda:
Monday,
May 3, 2010
4:00
pm - 4:15 pm Robert
Miles, Author
& Conference Organizer
Topic: Welcome and Introductions
4:15
pm - 6:00 pm Dave
Gold, Founder
& Chairman, 99¢ Only
Stores
Topic: Turning 99 Cents Into a Billion Dollars
6:00 pm
- 7:00 pm Welcome Reception on 2nd Floor Hotel
Veranda
Tuesday,
May 4, 2010
7:00 am
- 8:00 am Networking Breakfast in Hotel Courtyard
8:00
am - 9:00 am
Jeff Matthews,
Author,
Blogger,
& Founder, Ram Partners
Topic:
What I Learned Writing a Book About Warren Buffett
9:15
am - 10:00 am Lauren
Templeton,
Author,
Founder & President, Lauren Templeton
Capital Mgmt
Topic: Investing the Templeton Way
10:15
am - 11:00 am Seng Hock Tan,
CEO, Aegis Portfolio Mgrs
[Asia]
Topic: Value Investing in Asia
11:15
am - 12:15 pm Scott
Phillips,
Author,
Port Mgr & Head of Research, Lauren Templeton Capital Mgmt
Topic:
Buying at the Point of Maximum Pessimism
12:15
pm - 1:15 pm Networking Lunch - Executive Deli Sandwiches
in Hotel Courtyard
1:30
pm - 2:30 pm Pat
Dorsey,
Author,
CFA & Dir of Equity Analysis, Morningstar
Topic: Management and the Moat
2:30
pm - 2:45 pm Sees Chocolate Break
2:45
pm - 3:45 pm Tom
Russo, Partner, Gardner Russo &
Gardner
Topic:
"Global Value Investing"
4:00 pm - 5:00 pm
Timothy
Vick,
Author
& Sr Portfolio Mgr, Sanibel
Captiva Trust
Topic: Life After Buffett: New Strategies for Duplicating
Berkshire's Returns
6:00
pm - 9:00 pm Optional Tour: Take the Controls of a
Corporate Jet Experience A rare chance to find out what
it’s like to be a pilot during an evening reception at the
flight training facility of FlightSafety® International. With a
donation to Project Orbis
attendees are able to “take the controls” of an aircraft in
one of the state-of-the-art flight simulators that, in some
cases, are used by NetJets® pilots for training. RSVP required.
Wednesday,
May 5, 2010
7:00
am - 8:00 am Networking Breakfast in Hotel Courtyard
8:00
am - 9:30 am Robert
Hagstrom, Author
& Portfolio Mgr, Legg
Mason Growth Trust
Topic: Who's Afraid of a Sideways Market
9:45
am - 10:45 am Francois
Rochon, Founder & CIO, Giverny
Capital [Canada]
Topic: The Art of Investing
11:00
am - 12:00 pm Optional Shuttle Bus Tour
departs from Ayres Hotel LAX to Huntington Library. Box lunch on
board. RSVP required.
12:00
pm - 12:30 pm Briefing by the Chief
Curator of Rare Books on the history of the Huntington
Library and the Munger
Research Center
12:30
pm - 1:00 pm Continue to Pasadena
2:00
pm - 5:00 pm Charlie Munger's Wesco
Financial Annual Meeting [The
Pasadena Center, 300 E Green Street, Pasadena, CA]
5:15
pm - 6:15 pm Optional Tour depart from
The Pasadena Center (15 minutes after annual meeting ends) and
return to Ayres Hotel LAX. Shuttle continues on to LAX for
evening departures.
(revised May 3, 2010)
6th Annual Global Value Investor
Conference 2009 Agenda:
Date: Mon - Wed, May 4 - 6, 2009
Location: Ayres
LAX Hotel
Agenda:
Monday, May 4, 2009
4:00
pm - 4:15 pm Robert Miles,
Author & Conference Organizer & Host [USA]
Topic: Welcome and Introductions
4:15
pm - 6:00 pm Robert
Cialdini, Professor & NYT Best Selling Author, Yes!:
50 Scientifically Proven Ways to Be Persuasive,
Topic: "Influence Under Times of Uncertainty"
Tuesday,
May 5, 2009
7:00 am
- 8:00 am Networking Breakfast in Hotel Courtyard
8:00
am - 9:00 am Barnett
Helzberg, Former Chairman & CEO, Helzberg
Diamonds, Founder & Chairman, Helzberg
Entrepreneurial Mentoring Program
Topic: "What
I Learned Before I Sold to Warren Buffett"
9:15
am - 10:00 am Hendrik Leber, Managing Director, Acatis
[EUR]
Topic: "How to Value a Business"
10:15
am - 11:00 am Paul
Larson, Equity Strategist & Editor, Morningstar
Stock
Investor
Topic: "Four
Ways To Upgrade in the Bear Market"
11:15
am - 12:15 pm Peter Lindmark, Managing
Partner, Lindmark
Capital
Topic:
"When Macro Matters"
12:15
pm - 1:15 pm Networking Lunch - Executive Deli Sandwiches
in Hotel Courtyard
1:30
pm - 2:30 pm Charles
Mizrahi, Managing Partner, CGM Partners Fund LP, Author,
Getting Started in Value Investing & Editor, Hidden Value
Alert [USA]
Topic:
"If Buffett Were You, What Would He Do?"
