"Where Value Investors Learn, Network and Exchange Investment Ideas"

For the first four years of the conference, while in LA, we have visited one of the first wholly owned businesses purchased by Warren Buffett - Sees Candies. In 2007 attendees toured the local FlightSafety Center's $350 million in simulators used to train the pilots of NetJets.

 

In 2007 Six LA conference attendees (one from each continent) got the thrill of a lifetime with a rare and unique opportunity to fly a FlightSafety $15 million dollar level D flight simulator.

 

Australia and New Zealand Value Investor Conference ended their day long event with a Sydney Boatshare auction with the winners getting the opportunity to enjoy a day on the water in beautiful Sydney Harbour with walk on and walk off service.

 

Register by 3/15/2012
and save $400.

Presenters include:
Warren Buffett CEOs, Publicly Traded Company Founders and CEOs, Best Selling Authors, and World Renown Professional Money Managers.

 Register today and enjoy a $100 discount.

Travel Note: Conference is scheduled before Warren Buffett's Berkshire Hathaway annual meeting in Omaha.  Conference begins on Thursday, April 28, 2011 at 4 p.m. and concludes on Friday, April 29, 2011 at 4:40 p.m.. 

 Register today and join attendees from all 6 continents. Limited seating.

7th Annual Global Value Investor Conference 2010 Agenda:

Date: Mon - Wed, May 3 - 5, 2010
Location: Ayres LAX Hotel

Monday, May 3, 2010 

4:00 p.m. - 4:15 p.m.  Robert Miles, Author & Conference Organizer
Topic: Welcome and Introductions

4:15 p.m. - 6:00 p.m.  Dave Gold, Founder & Chairman, 99¢ Only Stores
Topic: "Turning 99 Cents Into a Billion Dollars"

6:00 p.m. - 7:00 p.m.  Welcome Reception on 2nd Floor Hotel Veranda

Tuesday, May 4, 2010  

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m. Jeff Matthews, Author, Blogger, & Founder, Ram Partners 
Topic: "What I Learned Writing a Book About Warren Buffett"

9:15 a.m. - 10:00 a.m. Lauren Templeton, Author, Founder & President, Lauren Templeton Capital Mgmt
Topic: "Investing the Templeton Way"

10:15 a.m. - 11:00 a.m.  Seng Hock Tan, CEO, Aegis Portfolio Mgrs [Asia]
Topic:  "Value Investing in Asia"

11:15 a.m. - 12:15 p.m. Scott Phillips, Author, Port Mgr & Head of Research, Lauren Templeton Capital Mgmt
Topic:  "Buying at the Point of Maximum Pessimism"

12:15 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard

1:30 p.m. - 2:30 p.m. Pat Dorsey, Author, CFA & Dir of Equity Analysis, Morningstar
Topic: "Management and the Moat"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break

2:45 p.m. - 3:45 p.m. Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value Investing"

4:00 p.m. - 5:00 p.m.  Timothy Vick, Author & Sr Portfolio Mgr, Sanibel Captiva Trust
Topic: "Life After Buffett: New Strategies for Duplicating Berkshire's Returns"

6:00 p.m. - 9:00 p.m.  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 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:30 a.m. Robert Hagstrom, Author & Portfolio Mgr, Legg Mason Growth Trust
Topic: "Who's Afraid of a Sideways Market"

9:45 a.m. - 10:45 a.m.  Francois Rochon, Founder & CIO, Giverny Capital [Canada] 
Topic: "The Art of Investing"

11:00 a.m. - 12:00 p.m.  Optional Shuttle Bus Tour departs from Ayres Hotel LAX to Huntington Library.
Box lunch on board. RSVP required.
12:00 p.m. - 12:30 p.m.  Briefing by the Chief Curator of Rare Books on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:00 p.m.  Continue to Pasadena
2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting [The Pasadena Center, 300 E Green Street, Pasadena, CA.

5:15 p.m. - 6:15 p.m.  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 p.m. - 4:15 p.m.  Robert Miles, Author & Conference Organizer & Host [USA]
Topic: Welcome and Introductions

4:15 p.m. - 6:00 p.m.  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 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard

8:00 a.m. - 9:00 a.m. 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 a.m. - 10:00 a.m. Hendrik Leber, Managing Director, Acatis [EUR]
Topic: "How to Value a Business"  

10:15 a.m. - 11:00 a.m.  Paul Larson, Equity Strategist & Editor, Morningstar Stock Investor 
Topic: "Four Ways To Upgrade in the Bear Market"

11:15 a.m. - 12:15 p.m.  Peter Lindmark, Managing Partner, Lindmark Capital
Topic: "When Macro Matters"

12:15 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard

1:30 p.m. - 2:30 p.m. 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 p.m. - 2:45 p.m. Sees Chocolate Break

2:45 p.m. - 3:45 p.m. Larry Coats, President & CEO, co-manager Oak Value
Topic: "Haystacks Full of Needles: Finding Good Businesses"

4:00 p.m. - 5:00 p.m. Tom Russo, Partner, Gardner Russo & Gardner [USA]
Topic: "Global Value"

6:00 p.m. - 9:00 p.m.  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 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m.  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 a.m. - 9:45 a.m. Charlie Tian, Founder & Director of Research, Guru Focus
Topic: "What Worked in the Market from 1998 - 2008: Undervalued Predictable Companies"