2:30
pm - 2:45 pm Sees Chocolate Break
2:45
pm - 3:45 pm Larry
Coats, President & CEO, co-manager Oak
Value
Topic:
"Haystacks Full of Needles: Finding Good Businesses"
4:00
pm - 5:00 pm Tom
Russo, Partner, Gardner Russo & Gardner [USA]
Topic:
"Global Value"
6:00
pm - 9:00 pm Optional Tour: Take the Controls on
NetJets Flight Experience Day A chance for our Value
Investor Conference attendees to find out what it’s like to be
a pilot during an evening reception day at flight training
facility of FlightSafety® International. With a donation to
Project Orbis attendees are able to “take the controls” of a
NetJets aircraft in one of the state-of-the-art flight
simulators that their pilots use for training.
Wednesday,
May 6, 2009
7:00
am - 8:00 am Networking Breakfast in Hotel Courtyard
8:00
am - 9:00 am George
Athanassakos, Professor & Director, Ben
Graham Centre for Value Investing, Univ
of Western Ontario
Topic:
"Do Value Investors Add Value? Searching For and
Finding Value"
9:00
am - 9:45 am Charlie
Tian, Founder & Director of Research, Guru
Focus
Topic: "What
Worked in the Market from 1998 - 2008: Undervalued Predictable
Companies"
9:45
am - 10:30 am Robert
Miles, Author & Conference Organizer
& Host [USA]
Topic: "Portrait of a Disciplined Investor:
Beating the S&P 500 by 6.8% Annually For 25 Years"
11:00
am - 12:00 pm Optional Tour depart from
Ayres Hotel LAX to Huntington Library
12:00
pm - 12:30 pm Briefing by the Chief
Curator of Rare Books on the history of the Huntington
Library and the Munger
Research Center
12:30
pm - 1:00 pm Continue to Pasadena
2:00
pm - 5:00 pm Charlie Munger's Wesco
Financial Annual Meeting [The
Pasadena Center, 300 East Green Street, Pasadena, CA]
(revised
April 27, 2009)
Europe 2008 Agenda: (updated
24 Oct 2008)
Monday, 27 October 2008
Sponsored by: Center
for Value Investing and Investor
Academy
Location:
Guiollettstraße
14, 60325 Frankfurt am Main
08:00am - 08:30am
Registration and Welcome Tea
08:30am - 09:30am Robert
Miles, Author & Conference Organizer & Host
[USA]
Topic: "The Warren Buffett Manager: Making Investments
In The Right Partner"
09:30am - 10:30am Hendrik
Leber, Managing Director, Acatis
[EUROPE]
Topic: "How to Value a Business"
10:30am - 10:45am Mid
Morning Tea
10:45am - 11:45pm Patrick
Dorsey, Author & Director of Equity Research, Morningstar
[USA]
Topic: "Using Economic Moats to Improve Investment
Returns"
11:45pm - 12:45pm Alexis
Eisenhofer, Founder and Director, ATACAMA
Capital [EUROPE]
Topic: "Criteria for Selecting Stocks With Substance:
Consider the Value Premium and Value Timing"
12:45pm - 13:45pm Conference
Lunch
13:45pm - 14:45pm Prof.
Max Otte, Author,
Professor and Lecturer [EUROPE]
Topic: "The Fallacy of Growth and How to Test for
Franchises"
14:45pm - 15:45 pm David
Pastel, Founder & CIO, Pastel &
Associés [EUR]
Topic: "Margins of Safety: The Concept with a Thousand
Faces. How We, at Pastel & Associés, Apply This Powerful
Tool in Today's Public Markets"
15:45pm – 16:00 pm
Afternoon Tea
16:00pm - 17:00pm Glen
Arnold, Author
& Professor [EUR]
Topic: "Valuegrowth
Investing: How To Become a Disciplined Investor"
17:00pm - 18:00 pm Robert
Vinall, Managing Dir, RV Capital [EUR]
Topic: "Pitfalls Every Value Investor Should Avoid"
18:00pm – 18:15 pm Final
Words
18:15 pm Close of Conference
LA 2008 Agenda (updated
Apr 25, 2008)
Monday, May 5, 2008
4:00 pm - 5:00 pm Guy
Spier, Principal, Aquamarine
Capital Mgmt [USA] Topic: "Applying Value
Investing Outside the USA"
5:00 pm - 6:00 pm Janet
Lowe, author, Warren
Buffett Speaks, Damn Right: Behind the Scenes with Berkshire
Hathaway Billionaire Charlie Munger, Value Investing Made Easy
Topic: "Benjamin Graham on Value Investing: Lessons
From the Dean of Wall Street"
6:00 pm - 7:00 pm Welcome
Reception in Hotel Courtyard
Tuesday,
May 6, 2008
7:00 am - 8:00 am Networking
Breakfast in Hotel Courtyard
8:00 am - 9:00 am Tom
Russo, Patner, Gardner, Russo & Gardner [USA] Topic:
"Be Right Once"
9:15 am - 10:00 am Justin
Fuller, CFA, Stock Analyst, Morningstar
[USA] Topic: "Morningstar's Ultimate Stock Picker's
Portfolio"
10:15 am - 11:00 pm Megh
Manseta, Investor, Manseta Family Office [India] Topic:
"Buffett Munger Principles in Emerging Markets: An
Indian Perspective"
11:15 am - 12:15 pm Charles
Mizrahi, Managing Partner, CGM Partners Fund LP,
Author, Getting Started in Value Investing & Editor,
Hidden Value Alert [USA] Topic: "How To Lose $1
Million By Investing In Stocks"
12:15 pm - 1:15 pm Networking Lunch -
Executive Deli Sandwiches in Hotel Courtyard (sponsored by
Morningstar)
1:30 pm - 2:30 pm Piet
Viljoen, Portfolio Manager, RE-CM
[South Africa] Topic: "Compounding: Your Only Friend
in the Investing World"
2:30 pm - 2:45 pm Sees Chocolate Break
2:45 pm - 3:45 pm Todd Green,
Portfolio Manager, First
Manhattan [USA] Topic: "Reflections on 25 Years
of Investing"
4:00 pm - 5:00 pm Al
Ueltschi, Founder & Chairman, FlightSafety,
Warren Buffett CEO Topic: "Building a Business Warren
Buffett Would Buy: The Story of FlightSafety"
[watch
video interview]
6:00 pm - 7:00 pm Optional Tour: Shuttle bus from Ayres
Hotel LAX to FlightSafety Training Center ($45 shuttle and
BBQ buffet dinner fee per person)
7:00 pm - 9:00 pm Buffet Dinner
and Tour of FlightSafety
9:00 pm - 10:00 pm Shuttle bus
from FlightSafety to Ayres Hotel LAX
Wednesday,
May 7, 2008
7:00 am - 8:00 am Networking
Breakfast in Hotel Courtyard
8:00 am - 10:00 am Best Value Investment
Idea Round Table
- Philip
Durell, Advisor, Motley Fool Inside Value
- Charles
Mizrahi, Managing Partner, CGM Partners Fund LP,
Author, Getting Started in Value Investing & Editor,
Hidden Value Alert
- Alex
Dumortier, CFA, Analyst, Motley Fool Inside Value
- Holmes
Osborne, Money Manager, Holmes R. Osborne, Inc
11:00 am - 12:00 pm Optional
Shuttle bus from Ayres Hotel LAX to Pasadena [$45 box lunch and
shuttle bus fee per person]
12:00 pm - 12:30 pm Briefing
on the history of the Huntington Library and the Munger Research
Center
12:30 pm - 1:30 pm Shuttle bus continues
to Pasadena
2:00 pm - 5:00 pm Charlie
Munger's Wesco
Financial Annual Meeting [The
Pasadena Center, 300 East Green Street, Pasadena, CA]
5:00 pm - 6:00 pm Shuttle
bus from Pasadena to Ayres LAX Hotel
South Africa 2007 Agenda:
Friday,
26 October, 2007 (revised 9 Oct)
8:30 - 9:45 Conference
Registration & Welcome Tea
9:45 - 10:45 Robert
Miles,
Author, Conference Organizer & Host [USA]
Topic: "The Genius of Warren Buffett: The Science
of Investing and the Art of Managing
10:45 - 11:45 Jannie
Mouton, Executive Chairman, PSG
Group
Topic: "The Lessons I Have Learnt From Warren
Buffett"
11:45 - 12:00 Mid Morning Tea
12:00 - 13:00 Fred
J. Robertson, Deputy Chairman & Co-Founder, Brimstone
Topic: "Beyond Risk and Return: The Case for Ethical
Investments"
13:00 - 14:00 Conference Lunch
(Restaurant 37)
14:00 - 15:00 David
Shapiro, Fund Manager, Sasfin
Twenty Ten Fund
Topic: "Warren Buffett Common Sense Investing: Ignoring
the World of Charts, Spreadsheets and Mathematical Driven
Trading"
15:00 - 15:20 Afternoon Tea
14:20 - 16:20 Piet
Viljoen, Portfolio Manager,
RE-CM
Topic: "Compounding: Your Only Friend in the
Investing World"
16:20 - 17:20 Kokkie
Kooyman,
Fund
Mgr & Head Global Financial Services, Sanlam
Topic:
"Value Investing Versus Growth Investing"
17:20 - 17:30 Final Words and Close of
Conference