9:45 a.m. - 10:30 a.m. 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 a.m. - 12:00 p.m.  Optional Tour depart from Ayres Hotel LAX to Huntington Library

12:00 p.m. - 12:30 p.m.  Briefing by the Chief Curator of Rare Books on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:00 p.m.  Continue to Pasadena
2:00 p.m. - 5:00 p.m.  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
08:00 a.m. - 08:30 a.m. Registration and Welcome Tea

08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA]
Topic: "The Warren Buffett Manager: Making Investments In The Right Partner"

09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE]
Topic: "How to Value a Business"

10:30 a.m. - 10:45 a.m. Mid Morning Tea

10:45 a.m. - 11:45p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA]
Topic: "Using Economic Moats to Improve Investment Returns"

11:45p.m. - 12:45p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE]
Topic: "Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing"

12:45 p.m. - 13:45 p.m. Conference Lunch

13:45p.m. - 14:45p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE]
Topic: "The Fallacy of Growth and How to Test for Franchises"

14:45p.m. - 15:45 p.m. 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"

15:45 p.m. – 16:00 p.m. Afternoon Tea

16:00 p.m. - 17:00 p.m. Glen Arnold, Author & Professor [EUR]
Topic: "Valuegrowth Investing: How To Become a Disciplined Investor"

17:00p.m. - 18:00 p.m. Robert Vinall, Managing Dir, RV Capital [EUR]
Topic: "Pitfalls Every Value Investor Should Avoid"

18:00 p.m. – 18:15 p.m. Final Words 

18:15 p.m. Close of Conference

LA 2008 Agenda (updated Apr 25, 2008)

Monday, May 5, 2008 

4:00 p.m. - 5:00 p.m.  Guy Spier, Principal, Aquamarine Capital Mgmt [USA]
Topic: "Applying Value Investing Outside the USA"

5:00 p.m. - 6:00 p.m.  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 p.m. - 7:00 p.m.  Welcome Reception in Hotel Courtyard

Tuesday, May 6, 2008

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m. Tom Russo, Patner, Gardner, Russo & Gardner [USA]
Topic: "Be Right Once"

9:15 a.m. - 10:00 a.m.  Justin Fuller, CFA, Stock Analyst, Morningstar [USA]
Topic: "Morningstar's Ultimate Stock Picker's Portfolio"

10:15 a.m. - 11:00 p.m.  Megh Manseta, Investor, Manseta Family Office [India]
Topic:  "Buffett Munger Principles in Emerging Markets: An Indian Perspective"

11:15 a.m. - 12:15 p.m.  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 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard (sponsored by Morningstar)

1:30 p.m. - 2:30 p.m. Piet Viljoen, Portfolio Manager, RE-CM [South Africa]
Topic: "Compounding: Your Only Friend in the Investing World"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break
2:45 p.m. - 3:45 p.m. Todd Green, Portfolio Manager, First Manhattan [USA]
Topic: "Reflections on 25 Years of Investing"

4:00 p.m. - 5:00 p.m. 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 p.m. - 7:00 p.m.  Optional Tour: Shuttle bus from Ayres Hotel LAX to FlightSafety Training Center  ($45 shuttle and BBQ buffet dinner fee per person)

7:00 p.m. - 9:00 p.m.   Buffet Dinner and Tour of FlightSafety

9:00 p.m. - 10:00 p.m.   Shuttle bus from FlightSafety to Ayres Hotel LAX

Wednesday, May 7, 2008

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard

8:00 a.m. - 10:00 a.m.  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 a.m. - 12:00 p.m.  Optional Shuttle bus from Ayres Hotel LAX to Pasadena
[$45 box lunch and shuttle bus fee per person]
12:00 p.m. - 12:30 p.m.  Briefing on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:30 p.m.  Shuttle bus continues to Pasadena

2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting
[The Pasadena Center, 300 East Green Street, Pasadena, CA]

5:00 p.m. - 6:00 p.m.  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

9th Annual Value Investor Conference - Omaha
Date:  Thursday and Friday, May 3 and 4, 2012
Location:  University of Nebraska at Omaha, College of Business, Mammel Hall
Address:  6708 Pine Street, Omaha, NE 68106 Map and Directions

 

Rob Shears

"We had a fantastic time at the Value Investor Conference. We learned more in those few days on investing than we did in our entire university studies. It really inspired us to read a lot more."

"It is the best conference I have attended. The University of Nebraska at Omaha College of Business is a great venue. Very professionally run but still with the good feeling of being able to chat with everyone. Well done."
Rob Shears
Sydney, Australia

 

Gordon Nihei

"Excellent!"
Gordon Nihei
Hawaii

Click here to watch a video interview with 2007 presenter, Buffett CEO and FlightSafety founder, Al Ueltschi.

 

Bill Child

“What a fantastic group of value minded investors gathered together in one place. Thanks for inviting me to share my business story, company culture and personal values.”

Bill Child
Warren Buffett CEO Chairman
RC Willey Home Furnishings

 

A unique combination of Buffett CEOs, top rated value investment managers, best selling authors, journalists, board members, professors and market observers all together under one roof with lots to share and learn.

Rian Maartens 

“The Value Investor Conference has an excellent ratio of prominent authors, money managers and CEOs to delegates and therefore provides great value for money and a very good chance of having personal interaction with the first class and wide ranging speakers.”

Rian Maartens
Chairman Ipic Group
Cape Town, South Africa